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Ryan C
Series 66
Austin, TX
Kestra Advisory
Ryan Cooper is a financial advisor with Kestra Advisory in Austin, TX. He holds a Series 66 designation and has four years of industry experience. His background includes roles at Kestra Advisory and Kestra Investment Services, LLC, as well as a five-year period at Texas State University. 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, investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.
Christina G
Series 63, Series 66
Austin, TX
Kestra Advisory
Christina Garland is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She previously worked at LPL Financial for 12 years before joining Kestra Advisory in 2025. Garland is also the owner and advisor of The Garland Financial Group LLC, where she oversees strategic direction and client relationships, in addition to serving on the Governance Committee of Amoco Federal Credit Union. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and distributes multiple management platforms with access to complex products within a supervisory framework.
Stephen J
Series 63, Series 65
Austin, TX
Kestra Advisory
Stephen Jans is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 65 licenses and nearly three decades of experience in the financial industry. He has been with Kestra Advisory since 2016 and also has a long tenure with Kestra Investment Services. Outside of his advisory role, Jans serves as treasurer for the St. Michael-Albertville High School Boys Basketball Board. 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, employee education, and access to multiple management platforms, serving large institutional clients such as sovereign wealth funds alongside other plan sponsors.
Eric L
Series 63, Series 65
Austin, TX
Kestra Advisory
Eric Lyon is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, Inc. and National Asset Management Inc. Lyon is also an owner of Wealth Empowerment Financial Strategies, an insurance business branch. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering fiduciary services, plan design, and access to multiple management platforms.
Austen J
CFP®, Series 66
Austin, TX
Kestra Advisory
Austen Jacks is a CFP®-certified financial advisor with 11 years of industry experience, currently with Kestra Advisory since 2022. Prior to Kestra, he worked at Proequities from 2015 to 2022. Outside of his advisory role, he is involved with United Healthcare, enrolling customers in suitable Medicare plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.
Brian D
Series 63, Series 65
Austin, TX
Kestra Advisory
Brian Danelian is a financial advisor with Kestra Advisory based in Austin, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Kestra Advisory since 2018 and has held roles at affiliated entities since 2012. He is also CEO and president of Domari Wealth Management and Domari Wealth, LLC, providing investment advisory services and financial advice through these independent entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, such as sovereign wealth funds, and offers a range of managed solutions through multiple platforms.
Peter C
Series 66
Austin, TX
Kestra Advisory
Peter Cohlmia is a Series 66-licensed financial advisor with Kestra Advisory in Austin, TX, where he has worked since 2016. He has 16 years of industry experience, including six years at Carey, Thomas, Hoover & Breault Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, and manages approximately $79.8 billion in assets, including serving large institutional investors.
Peter C
Series 66
Austin, TX
Kestra Advisory
Peter Chung Jr. is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 25 years of industry experience. He has been with Kestra Investment Services, Inc. since 2005 and Kestra Advisory Services LLC since 2016. Outside of his advisory role, he is the owner of Fixed Life & Health Insurance, where he is involved in sales and consulting. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers a variety of services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.
Michael P
Series 63, Series 65
Austin, TX
Kestra Advisory
Michael Phillips is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at LPL Financial and Prospera Financial Services. Outside of his advisory role, he is the president and owner of Optima Wealth Management, LLC, providing investment advice and managing retail client services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers fiduciary consulting, plan design, and investment solutions supported by due diligence and serves large institutional investors alongside retail clients.
Nathan W
Series 66
Austin, TX
Kestra Advisory
Nathan Williams is a financial advisor at Kestra Advisory with five years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services. His work history also includes roles outside finance, such as at the Minneapolis Park Board and Irrigation Doctor. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients. The firm provides a wide range of services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets.
Brian E
Series 63, Series 65
Austin, TX
Kestra Advisory
Brian Eckeberger is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2017, following six years at LPL Financial. Outside of his advisory work, he serves as treasurer on the board of the Whiffletree Neighborhood Association. 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, benchmarking, and employee education, supporting clients such as large institutional investors and sovereign wealth funds.
James S
Series 63, Series 65
Austin, TX
Kestra Advisory
James Smith is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His prior roles include positions at Cetera, Indigo LLC, and Voya Financial Advisors. He is also an independent insurance agent involved in the sale of fixed insurance products. 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 plan design, fiduciary consulting, employee education, and advisor-managed accounts, with approximately $79.8 billion in assets under management and a notable client base that includes sovereign wealth funds.
Daniel S
CFP®, Series 66
Austin, TX
Kestra Advisory
Daniel Sparta is a CFP® with 20 years of industry experience, currently serving at Kestra Advisory. He previously worked at Axial Financial Group and Commonwealth Financial Network. Outside of his advisory role, he owns Sparta Financial, a business focused on fixed insurance sales and service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, benchmarking, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.
Eric D
Series 63, Series 65
Austin, TX
Kestra Advisory
Eric Duncan is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Moloney Securities Asset Management LLC and Berthel, Fisher & Company Financial Services, Inc. In addition to his advisory work, he is involved in managing small office properties and related business entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers comprehensive services such as fiduciary consulting, plan design, and vendor benchmarking, and manages approximately $79.8 billion in assets, serving notably large institutional clients including sovereign wealth funds.
Nancy H
Series 63, Series 65
Austin, TX
Kestra Advisory
Nancy Hayes is a financial advisor at Kestra Advisory with 43 years of industry experience. She previously worked at Commonwealth Financial Network for eight years and INVEST Financial Corp for thirty years. She holds Series 63 and Series 65 licenses. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.
Kathryn M
CFP®, Series 66
Austin, TX
Kestra Advisory
Kathryn Medeiros is a CFP® with 12 years of experience in financial services, currently affiliated with Kestra Advisory. Her prior roles include positions at Bank of America and Merrill. She is a principal member of TORCH Family Office, providing consulting services related to family office and executive support, and serves on the boards of Advisors in Philanthropy and the Special Needs Support Center. Kestra Advisory provides investment advisory and retirement-plan consulting services to a range of institutional and individual clients, offering fiduciary consulting, plan design, benchmarking, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.
Curtis M
Series 63, Series 66
Austin, TX
Kestra Advisory
Curtis Mazer is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and over 50 years of industry experience. He has previously worked at American Portfolios Financial Services and OSAIC. Mazer provides advisory services that include tax and retirement planning and is also the owner of a firm specializing in qualified retirement plans. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, providing services such as plan design, fiduciary consulting, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors and manages approximately $79.8 billion in assets.
Scott O
CFP®, Series 63, Series 65
Austin, TX
Kestra Advisory
Scott Oehrle is a financial advisor with Kestra Advisory and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience, including roles at Signature Select Wealth, Marbury Wealth Management, and Kestra Investment Services. Outside of his advisory duties, he serves on the boards of the Laurie Ann West Community Center and The Hacker's Club of Fox Chapel, where he assists with governance and event organization. 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, and employee education, and it serves large institutional investors including sovereign wealth funds.
Brian T
Series 66
Austin, TX
Kestra Advisory
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 Y
Series 66
Austin, TX
Kestra Advisory
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.
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