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.

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.

Mitchell Glicksman is a CFP® and Series 63-licensed financial advisor at Kestra Advisory with 28 years of industry experience. He previously worked for Commonwealth Financial Network for 21 years and spent time at Osaic FA, Inc. Glicksman is a member of Evergreen Financial Associates, LLC, an entity managing his securities and financial planning business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving clients that include large institutional investors and sovereign wealth funds.

Nicole Gatlin is a financial advisor at Kestra Advisory with Series 63 and Series 65 credentials and three years of industry experience. She has worked at Kestra Investment Services, LLC, Charles Schwab, and Fagron, and has a background that includes time in full-time education and at St. Edward's University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions. The firm serves large institutional investors including sovereign wealth funds and manages approximately $79.8 billion in assets.

Connie Hertzler is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and six years of industry experience. She previously worked at Royal Alliance, Droms Strauss Wealth Management, and Financial Legacy Associates. Outside of her advisory role, she is involved with Hertzler Wealth Management, LLC, which provides insurance services including life insurance, long-term care insurance, and fixed annuities. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, providing 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.

Michael Fox is a CFP® with eight years of industry experience, currently affiliated with Kestra Advisory. His prior experience includes roles at Commonwealth Financial Network and Skeels & Fox Wealth Management. He is also involved in fixed insurance sales, spending approximately 10% of his time on this activity during trading hours. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and investment due diligence, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Michael Bien is a financial advisor with Valic Financial Advisors in Austin, TX, holding a Series 66 designation and five years of industry experience. His prior roles include positions at AGIA, IntegraShare Solutions, Inc., and StudioGrow. In addition to his advisory work, he is involved with AGIA as an agent offering non-securities insurance products. 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 wrap programs, portfolio management, and financial planning services, utilizing a large network of advisors and a technology-driven platform for unified managed accounts.

Austin Somers is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Kestra Advisory since 2020 and has also been associated with Higginbotham since 2016, where he focuses on retirement plan services including fund due diligence and employee education. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education, supported by due diligence and discretionary investment management.

Casey Fry is a financial advisor at Kestra Advisory with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Symonds Wealth Management, Principal Life Insurance Company, Principal Securities Inc., Raymond James Financial Services Advisors Inc., and Southside Bank. Fry is based in Austin, TX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors and sovereign wealth funds.

Michael Wren is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His prior roles include positions at LPL Financial and KMS Financial Services, Inc. Outside of his advisory work, he owns a hand tool distributorship. 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 such as fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.

Turner Schuster is a CFP® professional with four years of industry experience, currently serving at Kestra Advisory. Before joining Kestra Investment Services in 2022, he operated Schuster Financial Services and previously worked for the Columbia Police Department for 13 years. He serves on an advisory panel supporting first responders in Boone County, focusing on raising awareness of their mental health challenges. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan-level investment advice, and third-party managed solutions, serving clients such as sovereign wealth funds and large institutional investors.

Pamela Espinosa is a Series 66 licensed advisor with Kestra Advisory who has 15 years of industry experience. She has worked at Kestra Advisory and Kestra Investment Services since 2017 and previously spent seven years at SII Investments. Pamela is also the manager and member of Davis Advisory Group, LLC, where she provides financial planning, investment management, and insurance services. Kestra Advisory Services offers investment advisory and retirement plan consulting to institutional and individual clients, with services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves a broad client base, including large institutional investors, and supports a range of investment platforms and third-party solutions.

Jacob Adams is a CFP® professional affiliated with Principal Financial Services in Austin, TX, with 18 years of industry experience. He previously worked at Charles Schwab & Co., Inc. for nine years and held roles at Realized Financial, Inc. and WealthForge Securities before joining Principal in 2025. Adams is also licensed as an insurance agent, involved in the sale and service of life, annuities, disability, long-term care, health, and group insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.