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 financial advisor with Kestra Advisory Services LLC in Austin, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at LPL Financial and Michael M. Milbee. She also serves as Financial Operations Manager for Define Wealth Financial Group, assisting the main advisor in registered representative activities. 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 investment advice, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.

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 with Kestra Advisory in Austin, TX, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 14 years before joining Kestra Advisory in 2025. Outside of his advisory role, Summers is involved in several community organizations, serving as president of the Medina County Emergency Services District #2 and Mission Devine, as well as chaplain for the Devine Masonic Lodge #590. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and 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.

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 at Kestra Advisory with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial and Foresters Advisory Services. Outside of his advisory role, he owns Ignite Wealth Planning, a company providing financial planning, investment advisory services, and insurance and annuity sales. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

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.

Jonathan Lonske is a financial advisor with Kestra Advisory, holding Series 63 and 65 credentials and bringing 29 years of industry experience. He has worked at Kestra Advisory since 2020, following an 11-year tenure at Morgan Stanley. Lonske is also the managing partner of Windsor Private Wealth, LLC, an affiliated business involved in registered representative activities, insurance, and lending services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm serves a broad client base, including large institutional investors such as sovereign wealth funds, and manages approximately $79.8 billion in assets.

Jeffrey Dadamo is a financial advisor at Mercer Global Advisors Inc. with eight years of industry experience. He holds the Series 66 designation and previously worked at Dimensional Fund Advisors from 2016 to 2024. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s approach is based on Modern Portfolio Theory, employing globally diversified portfolios with multi-factor tilts implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Nicolas Grant is an investment advisor at Kestra Advisory with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kestra in various capacities since 2007. Outside of his advisory role, he serves as a deacon and youth leader in his church, contributing to community and charitable activities. 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, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Leslie Evans Dunn is a financial advisor at Kestra Advisory with 37 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network for 11 years. Dunn is co-owner of Polaris Financial Strategies Group, LLC, a private entity facilitating securities, advisory, and insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including 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 Cook is a financial advisor at Kestra Advisory with three years of industry experience. She previously worked at the Texas State Securities Board for five years before joining Kestra Investment Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design and compliance testing, employee education, and access to multiple management platforms and third-party managed solutions.

Lauren Summers is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. Her prior work history includes roles at Kestra Investment Services and ownership of Sisters Boutique & Gifts, Inc. for ten years. Outside of finance, she has experience in retail business management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms while serving large institutional investors including sovereign wealth funds.

Hipolito Claudio Rosario is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following an 18-year tenure at Popular Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a broad set of advisory, execution, and custody services.

Shawn Corkery is a CFP® with four years of industry experience, currently serving as an advisor at Kestra Advisory Services, LLC. His previous roles include positions at Sagepoint Financial and independent contracting work. Outside of his advisory duties, he owns Genesis Training, a health coaching and training business, and teaches retirement planning classes for pre-retirees and retirees. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers services like fiduciary consulting, plan design, employee education, and access to multiple management platforms, supporting both discretionary and non-discretionary strategies.

Brent Graham is a CFP® professional with 26 years of industry experience, currently serving at Kestra Advisory. Prior to joining Kestra in 2017, he held positions with LPL Financial and Argent Trust, among others. Outside of his advisory work, he is the treasurer of Fred's of Natchez, Inc., a real estate business. 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, managing approximately $79.8 billion in assets.

James Gerard is a CFA® charterholder and holds the Series 66 license, with nine years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2017 and has been associated with Evans Financial Partners since 2015, where he also serves as an insurance agent. Gerard’s responsibilities include financial planning, investment advisory, portfolio construction, and retirement plan consulting. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services such as fiduciary consulting, employee education, and plan design. The firm manages approximately $79.8 billion in assets and serves a range of clients, including large institutional investors and sovereign wealth funds.

Robert Roland is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and over 16 years of industry experience. His prior roles include positions at LPL Financial and Raymond James Financial. He is also the owner of Blecca, Inc., an individual S corporation related to his financial advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves a diverse client base, including large institutional investors, and manages approximately $79.8 billion in assets.