Ian Mcabeer is a CFA® charterholder with 16 years of industry experience. He has been with Brown Advisory since 2016 and previously worked at Blackhaw Wealth Management, LLC. He is based in Austin, TX. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research approach and offers strategies across equity, fixed income, and balanced portfolios, integrating sustainable-investment research in select offerings.

Lindsey James West is a CFP® with 15 years of industry experience, currently serving at PlanMember Securities Corporation since 2010. She also operates LKJ Financial, an independent insurance agency specializing in life, health, and fixed annuities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through asset allocation portfolios. The firm’s investment process emphasizes strategic asset allocation and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Matthew Williams is a financial advisor at Eagle Strategies (NY Life) based in Austin, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Williams Wealth Strategies and WWS Financial, LLC. Outside of his advisory role, he owns and operates WWS Financial, LLC, an entity used for business operations including staffing and office management. Eagle Strategies serves a diverse client base of individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

Robert Miller is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has been with Kestra Advisory since 2017 and previously worked at WFG Investments, Inc. from 2010 to 2017. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice, supporting investments through due diligence and a variety of management platforms.

John Boyle is a financial advisor with Truist Advisory Services in Austin, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Texas Capital Wealth Private Advisors. Truist Advisory Services provides investment consulting and advisory solutions to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

John Holly Sr. is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes two decades at B. Riley Wealth Advisors and extended tenures at National Securities Corporation and Wells Fargo Advisors. Outside of financial services, he is an owner of a business in the electrical industry. 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 large institutional investors and managing approximately $79.8 billion in assets.

Paul Faidley Jr. is a financial advisor with Kestra Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including roles at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. He operates under the DBA Gus Bates Financial Services, providing investment advisory and insurance services through Kestra. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm provides fiduciary consulting, plan design, benchmarking, and plan-level investment advice, supporting recommended investments with due diligence across multiple management platforms and third-party solutions.

Rex Zhao is a financial advisor with Kestra Advisory, holding a Series 66 designation and one year of industry experience. He previously worked at Kestra Investment Services, LLC and has educational experience at Texas A&M University and Carnegie Vanguard High School. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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 large institutional investors, including sovereign wealth funds.

Kittredge Griffin is a financial advisor with Kestra Advisory Services LLC and Kestra Investment Services, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Kestra since 2018 and has been the owner and president of Griffin Financial Group since 1989. Griffin is also a 50% owner and general partner of Borgelt-Griffin LLC, a real estate business involved in property management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment advice. The firm manages a diverse range of clients, including large institutional investors, and supports multiple management platforms and third-party solutions.

Keith Borgfeldt is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Kestra Advisory and its affiliated entities since 2017 and has also been involved with NEXT Financial Group since 2008. Outside of his advisory role, he serves as president of Spartan Wealth Management LLC and holds board and treasurer positions at the Fort Bend Chamber of Commerce, Cullinan Park Conservancy, and the charitable organization Hope for Three. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm serves a diverse client base including large institutional investors and sovereign wealth funds, offering fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party managed solutions.

Hector Hernandez is a Series 66-registered financial advisor with Truist Advisory Services, based in Austin, TX, and has one year of industry experience. He has been affiliated with Truist in various roles since 2016, including multiple periods within Truist Advisory Services and Truist. Hernandez serves on the Board of Directors for the Williamson County Children's Advocacy Center and is a director of the Round Rock Chamber, where he provides strategic oversight to community-focused organizations. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enhanced research tools.

Thomas Dolan is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 39 years of industry experience. His prior roles include positions at LPL Financial, INVEST Financial Corporation, and the Society for Lifetime Planning, where he also serves as Executive Vice President. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and offers multiple management platforms and third-party solutions.

Alicia Rivera is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining Kestra in 2023, she spent nine years with Ameriprise Financial Services. Rivera serves as a trustee for Vertical Chapel and is a finance committee member of the James Bowie High School Band Booster Club. 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, and advisor-managed accounts, and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds.

Meshia Greer is a CFP® professional with seven years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. She has held roles within various Charles Schwab entities since 2018 and has prior experience at the FDIC and Prairie View A&M University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm offers annual financial reviews and investment recommendations but does not exercise discretionary trading authority, with discretionary management generally handled by affiliated or third-party money managers.

Andrew Craft is a CFP® and ChFC® with 26 years of industry experience, currently serving at Kestra Advisory. He has a long tenure in financial services, having worked at Valic Financial Advisors for 25 years before joining Kestra in 2024. Outside of his advisory role, he is president of Sojourn Tax Services, LLC, a firm specializing in coordinating tax document organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving diverse clients including sovereign wealth funds.

Emmanuel Essien is a CFP®-certified financial advisor with five years of industry experience, currently serving at Kestra Advisory. His prior work includes roles at BFG Financial Advisors and involvement with healthcare-related companies. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including institutional and individual clients. The firm offers fiduciary services, plan design and compliance, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets.

Andrew Hinnant is a financial advisor at Kestra Advisory with eight years of industry experience. He holds a Series 66 designation and has worked previously at Sage Advisory Services and UBS Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan design, and investment management services, supporting complex products and discretionary trading within a comprehensive supervisory framework.

Debra Palacios is a financial advisor with Kestra Advisory and holds Series 63 and Series 66 credentials. She has 25 years of industry experience, including roles at Cambridge Investment Research Advisors and Nationwide Investment Services Corporation. Palacios is also registered with Higginbotham Financial in an insurance capacity. 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 fiduciary consulting, plan design, and a variety of managed solutions, serving approximately $79.8 billion in assets, including large institutional investors such as sovereign wealth funds.

Kellie Blanco is a CFP® with 25 years of industry experience, currently serving at SPC since 2015. She holds Series 63 and Series 66 licenses and is based in Austin, TX. Outside of her advisory role, Blanco is a trustee of her deceased father's trust and serves as Vice President and Board Member of the McCallum High Schools Cheer Booster Club, as well as a committee member of the Austin Community Foundation's Women's Fund. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a nationwide network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management options.

Spencer Phillips is a financial advisor with Schwab Wealth Advisory in Austin, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Charles Schwab & Co., Inc. and TD Ameritrade, with additional experience in retail and campus services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem with a distinctive fee structure and does not exercise discretionary trading authority.