Scott Oehrle is a CFP®-designated financial advisor with Kestra Advisory in Austin, TX, bringing 30 years of industry experience. He has held roles at Signature Select Wealth and Marbury Wealth Management and serves as president and CEO of Marbury Private Asset Management. Outside of his advisory work, Oehrle is a board member of the Laurie Ann West Community Center and The Hacker's Club of Fox Chapel. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary services, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including large institutional investors such as sovereign wealth funds.

Brian Trent is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Charles Schwab & Co., Inc. and Edward Jones before joining Kestra in 2019. 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 benchmarking, and manages approximately $79.8 billion in assets, serving large institutional investors as well as sovereign wealth funds.

Yin Yin is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and bringing 27 years of industry experience. She has been associated with Kestra Advisory since 2016 and also has longstanding roles at Kestra Investment Services, LLC and Partners Securities, Inc. Outside of her advisory work, she maintains a real estate sales agent license through Keller Williams Realty. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad client base including plan sponsors, institutional, and individual clients. The firm offers services such as fiduciary consulting, plan design, and investment advice while serving large institutional investors and utilizing multiple management platforms and third-party solutions.

Matthew Borders is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He previously worked at LPL Financial and Raymond James Financial among other firms. Borders is also president of a business entity established for liability protection and tax purposes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, and serves significant institutional investors, including sovereign wealth funds, through a variety of management platforms and third-party solutions.

Piercen Harnish is a CFP® professional with seven years of industry experience, currently serving as an investment advisor representative at Kestra Advisory Services. Prior to joining Kestra in 2023, he worked at Shelton Financial Group and USA Financial Securities. He is a board member of Family Centered Services, a nonprofit organization involved in community fundraising activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and offers access to multiple management platforms and third-party managed solutions.

Joseph Sarnecki is a CFP® professional with 17 years of experience, currently serving as an Investment Advisor Representative at Kestra Advisory Services, LLC since 2016. He has been affiliated with Kestra Investment Services, LLC since 2011. Outside of his advisory role, he serves as an executive board member for the Clark Soccer Club, overseeing the town recreation soccer program. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and vendor benchmarking, and manages approximately $79.8 billion in assets with a client base that includes large institutional investors.

David Dugger is a CFP® professional with 25 years of experience in financial advisory roles. He is currently with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, where he has worked since 2018, following prior experience at Summit National Partners and Cetera Advisor Networks. Dugger is also an adjunct professor at the University of North Texas and is involved in tax and accounting services through his ownership of WDW Financial and WDW Tax Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and serves large institutional investors with approximately $79.8 billion in assets under management.

Amanda Pryor is a financial advisor at Kestra Advisory with two years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise for eight years. 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-level investment advice, employee education, and access to multiple management platforms and third-party solutions.

Thomas Paron is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Compass Capital Management, and L.A. Hertberg Associates. He serves as treasurer on the board of the Olde Crabs Hockey Club and is a board member for several nonprofit organizations, including The Carving Studio & Sculpture Center and Hungry Free Vermont. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves notable clients including sovereign wealth funds.

Brenda Engro is a financial advisor at Kestra Advisory with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Kestra since 2017. In addition to her advisory role, Brenda maintains a real estate license and works as a sales agent. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors, institutional, and individual clients. The firm offers a broad range of services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving clients such as large institutional investors and sovereign wealth funds.

Diego Velasquez is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining Kestra in 2023. Outside of his advisory role, he manages D&L Velasquez LLC, an entity created for tax purposes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services from fiduciary consulting to plan-level investment advice and employee education.

Shaun Dumaine is a financial advisor with Kestra Advisory Services in Austin, TX, holding Series 63 and Series 66 registrations and bringing 14 years of industry experience. His previous work includes roles at Merrill and Mass Mutual Life Insurance Company. Outside of finance, he has worked in the restaurant industry as a server and bartender. 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, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Chelsey Munn is a Series 66-licensed financial advisor with eight years of industry experience. She currently works at Kestra Advisory Services LLC and Kestra Investment Services LLC, having joined in 2025. Prior to Kestra, she was affiliated with LPL Financial and the Michael M. Milbee practice, where she also served as a licensed assistant. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, supporting both discretionary and non-discretionary services with due diligence processes. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds, offering multiple management platforms and pooled employer plan arrangements.

Ryne Hays is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has one year of industry experience, previously working at Ameriprise and Seattle University. Outside of his advisory role, he provides private baseball instruction to youth at Southfork Sports Complex. Kestra Advisory Services offers 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 provides fiduciary consulting, plan-level investment advice, and multiple management platforms supported by extensive third-party relationships.

Stuart Benjamin is a financial advisor with Kestra Advisory in Austin, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including 19 years with The Benjamin Group and Commonwealth Financial Network. Benjamin is also the owner of The Benjamin Group, which focuses on investment management, client relations, and retirement planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. 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.

Todd Summers is a financial advisor at Kestra Advisory with 15 years of industry experience. He holds a Series 66 designation and previously spent 14 years at Edward Jones. Outside of his advisory role, he serves on several nonprofit boards in his community, including as president of Medina County Emergency Services District #2 and Mission Devine, and as chaplain of the Devine Masonic Lodge #590. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds through multiple management platforms and third-party solutions.

Noah Griffin is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. Prior to his advisory roles, he worked at Texas A&M University for nine years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Kevin Adleman is a financial advisor with Kestra Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior experience includes roles at LPL Financial LLC and Foresters Advisory Services. Outside of his advisory role, he owns Ignite Wealth Planning, which offers financial planning, investment advisory, and insurance services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets with a focus that includes large institutional investors.

Ryan Fanizza is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Commonwealth Financial Network, KDI Wealth, Desert Financial Credit Union, Chaparral Pines Golf Club, and Arizona Respiratory Services. 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 such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, serving clients including sovereign wealth funds.

Eric Johnson is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Truist Investment Services and BB&T in various investment and advisory capacities. Outside of his advisory work, he is a partner in a real estate business where he assists with loan approvals, though he has no management responsibilities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services that include fiduciary consulting, plan design, and employee education. The firm manages significant assets and serves a variety of clients, including large institutional investors and sovereign wealth funds.