Amy Bonzon is a CFP®-certified financial advisor with four years of industry experience, currently with Kestra Advisory in Austin, TX. Before joining Kestra in 2026, she worked at Ameriprise Financial Services for several years and has a background in nonprofit work, having spent 18 years with Young Life. Outside of her advisory role, she is involved with Ubuntu Operations LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers a range of services such as fiduciary consulting, plan design, and advisor-managed accounts, supporting recommendations through detailed due diligence and serving clients that include sovereign wealth funds.

James Durand is a CFA® charterholder with 25 years of industry experience. He is currently with Kestra Advisory Services LLC and Kestra Investment Services LLC and has previously worked at MountainOne Investment Group and Commonwealth Financial Network. Durand serves on the finance committee of Northern Berkshire United Way and is a board member and race director for BURCS, Inc., a nonprofit focused on charitable fundraising through ultrarunning events. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary services, plan design and compliance, and access to multiple management platforms and third-party solutions. The firm serves a wide range of client types, including large institutional investors and sovereign wealth funds.

Garrett Taylor is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and over 22 years of industry experience. He has been with Kestra Advisory Services since 2016 and is also associated with Kestra Investment Services and IDS Life Insurance Company. Outside of his advisory role, he is involved in consulting on acquisition and succession planning through Advisor Successions and provides consulting on property and casualty insurance matters at Coastline Insurance 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, employee education, and plan-level investment advice, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Keith Traffican is a CFP® with 12 years of industry experience, currently serving as an advisor at Kestra Advisory. His prior roles include positions at Citizens Securities, Inc. and PNC Bank. Keith is based in Austin, TX. 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, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Andrew Dropkin is a CFP®-designated financial advisor with over 26 years of industry experience. He is currently with Kestra Advisory Services LLC, where he has worked since 2016, and has held roles at Kestra Investment Services LLC, Credit Suisse First Boston Corporation, and Donaldson, Lufkin & Jenrette Securities Corp. Outside of his advisory work, he serves as chairman of the board for the Dallas Jewish Community Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving a diverse client base that includes sovereign wealth funds.

Seana Rasor is a financial advisor at Kestra Advisory with five years of industry experience. She holds a Series 66 designation and has previously worked with Kestra Investment Services, LLC, JP & Associates, REALTORS, and RE/MAX Trinity. Rasor serves on the board of Dilbeck Architecture Conservency as a social media coordinator. Kestra Advisory provides investment advisory and retirement-plan consulting services to both institutional and individual clients, offering fiduciary oversight, plan design, and employee education among other services. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Elijah Hall is a financial advisor at Kestra Advisory with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Northwestern Mutual, and MassMutual Life Insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary services, plan design and compliance, vendor searches, and employee education. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds, and distributes multiple management platforms and third-party managed solutions.

Mitchell Glicksman is a CFP® and Series 63-licensed financial advisor at Kestra Advisory with 28 years of industry experience. He previously worked for Commonwealth Financial Network for 21 years and spent time at Osaic FA, Inc. Glicksman is a member of Evergreen Financial Associates, LLC, an entity managing his securities and financial planning business. 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 manages approximately $79.8 billion in assets, serving clients that include large institutional investors and sovereign wealth funds.

Nicole Gatlin is a financial advisor at Kestra Advisory with Series 63 and Series 65 credentials and three years of industry experience. She has worked at Kestra Investment Services, LLC, Charles Schwab, and Fagron, and has a background that includes time in full-time education and at St. Edward's University. 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 managed solutions. The firm serves large institutional investors including sovereign wealth funds and manages approximately $79.8 billion in assets.

Connie Hertzler is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and six years of industry experience. She previously worked at Royal Alliance, Droms Strauss Wealth Management, and Financial Legacy Associates. Outside of her advisory role, she is involved with Hertzler Wealth Management, LLC, which provides insurance services including life insurance, long-term care insurance, and fixed annuities. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, providing 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.

Michael Fox is a CFP® with eight years of industry experience, currently affiliated with Kestra Advisory. His prior experience includes roles at Commonwealth Financial Network and Skeels & Fox Wealth Management. He is also involved in fixed insurance sales, spending approximately 10% of his time on this activity during trading hours. Kestra Advisory 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, and investment due diligence, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Austin Somers is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Kestra Advisory since 2020 and has also been associated with Higginbotham since 2016, where he focuses on retirement plan services including fund due diligence and employee education. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education, supported by due diligence and discretionary investment management.

Casey Fry is a financial advisor at Kestra Advisory with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Symonds Wealth Management, Principal Life Insurance Company, Principal Securities Inc., Raymond James Financial Services Advisors Inc., and Southside Bank. Fry is based in Austin, TX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors and sovereign wealth funds.

Michael Wren is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His prior roles include positions at LPL Financial and KMS Financial Services, Inc. Outside of his advisory work, he owns a hand tool distributorship. 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, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.

Turner Schuster is a CFP® professional with four years of industry experience, currently serving at Kestra Advisory. Before joining Kestra Investment Services in 2022, he operated Schuster Financial Services and previously worked for the Columbia Police Department for 13 years. He serves on an advisory panel supporting first responders in Boone County, focusing on raising awareness of their mental health challenges. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan-level investment advice, and third-party managed solutions, serving clients such as sovereign wealth funds and large institutional investors.

Pamela Espinosa is a Series 66 licensed advisor with Kestra Advisory who has 15 years of industry experience. She has worked at Kestra Advisory and Kestra Investment Services since 2017 and previously spent seven years at SII Investments. Pamela is also the manager and member of Davis Advisory Group, LLC, where she provides financial planning, investment management, and insurance services. Kestra Advisory Services offers investment advisory and retirement plan consulting to institutional and individual clients, with services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves a broad client base, including large institutional investors, and supports a range of investment platforms and third-party solutions.

Rosalynd Shaw is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Financial, she held various roles at Northwestern Mutual from 2021 to 2026 and worked at Gallagher Bassett from 2016 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Justin Pounds is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. He previously worked at Merrill and Bank of America, with a career spanning nearly two decades in total. Outside of his advisory role, he and his wife personally own rental properties, including one managed as a short-term rental. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Stephen Zarate is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and 11 years of industry experience. He previously worked at Kestra Investment Services, LLC for five years before joining Fidelity in 2019. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment approach that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Simon Ignat is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Merrill and Bank of America since 2025 and previously held roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of finance, he operates a part-time DJ and wedding coordination business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.