Aaron Connolly is a financial advisor at &PARTNERS with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo and Stifel. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis and provides services under dual registration as a registered investment adviser and broker-dealer.

William Johnson Jr. is a financial advisor with Kestra Advisory, holding a Series 66 designation and 27 years of industry experience. His prior work includes roles at B. Riley Wealth Management, National Securities Corp, and Morgan Stanley, spanning both advisory and private banking capacities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves a broad client base that includes large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Elizabeth St Paul is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at New York Life and NYLife Securities LLC. Outside of her advisory role, she serves as an unpaid member of the State Board of Directors for Texas CASA, a nonprofit organization that trains volunteers to mentor children in Texas' foster care system. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Brian Hart is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 registrations and eight years of industry experience. He has worked with Inspire Financial Group and US Retirement & Benefits Partners DBA Inspire Financial Group since 2018. Outside of his advisory role, Hart serves as an elder of the Saginaw Church of Christ. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through asset allocation portfolios. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Mireya Jimenez is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials, and has two years of industry experience. She has worked with Penwell Treta Wealth Management and operates a separate business selling Medicare, life, and healthcare insurance. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, focusing on ERISA Section 3(38) fiduciary roles, education, and support. The firm employs a top-down strategic asset allocation approach with risk-based mutual fund portfolios, offering a range of investment options from conservative to aggressive.

Joseph Fishella is a financial advisor at Kestra Advisory with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services and Morgan Stanley DW Inc. Fishella is president of Bluelake Wealth Advisors, where he manages his book of business and operates the office. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms and third-party solutions.

Matthew Baldeck is a financial advisor with Hightower Advisors in Austin, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior experience includes roles at Hightower Securities, Securities America, Arbor Point Advisors, and positions at Western Kentucky University and the University of Michigan. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, supported by proprietary research and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Kurt Skvarla is a CFP® professional with 16 years of industry experience. He is currently with Kestra Advisory Services LLC and Kestra Investment Services LLC and has prior experience at Wells Fargo Advisors and UBS Financial Services. Outside of his primary advisory roles, he is the sole owner of K2 Wealth Management, LLC, an independent practice based in Gibsonia, PA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan design, and discretionary trading within a supervisory framework, managing approximately $79.8 billion in assets.

Hunter Smith is a CFP® with eight years of industry experience, currently affiliated with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2023. Prior to joining Kestra, he worked for Securities America Advisors, Securities America, Inc., and LPL Financial LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers services such as fiduciary consulting, plan design, and investment advice, and serves a range of clients from individual investors to sovereign wealth funds.

Svante Rocabado is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at Edward Jones and Kestra Investment Services. Outside of finance, he has worked in various food service positions, including catering and serving at multiple Austin-area establishments. Kestra Advisory is an enterprise firm with over 1,200 advisors, providing financial services to a broad client base.

Noah Lee is a financial advisor with Voya Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Schwab Wealth Advisory Inc., Charles Schwab & Co., Inc., Elkwood Capital, and the University of Texas at Rio Grande Valley. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed accounts, and retirement-plan services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios and technology-enabled tools with both in-house and external strategists, delivering services through a large network of investment adviser representatives.

Nicole Granger is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc. in Austin, TX. She has been with CIBC Private Wealth Management since 2015 and has four years of industry experience. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a combination of proprietary offerings and external managers within a structured governance framework.

William Berg is a CFP® with 10 years of industry experience, currently serving as an investment advisor at Kestra Advisory. He has previously worked at firms including Woodbury Financial Services, RoundAngle Advisors, and Commonwealth Financial Network. Outside of finance, he coaches CrossFit classes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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 diverse client base, including large institutional investors and sovereign wealth funds.

John Burmeister II is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Lion Street Advisors, Lion Street Financial, LLC, and Kestra Investment Services, LLC. Integrity Alliance serves a diverse client base ranging from individual investors to corporations and qualified retirement plans. The firm operates as a large advisor network offering a variety of portfolio management and financial planning services through different account management approaches and platforms.

Barron Branch is a financial advisor with Kestra Advisory Services holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Fidelity Brokerage Services, CUSO Financial Services, and OneAmerica Securities. He operates as a registered investment advisor and financial representative through Kestra’s affiliated entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and offers a wide range of management platforms and third-party solutions.

William Coffey is a CFP® with 30 years of industry experience, currently serving as a senior advisor partner at Kestra Advisory. His prior experience includes roles at Bank of America and Merrill. He is also a partner in RS Will Wealth Management and participates in a real estate venture as a partner. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Kenneth Anton is a financial advisor with CWM, LLC based in Austin, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Collective Advisors and Sigma Planning Corporation, among others. In addition to advisory services, he is involved in the sale of non-variable insurance products including term and permanent life insurance policies. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers a range of financial planning and retirement-plan services with an emphasis on fiduciary processes and operational transparency.

Shawn Thompson is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Kestra since 2012, including 10 years at Kestra Advisory. Outside of his advisory role, he is involved in registered representative activities and holds term life insurance policies on himself and his spouse. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

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.