Brandon Kee is a financial advisor at Kestra Advisory with 12 years of industry experience. He holds a Series 66 designation and has been with Kestra Advisory since 2016, also working with Kestra Investment Services, LLC since 2013. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse mix of 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 range of clients, including sovereign wealth funds, through multiple management platforms and third-party solutions.

Mark Schoenbeck is a CFP® professional with 31 years of industry experience, currently serving at Kestra Advisory since 2016. He holds Series 63 and Series 65 licenses and is based in Austin, TX. Schoenbeck serves on the board of the True Circle Organization, a charitable group where he participates in strategy and idea generation. He is also co-founder of FinDaxstic Properties LLC, a real estate investment venture managed with external support. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and retirement solutions backed by due diligence processes and manages approximately $79.8 billion in assets.

Anastasia Martino is a financial advisor with Kestra Advisory, holding a Series 66 designation and two years of industry experience. She has previously worked at Kestra Investment Services LLC and Chase Bank, with additional experience in the hospitality sector. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets with a focus on serving diverse clients, including sovereign wealth funds.

James La Brecque is a CFP® with six years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior work includes roles in tax preparation and financial planning, as well as consulting and teaching music for the Lake Highlands High School band. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services that range from plan design and fiduciary consulting to employee education and advisor-managed accounts.

Jason Dudum is an investment advisor at Kestra Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kestra Advisory and Kestra Investment Services since 2016. Dudum is also the founder and co-owner of 1925 Life Brokerage, an insurance business he operates with his brother. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services that include 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.

Stephen Thomas is a CFP® with 28 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory. Prior to joining Kestra Advisory in 2023, he worked for Sagepoint Financial Advisors for 12 years. He teaches retirement planning classes to pre-retirees at local colleges. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of 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 notable clients such as sovereign wealth funds.

Leah Barrett is a financial advisor at D.A. Davidson & Co. in Austin, TX, holding a Series 66 designation with nine years of industry experience. She has been with D.A. Davidson & Co. since 2015. Outside of her advisory role, she owns a sole proprietorship related to investment activities in Bozeman, MT. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, with a fiduciary standard guiding its advisory work.

Jarret Carter is a CFP® professional with 10 years of experience in the financial services industry. He is currently affiliated with Kestra Advisory and Griffin Financial Group, where he holds roles that include partner and registered field assistant. Outside of finance, Jarret owns CASA WASHA, an exterior cleaning business based in Austin, TX. 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, employee education, and access to multiple management platforms. The firm manages approximately $79.8 billion in assets and serves large clients including sovereign wealth funds.

Sarah Quinn is a financial advisor with Commonwealth Financial Network in Austin, TX, holding a Series 66 designation and six years of industry experience. Her career has been predominantly with Commonwealth Financial Network, where she has worked in multiple periods since 2016, including her current role at PlanWise Financial Group since 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad adviser-support platform with various managed-account programs, access to third-party managers, and comprehensive back-office services.

Fred Thomas is a financial advisor with Planmember Securities Corporation in Austin, TX, holding the ChFC® designation and Series 63 license. He has 22 years of industry experience and has been with Planmember since 2013. Thomas is also the owner of Thomas & Associates Advanced Estate Planners, a firm specializing in estate planning and insurance products since 1998, and serves on the board of the Diana Special Utility District, a public agency involved in water acquisition and distribution. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm employs a strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Richard Hana is a financial advisor with Kestra Advisory in Austin, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 51 years of industry experience, including 20 years at Commonwealth Financial Network and extensive work with various insurance companies. Outside of his advisory role, he is the owner of a real estate office space in Ponte Vedra Beach, FL. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide 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 that include large institutional investors and sovereign wealth funds.

Meri Mora is a ChFC® and Series 66-licensed advisor with Kestra Advisory, bringing 13 years of industry experience. She has been with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016. Outside of her advisory role, Mora serves on the City of Hurst Texas Neighborhood and Community Advisory Board. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Lovess Henry is a financial advisor with CWM, LLC in Austin, TX, holding a Series 66 designation and five years of industry experience. Prior to joining CWM, Henry worked at LPL Financial and spent over a decade at Sigma Financial. Outside of advisory work, he is also a commissioned notary. 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 manages accounts primarily on a discretionary basis using model portfolios supported by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Jacob Kruse is a financial advisor at Bankers Life Advisory Services, Inc. in Austin, TX, holding Series 66 and Series 63 licenses with three years of industry experience. His work history includes roles within various entities of Bankers Life since 2019, preceded by experience at Noren Thermal Solutions and Vantage Marketing. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Samuel Yarian is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 credential and seven years of industry experience. His prior experience includes roles at Equity Services, Integrated Financial Concepts, Penn Mutual Life Insurance Company, Hornor Townsend & Kent, and Motley Fool. Yarian has ownership in a small insurance-related business that is currently inactive. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting clients with extensive due diligence and a broad range of third-party management platforms.

Charlie Hasel is a financial advisor at Kestra Advisory with two years of industry experience. He holds the Series 66 designation and previously worked at Element Wealth Advisors and in other financial planning support roles. He assists financial advisors in client relationship management and financial planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, and employee education. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions within a supervisory framework.

Brian Nieuwlandt is a financial advisor at Kestra Advisory with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Shelton Financial Group, USA Financial Securities Corporation, and Comprehensive Asset Management & Servicing, Inc. Outside of his advisory work, he plays guitar in a local band named Fansler Kid Band. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Elad Goren is a CFP® professional with 26 years of industry experience, currently serving at Kestra Advisory Services. His prior experience includes 12 years at Sagepoint Financial Advisors. He is involved in teaching retirement planning classes aimed at pre-retirees and retirees. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional clients and plan sponsors, with services spanning fiduciary oversight, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves unique clients such as sovereign wealth funds.

Lori Mezzetti is a financial advisor at Kestra Advisory with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Myles Wealth Management, Sii, and Myles Financial Services. 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, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

James Martinus is a CFP® and ChFC® with 16 years of experience in the financial services industry. He is currently with Kestra Advisory and previously worked at Heritage Wealth Management, Commonwealth Financial Network, Eagle Strategies, and NYLife Securities. He holds Series 66 and Series 63 licenses. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, employee education, and manages a range of investment platforms, serving clients such as sovereign wealth funds and other large institutional investors.