Joshua Cromer is a CFP® with 12 years of industry experience and is currently an advisor at Creative Planning. He has worked at Creative Planning since 2016, with a brief period as self-employed in 2022–2023. Outside of his advisory role, he is a member manager of 1390 Ventures, LLC, a catering business based in Austin, TX. 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 incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Mitchell Mailloux is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Edward Jones, Georgia-Pacific, and UPS. He is also affiliated with ACFN of Wichita outside of his advisory work. 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, benchmarking, employee education, and advisor-managed accounts, managing approximately $79.8 billion in assets.

Kerry Hoffman is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding Series 63 and Series 65 credentials and 33 years of industry experience. His background includes roles at Morgan Stanley Private Bank and B. Riley Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts.

Scott Drysch is a financial advisor at &Partners with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at &Partners since 2023, following seven years combined at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Drysch serves on the board of Cosway Company, Inc., which focuses on developing and manufacturing skin, hair, and body care products. &Partners serves a broad client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, employing a mix of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Alec Messino is a financial advisor with Guardian Life holding a Series 66 designation and five years of industry experience. He has worked at Dimensional Fund Advisors and J.P. Morgan Chase & Co., among other firms. Messino is also associated with Navasota Capital LLC and Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Benjamin Tutschulte is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Kestra Advisory. He previously worked for Woodbury Financial Services, Inc. for 22 years. He is also involved with Tutschulte Financial Planning, LLC, where he serves as a registered representative. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include very large institutional investors.

Preston Hart is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 23 years of industry experience. He previously worked at LPL Financial for 17 years before joining Kestra Advisory Services and Kestra Investment Services in 2023. Hart is a partner and owner of SHC Financial, where he manages financial operations and oversees administrative functions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Ryan Mc Coneghy is a financial advisor with Cerity Partners LLC based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Austin Private Wealth, ENZI Wealth, Ameriprise, and Janus Distributors LLC. Outside of finance, he is active as a musician. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and quantitative screening, offering a range of investment and consulting services including private-market investment programs.

Jodi Manthei is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She previously worked at Commonwealth Financial Network for eight years and INVEST Financial Corporation for 30 years. Manthei is a member of the St. Charles Cultural Commission, a nonprofit community organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education, with a focus on due diligence and access to multiple management platforms.

Betty Schuster is a CFP® with 39 years of industry experience, currently serving with Kestra Advisory. She has held roles at Principal Securities, Schuster Financial Services, and Principal Life Insurance Company. Schuster also chairs the board of directors for Columbia Insurance Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, compliance testing, and multiple management platforms, managing approximately $79.8 billion in assets.

Russell Fox is a CFP® and ChFC® with 34 years of industry experience. He is currently affiliated with Kestra Advisory Services LLC and Kestra Investment Services LLC. His prior experience includes significant tenures at Commonwealth Financial Network, United Capital Financial Advisers, Girard Securities, and Ameriprise. Outside of his advisory work, he is a partner and president of Skeels & Fox Wealth Management, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and investment advice, serving a range of clients that includes sovereign wealth funds and large institutional investors.

Morgan Smith is a financial advisor with Kestra Advisory, holding a Series 66 designation and six years of industry experience. Prior to joining Kestra Advisory in 2023, Morgan worked at Bank of America and Merrill. Morgan serves on the board of directors for the New England School of the Arts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual plan sponsors. The firm offers comprehensive fiduciary consulting, plan-level investment advice, and manages various investment platforms, serving clients with approximately $79.8 billion in assets under management.

Matthew Brown is a financial advisor with Kestra Advisory Services, holding a Series 63 designation and 18 years of industry experience. He has been affiliated with Kestra Investment Services since 2008 and Main Street Financial Group since 2007, where he serves as a financial advisor. Brown is also involved in insurance as a producer through a separate business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, and access to multiple management platforms and third-party solutions.

John Blood is a financial advisor with Commonwealth Financial Network in Austin, TX, holding CFP® and CFA® designations and over 19 years of industry experience. His prior experience includes roles at Ladenburg Thalmann Financial Services, JJCC Financial, and Efficient Advisors. Outside of his advisory work, he is licensed as a residential real estate sales agent in Austin. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients by providing advisory programs, technology, investment management, compliance, and practice-management support. The firm offers a range of program structures and discretionary model portfolios managed by its Investment Management and Research team.

David Hamlin is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked for ProEquities, Inc. and Concourse Financial Group, contributing over three decades in those roles. Outside of his advisory duties, Hamlin serves as a board member of Sinclair Baptist Church in Milledgeville, GA. 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. The firm serves a wide range of clients, including large institutional investors, and manages approximately $79.8 billion in assets.

Jeremy Reese is a financial advisor at Kestra Advisory with 22 years of industry experience. He holds a Series 66 designation and previously worked for Ameriprise Financial Services, Inc. for 18 years. Reese also owns Mitman Reese and Associates, an independent planning practice based in Atlanta, and is involved in private equity and real estate investment holdings. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and utilizes multiple management platforms alongside third-party managed solutions.

Casey Sclar is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. Prior to joining Kestra Advisory Services, LLC and Kestra Investment Services, LLC in 2025, Casey held roles at Atrium Payroll Services, LLC, P3Works, LLC, and JVM Lending. Outside of financial services, Casey operates an online retail business focused on purchasing and reselling electronics and other goods. Kestra Advisory Services provides investment advisory and retirement-plan consulting primarily to plan sponsors and a diverse client base that includes institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled employer plan solutions, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Dena Mcsherry is a Series 66-licensed financial advisor with 24 years of industry experience, currently with PlanMember Securities Corporation since 2014. She previously worked at The McGlothlin Group and operates a self-employed investment-related business focused on insurance sales and services. Additionally, she serves as president of Inland Wealth Management, Inc., a banking entity established for tax purposes. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, operating as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education and support services, including seminars and personalized retirement planning.

Steven Harvey is a CFP® with 23 years of experience in financial advisory, currently serving at Creative Planning since 2024. Prior to this, he worked at Maxwell Locke & Ritter LLP and its affiliated wealth management firm from 2000 to 2024. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio management techniques and integrated retirement plan services.

Bryce Currier is a financial advisor at Creative Planning with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Creative Planning in 2024, he worked at ML&R Wealth Management and Fidelity Investments. Creative Planning provides wealth management and financial planning services to individuals, including high-net-worth and ultra-affluent clients, as well as pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.