Nora Rocha is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Rockefeller Financial in 2024, she worked for UBS Financial Services for 11 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Michael Carter is a financial advisor with Valic Financial Advisors in Austin, TX, holding Series 63 and Series 66 designations and having four years of industry experience. His prior roles include positions at Agia and Angi Services, and he is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Lance Nelson is a financial advisor with Kestra Advisory in Austin, TX, holding the ChFC® designation and a Series 63 license. He has 36 years of industry experience, including 11 years with Commonwealth Financial Network. He is also involved with Nelson and Nelson Wealth Management, providing financial planning and wealth management consulting. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Gordon Willoughby is a financial advisor with Guardian Life and holds a Series 63 designation, bringing 33 years of industry experience. He has worked with Guardian Life and Park Avenue Securities since 2010, with prior roles at Sunset Financial Services, DFC Investor Services, and New England Securities. In addition to his advisory work, he is licensed to sell property and casualty insurance, including auto and home coverage. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, businesses, and charitable organizations through brokerage and advisory services. The firm offers customized financial planning, discretionary and model-based management strategies, and access to insurance and alternative investment products.

Lily Ku is a CFP® with 22 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at Pillar Pacific Capital Management and PACWEST Financial Management. She operates out of Austin, TX. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee.

Tristan Boyd is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Fisher Investments, Charles Schwab and Co., Inc., and TD Ameritrade. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds.

Amy Bonzon is a CFP®-certified financial advisor with four years of industry experience, currently with Kestra Advisory in Austin, TX. Before joining Kestra in 2026, she worked at Ameriprise Financial Services for several years and has a background in nonprofit work, having spent 18 years with Young Life. Outside of her advisory role, she is involved with Ubuntu Operations LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers a range of services such as fiduciary consulting, plan design, and advisor-managed accounts, supporting recommendations through detailed due diligence and serving clients that include sovereign wealth funds.

James Durand is a CFA® charterholder with 25 years of industry experience. He is currently with Kestra Advisory Services LLC and Kestra Investment Services LLC and has previously worked at MountainOne Investment Group and Commonwealth Financial Network. Durand serves on the finance committee of Northern Berkshire United Way and is a board member and race director for BURCS, Inc., a nonprofit focused on charitable fundraising through ultrarunning events. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary services, plan design and compliance, and access to multiple management platforms and third-party solutions. The firm serves a wide range of client types, including large institutional investors and sovereign wealth funds.

Garrett Taylor is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and over 22 years of industry experience. He has been with Kestra Advisory Services since 2016 and is also associated with Kestra Investment Services and IDS Life Insurance Company. Outside of his advisory role, he is involved in consulting on acquisition and succession planning through Advisor Successions and provides consulting on property and casualty insurance matters at Coastline Insurance Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and plan-level investment advice, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Keith Traffican is a financial advisor at Kestra Advisory with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citizens Securities, Inc. and PNC Bank. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a variety of clients including sovereign wealth funds.

Dayton Smith is a financial advisor at Creative Planning with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Creative Planning, he worked at ML&R Wealth Management, Kestra Investment Services, Charles Schwab, and H-E-B. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process emphasizing low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.

Corey Burkhart is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and related entities since 2003, with prior experience at State Farm and TIAA-CREF. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its SWA program, using proprietary asset-allocation models and internal research tools. The firm guides clients on asset allocation and investment selection, with trades executed only after client authorization.

Andrew Dropkin is a CFP®-designated financial advisor with over 26 years of industry experience. He is currently with Kestra Advisory Services LLC, where he has worked since 2016, and has held roles at Kestra Investment Services LLC, Credit Suisse First Boston Corporation, and Donaldson, Lufkin & Jenrette Securities Corp. Outside of his advisory work, he serves as chairman of the board for the Dallas Jewish Community Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving a diverse client base that includes sovereign wealth funds.

Sarah Schoeplein is a financial advisor with Principal Financial Services, holding a Series 66 credential and two years of industry experience. Prior to joining Principal, she worked at 6Pillars Financial Services and has experience in the sales and service of outside fixed insurance products. Outside of finance, she has been involved with Infernos Wood Fired Oven and Spirits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Antonio Betancourt is a CFP®-designated financial advisor with four years of industry experience, currently affiliated with PlanMember Securities Corporation. His prior experience includes roles at Gentry Financial Group, Financial U, and Purshe Kaplan Sterling Investments. He operates a self-employed business providing insurance sales and services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive.

Seana Rasor is a financial advisor at Kestra Advisory with five years of industry experience. She holds a Series 66 designation and has previously worked with Kestra Investment Services, LLC, JP & Associates, REALTORS, and RE/MAX Trinity. Rasor serves on the board of Dilbeck Architecture Conservency as a social media coordinator. Kestra Advisory provides investment advisory and retirement-plan consulting services to both institutional and individual clients, offering fiduciary oversight, plan design, and employee education among other services. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Elijah Hall is a financial advisor at Kestra Advisory with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Northwestern Mutual, and MassMutual Life Insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary services, plan design and compliance, vendor searches, and employee education. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds, and distributes multiple management platforms and third-party managed solutions.

Maya Werner is a financial advisor at Commonwealth Financial Network with a Series 66 license and two years of industry experience. She has worked at both PlanWise Financial Group and Commonwealth Financial Network since 2022. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and retirement plan consulting, supported by operations, technology, compliance, and practice-management resources.

Stuart Bernstein is a financial advisor at Prime Capital Financial with Series 63 registration and over a year of industry experience. His prior roles include positions at Sinecera Capital, LLC and Capridge Partners. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, utilizing diverse investment strategies and maintaining affiliated tax advisory and consolidated reporting capabilities.

John Schlesinger is a financial advisor with Hightower Advisors in Austin, TX, holding a Series 65 credential and 11 years of industry experience. He previously worked at Frontier Investment Management Co for five years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and various investment vehicles.