Randall Wilson is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Kestra Private Wealth Services since 2011 and also holds roles at Kestra Investment Services, LLC and Washington Wealth Management, LLC. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients, managing approximately $13.45 billion in assets across 208 advisors as of the end of 2025. The firm offers a broad range of investment products and specialized services, with a focus on advisor-managed accounts and operational support through its institutional affiliations.

David Carlock is a CFP® professional with 20 years of industry experience, currently serving at Kestra Private Wealth Services, LLC. He previously worked for 15 years at Raymond James & Associates before joining Kestra in 2020. Outside of his advisory work, Carlock is involved in volunteer activities and manages a business entity, D Squared Tres LLC. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a wide range of investment products and services, including discretionary and non-discretionary accounts, third-party manager platforms, and specialized offerings, while maintaining institutional and operational support features such as an affiliated trust company.

David Tovey is a CFP® with 19 years of industry experience. He has been with Kestra Private Wealth Services, LLC since 2022 and previously worked at Edward Jones for 16 years. Outside of his advisory role, he is the owner of Blue Shamrock, Inc., a pass-through entity, and serves as a board member for Russo Operational Consulting Group. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm offers a broad range of investment products and platforms, overseeing advisor recommendations while allowing flexibility within an approved menu.

Keith Nielsen is a financial advisor at Waterloo Capital with 29 years of industry experience. He has previously worked at Independent Financial Group, Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory work, he volunteers on a political committee and participates in planning church retreats. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm offers customized portfolio management using a primarily long-term, buy-and-hold approach, complemented by access to third-party sub-advisers and a range of investment tools.

Shakir Kaka is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 designations and 21 years of industry experience. Prior to joining Kestra in 2024, he worked at Bank of America and Merrill, accumulating extensive experience in financial services. He is also involved with ATTAIN WEALTH PARTNERS, focusing on holistic financial planning, and is an owner/member of W.K.T.B. LLC, which supports his advisory activities. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves individual and institutional clients with a range of investment products and specialized offerings while overseeing advisor recommendations within an approved product menu.

Isabella Richard is a financial advisor at Waterloo Capital with a Series 65 credential and one year of industry experience. Prior to joining Waterloo Capital, she held positions at Florida Financial Advisors and Ameriprise Financial Services, LLC, among other roles. Her background also includes experience at Louisiana State University and involvement in a family-owned retail business, Richard's Kitchen Store. Waterloo Capital is an SEC-registered multi-team adviser serving accomplished entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a fundamental, long-term, buy-and-hold investment approach combined with customized portfolio management and access to third-party sub-advisers.

Arpit Sharma is a Series 65 licensed financial advisor with four years of industry experience. He is currently affiliated with Transce3nd LLC, Madison Avenue Securities, and e3 Wealth, serving in roles related to investment advisory and cash flow analysis. Outside of advisory work, he is also an insurance agent focusing on life and health insurance. Transce3nd LLC (marketed as e3 Wealth) serves a diverse client base that includes individuals, foundations, trusts, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, implementing investment strategies through third-party models and managers with an emphasis on strategic asset allocation and risk profiling.

Anita Wiggins is a financial advisor with RFG Advisory, LLC in Austin, TX, holding a Series 66 designation and 17 years of industry experience. She has worked at RFG Advisory since 2021 and previously at Lion Street Financial and Integrated Wealth Strategies. Outside of advising, she is an attorney involved in legal services and also holds insurance agent roles related to life, health, property, casualty, and equine insurance. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, including tax-aware and risk-managed approaches, and serves a diverse client base with financial planning, portfolio management, and alternative investment options.

Frank Smith IV is a CFP® professional with 18 years of experience in financial advisory services. He is currently with B. Riley Wealth Advisors, Inc., where he has worked since 2022, following seven years at National Securities Corp. Outside of his advisory role, he serves as treasurer for the Lost Creek Neighborhood Association in Austin, TX. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a range of advisory programs and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and a combination of proprietary and third-party asset allocation models.

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 roles include positions at Aurora Securities Inc, Independent Financial Group, Cetera, Fortitude Advisory Group, and J P Turner & Company Capital Management. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis across various investment vehicles and focuses on individual and plan-level consulting rather than traditional corporate clients.

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.