Nicholas Stern is a CFP® professional with 16 years of industry experience. He is currently an Investment Adviser Representative with Kestra Advisory Services and has worked previously at Commonwealth Financial Network and Robert L. Stern Financial Services. Outside of his advisory role, he is the founder of an online clothing business called THE CLUB. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds, and supports a range of investment platforms and third-party solutions.

Scott Adair is a CFP® with 13 years of experience in the financial advisory industry. He is currently with Creative Planning, LLC, where he has worked since 2024. Prior to this, he spent over a decade at ML&R Wealth Management LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Bryan Lester is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is currently with Mariner Wealth Advisors and previously worked at Alpha Capital Management, Herbert J. Sims & Co. Inc, and Oxbow Advisors, LLC. He serves as Senior Director on the board of a Foundation, performing general administrative duties. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized tax and family office services. The firm implements customized, discretionary portfolios with support from an internal team and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Willard Pugh is a financial advisor at Kestra Advisory with 38 years of industry experience. He holds a Series 63 designation and has worked previously at B. Riley Wealth Management and National Securities Corp. His other business activities include providing financial planning and portfolio management through Wealth Empowerment Financial. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides services such as fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets.

Tayler Honeycutt is a financial advisor at Kestra Advisory with two years of industry experience. They hold a Series 66 designation and have previously been affiliated with Cetera Wealth Services, Ameriprise, and TMRW Wealth. Outside of financial services, Tayler is involved in small business retail as the owner of Dogwood Collar LLC, plays violin and sings with the Gipsy Danger Band, and operates a photography business specializing in family, wedding, couples, individual, and pet photography. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional, and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions.

Quentin Elliott is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 credentials and has 39 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Commonwealth Financial Network. Elliott is also associated with Ivory Wealth Management, where he serves as a financial advisor. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving notable clients such as sovereign wealth funds.

Min Sub Song is a financial advisor with Kestra Advisory in Austin, TX. He holds Series 65 and Series 66 licenses and has one year of industry experience. His prior roles include positions at Principal Financial Services and Colorado Financial Advisors. He also maintains an insurance license, providing sales and service of life, disability, long-term care, health, and group insurance. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets, including large institutional investors such as sovereign wealth funds.

Michael Smith is a financial advisor at CIBC Private Wealth Advisors, Inc. in Austin, TX, with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Venturi Private Wealth, Ryan Smith Consulting, and Luther King Capital Management Corporation. Smith serves as a board member for Omni Courts, a company providing inventory management solutions for retailers. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, and investment companies, offering portfolio management, financial and estate planning, and coordinated Family Office services. The firm combines internal investment teams with external managers and governance committees to build customized portfolios and is notable for its high assets under management per advisor and comprehensive investment company advisory services.

Brooke Moore is a financial advisor at Kestra Advisory with 16 years of industry experience. She holds a Series 66 designation and has worked with Kestra Investment Services and Wells Fargo Advisors Financial Network. Outside of advising, she is involved in managing several real estate entities, handling property management, bookkeeping, and contracting. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix 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, serving clients that range from individual investors to sovereign wealth funds.

Nicholas Bowman is a CFP® with eight years of industry experience, currently serving at Integrity Alliance, LLC. His prior roles include positions at Lion Street Financial and Verite Group, LLC. Outside of advisory work, he is a professor of Insurance and Risk Management for the Certified Financial Planning board at John Carroll University and is involved in technology ventures focused on artificial intelligence implementation in business processes. Integrity Alliance, LLC is an enterprise firm with 164 independent advisors serving a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers a range of investment management and consulting services, utilizing various portfolio management approaches and multiple custodial platforms.

Jessica Blood is a CFP® professional with 18 years of experience in the financial services industry. She is affiliated with Commonwealth Financial Network and operates PlanWise Financial Group, a private entity through which she conducts securities, advisory, and insurance business. Her career includes roles at Austin Financial Partners and a long tenure at Commonwealth Financial Network since 2009. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Shawn Worman is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Old National Bank and LPL Financial from 2010 to 2020. Worman is also the owner of a tax preparation business and serves as Treasurer on the board of One New Harmony, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers various services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, and it serves some notably large clients such as sovereign wealth funds.

Jessie Wussow is a financial advisor at Creative Planning with a Series 65 designation and several years of experience in the industry, including prior roles at ML&R Wealth Management and Ark Financial Advisors. Jessie’s background also includes work outside finance at American Underground Construction. Creative Planning provides investment advisory and financial planning services to a diverse client base, ranging from individuals to corporations and foundations. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated private market investment options.

Dustin Engle is a financial advisor at Kestra Advisory with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network LLC. Dustin has also been employed at Mira Vista and Royal Oaks Country Clubs and briefly at R & L Ceramic Tile. 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 including vendor searches, plan design, fiduciary consulting, and employee education, supporting investments through due diligence and a variety of management platforms.

Susan Moore is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 42 years of industry experience. She has worked with Kestra Advisory since 2019 and previously with LPL Financial since 2006. Moore is also the principal of Moore Wealth Management, Inc., where she actively advises and manages client accounts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers services including fiduciary consulting, plan design, and access to multiple management platforms and third-party solutions.

Michael Spinks is a Series 66-licensed financial advisor with seven years of industry experience, currently serving at Kestra Advisory since 2020. His prior roles include positions at Charles Schwab, University Federal Credit Union, Favor Delivery, and Texell Credit Union. Outside of finance, he is a business partner at Studio Spinks, a jewelry crafting venture where he contributes to marketing design, pricing strategy, and target audience recommendations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports a range of management platforms and third-party solutions.

Shane Keith is a CFP®-designated financial advisor with 12 years of industry experience, currently with Kestra Advisory. He previously worked at Kevin Dick Investment Management Group, Commonwealth Financial Network, and The Vanguard Group. Outside of his advisory role, Keith serves on the board of the RVN3 Foundation and works as a substitute teacher. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Holly Lovell is a financial advisor at Kestra Advisory Services, LLC in Austin, TX, holding a Series 66 designation with 13 years of industry experience. She previously worked at LPL Financial from 2015 to 2017 before joining Kestra in 2017. Holly serves as the sole financial advisor for Northrock Investment Management, providing portfolio management and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm provides fiduciary consulting and plan-level investment advice, supporting recommended investments with due diligence and serves large institutional investors, including sovereign wealth funds.

Brandt Baldwin is a Series 66–registered financial advisor with four years of industry experience. He is currently with Kestra Advisory and Kestra Investment Services, having previously worked at firms including Neuberger Berman and TIAA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as a broad mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and providing discretionary and non-discretionary services.

Sarah Wasaff is a CFP® with nine years of industry experience, currently serving as a financial advisor at Creative Planning. She previously worked at ML&R Wealth Management from 2015 to 2024. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental techniques such as direct indexing and tax-loss harvesting.