Mark Mann is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Before joining Kestra Advisory and Kestra Investment Services, LLC in 2021, he worked at Waddell & Reed, Inc. for 14 years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, serving clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Jasen Wallace is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior experience includes roles at Exencial Wealth Advisors LLC, Ameritas Advisory Services, and Weinheimer Wealth Management. He is an ex officio director of the YMBL Sunshine Foundation, which aligns with the Austin Sunshine Camps’ strategic goals. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Brandon Grocki is a CFP® certificant with 11 years of industry experience, currently affiliated with Kestra Advisory. His prior work includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, he is active in political service as a district representative for the Millstone Township Republican Committee. 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 employee education, supported by due diligence on recommended investments and access to multiple management platforms and third-party solutions.

Paisley Jones is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Kestra Advisory since 2016 and also works with KESTRA Investment Services, LLC since 2015. 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 large institutional investors, including sovereign wealth funds.

James Mahoney III is a CFP® professional with 24 years of experience currently serving as an Investment Advisor Representative at Kestra Advisory Services, LLC since 2016. He is also the principal of Northampton Financial Services, where he provides consulting and financial planning for individuals and small businesses. Outside of his advisory roles, he coaches competitive skiing at Berkshire East, a ski resort, and serves as an assistant coach for the Northampton High School ski team. 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, benchmarking, and employee education, and manages approximately $79.8 billion in assets with a client base that includes large institutional investors and sovereign wealth funds.

Shaun Kimball is a financial advisor with Kestra Advisory Services in Austin, TX, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He previously worked for CUSO Financial Services, LP and Empower Federal Credit Union over a span of 10 years. Outside of his advisory role, Kimball owns Momentum Strategic Wealth, LLC, which provides investment advice and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors, 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.

Teresa Hoffman is a financial advisor with Primerica Advisors based in Austin, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017. Outside of her advisory role, she engages in public speaking on financial topics. Her firm, Park Avenue Securities LLC, serves a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporations, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Sara Norell is a CFP® professional with 13 years of experience in the financial services industry. She is currently an advisor at Kestra Advisory, where she has worked since 2017. Prior to Kestra, she held roles at Northwestern Mutual Wealth Management Company and Michael Erpelding. Outside of her primary advisory work, Norell is involved as a registered representative and client manager with affiliated investment groups, including The KNW Group and NFP. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds and large institutional investors.

Yehuda Gross is a financial advisor at Kestra Advisory with 11 years of industry experience and holds the CFP® and Series 66 designations. Prior to joining Kestra in 2020, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2020. Gross is active in community organizations, serving on the board of the Jewish Federation of South Palm Beach County and chairing the Professional Advisory Committee at the Jacobson Jewish Community Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services that include 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.

Joshua Donofry is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 10 years of industry experience. Prior to joining Kestra Advisory in 2020, he worked at Merrill and Bank of America. He serves on the Investment Committee and Board of Directors for The Community Foundation of Frederick County and teaches as an adjunct professor at Hood College. 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 services such as fiduciary consulting, plan design, and advisor-managed accounts, supporting recommended investments with due diligence across multiple management platforms.

Carlos Padilla is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. He has 13 years of industry experience and previously worked at Adair Financial PCG, Farmers Financial Solutions, Mutual of Omaha, and Capson Physicians Insurance. He is also involved in the sale and solicitation of insurance through his own entity, Padilla Agency LLC. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and investment advisory programs through a combination of proprietary and third-party managed portfolios.

Gregory Sheehan is a financial advisor at Kestra Advisory with 25 years of industry experience. He previously worked at The Wealth Transition Collective and Commonwealth Financial Network for 17 years. Outside of his advisory role, he serves on the board of the nonprofit RVCC and founded The Collective Companies, a coaching and leadership development organization. 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 serves large institutional investors and employs multiple management platforms to support its investment solutions.

Lena Nebel is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Kestra Advisory. She previously worked at Keeney Financial Group and Triad Advisors. Nebel is also president and COO of Brotman Financial Group, where she oversees operations and acts as lead advisor. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, vendor benchmarking, and utilizes multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

James Waninger is a CFP® with five years of industry experience, currently serving as an advisor at Kestra Advisory. His prior experience includes seven years at Onyx Private Wealth and four years managing his own advisory practice. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm provides fiduciary services, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clientele that include large institutional investors such as sovereign wealth funds.

Madeline Dauby is a CFP® and Series 66 credentialed advisor with four years of industry experience. She is currently with Kestra Advisory and has prior experience at Commonwealth Financial Network and Onyx Private Wealth. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education, supported by thorough investment due diligence.

Amanda Mc Kenna is a CFP® professional with experience at Kestra Advisory, Coghill Investment Strategies, and PNC Bank NA. She has held positions in both financial services and public health sectors. Mc Kenna has additional work history at The University of Pittsburgh School of Public Health and experience in the food service industry. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include fiduciary consulting, plan design, investment advice, and employee education. The firm serves large institutional investors and manages approximately $79.8 billion in assets.

Diane Greer is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 registrations and bringing 18 years of industry experience. Her prior roles include positions at KDI Wealth Management and 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 plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds, utilizing multiple management platforms and third-party solutions.

Thomas Brosnan is a financial advisor at Kestra Advisory in Austin, TX, holding a Series 66 designation with three years of industry experience. His prior roles include positions at LPL Financial and Equitable Advisors, as well as academic appointments at the University of Houston and the University of Houston - Downtown. 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, and employee education. The firm manages approximately $79.8 billion in assets and serves clients that include large institutional investors like sovereign wealth funds.

Joshua Roberts is a financial advisor with Kestra Advisory, holding CFP® and Series 66 credentials and bringing nine years of industry experience. He has been associated with Roseman Wealth Advisors and Kestra Advisory since 2015 and holds an ownership position at Roseman Wealth Advisors. Roberts also serves as a director for the East Texas Communities Foundation, contributing to investment committee activities and governance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.

Blair Applegate is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been associated with Kestra since 2015 and serves as President and Chairman of Pacific Coast Wealth Management, a related entity. Outside of his advisory work, he holds board positions with the Golden State Pops Orchestra and the Entertainment in Music Association, and volunteers as assistant director for the Laguna Open Beach Volleyball Tournaments. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers fiduciary services, multiple management platforms, and complex investment solutions within a supervisory framework.