Shawn Worman is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Old National Bank and LPL Financial from 2010 to 2020. Worman is also the owner of a tax preparation business and serves as Treasurer on the board of One New Harmony, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers various services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, and it serves some notably large clients such as sovereign wealth funds.

Jessie Wussow is a financial advisor at Creative Planning with a Series 65 designation and several years of experience in the industry, including prior roles at ML&R Wealth Management and Ark Financial Advisors. Jessie’s background also includes work outside finance at American Underground Construction. Creative Planning provides investment advisory and financial planning services to a diverse client base, ranging from individuals to corporations and foundations. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated private market investment options.

Dustin Engle is a financial advisor at Kestra Advisory with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network LLC. Dustin has also been employed at Mira Vista and Royal Oaks Country Clubs and briefly at R & L Ceramic Tile. 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 vendor searches, plan design, fiduciary consulting, and employee education, supporting investments through due diligence and a variety of management platforms.

Susan Moore is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 42 years of industry experience. She has worked with Kestra Advisory since 2019 and previously with LPL Financial since 2006. Moore is also the principal of Moore Wealth Management, Inc., where she actively advises and manages client accounts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers services including fiduciary consulting, plan design, and access to multiple management platforms and third-party solutions.

Michael Spinks is a Series 66-licensed financial advisor with seven years of industry experience, currently serving at Kestra Advisory since 2020. His prior roles include positions at Charles Schwab, University Federal Credit Union, Favor Delivery, and Texell Credit Union. Outside of finance, he is a business partner at Studio Spinks, a jewelry crafting venture where he contributes to marketing design, pricing strategy, and target audience recommendations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports a range of management platforms and third-party solutions.

Shane Keith is a CFP®-designated financial advisor with 12 years of industry experience, currently with Kestra Advisory. He previously worked at Kevin Dick Investment Management Group, Commonwealth Financial Network, and The Vanguard Group. Outside of his advisory role, Keith serves on the board of the RVN3 Foundation and works as a substitute teacher. 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 fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Holly Lovell is a financial advisor at Kestra Advisory Services, LLC in Austin, TX, holding a Series 66 designation with 13 years of industry experience. She previously worked at LPL Financial from 2015 to 2017 before joining Kestra in 2017. Holly serves as the sole financial advisor for Northrock Investment Management, providing portfolio management and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm provides fiduciary consulting and plan-level investment advice, supporting recommended investments with due diligence and serves large institutional investors, including sovereign wealth funds.

Brandt Baldwin is a Series 66–registered financial advisor with four years of industry experience. He is currently with Kestra Advisory and Kestra Investment Services, having previously worked at firms including Neuberger Berman and TIAA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as a broad mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and providing discretionary and non-discretionary services.

Sarah Wasaff is a CFP® with nine years of industry experience, currently serving as a financial advisor at Creative Planning. She previously worked at ML&R Wealth Management from 2015 to 2024. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental techniques such as direct indexing and tax-loss harvesting.

Justin Helou is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at LPL Financial, The Vanguard Group, and Lions Bridge Financial Advisors. He also worked at Prince William Golf Course and Christopher Newport University earlier in his career. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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 a diverse client base, including large institutional investors and sovereign wealth funds.

Criss Woodruff is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and over 23 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services in 2025, he was associated with Woodruff Financial Consultants, LLC and Commonwealth Financial Network for 21 years. In addition to his advisory role, he has involvement in insurance-related activities through Woodruff Financial Consultants. 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, employee education, and access to multiple management platforms, serving large institutional clients including sovereign wealth funds.

John Milligan is a financial advisor at Kestra Advisory with 27 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Kestra Advisory in 2026, he worked at Truist Securities and SunTrust Advisory Services. 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 serves a broad client base including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Mark Mayer is a financial advisor at Kestra Advisory with 25 years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining Kestra Advisory in 2020, Mayer worked at Bank of America and Merrill for 11 years. Outside of his advisory role, he serves as Vice President of the Rotary Club of Carroll Creek and is an adjunct faculty member at Hood College. 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, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Joseph Pagano is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior work includes 16 years at Woodbury Financial Services and 5 years at Commonwealth Financial Network. He also engages in fixed insurance sales, spending a small portion of his professional time in this activity. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan design, and employee education, and it manages a significant asset base with specialized offerings for large institutional clients.

Carl Flanagan III is a financial advisor at Kestra Advisory with Series 63 and Series 65 credentials and 44 years of industry experience. He previously worked at SII Investments before joining Kestra in 2018. Outside of his advisory role, Flanagan is actively involved in lacrosse officiating and administration, serving as a lacrosse official and as vice president of the San Antonio Lacrosse Officials Association. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design and compliance, as well as access to multiple management platforms and third-party solutions.

Andrew Wyble is a financial advisor at Kestra Advisory with 11 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Wells Fargo Advisors. Outside of his advisory role, he serves as a track and field coach for children with special needs at Kinetic Kids. 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 plan design, fiduciary consulting, employee education, and access to multiple management platforms and third-party solutions.

Marc Goldstein is a financial advisor with Kestra Advisory Services, LLC in Austin, TX, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior roles include positions at Principal Securities Inc. and Principal Life Insurance Company, as well as operating Marc Goldstein Associates since 2013. Outside of advisory activities, he is involved with Marc Goldstein Associates, LLC, a real estate business where he negotiates leases. 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, benchmarking, employee education, and access to multiple management platforms, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Rainey Rogers Jr. is a financial advisor at Kestra Advisory with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Principal Securities Inc. and Rogers-Tate Financial Group. Outside of his advisory role, he is a partner in a real estate venture focused on designing commercial spaces. 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, investment advice, and employee education, managing approximately $79.8 billion in assets and serving large institutional investors such as sovereign wealth funds.

Frank Evangelist is an investment advisor with Kestra Advisory and holds Series 63 and Series 66 licenses. He has 17 years of industry experience and has been with Kestra Advisory Services, LLC since 2016. Prior to this, he has been associated with Kestra Investment Services, LLC since 2010. Evangelist also works with NFP CA Insurance Services, Inc., providing investment advisory, insurance, and business consulting 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 including fiduciary consulting, plan design, investment advice, and employee education, serving clients such as sovereign wealth funds and handling approximately $79.8 billion in assets under management.

James Freeman is a CFP® with 24 years of industry experience, currently affiliated with Kestra Advisory. His prior roles include positions at Commonwealth Financial Network and First Allied Advisory Services. He is also president of Freeman Financial, Inc., an S corporation he established and maintains for state filing purposes. 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 employee education. The firm supports multiple management platforms and serves a range of clients, including large institutional investors and sovereign wealth funds.