Sandra Burg is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and three years of industry experience. She has been affiliated with Kestra Investment Services, LLC since 2012. Outside of her advisory role, Burg owns tax and accounting businesses that provide tax return preparation and bookkeeping services for nonprofits and small businesses. 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, and manages significant assets with a focus on extensive due diligence and proprietary management platforms.

Joseph Maleszyk is a financial advisor with Kestra Advisory, holding a Series 66 designation and four years of industry experience. His prior roles include positions at LPL Financial, Plante Moran, and Morgan Stanley. He also maintains a CPA license, though he does not engage in tax or accounting activities outside of his advisory work. 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 employee education. The firm manages approximately $79.8 billion in assets and serves complex investors including sovereign wealth funds.

Kenneth Matney is a financial advisor at Kestra Advisory with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years. Outside of Kestra, he is the owner of Matney Wealth Management, an insurance and financial planning business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, serving a diverse client base that includes large institutional investors.

Bret Whiteley is a financial advisor with Kestra Advisory Services in Austin, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining Kestra in 2024, he spent eight years at Principal Securities and 15 years with Principal Life Insurance Company. He also serves as a registered representative assisting clients with insurance and financial needs. 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 services, plan-level investment advice, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

David Shoemaker is a CFP® and PFS™ with 38 years of industry experience. He is currently affiliated with Kestra Advisory and has previously worked at ProEquities, Inc. Shoemaker is also the owner of Executive Benefit Solutions, LLC, a consulting and insurance business he founded in 1995. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include plan design, fiduciary consulting, and investment advice, with a focus on large institutional investors and complex investment solutions.

John Pomeroy is a financial advisor with Kestra Advisory Services in Austin, TX, holding Series 63 and Series 65 licenses and with 27 years of industry experience. Prior to joining Kestra in 2022, he worked at Wells Fargo Advisors Financial Network for 12 years. Outside of his advisory role, he is president of MJP Wealth Strategies Inc., which manages the financial operations of his investment practice. 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 serves a broad client base that includes large institutional investors and sovereign wealth funds.

Brent Ramsey is a Series 66 credentialed financial advisor with 18 years of industry experience. He currently works at Kestra Advisory and has previous experience with ProEquities, Inc. and Wells Fargo Advisors. He also operates Security Financial Management, an independent financial advisory business. 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 due diligence-supported investment recommendations. The firm manages significant assets, serves large institutional investors including sovereign wealth funds, and utilizes multiple management platforms alongside extensive affiliate and third-party relationships.

Marissa Griebel is a financial advisor at Kestra Advisory in Austin, TX, with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Kestra Advisory and its affiliated firm since 2015. Outside of her advisory role, she is the owner of a personal insurance-related business, managing term life insurance policies. Kestra Advisory provides investment advisory and retirement-plan consulting services 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 investment management, and serves notable clients including sovereign wealth funds.

Jason Cunningham is a financial advisor at Kestra Advisory with 18 years of industry experience. He previously worked for LPL Financial for 15 years before joining Kestra in 2022. Cunningham serves as a board member for the Sanderson High School Foundation and Hearts Cry Children's Ministry. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan design, and investment advice supported by due diligence, serving clients that include large institutional investors and sovereign wealth funds.

Michael Milbee is a CFP® with 19 years of experience in financial services. He is currently with Kestra Advisory and Kestra Investment Services, LLC and previously worked at Define Wealth Financial Group, LLC and LPL Financial, LLC. Milbee has also served as president of Define Wealth Financial Group and has involvement in community organizations such as the Hartsville Boys & Girls Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and investment advice supported by due diligence. The firm manages approximately $79.8 billion in assets and serves a broad range of clients, including large institutional investors.

James Lynch is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Kestra Advisory in 2026, he worked at JCL Financial Group, LLC and Commonwealth Financial Network for 17 years. Lynch serves as President of the St. Martin of Tours Finance Council, where he participates in budget reviews and endowment oversight. 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 ranging from plan sponsors to sovereign wealth funds.

Stephen Falk is a CFP® with 21 years of industry experience, currently serving as an advisor with Kestra Advisory Services, LLC since 2018. He has prior experience at Cetera Advisor Networks and has been a partner and advisor at Westbrooks Financial Services since 2002. Falk holds board positions, including serving as president and board chair of Hillels of North Texas and treasurer for Temple Shalom. 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 plan design, fiduciary consulting, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Steven Maurer is a financial advisor at Kestra Advisory with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at B. Riley Wealth Management, B. Riley Wealth Advisors, and National Securities Corporation. Outside of his advisory role, he serves as president of Z.Pug.com, Inc., a passthrough S-Corp. Kestra Advisory provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice, supporting a variety of management platforms and serving a diverse client base that includes sovereign wealth funds.

Michelle Bender is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Kestra Advisory since 2017. She previously worked at INVEST Financial Corp. for seven years. Bender also holds board trustee positions with the Greater Washington Community Foundation and the MDRT Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large institutional investors. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, supported by due diligence on recommended investments and a variety of management platforms.

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, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. Prior to joining Kestra in 2026, Apple worked at BlackRock Investments, LLC for 14 years. Outside of advising, Apple serves as a board member for the Expect Miracles Foundation, participating in governance and fundraising activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services 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.

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 with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 designations and with 30 years of industry experience. His prior work history includes positions at Morgan Stanley DW Inc. and UBS Financial Services. Fishella serves as president of Bluelake Wealth Advisors, Inc., a DBA under Kestra providing investment advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm provides a range of services such as fiduciary consulting, plan design and compliance testing, and investment advice, supporting investments through due diligence and managing assets for large institutional investors, including sovereign wealth funds.