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.

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 three years of industry experience, currently serving as an advisor at Kestra Advisory. Prior to this role, he worked at Schuster Financial Services and spent over a decade with the Columbia Police Department. He serves on an advisory panel that addresses the needs and mental health challenges of first responders in Boone County. 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 investment solutions supported by thorough due diligence.

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.

Robert Evans is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and 12 years of industry experience. Prior to joining Edward Jones in 2021, he worked for BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., and Compass Bank from 2016 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and maintains a large network of financial advisors and branch offices nationwide.

Rosalynd Shaw is a financial advisor at LPL Financial with five years of industry experience. She previously worked for Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company from 2021 to 2026, and earlier at Gallagher Bassett from 2016 to 2021. She holds Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Justin Pounds is a financial advisor with J.P. Morgan Securities in Buda, Texas, holding a Series 66 designation and 11 years of industry experience. Before joining J.P. Morgan in 2026, he worked at Merrill for 11 years and Bank of America for 19 years. Outside of his advisory role, he and his wife own and manage rental properties in Texas. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Gregory Rychlik is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2017, following a prior role at MetLife Securities. Outside of his advisory work, he serves as president of a local board, where he provides leadership and guidance on events and fundraisers. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm utilizes detailed client information and firm-approved analytical tools to deliver written recommendations as part of annual financial planning engagements.

Stephen Zarate is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Kestra Investment Services, LLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Omar Quintanilla is a financial advisor at Merrill based in Austin, TX, holding a Series 66 designation with two years of industry experience. His work history includes roles at Bank of America and Chase Bank. Merrill, along 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Simon Ignat is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Merrill and Bank of America, he worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside the financial industry, he operates a part-time DJ and wedding services 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kendall Simpson is a financial advisor with Edward Jones in Dripping Springs, TX. He holds the Series 66 designation and joined Edward Jones in 2023. Prior to his current role, Kendall worked at Lake Austin Spa and Resort and Concordia University - Texas, among other positions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large nationwide network of financial advisors and branch offices.

Karl Lambert is a financial advisor with RBC Capital Markets in Austin, TX, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked with RBC Capital Markets since 2008 and has been affiliated with City National Bank since 2016. Outside of his advisory role, Lambert serves on the board of directors for the Jungle Theater, a performing arts organization, and is involved in leadership roles with several condominium associations. He is also an owner and officer of an educational product company, Reading Safe LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs that incorporate a variety of investment managers and strategies, supported by RBC’s capital-markets capabilities and integrated financial services.

Edith Karnes is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. She holds the Series 66 designation and is based in Austin, TX. Outside of her advisory role, she is a co-owner of Absolute Strategies Angel Fire, a vacation home rental business in Angel Fire, NM, managed by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Gregory Bowman is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2016. Outside of his advisory role, he is involved in a family investment group focusing on residential properties. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by extensive capital markets and affiliated asset management resources.

Elise Morales is a financial advisor at RBC Capital Markets in Austin, TX, holding a Series 66 designation with six years of industry experience. She has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Scott Obenshain is a financial advisor with RBC Capital Markets in Austin, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with RBC Capital Markets LLC since 2011. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm provides multiple wrap fee advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client’s risk profile.

Kenneth Yergen is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work history includes roles at A+ Federal Credit Union and Charles Schwab & Co., Inc., as well as service in the United States Marine Corps. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with a range of discretionary and non-discretionary program options.