Nicholas Messer is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Kestra Advisory. He has been with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016. In addition to his advisory role, he is a partner and financial advisor at The Wiser Financial Group, where he provides financial advice and participates in company decision-making. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm provides services including fiduciary consulting, plan-level investment advice, and employee education, supporting recommendations with due diligence across multiple management platforms and third-party solutions.

Michael Lam is a CFP® professional with nine years of industry experience, currently serving as an investment advisor representative at Kestra Advisory. He previously worked at Commonwealth Financial Network for nine years and has held roles supporting financial advisory services and managing client relationships. Outside of investment advisory, Lam is also involved in the sale of life insurance, long-term care insurance, and fixed annuities as part of comprehensive financial planning. 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, employee education, and access to multiple management platforms, supporting a broad range of investment strategies and client needs.

Kenneth Hamilton is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently with Kestra Advisory and has previously worked at Cetera and Foresters Advisory Services. In addition to his advisory role, he manages an insurance planning LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including plan design, fiduciary consulting, and advisor-managed accounts. The firm serves large institutional investors and offers access to multiple management platforms and third-party solutions.

Tyler Weir is a financial advisor at Kestra Advisory with a Series 65 designation and three years of industry experience. His prior roles include positions at Cardinal Capital Management, Gettings Reed Financial, Aurora Financial Strategies, Chariot Automotive, and the San Diego Padres. 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-level investment advice, and pooled plan solutions, serving clients that include large institutional investors and sovereign wealth funds.

Duncan Campbell is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds a Series 66 designation and has worked at firms such as Charles Schwab and Transamerica Life Insurance Company. 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 serves large institutional investors and provides access to multiple management platforms and third-party solutions.

Richard Gutshall is a financial advisor with GWN Securities Inc. in Austin, TX, holding a Series 63 designation and bringing 28 years of industry experience. He previously spent 19 years at Lincoln Investment Planning, Inc. Outside of advisory work, Gutshall is a managing partner of a startup protection company and has experience as an independent representative in metals and coins. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive legacy of market-timing and momentum-based strategies among its diverse suite of managed-account programs.

Henry Conkle is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Allstate Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE Securities. He has also served as a youth sports referee with the Texas Association of Sports Officials. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and employee education, utilizing multiple management platforms and third-party solutions.

Elwis Johnson Jr. is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Edward Jones and Waddell & Reed. Outside of advising, he serves as Chapter President of Omega Psi Phi Fraternity Inc., where he leads community service activities and mentors youth. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a broad client base that includes large institutional investors.

Amber Scarborough is a financial advisor at Carson Wealth with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Cetera Wealth Services, LPL Financial, and Edward Jones. Scarborough serves on the boards of two nonprofit organizations focused on wild mustang and burro care as well as local community service through the South Austin Rotary Foundation. Carson Wealth operates an enterprise platform managing approximately $50.6 billion with over 650 advisors. The firm provides discretionary asset management, financial planning, retirement plan services, and offers customized portfolio solutions supported by a dedicated Investment Committee and integrated custodial and technology partnerships.

Stefanie Morton is a financial advisor with Kestra Advisory in Austin, Texas, holding a Series 66 designation and 20 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC from 2006 to 2026. Outside of her advisory role, she serves as President on the Board of Directors for the Ark & Compass Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers fiduciary consulting, plan design, and employee education, supporting recommended investments through due diligence and distributing multiple management platforms and third-party solutions.

James Duncombe is a financial advisor with Kestra Advisory Services in Austin, TX, holding the ChFC® and Series 66 designations and bringing 24 years of industry experience. His career includes roles at Waddell & Reed and Thrivent Financial, and he is also an author. Duncombe manages day-to-day operations as a 50% owner of Duncombe Financial Group, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering services such as fiduciary oversight, plan design, and employee education. The firm serves a diverse client base, including large institutional investors, and utilizes multiple management platforms and third-party solutions.

Judith Garber is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 22 years of industry experience. She has worked with Kestra Advisory Services LLC since 2021 and has prior experience at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Garber is also president of JSG Financial Services Inc., where she provides CPA services including preparing financial statements and tax returns. 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, employee education, and access to multiple management platforms and third-party solutions.

Mitchell Allen is a financial advisor with Kestra Advisory, holding a Series 66 designation and nine years of experience in the industry. Prior to joining Kestra Advisory in 2022, he worked at ProEquities, Inc. and Security Financial Management Inc. He has experience providing investment advisory services and offering various insurance and annuity products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves several notable client types, including sovereign wealth funds.

Sean Caplen is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Securities Corp, and Raymond James & Associates. He serves on the Planned Giving Council for Place of Hope, assisting with fundraising initiatives. 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-level investment advice, and employee education. The firm supports complex products and discretionary trading within its supervisory framework and serves large institutional investors, including sovereign wealth funds.

David Hsieh is a financial advisor with Kestra Advisory Services, holding a Series 66 credential and 14 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Wells Fargo Clearing, and Merrill. Outside of his advisory work, he founded and organizes a travel and hiking social group that arranges weekend hikes and biannual trips without charging participants. 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 and compliance, and access to various management platforms and third-party solutions.

Jessica Brendell is a financial advisor with Kestra Advisory and holds a Series 66 credential. She has nine years of industry experience, previously working with Commonwealth Financial Network and Schneider Financial Management LLC. Brendell serves as treasurer for the Jonathan Dayton High School PTSO, where she maintains budget and records. 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 services ranging from plan design and fiduciary consulting to pooled plan solutions, supporting recommendations with thorough due diligence and access to multiple management platforms.

Shawn Okumura is a CFP® professional with 29 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory Services, LLC since 2016. He has a background that includes roles at KESTRA Investment Services, LLC and various insurance carriers through W&R Insurance Agencies. Outside of his advisory work, he is involved in real estate ownership with his wife. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and offers access to multiple management platforms and third-party solutions.

George Cromer IV is a financial advisor at Kestra Advisory with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial for 16 years. Cromer operates a sole proprietorship, Cromer Family Financial, focused on financial planning, investment management, and insurance services. Kestra Advisory 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 range of clients including large institutional investors and sovereign wealth funds.

James Williams is a financial advisor with Kestra Advisory Services, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, as well as positions outside finance at Petsmart and Uber. 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 advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves notable clients including sovereign wealth funds.

Roberto Guzman is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and 22 years of industry experience. He has worked with Kestra Advisory since 2017 and previously spent seven years at LPL Financial. Guzman also operates New Growth Financial, providing financial planning and investment services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, vendor searches, and employee education, serving a diverse client base that includes large institutional investors and sovereign wealth funds.