Andrew Wyble is a financial advisor at Kestra Advisory with 11 years of industry experience. He previously worked at LPL Financial and Wells Fargo Clearing. Outside of his advisory role, Wyble serves as a track and field coach for children with special needs and disabilities through Kinetic Kids. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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 a diverse client base, including large institutional investors and sovereign wealth funds.

Marc Goldstein is a financial advisor with Kestra Advisory Services, LLC in Austin, TX, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior roles include positions at Principal Securities Inc. and Principal Life Insurance Company, as well as operating Marc Goldstein Associates since 2013. Outside of advisory activities, he is involved with Marc Goldstein Associates, LLC, a real estate business where he negotiates leases. 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, benchmarking, employee education, and access to multiple management platforms, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

James Brennan is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with PlanMember since 2014 and has concurrent experience running Inspire Financial Group and Brennan & Associates since 2001, both of which involve financial and insurance sales. PlanMember 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 uses a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering education, support services, and periodic rebalancing driven by defined strategic events.

Rainey Rogers Jr. is a financial advisor at Kestra Advisory with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Principal Securities Inc. and Rogers-Tate Financial Group. Outside of his advisory role, he is a partner in a real estate venture focused on designing commercial spaces. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving large institutional investors such as sovereign wealth funds.

Frank Evangelist is an investment advisor with Kestra Advisory and holds Series 63 and Series 66 licenses. He has 17 years of industry experience and has been with Kestra Advisory Services, LLC since 2016. Prior to this, he has been associated with Kestra Investment Services, LLC since 2010. Evangelist also works with NFP CA Insurance Services, Inc., providing investment advisory, insurance, and business consulting 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 including fiduciary consulting, plan design, investment advice, and employee education, serving clients such as sovereign wealth funds and handling approximately $79.8 billion in assets under management.

James Freeman is a CFP® with 24 years of industry experience, currently affiliated with Kestra Advisory. His prior roles include positions at Commonwealth Financial Network and First Allied Advisory Services. He is also president of Freeman Financial, Inc., an S corporation he established and maintains for state filing purposes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services that include fiduciary consulting, plan design, and employee education. The firm supports multiple management platforms and serves a range of clients, including large institutional investors and sovereign wealth funds.

Anne Day Mccabe is a CFP® professional with 19 years of industry experience. She currently serves as a financial advisor at Kestra Advisory Services and Kestra Investment Services, LLC, where she has worked since 2021. Prior to that, she worked at LPL Financial and held a position at American University. Mccabe is also a member of the George Mason University FPWM Advisory Board and delivers paid speaking engagements. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and employee education, and serves clients such as plan sponsors, large institutional investors, and sovereign wealth funds.

Jeremy Self is a financial advisor with Commonwealth Financial Network in Austin, TX, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones from 2019 to 2022 and has been involved with The Church at Lake Travis from 2007 to 2019. He is also co-owner of Cedarwood Financial Partners, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Thomas Walsh is a CFP® with 16 years of experience in the financial industry. He is currently with Hightower Advisors, where he has worked since 2020, following a 19-year tenure at Frontier Investment Management Co. Walsh also serves as a financial advisor for a 401(k) plan through TransAmerica. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and customized portfolio construction.

Brian Schmidt is a CFP® professional with 18 years of industry experience, currently serving at Kestra Advisory since 2016. He has held roles at Kestra Investment Services, LLC since 2010. Beyond his advisory work, Schmidt holds board positions including Chair of the Board for Catholic Schools of Broome County and Treasurer on the Board of Governance for Fortify Rights. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary oversight, plan design, and employee education. The firm serves a diverse client base including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Adam Paoli is a financial advisor with Kestra Advisory, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc, where he served from 2009 to 2021. He is the founder and lead wealth planner of Coltiva Wealth Planning Partners, an independent advisory business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and employee education. The firm serves a broad client base that includes large institutional investors and offers access to multiple management platforms and complex investment solutions.

Erol Woods is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 31 years of industry experience and has previously worked at firms including Lion Street Advisors, Lion Street Financial, Centaurus Financial, and Axa Advisors. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Sarah Mcnutt is a financial advisor at Cerity Partners LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Austin Private Wealth, LLC and AMERIPRISE FINANCIAL SERVICES, Inc. Outside of her advisory role, she has a minority ownership interest in a real estate business based in Austin, TX. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

Robert Hammons is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds the Series 66 designation and has been with Kestra Advisory and Kestra Investment Services, LLC since 2018, following prior roles at Royal Alliance and a brief period of unemployment. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a broad range of services such as fiduciary consulting, plan design, and investment advice, serving clients that include large institutional investors and sovereign wealth funds.

Christopher Karschnik is a CFP®-credentialed financial advisor at GWN Securities Inc. in Austin, TX, with six years of industry experience. He previously worked at Lincoln Investment and KW Gutshall & Associates. Karschnik is also licensed as a life insurance agent and can provide insurance options to his clients. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm’s investment approach includes discretionary portfolio management and model portfolios based on asset allocation and Modern Portfolio Theory, with a notable use of market-timing and momentum-based strategies.

Lawrence Ganim is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has held leadership roles across multiple entities, including Ganim Financial and GFS Wealth Management Advisors, with involvement spanning sales, management, and investment advisory services. Outside of advisory work, he is an author and manages insurance and holding companies, such as Ganim Insurance Consultants, Inc. and Coastline Holdings Group, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering comprehensive fiduciary services, plan design, compliance testing, and investment management supported by due diligence. The firm serves large institutional investors, including sovereign wealth funds, and provides access to multiple management platforms and third-party solutions.

Elizabeth Absher is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 license and bringing 11 years of industry experience. She previously worked at Commonwealth Financial Network and Davenport & Company LLC. Outside of advisory duties, she supports client service functions and office management through roles at Kestra Advisory Services and The Benjamin Group. 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, employee education, and advisor-managed accounts, and serves several large institutional clients with assets under management of approximately $79.8 billion.

Diane Lacina is a financial advisor at Oppenheimer with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2017. Her previous experience includes roles at Southwest Securities, Inc. and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, including both discretionary and non-discretionary portfolio management, focusing on strategic asset allocation and manager selection.

William Goff is a financial advisor at Kestra Advisory with 15 years of industry experience. He holds a Series 66 designation and has worked at USA Financial Securities and operated Goff Financial Services since 2006. Outside of his advisory role, he is active as a pastor and presiding elder at Mission Church Grenada, coaches youth sports teams, and owns a sports training facility. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and employee education, serving a diverse client base that includes sovereign wealth funds and very large institutional investors.

Christopher Nickens is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX. He holds Series 63 and Series 66 designations and has 22 years of industry experience. Nickens has worked with Eagle Strategies since 2016 and New York Life and Nylife Securities since 2004. Outside of his advisory work, he is involved with ScholarshipGolf.com, an organization he has been associated with since 2003. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.