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Zachary N

Series 63, Series 66

Austin, TX

Bankers Life Advisory Services, Inc.

Zachary Nogra is a financial advisor with Bankers Life Advisory Services, Inc. in Austin, TX, holding Series 63 and Series 66 licenses and two years of industry experience. He has worked in various roles within Bankers Life and related entities since 2024. Outside of finance, Nogra serves as a Special Advisor for Esther's Follies, a longstanding Austin-based comedy theatre, where he provides insight into operations, hospitality, and vendor relations. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients' goals and risk tolerances.

Wealth management Retired
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John W

Series 63, Series 65

Austin, TX

Kestra Advisory

John Wesley is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 15 years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports discretionary trading within a broad 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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Michael W

Series 63, Series 65

Austin, TX

Kestra Advisory

Michael Westbrooks is a financial advisor at Kestra Advisory with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Cetera Advisor Networks and the City of Plano. Westbrooks is CEO and partner at Westbrooks Dugger & Westbrooks Financial, Inc., and serves on the board of the Dallas Life Foundation. He is also involved in tax and accounting services through ownership of WDW Tax Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary services, plan design, and investment management. The firm serves a broad client base including large institutional investors and sovereign wealth funds, with 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 P

CFP®, Series 63, Series 65

Austin, TX

Kestra Advisory

Michael Pemberton is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Kestra Advisory and has been with the Kestra organization since 2018. He previously worked with Kovack Advisors, Inc. and Kovack Securities, Inc. Pemberton is also involved with Strategic Stewardship, conducting registered representative activities and investment advisory 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 and compliance testing, 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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Christopher M

CFP®, Series 63

Austin, TX

Kestra Advisory

Christopher Maurer is a CFP® professional with 37 years of experience in the financial services industry. He is currently with Kestra Advisory and has previously worked at firms including The Ameriflex Group, Inc., SAGEPOINT FINANCIAL, and practiced law as a self-employed attorney for 25 years. Maurer holds board positions with Tanglewood Condos and Intact America. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors along with a broad range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, serving 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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Todd A

Series 63, Series 66

Austin, TX

Kestra Advisory

Todd Anderson is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Kestra Advisory and its affiliated entities since 2003 and also serves as treasurer for Beth Eden Baptist Church. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals, offering a range of services such as fiduciary consulting, plan design, and employee education. The firm supports complex investment solutions through multiple management platforms and serves 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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John W

CFP®, ChFC®, Series 63, Series 66

Austin, TX

Kestra Advisory

John Wahl is a CFP® and ChFC® with 11 years of industry experience. He currently serves as a financial advisor at Kestra Advisory Services LLC and Kestra Investment Services LLC. Prior to joining Kestra, he worked seven years at One Bridge Wealth Management and Commonwealth Financial Network, following four years at Wunderlich Securities Inc. 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 pooled plan solutions, managing 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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Herbert F

CFP®, Series 63, Series 66, Series 65

Dripping Springs, TX

Farther

Herbert Flores is a CFP® with six years of industry experience, currently serving as a financial advisor at Farther. His prior roles include positions at Mission Wealth Management, JPMorgan Chase Bank, and J.P. Morgan Securities. He also worked with Eudaemonia, LLC for six years before joining Farther. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates, using a combination of proprietary model portfolios and bespoke allocations based on Modern Portfolio Theory. The firm employs algorithmic rebalancing and integrates AI tools alongside advisor judgment to manage client portfolios.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Jason W

Series 66

Austin, TX

Kestra Advisory

Jason White is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds a Series 66 designation and has been with Kestra Advisory since 2008, including roles at Kestra Investment Services and prior employment at Charles Schwab. Outside of his advisory work, he participates as a user testing participant, providing feedback to improve digital products. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary consulting, plan design, vendor benchmarking, and employee education, managing approximately $79.8 billion in assets and 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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Zachary B

Series 66

Austin, TX

Kestra Advisory

Zachary Brady is a financial advisor at Kestra Advisory with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Morgan Stanley, Dominos, FedEx, and Weis. 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 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.

