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Robert C

CFP®, Series 63

Austin, TX

Kestra Advisory

Robert Campbell is a CFP® professional with 23 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory Services, LLC since 2016. He is also the owner of The Wiser Financial Group, through which he provides financial planning and investment advisory services. Additionally, Campbell operates a tax preparation business and serves as a trustee for a business partner’s trust. 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, employee education, and access to multiple management platforms and third-party solutions, serving clients such as sovereign wealth funds and other large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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James S

ChFC®, Series 63

Austin, TX

Kestra Advisory

James Studinger is a financial advisor with Kestra Advisory, holding the ChFC® designation and a Series 63 license. He has 30 years of industry experience, including over two decades with Kestra Investment Services and a decade with Kestra Advisory Services. Outside of his advisory role, he serves as chair of the community organization Michigan Jumpstart and is an event speaker on topics related to wealth mindset. 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 fiduciary consulting, plan design, investment advice, and manages a range of platforms and third-party solutions, serving clients such as sovereign wealth funds and large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Scott C

CFP®, Series 63, Series 65

Austin, TX

Kestra Advisory

Scott Cohen is a CFP® professional with over 30 years of experience in the financial services industry, currently serving at Kestra Advisory Services LLC since 2016. He has been involved with Kestra Investment Services LLC for more than two decades. Cohen is also active in his community, holding a member role at the Jewish Community Center and having served as its past Chair. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional plan sponsors and individual investors. The firm offers comprehensive fiduciary services, plan design and compliance support, employee education, and access to multiple management platforms and third-party managed solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Galen R

CFP®, Series 65

Austin, TX

Savant Wealth Management

Galen Rasche is a CFP® and Series 65 credentialed advisor at Savant Wealth Management with two years of industry experience. He previously worked at Exencial Wealth Advisors LLC and Weinheimer Wealth Management, and spent twelve years at the Electric Power Research Institute. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Eric C

CFP®, Series 63, Series 65

Austin, TX

Kestra Advisory

Eric Connor is a CFP® with 31 years of industry experience, currently with Kestra Advisory Services. Prior to joining Kestra, he spent 23 years with Connor Wealth Management and Commonwealth Financial Network. Outside of his advisory work, he serves as Director, Finance Committee Chairman, and Treasurer of the Grigg Lewis Foundation and participates as a committee member of the Conservative Party of the Town of Lockport. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, and manages approximately $79.8 billion in assets, including relationships with sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Jessica T

CFP®, Series 66

Austin, TX

Kestra Advisory

Jessica Thompson is a CFP® certified financial advisor with five years of industry experience. She currently works at Kestra Advisory and has prior experience at Nebraska Financial. Outside of her advisory work, she is involved as a Sunday school teacher and volunteer at Cross the Line Church in Lincoln, Nebraska. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and 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 sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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John P

ChFC®, Series 63, Series 65

Austin, TX

Kestra Advisory

John Pink Sr. is a financial advisor with Kestra Advisory Services, holding the ChFC® designation and Series 63 and 65 registrations, with 29 years of industry experience. He has been associated with Kestra since 2016 and has operated J. Pink Associates, Inc., Financial Advisors since 2007. Outside of his advisory work, he serves as a science team advisor at OA Todd Middle School. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large institutional investors. The firm offers fiduciary services, plan design and compliance, and access to multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Matthew F

CFP®, Series 66

Austin, TX

Kestra Advisory

Matthew Fry is a CFP® and Series 66 credentialed financial advisor with 16 years of industry experience. He is currently with Kestra Advisory and Kestra Investment Services, having previously worked at firms including Merrill, Shelton Financial Group, and Usa Financial Securities Corporation. 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 manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds, utilizing multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Samuel A

Series 66

Austin, TX

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Thomas B

Series 63, Series 65

Austin, TX

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Edward M

CFP®, Series 66

Austin, TX

Mariner

Edward Meyer is a CFP® and Series 66 holder with three years of industry experience. He is currently with Mariner in Austin, TX, having previously worked at Charles Schwab Bank, Charles Schwab, SVB Investment Services Inc., Silicon Valley Bank, Faurecia, Cummins, and Donner Aquatic Center. Mariner serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charities, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with third-party allocations across a wide range of strategies and integrates tax, accounting, and financial wellness services alongside portfolio management.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christopher Paul R

CFP®, ChFC®, Series 63, Series 65

Austin, TX

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Changsheng Z

CFA®, Series 63

Austin, TX

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Ian E

Series 66

Austin, TX

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Michael R

Series 63

Austin, TX

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Howard H

CFP®, ChFC®, Series 63, Series 65

Austin, TX

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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William J

CFP®, ChFC®, Series 63

Austin, TX

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Olesya R

CFA®, Series 66

Austin, TX

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Malcolm W

ChFC®, Series 63

Austin, TX

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Yanni N

CFP®, Series 66

Austin, TX

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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