Financial planning is personal because life is personal. Whether you're building a business, preparing for retirement, navigating a career transition, or thinking about the legacy you'll leave, every important decision has financial implications. For more than two decades, I've helped business owners, executives, and successful families make those decisions with confidence through thoughtful planning, objective advice, and long-term relationships. I founded Vonera Wealth because I believe financial advice should be personal, objective, and built around relationships. As an independent advisor, and someone who has built businesses myself, I understand that financial decisions are rarely just about the numbers. They're about balancing opportunity with risk, taking care of the people who matter most, and creating more choices for the future. When we work together, you can expect straightforward conversations, practical guidance, and someone who takes the time to understand what matters to you before offering advice. Outside the office, I'm a husband, dad, entrepreneur, proud SMU graduate, and occasional golfer. I believe money isn't the goal, it's a tool that creates opportunities, provides peace of mind, and gives you the freedom to focus on what matters most.

Randall Wilson is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Kestra Private Wealth Services since 2011 and also holds roles at Kestra Investment Services, LLC and Washington Wealth Management, LLC. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients, managing approximately $13.45 billion in assets across 208 advisors as of the end of 2025. The firm offers a broad range of investment products and specialized services, with a focus on advisor-managed accounts and operational support through its institutional affiliations.

David Carlock is a CFP® professional with 20 years of industry experience, currently serving at Kestra Private Wealth Services, LLC. He previously worked for 15 years at Raymond James & Associates before joining Kestra in 2020. Outside of his advisory work, Carlock is involved in volunteer activities and manages a business entity, D Squared Tres LLC. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a wide range of investment products and services, including discretionary and non-discretionary accounts, third-party manager platforms, and specialized offerings, while maintaining institutional and operational support features such as an affiliated trust company.

David Tovey is a CFP® with 19 years of industry experience. He has been with Kestra Private Wealth Services, LLC since 2022 and previously worked at Edward Jones for 16 years. Outside of his advisory role, he is the owner of Blue Shamrock, Inc., a pass-through entity, and serves as a board member for Russo Operational Consulting Group. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm offers a broad range of investment products and platforms, overseeing advisor recommendations while allowing flexibility within an approved menu.

Keith Nielsen is a financial advisor at Waterloo Capital with 29 years of industry experience. He has previously worked at Independent Financial Group, Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory work, he volunteers on a political committee and participates in planning church retreats. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm offers customized portfolio management using a primarily long-term, buy-and-hold approach, complemented by access to third-party sub-advisers and a range of investment tools.

Shakir Kaka is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 designations and 21 years of industry experience. Prior to joining Kestra in 2024, he worked at Bank of America and Merrill, accumulating extensive experience in financial services. He is also involved with ATTAIN WEALTH PARTNERS, focusing on holistic financial planning, and is an owner/member of W.K.T.B. LLC, which supports his advisory activities. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves individual and institutional clients with a range of investment products and specialized offerings while overseeing advisor recommendations within an approved product menu.

Isabella Richard is a financial advisor at Waterloo Capital with a Series 65 credential and one year of industry experience. Prior to joining Waterloo Capital, she held positions at Florida Financial Advisors and Ameriprise Financial Services, LLC, among other roles. Her background also includes experience at Louisiana State University and involvement in a family-owned retail business, Richard's Kitchen Store. Waterloo Capital is an SEC-registered multi-team adviser serving accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a fundamental, long-term, buy-and-hold investment approach combined with customized portfolio management and access to third-party sub-advisers.

Arpit Sharma is a Series 65 licensed financial advisor with four years of industry experience. He is currently affiliated with Transce3nd LLC, Madison Avenue Securities, and e3 Wealth, serving in roles related to investment advisory and cash flow analysis. Outside of advisory work, he is also an insurance agent focusing on life and health insurance. Transce3nd LLC (marketed as e3 Wealth) serves a diverse client base that includes individuals, foundations, trusts, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, implementing investment strategies through third-party models and managers with an emphasis on strategic asset allocation and risk profiling.

Wyatt Sharpe is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and having one year of industry experience. Prior to joining Kestra Investment Services, LLC in 2023, he worked at Texas Christian University and Olathe Public Schools. He assists the lead advisor at Decidedly Wealth Management with financial advising and business operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Jason Harmon is a CFP® with 13 years of industry experience, currently serving with Kestra Advisory since 2026. He previously worked at Commonwealth Financial Network and The Potter Financial Group. Harmon is also involved with Brotman Financial Group, where he provides holistic financial planning and investment management services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan-level investment advice, and employee education, and manages approximately $79.8 billion in assets with a focus that includes large institutional investors and pooled employer plan solutions.

