Amy Duncan is a CFP® with 26 years of industry experience, currently serving at Kestra Advisory Services, LLC. Her prior experience includes roles at Moloney Securities Asset Management LLC and Berthel, Fisher & Company Financial Services, Inc. Outside of her advisory work, she is involved in managing Candlelight Capital, LLC and Candlelight Ventures, Inc., entities related to commercial property ownership. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including sovereign wealth funds.

Brian Campos is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His career includes roles at Kestra Advisory since 2020, self-employment from 2018 to 2020, and SCOTTRADE, Inc. from 2016 to 2018. 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 access to multiple management platforms and third-party solutions.

Timothy Cors is a financial advisor with &PARTNERS in Austin, TX, holding a Series 66 designation and with 16 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 18 years. Outside of advising, he is involved with Tangelina Properties, LLC, an investment-related business based in Dallas, TX. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a mix of proprietary and third-party models on the Envestnet platform, and combines roles as an RIA, broker-dealer, and municipal advisor.

Robert Borham is a financial advisor with TIAA-CREF in Austin, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, as well as extended tenure at TIAA and TIAA-CREF. Outside of his advisory work, he serves as a soccer referee for youth and adult leagues and is a voting member of the board of trustees at The Griffin School College Prep. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and institutions, often those affiliated with TIAA retirement plans. The firm operates a vertically integrated advisory model that includes both point-in-time planning and ongoing portfolio management through customized and model-based approaches.

Justin Snowden is a CFP® with seven years of industry experience, currently with Kestra Advisory in Austin, TX. He previously worked at Ameriprise Financial Services for six years and has experience managing an advisory business through Ubuntu LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds, offering services such as fiduciary consulting, plan design, and advisor-managed accounts.

Jae I Kim is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 65 credential and one year of industry experience. Prior to joining Kestra Advisory, Kim worked at Texas Financial Advisors and Fidelity, and is also involved with UTea Pho LLC, a business he has managed since 2022. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions to support its advisory services.

Stephen Muro is an investment advisor at Kestra Advisory with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Kestra Advisory and Kestra Investment Services since 2016. Outside of his advisory role, he owns an insurance business focused on assisting clients with obtaining coverage. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, pooled plan solutions, and advisor-managed accounts, serving clients such as large institutional investors and sovereign wealth funds.

Nora Rocha is a financial advisor at Rockefeller Financial LLC in Austin, TX, with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 11 years before joining Rockefeller Financial in 2024. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Michael Carter is a financial advisor at Valic Financial Advisors in Austin, TX, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Agia, Angi Services, Equitable Advisors, and Quest Trust Company. He is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform and third-party UMA model managers.

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 Park Avenue Securities, holding a Series 63 designation and 33 years of industry experience. His work history includes long-term roles at both Guardian Life Insurance Company and Park Avenue Securities since 2010. In addition to his advisory duties, he is licensed in property and casualty insurance and occasionally reviews and sells auto and home coverage. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser and a subsidiary of The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and advisory programs, offering both discretionary and non-discretionary investment management through proprietary and third-party models.

Lily Ku is a CFP® professional with 21 years of experience in the financial advisory industry. She is currently with Wealth Enhancement Advisory Services, LLC, where she has worked since 2021, following a 14-year tenure at Pillar Pacific Capital Management, LLC. Ku holds a Series 65 license and is based in Austin, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.

Tristan Boyd is a financial advisor at Kestra Advisory with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services in 2025, he worked at Fisher Investments, Charles Schwab and Co., TD Ameritrade, and held roles outside the financial sector, including positions at Conn's HomePlus and Austin's Pizza. 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 fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving a variety of clients including large institutional investors and 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 with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior roles include positions at State Farm and Charles Schwab Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and primarily serves individual clients without discretionary trading authority.

Andrew Dropkin is a CFP® with 25 years of experience in the financial industry. He is affiliated with Kestra Advisory Services LLC and Kestra Investment Services LLC, and has also worked at Credit Suisse First Boston Corporation and Donaldson, Lufkin & Jenrette Securities Corp. He serves as chairman of the board for the Dallas Jewish Community Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a broad range of clients such as sovereign wealth funds and large institutional investors.