Jason Mc Carthy is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with PNC Wealth Management, where he has worked since 2021. His prior experience includes roles at BBVA Wealth Solutions, BBVA Insurance Agency, BBVA Securities, BBVA USA, and BB&T Securities. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online model account available by invitation to employees. The firm uses approved model strategies managed by PNC or third-party strategists and implements investments primarily through mutual funds and ETFs with annual rebalancing.

Aleksandar Krakovic is a financial advisor at Kestra Advisory with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial Advisors and OSAIC. Krakovic is also the owner of Biscayne Wealth Management, Inc., a pass-through entity involved in banking and credit activities for the business. 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, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Steven Goldstein is a CFP® professional with 23 years of experience in financial advisory services. He has been with Kestra Advisory and its affiliated entities since 2015 and holds a vice president role at oXYGen Financial, Inc., where he provides financial planning, advice, and investment services. Goldstein also participates in insurance sales and the administration of financial dashboard services through related businesses. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing a range of services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors and provides access to multiple management platforms and third-party managed solutions.

Alyssa Calhoun is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at CAM Investor Solutions and Dimensional Fund Advisors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options.

Maury Breazeale is a financial advisor at Kestra Advisory with 14 years of industry experience. He holds a Series 66 designation and has been with Kestra Advisory since 2016. Breazeale serves as owner and principal of Breazeale Wealth Management, a DBA operating under Kestra Investment Services. He is also a member of the finance committee at Christ United Church. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, compliance testing, and employee education, with access to multiple management platforms and third-party managed solutions.

Nicholas Messer is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Kestra Advisory. He has been with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016. In addition to his advisory role, he is a partner and financial advisor at The Wiser Financial Group, where he provides financial advice and participates in company decision-making. 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, supporting recommendations with due diligence across multiple management platforms and third-party solutions.

Michael Lam is a CFP® with eight years of industry experience, currently serving as an Investment Adviser Representative at Kestra Advisory. He previously worked at Commonwealth Financial Network for nine years and has held roles in advisory services and financial planning. Lam is also an owner of an insurance business providing life insurance, long-term care insurance, and fixed annuities. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a diverse client base that includes large institutional investors such as sovereign wealth funds.

Kenneth Hamilton is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently with Kestra Advisory and has previously worked at Cetera and Foresters Advisory Services. In addition to his advisory role, he manages an insurance planning LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including plan design, fiduciary consulting, and advisor-managed accounts. The firm serves large institutional investors and offers access to multiple management platforms and third-party solutions.

Tyler Weir is a financial advisor at Kestra Advisory with a Series 65 designation and three years of industry experience. His prior roles include positions at Cardinal Capital Management, Gettings Reed Financial, Aurora Financial Strategies, Chariot Automotive, and the San Diego Padres. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving clients that include large institutional investors and sovereign wealth funds.

Duncan Campbell is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds a Series 66 designation and has worked at firms such as Charles Schwab and Transamerica Life Insurance Company. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services that include fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and provides access to multiple management platforms and third-party solutions.

Henry Conkle is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Allstate Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE Securities. He has also served as a youth sports referee with the Texas Association of Sports Officials. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and employee education, utilizing multiple management platforms and third-party solutions.

Elwis Johnson Jr. is a financial advisor with Kestra Advisory in Austin, TX, holding Series 66 and Series 63 credentials and 10 years of industry experience. His prior work includes roles at Edward Jones and Waddell & Reed, along with operating The Way Consulting. Outside of advising, he serves as Chapter President of Omega Psi Phi Fraternity Inc., engaging in public speaking and youth mentoring, and holds leadership positions in community organizations and entrepreneurial ventures such as vehicle rental and cigar production. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary services, plan design, compliance testing, and access to multiple management platforms, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.

Amber Scarborough is a Series 66 licensed financial advisor with 19 years of industry experience. She is currently affiliated with CWM, LLC and has previously worked at LPL Financial and Cetera Wealth Services. Scarborough is a co-founder of Entirety Financial and serves on the boards of Wild Now, a nonprofit focused on the adoption and care of wild mustangs and burros, and the South Austin Rotary Foundation. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing discretionary management with model portfolios overseen by an internal Investment Committee.

Jerry Mc Donald is a CFP®-designated financial advisor with 35 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Based in Austin, TX, he holds Series 63 and Series 65 licenses. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets and serving a national client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services, utilizing both proprietary and third-party investment solutions.

James Duncombe is a financial advisor with Kestra Advisory Services in Austin, TX, holding the ChFC® and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and Thrivent Financial, and he is also an author. Duncombe is involved with his local Lutheran church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design and compliance, employee education, and access to multiple management platforms, serving a broad range of clients including large institutional investors.

Judith Garber is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 22 years of industry experience. She has worked with Kestra Advisory Services LLC since 2021 and has prior experience at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Garber is also president of JSG Financial Services Inc., where she provides CPA services including preparing financial statements and tax returns. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad 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.

Mitchell Allen is a financial advisor with Kestra Advisory, holding a Series 66 designation and nine years of experience in the industry. Prior to joining Kestra Advisory in 2022, he worked at ProEquities, Inc. and Security Financial Management Inc. He has experience providing investment advisory services and offering various insurance and annuity products. 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-level investment advice, employee education, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves several notable client types, including sovereign wealth funds.

Rodger Ewy is a financial advisor at Guardian Life with a Series 66 designation and four years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Bankers Life. He has also worked in the biomedical research field and at Georgetown University. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individual clients, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage services, financial planning, retirement plan consulting, and advisory programs.

Sean Caplen is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Securities Corp, and Raymond James & Associates. He serves on the Planned Giving Council for Place of Hope, assisting with fundraising initiatives. 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 supports complex products and discretionary trading within its supervisory framework and serves large institutional investors, including sovereign wealth funds.

David Hsieh is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Wells Fargo Clearing, and Bank of America. Outside of his advisory work, he founded and manages a travel and hiking social group that organizes regular trips without charging participants. 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, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.