Gregg Stamler is an Investment Advisor Representative with Kestra Advisory Services, LLC, holding a Series 63 credential and bringing 12 years of industry experience. He has been with Kestra Advisory and its affiliated entities since 2013. Outside of his advisory role, Stamler is the owner of GCS Tax Service, where he prepares individual income tax returns for approximately 300 clients. Additionally, he serves as a Battalion Chief with the New York City Fire Department. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large clients such as sovereign wealth funds with assets under management totaling approximately $79.8 billion.

Jason Reeves is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC, where he has worked since 2023. Prior to this, he spent seven years with Kestra Advisory and its affiliated firms. Steward Partners Investment Advisory, LLC is a national, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a broad range of investment advisory, financial planning, and managed account services.

Jodi Patman is a financial advisor at Kestra Advisory with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones and J.P. Morgan Securities. Outside of her advisory role, she operates a resale business for clothing and personal goods. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, and employee education, supporting recommended investments through due diligence and serving large institutional investors such as sovereign wealth funds.

Ilona Friedman is a CFP® professional with 18 years of experience, currently a financial advisor and principal at Kestra Advisory Services LLC. She has been with Kestra in various capacities since 2009. Friedman serves on the Board of Trustees for the Dallas Jewish Community Foundation and participates on the investment committee of the Ann & Nate Levine Academy. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and multiple management platforms. The firm serves large institutional investors and offers pooled employer plan arrangements alongside third-party managed solutions.

John Egan is a CFP®-designated financial advisor with 26 years of industry experience, currently affiliated with Kestra Advisory Services, LLC. He previously worked at JP Morgan LLC for nine years. Egan is also the founder of Vertera Financial, where he manages an office and book of clients. 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. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Shalana Poole is a CFP® with 22 years of industry experience, currently serving as a Wealth Advisor at CWM, LLC. Her prior roles include positions at JP Morgan Securities LLC, Waddell & Reed, and LPL Financial. Poole is also owner of Flashpoint Financial Services and Spoole 360 Divorce, providing financial services including those tailored for divorcing clients. She serves as board member and treasurer for the nonprofit Age of Central Texas. CWM, LLC is an SEC-registered investment adviser supporting a wide range of clients, including individuals, families, foundations, and institutions, through a large network of advisors. The firm employs discretionary portfolio management with model portfolios and offers extensive retirement-plan services, integrating fundamental and technical analysis and third-party sub-advisors.

Adam Flagg is a CFP® with 19 years of industry experience, currently serving as a financial advisor at CWM, LLC. He has worked with firms including Cetera, Collective Advisors, and Sigma Financial Corporation. Outside of advisory work, he volunteers providing pro bono financial coaching for families dealing with cancer and holds board and advocacy roles with nonprofit organizations such as the Financial Planning Association of Austin and the Candlelight Ranch Foundation. 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 a discretionary portfolio management approach combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a notable focus on retirement plan and institutional services.

Maxwell Loeb is a Certified Financial Planner® affiliated with Kestra Advisory, with 10 years of experience in financial planning and investment advisory services. He has been with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016. Loeb also serves as Director of Financial Planning for the Waterway Wealth Advisors DBA under Kestra and is involved with Westchester Benefit Group, Inc. as a financial advisor. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm’s services include fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting clients with multiple management platforms and a wide range of investment solutions.

Gary Markham is a financial advisor at Kestra Advisory with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Pillar Financial Group, Commonwealth Financial Network, MassMutual Investors Services, and Northwestern Mutual Investment Management. Markham is also the owner of Spokane Small Business Benefits, LLC, a private entity facilitating insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, supporting multiple management platforms and serving clients that include sovereign wealth funds.

Shane Pruitt is a Series 66-licensed financial advisor with Kestra Advisory, based in Austin, TX, and has 13 years of industry experience. Prior to joining Kestra Advisory in 2021, he worked at Edward Jones for nine years. He serves as a board member for the Marshall Lake Metropolitan District in Thornton, CO. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, and multiple management platforms, serving large institutional clients and maintaining extensive third-party relationships.