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.

Stuart Smith is a financial advisor at Creative Planning with 21 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Creative Planning in 2024, he worked at ML & R Wealth Management LLC and Maxwell Locke & Ritter LLP. Outside of his advisory role, he is the managing member of A'Moose Bouche, LLC, a real estate holding partnership. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning–led investment process with low-cost indexing and buy-and-hold strategies, supplemented by tactical approaches and comprehensive retirement plan services.

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.

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 at Kestra Advisory with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Kestra since 2016 and at UBS Financial Services since 2005. Fishella is also president of Bluelake Wealth Advisors, where he manages a book of business and operates the office. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Kurt Skvarla is a CFP® professional with 15 years of industry experience, currently affiliated with Kestra Advisory Services LLC since 2022. He previously worked at Wells Fargo Advisors for seven years. Skvarla is the sole owner of K2 Wealth Management, LLC, a business focused on investment-related activities. 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 investment advice. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions within a supervisory framework.

Hunter Smith is a CFP® with eight years of industry experience, currently affiliated with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2023. Prior to joining Kestra, he worked for Securities America Advisors, Securities America, Inc., and LPL Financial LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers services such as fiduciary consulting, plan design, and investment advice, and serves a range of clients from individual investors to sovereign wealth funds.

Svante Rocabado is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at Edward Jones and Kestra Investment Services. Outside of finance, he has worked in various food service positions, including catering and serving at multiple Austin-area establishments. Kestra Advisory is an enterprise firm with over 1,200 advisors, providing financial services to a broad client base.

William Berg is a Certified Financial Planner (CFP®) with 10 years of experience in the financial services industry. He is currently affiliated with Kestra Advisory, where he has served since 2024. Prior to Kestra, he held positions at firms including Woodbury Financial Services, RoundAngle Advisors, and Commonwealth Financial Network. Outside of his advisory role, he coaches CrossFit classes. 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 discretionary investment management, serving large-scale clients including sovereign wealth funds.