Dakota Niedermeier is a CFP® professional with six years of industry experience, currently serving as an advisor at Kestra Advisory. Prior to joining Kestra in 2020, Niedermeier held roles at BFG Financial Advisors and Rehab Services LLC, and has experience with the United States Military Academy. Outside of advisory duties, Niedermeier is involved with BFG Financial Advisors in insurance-related activities and holds leadership responsibilities in client relationship management. 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-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.

Matthew Harris is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and bringing 23 years of industry experience. He previously worked at B. Riley Wealth Advisors and National Securities Corporation. Harris is also involved in wealth management solutions through Kestra Investment Services. 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, compliance testing, and employee education, supported by due diligence on recommended investments and multiple management platforms.

J.A. Tyler Browning II is a financial advisor with Kestra Advisory, holding a Series 63 credential and over 33 years of industry experience. He has worked with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016 and has been operating under his own name since 1995. Browning is also involved as an owner in Diversified Financial Partners and The Browning Group II, LLC, overseeing its day-to-day operations. 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 including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving clients that range from individual investors to large institutional entities such as sovereign wealth funds.

Joshua Lavigueure is a financial advisor with Kestra Advisory holding a Series 66 credential and four years of industry experience. His prior roles include positions at Royal Alliance Associates and Fidelity Investments. Outside of finance, he works as a security guard for Admiral Security Services in Austin, TX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including large institutional investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, supported by due diligence on recommended investments.

Chantel Luke is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 credentials and 15 years of industry experience. Her prior roles include positions at Ameriprise and LPL. Outside of her advisory work, she serves on the board of the YMCA Hudson and is president of the Afton-Lakeland PTA. 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, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Dennis Fesser is a financial advisor at Kestra Advisory with Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 17 years. In addition to his advisory role, he is involved with Fesser Financial, where he provides insurance services. 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 fiduciary services, plan design, compliance testing, and utilizes multiple management platforms and third-party solutions, serving clients that include large institutional investors and sovereign wealth funds.

Eric Johnson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at Merrill, Bank of America, and Bbtis prior to joining Truist in 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Mason Adams is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at LPL Financial, Raymond James Financial Services, and Evans, Craven & Lackie. He is the owner of Adams Capital, LLC, a pass-through business related to his advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a variety of institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

David Allen is a Certified Financial Planner (CFP®) with 42 years of experience in the financial services industry. He has worked at Kestra Advisory since 2022 and previously spent 28 years at CONCOURSE FINANCIAL GROUP SECURITIES (formerly ProEquities, Inc.). He is also the founder and managing partner of Security Financial Management, providing financial planning and insurance services. Kestra Advisory Services offers investment advisory and retirement plan consulting to institutional and individual clients, with services including fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and sponsors, managing approximately $79.8 billion in assets and offering access to a broad range of management platforms and third-party solutions.

Yanbin Zhu is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Kestra Advisory. His previous roles include positions at B. Riley Wealth Management and Liberty Partners Capital Management. 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-level investment advice, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Andy Bacaylan is a Certified Financial Planner (CFP®) with 33 years of industry experience. He is currently with Kestra Advisory, having previously worked at WI Investment Advisory, Commonwealth Financial Network, Bank of America, and Merrill. He is based in Austin, TX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Paul Rogers is a financial advisor at Kestra Advisory with five years of industry experience. He holds a Series 66 credential and has worked at firms including Principal Securities Inc and Rogers-Tate Financial Group. Outside of his advisory role, he is involved in insurance-related activities and supports firm administration duties at McKinney Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and offers a range of management platforms and third-party solutions.

Michael Csedrik Jr. is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Kestra Advisory and affiliated entities since 2019 and previously at MMA Securities LLC from 2016 to 2019. Outside of his advisory role, he serves as Director of Retirement Plan Benefits at Wealth Preservation Solutions, LLC. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a diverse range of institutional and individual clients, offering fiduciary oversight, plan design, employee education, and access to multiple management platforms and third-party solutions.

Kyle Manthei is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has previously worked at Commonwealth Financial Network, Riverstone Wealth Partners, and Janus Management Holdings. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm provides services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Sarah Walsh is a CFP®-certified financial advisor with 22 years of industry experience, currently serving at Kestra Advisory. She previously worked at Ameriprise Financial Services from 2012 to 2026. Walsh is a co-owner of Ubuntu Operations, LLC, an advisory business. 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 a range of services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets.

Cameron Freeman is a CFP® with six years of industry experience, currently serving as an advisor at Kestra Advisory. His prior experience includes roles at Commonwealth Financial Network and First Allied Securities. Outside of his advisory work, he is Vice President of Freeman Financial, Inc., assisting with regulatory filings. 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 pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Joseph Hall is a financial advisor at Kestra Advisory with 22 years of industry experience. He holds a Series 66 designation and has been with Kestra Advisory since 2016. In addition to his advisory role, he serves as Secretary/Treasurer of Hall and Drum Properties, a real estate business he has been involved with since 1997. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, and investment advice, and manages approximately $79.8 billion in assets, including relationships with large institutional investors.

Trevor Bell is a CFP® and Series 66-registered advisor at Kestra Advisory Services with two years of industry experience. Prior to his current role, he worked in financial planning and held a position as a licensed Medicare sales agent, where he conducted community enrollment meetings during annual periods. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers comprehensive services including fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving a diverse client base that includes large institutional investors.

Jennifer Barrett is a Series 66-licensed financial advisor with 13 years of industry experience. She currently serves as Director of Investment Planning at Kestra Advisory, where she has worked since 2023. Prior to joining Kestra, Barrett was with UBS Financial Services for nine years and briefly worked at Morgan Stanley Smith Barney. She is also a director at Claris Advisors LLC, focusing on investment reviews, modeling, and implementation. Kestra Advisory Services provides investment advisory and retirement plan consulting to a broad range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary consulting, plan-level investment advice, and access to various management platforms and third-party solutions within a comprehensive supervisory framework.

Geoff Nelson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has worked previously at CIBC Private Wealth Advisors and Fidelity Brokerage Services. Outside of his advisory role, he owns and manages several residential real estate properties, acting as his own agent in transactions. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm emphasizes globally diversified, risk-appropriate portfolios based on Modern Portfolio Theory, offering a range of investment vehicles and integrated financial planning services.