Samuel Arnott is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones from 2015 to 2017 before joining Kestra in 2017. Outside of his advisory role, he officiates high school wrestling matches and works as an independent driver. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Jonathan Greeson is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2018, following five years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm utilizes centralized investment resources and model portfolios, delivering services through a combination of discretionary and non-discretionary managers within a large integrated financial group.

Thomas Besselman Jr. is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Kestra Advisory since 2016 and is also involved with multiple other business ventures including ownership and membership roles in various companies focused on insurance, retirement plan consulting, and business strategy consulting. Outside of advising, he serves on the board of Cobra Professionals Inc., which handles back office operations, and has a significant ownership interest in an HR outsourcing company. 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, benchmarking, and investment advice. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds, while offering access to multiple management platforms and third-party solutions.

Christopher Paul Romo is a CFP® and ChFC® with 19 years of industry experience, currently serving as an advisor at Kestra Advisory. He previously worked at Mutual of Omaha for 16 years. Romo is the founder and president of Impact Financial Advisors and serves on the advisory board of the United Brokers Insurance Agency without compensation. He is also a volunteer Chamber Ambassador with the Davis Chamber of Commerce. 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, employee education, and pooled plan solutions. The firm serves large institutional investors, including sovereign wealth funds, and supports complex investment strategies within a robust supervisory framework.

Changsheng Zhao is a CFA® charterholder with 13 years of experience in the financial industry. He currently serves at Kestra Advisory Services LLC and Kestra Investment Services LLC, joining these firms in 2024. His prior experience includes roles at B. Riley Wealth Management and National Securities Corporation. 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 broad range of clients, including large institutional investors and sovereign wealth funds.

Ian Eversull is a Wealth Management Advisor at Kestra Advisory with seven years of industry experience. He has held positions at Kestra Investment Services, Bank of America, Merrill, and RBC Wealth Management. Outside of financial services, he has experience working in golf club and restaurant environments. 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 design, compliance testing, employee education, and access to multiple management platforms and third-party solutions.

Michael Rudelson is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 45 years of industry experience. He has been with Kestra Advisory since 2016 and also maintains roles with Kestra Investment Services and IFG Advisory Services dating back to 2000. Rudelson manages investment advisory and insurance services primarily for physicians and high-net-worth individuals through his own firms. 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, serving approximately $79.8 billion in assets under management.

Howard Hudson is a CFP® and ChFC® with 31 years of industry experience. He has worked at Kestra Advisory and affiliated entities since 2019 and previously spent ten years at Sagepoint Financial, Inc. Outside of his advisory role, he is involved in financial education and wellness through ventures such as the Health and Wealth Planning Institute, RETIREMENTED.COM, and Wealth Flow IQ, where he creates and presents educational content on financial planning topics. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance, and employee education, supporting both discretionary and non-discretionary investment solutions with access to multiple management platforms and third-party products.

William James is a CFP® and ChFC® with 32 years of industry experience. He is currently with Kestra Advisory Services, having joined in 2025, and previously worked at Commonwealth Financial Network, National Life of Vermont, and Dynasty Advisors LLC Wealth Management. Outside of advisory work, he owns Bud James Photography, focusing on fine art and travel photography, and serves as an adjunct professor at Delaware Valley University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds, with approximately $79.8 billion in assets under management.

Olesya Reyenger is a CFA® charterholder and holds a Series 66 license with three years of industry experience. She is currently with Kestra Advisory Services, having joined in 2026, following prior roles at Morgan Stanley and MS Services Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of 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 large institutional investors including sovereign wealth funds.

Malcolm Walker Jr. is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 license, and has 29 years of industry experience. Prior to joining Kestra in 2025, he spent nine years with Commonwealth Financial Network. Walker is co-owner of a tax and accounting firm and serves on multiple homeowners association boards as treasurer. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, and advisor-managed accounts. The firm serves a diverse client base that includes very large institutional investors and sovereign wealth funds.

Yanni Niebuhr is a CFP® with 14 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory Services LLC since 2016. He is also the owner of Brotman Financial Group, Inc., and serves on the board of LET'S GO Boys and Girls, Inc. Niebuhr’s experience includes roles at Kestra Investment Services, LLC and Brotman Financial. 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 access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Daniel Schwamb is a financial advisor with Kestra Advisory, holding Series 63 and 65 licenses and bringing 29 years of industry experience. His career includes multiple roles within Kestra entities since 2013, as well as a prior position at Coatline Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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, serving clients such as sovereign wealth funds and large institutional investors.

Travis White is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Kestra in 2017. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

John Stockton Jr. is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses. He has 48 years of industry experience, including over two decades at World Choice Securities Inc. Stockton is based in Austin, TX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a diverse client base that includes very large institutional investors.

John Kallis is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds the Series 66 designation and has held roles at Kestra Advisory, Kestra Investment Services, LLC, Mwm Advisory, Meritrust Wealth Management, and LPL Financial. Outside of his advisory work, he is a 50/50 owner of an LLC involved in real estate but is not active in the business operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds and utilizing multiple management platforms.

Mark Dormire is a financial advisor at Kestra Advisory with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 10 years. Dormire is also involved as a registered representative and owner of TUTSCHULTE FINANCIAL PLANNING. 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, employee education, and supports large institutional investors like sovereign wealth funds.

Jeffrey Bronner is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Valic Financial Advisors, Agia, and Sojourn Wealth Management. Outside of his advisory work, he serves as a deacon and treasurer for Covenant Baptist Church. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan design, compliance testing, and access to multiple management platforms and third-party solutions.

Kathleen Graham is a ChFC® credentialed financial advisor with 41 years of industry experience, currently affiliated with Kestra Advisory. Her career includes roles at LPL Financial and Wells Fargo, among others. She is a managing partner at Wyble Graham Garcia Wealth Management, which provides a full range of investment services to clients. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm supports a broad array of services such as fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that range from individual investors to large institutional entities like sovereign wealth funds.

Grayson Palmer is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Kestra Advisory. He has been with Kestra since 2016 and also works through Jim Morrison Financial, where he holds an associate role. Outside of financial advising, Palmer works as a sous chef and bartender in Waco, Texas. 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 range of clients including large institutional investors and sovereign wealth funds.