Christopher Bafus is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He previously worked at MSI Financial Services, Inc., Commonwealth Financial Network, Pillar Financial Group, LLC, and BAFUS Financial Group. He is also co-owner of BAFUS Financial Group Inc. and is involved in fixed insurance sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Kelly Apple is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63, Series 66, and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Kestra Advisory in 2026, Apple spent 14 years with BlackRock Investments, LLC and two years with Van Kampen Advisors Inc. Outside of advisory work, Apple serves as a board member of the Expect Miracles Foundation, contributing to fundraising and governance efforts. 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, serving clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Mark Hamelmann is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 25 years and has owned and operated Circle City Wealth Advisors, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional plan sponsors and individual investors, 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 sovereign wealth funds.

Michael Pedlow is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at H. Beck, Inc. since 2017 and has been with Kestra Advisory since 2016, with prior experience at Kestra Investment Services, LLC starting in 2010. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a 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.

William Johnson Jr. is a financial advisor with Kestra Advisory, holding a Series 66 designation and 27 years of industry experience. His prior work includes roles at B. Riley Wealth Management, National Securities Corp, and Morgan Stanley, spanning both advisory and private banking capacities. 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 advisor-managed accounts. The firm serves a broad client base that includes large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Joseph Fishella is a financial advisor at Kestra Advisory with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services and Morgan Stanley DW Inc. Fishella is president of Bluelake Wealth Advisors, where he manages his book of business and operates the office. 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-level investment advice, and utilizes multiple management platforms and third-party solutions.

Kurt Skvarla is a CFP® professional with 16 years of industry experience. He is currently with Kestra Advisory Services LLC and Kestra Investment Services LLC and has prior experience at Wells Fargo Advisors and UBS Financial Services. Outside of his primary advisory roles, he is the sole owner of K2 Wealth Management, LLC, an independent practice based in Gibsonia, PA. 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 design, and discretionary trading within a supervisory framework, managing approximately $79.8 billion in assets.

Svante Rocabado is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at Edward Jones and Kestra Investment Services. Outside of finance, he has worked in various food service positions, including catering and serving at multiple Austin-area establishments. Kestra Advisory is an enterprise firm with over 1,200 advisors, providing financial services to a broad client base.

William Berg is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Prior to Kestra, he worked at firms including Woodbury Financial Services, RoundAngle Advisors, and Commonwealth Financial Network. Outside of his advisory work, he serves as a CrossFit coach. 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 fiduciary consulting, plan-level investment advice, and employee education, supporting large institutional investors including sovereign wealth funds.

Barron Branch is a financial advisor with Kestra Advisory Services holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Fidelity Brokerage Services, CUSO Financial Services, and OneAmerica Securities. He operates as a registered investment advisor and financial representative through Kestra’s affiliated entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and offers a wide range of management platforms and third-party solutions.

William Coffey is a CFP® with 30 years of industry experience, currently serving as a senior advisor partner at Kestra Advisory. His prior experience includes roles at Bank of America and Merrill. He is also a partner in RS Will Wealth Management and participates in a real estate venture as a partner. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Kenneth Anton is a financial advisor with Carson Wealth, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Collective Advisors, Sigma Planning Corporation, Sigma Financial Corporation, and Oppenheimer. He is also licensed to sell non-variable insurance products, including term and permanent life insurance policies. Carson Wealth is an enterprise investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, variable sub-account management, sub-advisory relationships, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical inputs.

Shawn Thompson is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Kestra since 2012, including 10 years at Kestra Advisory. Outside of his advisory role, he is involved in registered representative activities and holds term life insurance policies on himself and his spouse. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

Amy Duncan is a CFP® with 26 years of industry experience, currently serving at Kestra Advisory Services, LLC. Her prior experience includes roles at Moloney Securities Asset Management LLC and Berthel, Fisher & Company Financial Services, Inc. Outside of her advisory work, she is involved in managing Candlelight Capital, LLC and Candlelight Ventures, Inc., entities related to commercial property ownership. 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 diverse client base, including sovereign wealth funds.

Brian Campos is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His career includes roles at Kestra Advisory since 2020, self-employment from 2018 to 2020, and SCOTTRADE, Inc. from 2016 to 2018. 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.

Justin Snowden is a CFP® with seven years of industry experience, currently with Kestra Advisory in Austin, TX. He previously worked at Ameriprise Financial Services for six years and has experience managing an advisory business through Ubuntu LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds, offering services such as fiduciary consulting, plan design, and advisor-managed accounts.

Keith Green is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He previously worked at LPL Financial for 21 years. Green serves as Chairman of the Board for God's Love Foundation, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and a range of investment platforms, serving a diverse client base that includes large institutional investors.

Jae I Kim is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 65 credential and one year of industry experience. Prior to joining Kestra Advisory, Kim worked at Texas Financial Advisors and Fidelity, and is also involved with UTea Pho LLC, a business he has managed since 2022. 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, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions to support its advisory services.

Lance Nelson is a financial advisor with Kestra Advisory in Austin, TX, holding the ChFC® designation and a Series 63 license. He has 36 years of industry experience, including 11 years with Commonwealth Financial Network. He is also involved with Nelson and Nelson Wealth Management, providing financial planning and wealth management consulting. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Tristan Boyd is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Fisher Investments, Charles Schwab and Co., Inc., and TD Ameritrade. 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 manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds.