Brenda Engro is a financial advisor with Kestra Advisory in Austin, TX, holding Series 66 and Series 63 licenses and 13 years of industry experience. She has worked at Kestra Investment Services and Kestra Advisory since 2017 and previously worked at TD Ameritrade from 2014 to 2017. In addition to her advisory role, she holds a real estate license and operates as a licensed sales agent. 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 fiduciary consulting, plan-level investment advice, and employee education, and manages approximately $79.8 billion in assets.

Diego Velasquez is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining Kestra in 2023. Outside of his advisory role, he manages D&L Velasquez LLC, an entity created for tax purposes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services from fiduciary consulting to plan-level investment advice and employee education.

Shaun Dumaine is a financial advisor with Kestra Advisory Services in Austin, TX, holding Series 63 and Series 66 registrations and bringing 14 years of industry experience. His previous work includes roles at Merrill and Mass Mutual Life Insurance Company. Outside of finance, he has worked in the restaurant industry as a server and bartender. 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, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Joseph Ritterhouse is a financial advisor at PlanMember Securities Corporation with 28 years of industry experience. He holds a Series 63 designation and has been with PlanMember since 2006, following prior work at Combined Benefit Group. He also owns an insurance sales and marketing business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Chelsey Munn is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at LPL Financial and Michael M. Milbee. She also serves as Financial Operations Manager for Define Wealth Financial Group, assisting the main advisor in registered representative activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.

Ryne Hays is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has one year of industry experience, previously working at Ameriprise and Seattle University. Outside of his advisory role, he provides private baseball instruction to youth at Southfork Sports Complex. Kestra Advisory Services offers 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 provides fiduciary consulting, plan-level investment advice, and multiple management platforms supported by extensive third-party relationships.

Stuart Benjamin is a financial advisor with Kestra Advisory in Austin, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including 19 years with The Benjamin Group and Commonwealth Financial Network. Benjamin is also the owner of The Benjamin Group, which focuses on investment management, client relations, and retirement planning. 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, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Todd Summers is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 14 years before joining Kestra Advisory in 2025. Outside of his advisory role, Summers is involved in several community organizations, serving as president of the Medina County Emergency Services District #2 and Mission Devine, as well as chaplain for the Devine Masonic Lodge #590. 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, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Noah Griffin is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. Prior to his advisory roles, he worked at Texas A&M University for nine years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including 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.

Robert Politz is a CFP® with five years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2023, following prior roles at Avondale Wealth Management, Pilytix LLC, and the St. Louis Cardinals organization. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across public and alternative asset classes.

Kevin Adleman is a financial advisor at Kestra Advisory with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial and Foresters Advisory Services. Outside of his advisory role, he owns Ignite Wealth Planning, a company providing financial planning, investment advisory services, and insurance and annuity sales. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Justin Mullins is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding a Series 66 designation and with 19 years of industry experience. He has worked at PlanMember since 2013 and previously held roles at Garden Wheel Enterprises and VF Insurance Services LLC. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options through asset allocation portfolios and delivers education and support services including seminars, personalized retirement planning, and separation counseling. Their investment process is based on a strategic asset allocation framework and risk-based mutual fund portfolios ranging from conservative to aggressive.

Ryan Fanizza is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Commonwealth Financial Network, KDI Wealth, Desert Financial Credit Union, Chaparral Pines Golf Club, and Arizona Respiratory Services. 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, and employee education, and manages approximately $79.8 billion in assets, serving clients including sovereign wealth funds.

Robert Cox is a financial advisor with Empower Advisory Group in Austin, TX, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at The Vanguard Group and TIAA-CREF. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients, using an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Eric Johnson is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Truist Investment Services and BB&T in various investment and advisory capacities. Outside of his advisory work, he is a partner in a real estate business where he assists with loan approvals, though he has no management responsibilities. 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 design, and employee education. The firm manages significant assets and serves a variety of clients, including large institutional investors and sovereign wealth funds.

Jonathan Lonske is a financial advisor with Kestra Advisory, holding Series 63 and 65 credentials and bringing 29 years of industry experience. He has worked at Kestra Advisory since 2020, following an 11-year tenure at Morgan Stanley. Lonske is also the managing partner of Windsor Private Wealth, LLC, an affiliated business involved in registered representative activities, insurance, and lending services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm serves a broad client base, including large institutional investors such as sovereign wealth funds, and manages approximately $79.8 billion in assets.

Jeffrey Dadamo is a financial advisor at Mercer Global Advisors Inc. with eight years of industry experience. He holds the Series 66 designation and previously worked at Dimensional Fund Advisors from 2016 to 2024. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s approach is based on Modern Portfolio Theory, employing globally diversified portfolios with multi-factor tilts implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Nicolas Grant is an investment advisor at Kestra Advisory with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kestra in various capacities since 2007. Outside of his advisory role, he serves as a deacon and youth leader in his church, contributing to community and charitable activities. 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 advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Leslie Evans Dunn is a financial advisor at Kestra Advisory with 37 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network for 11 years. Dunn is co-owner of Polaris Financial Strategies Group, LLC, a private entity facilitating securities, advisory, and insurance business. 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 advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Scott Campbell is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at AE Wealth Management since 2019 and previously gained experience at Wealth Watch Advisors, LLC and Wealth Financial Advisory Services, LLC. Campbell also serves as an adult education instructor at the University of Texas, where he teaches courses on retirement-related subjects. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm operates model portfolio and direct asset management programs and uses a range of investment strategies, with a focus on scalability and platform services.