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

ChFC®, Series 63

Austin, TX

Kestra Advisory

Richard Yontz is a ChFC® credentialed advisor with 41 years of industry experience, currently serving at Kestra Advisory Services LLC since 2025. He previously worked for Lincoln Financial Securities Corporation from 2008 to 2025. Outside of investment advisory, he owns Partners Financial Services, which provides insurance advice and sales. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including vendor searches, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors such as 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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Laurie C

Series 63, Series 65

Austin, TX

Kestra Advisory

Laurie Cookson Silvestri is a financial advisor at Kestra Advisory with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Financial Network, Arkhitekton Financial Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a diverse range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a client base that includes 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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Ann D

Series 66

Austin, TX

Kestra Advisory

Ann Dickerson is a financial advisor at Kestra Advisory with 10 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and Hill, Wilder & Associates prior to joining Kestra. 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 comprehensive services ranging from fiduciary consulting and plan design to employee education and advisor-managed accounts, managing approximately $79.8 billion in assets.

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

Series 63, Series 65

Austin, TX

Kestra Advisory

John Keeney is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at CONCOURSE FINANCIAL GROUP SECURITIES and VOYA Financial Advisors. In addition to his advisory work, he serves as president of Quantitative Wealth Management, which provides insurance and fixed insurance product sales. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of clients, including institutional plan sponsors and individuals. The firm provides services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms to support investment recommendations.

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

Series 65

Austin, TX

Kestra Advisory

Graciela Molina is a financial advisor at Kestra Advisory with a Series 65 designation and one year of industry experience. Her background includes multiple roles at the University of Houston Bauer College of Business and a prior position at Higginbotham. She is also involved with Molina's Cantina, an entrepreneurial venture she has managed since 2020. 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 approximately $79.8 billion in assets and notable 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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Elizabeth K

Series 63, Series 65

Austin, TX

Kestra Advisory

Elizabeth Kampmeinert is an investment advisor representative at Kestra Advisory with 23 years of industry experience. She has worked with Kestra Advisory since 2017 and previously spent a decade at National Planning Corporation. Kampmeinert is also involved in community roles, serving on the finance committee for St. Elizabeth Ann Seton Catholic Church and volunteering on the supervisory committee for Vantage Credit Union. 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-level investment advice, and advisor-managed accounts. The firm serves large institutional investors and features 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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Jamaal A

Series 66

Austin, TX

Kestra Advisory

Jamaal Alexis is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and seven years of industry experience. His career includes roles at J.P. Morgan Securities LLC and Variable Annuity Life Insurance Company. He is based in Austin, TX. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base including institutional and individual clients, offering services that range from fiduciary consulting to plan design and compliance testing. The firm manages approximately $79.8 billion in assets and serves notable clients such as 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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Nolan M

Series 66

Austin, TX

CWM, LLC

Nolan Maloney is a financial advisor with CWM, LLC in Austin, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Collective Advisors, Cetera Advisor Networks, and Elite Partners, LP. He also serves as Director of Wealth Management Operations at Collective Wealth Austin, LLC. CWM, LLC is an SEC-registered investment adviser that serves a broad client base including individuals, high-net-worth families, foundations, corporations, and institutions through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing discretionary account management with a mix of fundamental and technical analysis, third-party sub-advisors, and customized investment tools.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Robert B

CFP®, Series 63, Series 65

Austin, TX

Kestra Advisory

Robert Bennie Jr. is a CFP®-certified financial advisor with over 31 years of industry experience. He has worked with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2018 and previously worked at Prospera Financial Services, Inc. Outside of his advisory role, he owns and operates Bob Bennie Farms, where he boards and trains horses and produces hay, and serves as the president of Bob Bennie Properties, a real estate management business. He is also involved in community activities, including leadership roles with the Lincoln Tea Party and volunteering as a Sunday school teacher and greeter. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, investment due diligence, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports complex investment solutions through extensive affiliate and third-party relationships.

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

Series 66

Austin, TX

Kestra Advisory

Andrew Beltz is a financial advisor with Kestra Advisory, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Janney Montgomery Scott and First Trust Advisors L.P. He operates from Austin, TX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and employee education, serving both large institutional investors and individual clients with 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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