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.

Troy Ahrens is a Chartered Financial Consultant (ChFC®) with 29 years of industry experience. He has been with Kestra Advisory since 2016 and has also worked at Kestra Investment Services, LLC since 2008. In addition to his advisory role, he is employed in insurance sales at Higginbotham in Austin, TX. 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 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.

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 38 years of industry experience. His prior roles include positions at B. Riley Wealth Management and National Securities Corporation. Outside of his advisory work, he is the owner of Community Electric, a business unrelated to investment activities. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients, with services such as fiduciary consulting, plan design, and employee education. The firm manages substantial assets and serves a range of institutional investors, including sovereign wealth funds.

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 and holds the Series 66 designation. He has 7 years of industry experience and has been with Oppenheimer & Co. Inc since 2016. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a varied investment approach across multiple strategies and manages approximately $36.7 billion in assets as of December 31, 2025.

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.

Debra Palacios is a financial advisor with Kestra Advisory and holds Series 63 and Series 66 credentials. She has 25 years of industry experience, including roles at Cambridge Investment Research Advisors and Nationwide Investment Services Corporation. Palacios is also registered with Higginbotham Financial in an insurance capacity. 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, and a variety of managed solutions, serving approximately $79.8 billion in assets, including large institutional investors such as sovereign wealth funds.

Kyle Mc Clure is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 66 licenses and with nine years of industry experience. His career includes roles at Kestra Investment Services and Northern Lights Distributors, as well as Hanlon Investment Management. Outside of his advisory work, he volunteers as a mentor with Big Brother Big Sister and serves on the budgeting committee at The Lighthouse Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, and employee education, and supports investment recommendations through comprehensive due diligence.

Matthew Weinheimer is a financial advisor with Savant Wealth Management in Austin, TX, holding the CFP® designation and Series 63 license. He has 28 years of industry experience, with prior roles at Purshe Kaplan Sterling Investments, Ameritas Advisory Services, and as principal of Weinheimer Wealth Management. Outside of his advisory work, he is a minority owner and voting member of Parkstone Investments, LLC, providing non-investment services such as marketing and compliance support. Savant Wealth Management serves a diverse client base including individuals, families, pension plans, charitable organizations, and high-net-worth clients with comprehensive wealth and portfolio management. The firm utilizes a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by integrated accounting, legal, and trust services.

Tanisha Wilson is a financial advisor at Kestra Advisory with 15 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 16 years before joining Kestra Advisory Services, LLC in 2026. 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, compliance testing, and employee education, managing approximately $79.8 billion in assets and serving large institutional investors such as sovereign wealth funds.

Ivan Magalhaes Dos Santos is a CFP® with three years of industry experience, currently affiliated with Kestra Advisory Services, LLC. He has prior experience at Northwestern Mutual Wealth Management Company and Fidelity Investments. Outside of finance, he has a background that includes involvement with professional soccer organizations such as the Richmond Kickers and Tampa Bay Rowdies. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds, and supports a range of investment platforms and third-party solutions.