Barry Lacina is a financial advisor at Oppenheimer with eight years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2017, following eight years of self-employment. Outside of his advisory role, he is the owner of Happyness Films, LLC, a film production company. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services that encompass investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation alongside manager selection and various investment strategies to construct client solutions.

Juan Garcia is a financial advisor at Kestra Advisory Services with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Raymond James, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Lone Star National Bank, and North Capital Inc. He is also licensed to practice law and advises clients on estate planning and business matters as an attorney. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, and it serves large institutional investors such as sovereign wealth funds.

Thomas Delaney II is a financial advisor at Kestra Advisory with over 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Command Advisory Services and First Command Financial Services. Delaney also serves as a research assistant and facilitator at Boston University and provides compliance consulting for Peter Elish Investment Securities. 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-level investment advice, and manages multiple investment platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Jeremy Patin is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services, LLC in 2021, he worked at LPL Financial for seven years. He is also the owner and advisor of First Investment Services, LLC, where he engages in insurance and managerial activities. 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 consulting, plan-level investment advice, and access to multiple management platforms, serving clients such as sovereign wealth funds and providing complex investment solutions within a structured supervisory framework.

Trenton Williams is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 65 credential. He has one year of industry experience, including prior roles at Edward Jones and Paychex. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, investment advice, and employee education, supporting multiple management platforms and serving large institutional investors, including sovereign wealth funds.

Christopher Gurnee is an investment advisor with Kestra Advisory Services in Austin, Texas, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Kestra Advisory since 2018 and previously at Foresters Equity Services, Inc. and Cornerstone Financial & Associates, Inc., where he also serves as president. Gurnee holds a board member position with Cornerstone Management Group, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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 large institutional investors, including sovereign wealth funds.

Mark Burgdorf is a financial advisor at Kestra Advisory with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Cetera and First Allied Advisory Services. Outside of his advisory role, he serves as a volunteer board member for Helping Hands Midwest and operates a business consulting practice. 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, compliance testing, and employee education. The firm manages complex investment solutions and serves notable clients including large institutional investors and sovereign wealth funds.

Kenneth Anderson is a financial advisor with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has been with Kestra since 2016. Outside of his advisory role, he serves on the advisory board of the Threewide Foundation, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, compliance testing, and employee education. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Sanger Smith is a financial advisor at Kestra Advisory with seven years of industry experience, holding a Series 66 designation. Prior to joining Kestra Advisory in 2022, he spent 12 years at Ameriprise Financial Services. Outside of his advisory role, Smith co-hosts the Decidedly Podcast, an educational lifestyle show featuring interviews that explore decision-making frameworks and insights. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include sovereign wealth funds and other large institutional investors.

James Hill is a financial advisor at Kestra Advisory with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, Independent Financial Partners, and Cornerstone Wealth Management. Hill also manages client investments and provides retirement advice through Hill Wealth Management. Kestra Advisory Services delivers investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering a range of services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a diverse client base that includes very large institutional investors and sovereign wealth funds.

John Jacks is a CFP® with 38 years of experience in the financial services industry. He is currently an Investment Advisor Representative at Kestra Advisory Services, LLC, a role he has held since 2016. He is also the owner of Jacks & Associates Insurance Agency, a firm he has operated since 1991. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors, offering services such as plan design, fiduciary consulting, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional clients, including sovereign wealth funds.

Michael Cooley is a CFP® professional with 29 years of industry experience, currently with Kestra Advisory. He previously worked at Commonwealth Financial Network for over two decades before joining Kestra in 2025. Kestra Advisory Services provides investment advisory and retirement plan consulting to a broad range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers services from plan design and compliance to fiduciary consulting and supports multiple management platforms with a wide product access within its supervisory framework.

Kristen Hemmings is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Kestra Advisory. She has previously worked with Commonwealth Financial Network and Coghill Investment Strategies. Hemmings also serves as chair of the Board Development & Partnerships Committee for Hello Neighbor, a nonprofit organization. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors as well as institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and a broad range of outsourced solutions.

Robert Montavon Jr. is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at NewEdge Advisors and Mid Atlantic Financial Management. Outside of advising, he manages a daily money management and record-keeping business and serves as treasurer for a local election committee. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including institutional investors and plan sponsors. The firm provides a range of fiduciary services and utilizes multiple management platforms, serving some of the largest institutional clients in the industry.

Shane Fritts is a financial advisor at Kestra Advisory with a Series 66 designation and five years of industry experience. His background includes roles at Wells Fargo Clearing Services and Columbia Sportswear before joining Kestra in 2025. 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 investment advice, managing approximately $79.8 billion in assets and serving clients ranging from plan sponsors to sovereign wealth funds.

Zackery Benjamin is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and bringing eight years of industry experience. He previously worked at Commonwealth Financial Network and Life Strategies Inc. Benjamin also manages business operations at The Benjamin Group, an insurance firm. 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 access to multiple management platforms. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds.

Shana Bielich is a CFP®-certified financial advisor with 24 years of industry experience. She currently works with Kestra Advisory and previously spent 15 years at Commonwealth Financial Network. 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 notable clients including sovereign wealth funds.

Kevin Dick is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at Commonwealth Financial Network and operated his own investment management group. He serves as CEO and Managing Director of Kestra Advisory Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a mix of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice, supporting these with due diligence and multiple management platforms.

Madeline Weber is a financial advisor with Kestra Advisory in Wilmington, DE, holding a Series 66 credential and over a year of experience at Kestra. Her prior roles include work at Black Cactus and involvement with Deer Park Tavern and Goodness Bowls. She also served at the University of Delaware and Avalon Yacht Club in recent years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and various 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.

Yi Mandeville Ott is a CFP® professional based in Austin, Texas, with one year of industry experience. Ott has worked primarily at Mariner Wealth Advisors, with previous roles at Dimensional Fund Advisors, Lisa Rhynes CPA, Santa Francis Hospital, and Stillwater Family Pharmacy. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing customized portfolios supported by an internal investment team and third-party managers.