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.

Mark Riebesehl 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 LPL Financial and Northwestern Mutual in various capacities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services that include fiduciary consulting, plan design, and investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors such as sovereign wealth funds.

John Amore is a Series 66-licensed financial advisor with Kestra Advisory in Austin, TX, where he has worked since 2019. He has 18 years of industry experience, including six years at UBS Financial Services Inc. prior to joining Kestra. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, benchmarking, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutions and sovereign wealth funds.

Richard Gannett is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and one year of industry experience. Prior to joining Kestra, he worked at Mid-Atlantic Retirement Planning Specialists and has been involved in coaching high school baseball. At Kestra, he provides advisory services as part of a large enterprise firm. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides a range of services such as fiduciary consulting, employee education, and plan-level investment advice, managing approximately $79.8 billion in assets.

Michael Wertheim is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Kestra Advisory since 2016 and has been a partner at MainStreet Financial Group since 2003. Outside of his advisory roles, he is involved in selling life and health insurance and works in tax preparation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers services such as fiduciary consulting, plan design, and employee education, supported by due diligence and access to multiple management platforms and third-party solutions.

Zale Crawford is a financial advisor at Kestra Advisory with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Pillar Financial Group and Commonwealth Financial Network. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services including plan design, fiduciary consulting, and employee education. The firm manages significant institutional assets and serves clients such as sovereign wealth funds.

Samuel Legamaro is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Kestra, he worked at T. Rowe Price and has held roles in education and nonprofit sectors. He is a co-founder and co-executive director of Keeping It Austin, a nonprofit dedicated to promoting and preserving local culture in Austin, Texas. 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, and investment advice supported by due diligence, serving clients ranging from large institutional investors to sovereign wealth funds.

Phoebe O'Keeffe is a financial advisor at Kestra Advisory with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America. Outside of finance, she has experience in the food service industry, having worked at The Pie Bar. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and employee education, supporting clients with extensive due diligence and a range of management platforms.

William Thompson is a financial advisor at Kestra Advisory with 22 years of industry experience. He holds the Series 66 designation and has been with Kestra Advisory since 2016. Thompson is also the owner of 903 Advisors, LLC and serves as an independent contractor recommending insurance products through oXYGen Financial Insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving a client base that includes large institutional investors and sovereign wealth funds.

Robert Miller is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has been with Kestra Advisory since 2017 and previously worked at WFG Investments, Inc. from 2010 to 2017. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice, supporting investments through due diligence and a variety of management platforms.

John Holly Sr. is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes two decades at B. Riley Wealth Advisors and extended tenures at National Securities Corporation and Wells Fargo Advisors. Outside of financial services, he is an owner of a business in the electrical industry. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors and managing approximately $79.8 billion in assets.

Paul Faidley Jr. is a financial advisor with Kestra Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including roles at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. He operates under the DBA Gus Bates Financial Services, providing investment advisory and insurance services through Kestra. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm provides fiduciary consulting, plan design, benchmarking, and plan-level investment advice, supporting recommended investments with due diligence across multiple management platforms and third-party solutions.

Andrew Denkler is a CFA® charterholder affiliated with Oppenheimer, where he has worked since 2016. He holds a Series 66 license and has eight years of industry experience. Based in Dripping Springs, TX, Denkler provides investment advisory services through a firm with over 1,100 advisors. Oppenheimer serves individuals, corporations, retirement plans, and charitable organizations with a broad range of programs covering equity, balanced, and fixed-income portfolios. The firm offers both discretionary and non-discretionary investment management along with consulting and retirement services.

Rex Zhao is a financial advisor with Kestra Advisory, holding a Series 66 designation and one year of industry experience. He previously worked at Kestra Investment Services, LLC and has educational experience at Texas A&M University and Carnegie Vanguard High School. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Keith Borgfeldt is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Kestra Advisory and its affiliated entities since 2017 and has also been involved with NEXT Financial Group since 2008. Outside of his advisory role, he serves as president of Spartan Wealth Management LLC and holds board and treasurer positions at the Fort Bend Chamber of Commerce, Cullinan Park Conservancy, and the charitable organization Hope for Three. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm serves a diverse client base including large institutional investors and sovereign wealth funds, offering fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party managed solutions.

Thomas Dolan is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 39 years of industry experience. His prior roles include positions at LPL Financial, INVEST Financial Corporation, and the Society for Lifetime Planning, where he also serves as Executive Vice President. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and offers multiple management platforms and third-party solutions.

Alicia Rivera is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining Kestra in 2023, she spent nine years with Ameriprise Financial Services. Rivera serves as a trustee for Vertical Chapel and is a finance committee member of the James Bowie High School Band Booster Club. 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, and advisor-managed accounts, and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds.

Andrew Craft is a CFP® and ChFC® with 26 years of industry experience, currently serving at Kestra Advisory. He has a long tenure in financial services, having worked at Valic Financial Advisors for 25 years before joining Kestra in 2024. Outside of his advisory role, he is president of Sojourn Tax Services, LLC, a firm specializing in coordinating tax document organization. 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, and employee education, managing approximately $79.8 billion in assets and serving diverse clients including sovereign wealth funds.

Emmanuel Essien is a CFP®-certified financial advisor with five years of industry experience, currently serving at Kestra Advisory. His prior work includes roles at BFG Financial Advisors and involvement with healthcare-related companies. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including institutional and individual clients. The firm offers fiduciary services, plan design and compliance, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets.

Andrew Hinnant is a financial advisor at Kestra Advisory with eight years of industry experience. He holds a Series 66 designation and has worked previously at Sage Advisory Services and UBS Financial Services. 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 design, and investment management services, supporting complex products and discretionary trading within a comprehensive supervisory framework.