Michaela Settlemeyer is a Series 65-credentialed advisor at Kintra Wealth, LLC with one year of industry experience. Prior to joining Kintra Wealth, she worked in education for 14 years at Leander Independent School District and Trinity Episcopal School. Kintra Wealth serves a wide range of clients including individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm offers wealth management, financial planning, and portfolio management services, combining client-focused planning with model-driven asset allocation and fundamental security analysis to optimize tax efficiency and portfolio diversification.

Michael Digaetano is a financial advisor with Secure Asset Management, L.L.C. in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior work includes roles at Aurora Securities Inc, Independent Financial Group, and Summit Brokerage Services Inc. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, alongside pension consulting services for retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes and focuses on client-specific investment policy implementation with an emphasis on individual and plan-level consulting.

Shelley Johnson is a financial advisor with Financial Gravity Family Office Services, LLC in Carmel, Indiana. She holds Series 63 and Series 65 licenses and has five years of industry experience. Shelley is also the managing member of Allman Johnson Company, LLC DBA Jayd Advisors, where she provides client accounting, tax, and consulting services. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment supervisory and management services, and pension consulting for individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies using fundamental, technical, and cyclical analysis, often incorporating third-party sub-advisors and model portfolios.

Charles Shepherd is a financial advisor with Truist Advisory Services in Austin, TX. He holds the CFP® and CFA® designations and has eight years of industry experience. Prior to joining Truist, he spent 12 years with Bank of America. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs both discretionary and non-discretionary strategies and emphasizes inter-affiliate integration, utilizing third-party platforms and AI-enabled research tools in its manager selection and oversight processes.

Wyatt Sharpe is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and having one year of industry experience. Prior to joining Kestra Investment Services, LLC in 2023, he worked at Texas Christian University and Olathe Public Schools. He assists the lead advisor at Decidedly Wealth Management with financial advising and business operations. 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, and employee education, managing approximately $79.8 billion in assets and serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Jason Harmon is a CFP® with 13 years of industry experience, currently serving with Kestra Advisory since 2026. He previously worked at Commonwealth Financial Network and The Potter Financial Group. Harmon is also involved with Brotman Financial Group, where he provides holistic financial planning and investment management services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan-level investment advice, and employee education, and manages approximately $79.8 billion in assets with a focus that includes large institutional investors and pooled employer plan solutions.

Gregg Stamler is an Investment Advisor Representative with Kestra Advisory Services, LLC, holding a Series 63 credential and bringing 12 years of industry experience. He has been with Kestra Advisory and its affiliated entities since 2013. Outside of his advisory role, Stamler is the owner of GCS Tax Service, where he prepares individual income tax returns for approximately 300 clients. Additionally, he serves as a Battalion Chief with the New York City Fire Department. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large clients such as sovereign wealth funds with assets under management totaling approximately $79.8 billion.

Jodi Patman is a financial advisor at Kestra Advisory with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones and J.P. Morgan Securities. Outside of her advisory role, she operates a resale business for clothing and personal goods. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, and employee education, supporting recommended investments through due diligence and serving large institutional investors such as sovereign wealth funds.

Taylor Villarreal is a financial advisor with Eagle Strategies (NY Life) in Austin, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2016 and has been involved with Texas State University since 2013. Villarreal also serves as an independent contractor brokering non-registered insurance products through external insurance carriers. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele, including individual investors and institutional clients. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ilona Friedman is a CFP® professional with 18 years of experience, currently a financial advisor and principal at Kestra Advisory Services LLC. She has been with Kestra in various capacities since 2009. Friedman serves on the Board of Trustees for the Dallas Jewish Community Foundation and participates on the investment committee of the Ann & Nate Levine Academy. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and multiple management platforms. The firm serves large institutional investors and offers pooled employer plan arrangements alongside third-party managed solutions.

John Egan is a CFP®-designated financial advisor with 26 years of industry experience, currently affiliated with Kestra Advisory Services, LLC. He previously worked at JP Morgan LLC for nine years. Egan is also the founder of Vertera Financial, where he manages an office and book of clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Conner Sivewright is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2013. He holds Series 63 and Series 65 licenses and is based in Austin, TX. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental techniques such as direct indexing and tax-loss harvesting.

Shalana Poole is a CFP® with 22 years of industry experience, currently serving as a Wealth Advisor at CWM, LLC. Her prior roles include positions at JP Morgan Securities LLC, Waddell & Reed, and LPL Financial. Poole is also owner of Flashpoint Financial Services and Spoole 360 Divorce, providing financial services including those tailored for divorcing clients. She serves as board member and treasurer for the nonprofit Age of Central Texas. CWM, LLC is an SEC-registered investment adviser supporting a wide range of clients, including individuals, families, foundations, and institutions, through a large network of advisors. The firm employs discretionary portfolio management with model portfolios and offers extensive retirement-plan services, integrating fundamental and technical analysis and third-party sub-advisors.

Adam Flagg is a CFP® with 19 years of industry experience, currently serving as a financial advisor at CWM, LLC. He has worked with firms including Cetera, Collective Advisors, and Sigma Financial Corporation. Outside of advisory work, he volunteers providing pro bono financial coaching for families dealing with cancer and holds board and advocacy roles with nonprofit organizations such as the Financial Planning Association of Austin and the Candlelight Ranch 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 employs a discretionary portfolio management approach combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a notable focus on retirement plan and institutional services.

Maxwell Loeb is a Certified Financial Planner® affiliated with Kestra Advisory, with 10 years of experience in financial planning and investment advisory services. He has been with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016. Loeb also serves as Director of Financial Planning for the Waterway Wealth Advisors DBA under Kestra and is involved with Westchester Benefit Group, Inc. as a financial advisor. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm’s services include fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting clients with multiple management platforms and a wide range of investment solutions.

Brian Tobin is a CFP® professional at Mariner with 14 years of industry experience. His prior roles include positions at LPL Financial, Texas Legacy Wealth Management, The Vanguard Group, Kestra Financial, Merrill, Bank of America, and USAA. He is based in Austin, TX. Mariner serves a diverse client base—including high-net-worth individuals, pension plans, trusts, and charitable organizations—offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm implements discretionary, customized portfolios supported by in-house research and third-party managers, with additional capabilities in tax integration and employer financial wellness solutions.

Shane Pruitt is a Series 66-licensed financial advisor with Kestra Advisory, based in Austin, TX, and has 13 years of industry experience. Prior to joining Kestra Advisory in 2021, he worked at Edward Jones for nine years. He serves as a board member for the Marshall Lake Metropolitan District in Thornton, CO. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, and multiple management platforms, serving large institutional clients and maintaining extensive third-party relationships.

John Amore is a Series 66-licensed financial advisor with Kestra Advisory in Austin, TX, where he has worked since 2019. He has 18 years of industry experience, including six years at UBS Financial Services Inc. prior to joining Kestra. 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, benchmarking, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutions and sovereign wealth funds.

Richard Gannett is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and one year of industry experience. Prior to joining Kestra, he worked at Mid-Atlantic Retirement Planning Specialists and has been involved in coaching high school baseball. At Kestra, he provides advisory services as part of a large enterprise firm. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides a range of services such as fiduciary consulting, employee education, and plan-level investment advice, managing approximately $79.8 billion in assets.

Michael Wertheim is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Kestra Advisory since 2016 and has been a partner at MainStreet Financial Group since 2003. Outside of his advisory roles, he is involved in selling life and health insurance and works in tax preparation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers services such as fiduciary consulting, plan design, and employee education, supported by due diligence and access to multiple management platforms and third-party solutions.