Luis Castillo is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Bank of America, Merrill Lynch, and Cetera Investment Services. Outside of advising, he receives royalty income as a professional writer with books published on Amazon.com. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing TIAA employer retirement plan relationships. The firm combines point-in-time planning with ongoing portfolio management and acts as adviser to donor-advised funds within a vertically integrated structure.

Taylor Villarreal is a financial advisor with Eagle Strategies (NY Life) in Austin, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2016 and has been involved with Texas State University since 2013. Villarreal also serves as an independent contractor brokering non-registered insurance products through external insurance carriers. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele, including individual investors and institutional clients. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ilona Friedman is a CFP® professional with 18 years of experience, currently a financial advisor and principal at Kestra Advisory Services LLC. She has been with Kestra in various capacities since 2009. Friedman serves on the Board of Trustees for the Dallas Jewish Community Foundation and participates on the investment committee of the Ann & Nate Levine Academy. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and multiple management platforms. The firm serves large institutional investors and offers pooled employer plan arrangements alongside third-party managed solutions.

John Egan is a CFP®-designated financial advisor with 26 years of industry experience, currently affiliated with Kestra Advisory Services, LLC. He previously worked at JP Morgan LLC for nine years. Egan is also the founder of Vertera Financial, where he manages an office and book of clients. Kestra Advisory Services provides 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 offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Conner Sivewright is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2013. He holds Series 63 and Series 65 licenses and is 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 employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental techniques such as direct indexing and tax-loss harvesting.

Adam Flagg is a CFP® with 19 years of industry experience, currently serving as a financial advisor at CWM, LLC. He has worked with firms including Cetera, Collective Advisors, and Sigma Financial Corporation. Outside of advisory work, he volunteers providing pro bono financial coaching for families dealing with cancer and holds board and advocacy roles with nonprofit organizations such as the Financial Planning Association of Austin and the Candlelight Ranch Foundation. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary portfolio management approach combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a notable focus on retirement plan and institutional services.

Maxwell Loeb is a Certified Financial Planner® affiliated with Kestra Advisory, with 10 years of experience in financial planning and investment advisory services. He has been with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016. Loeb also serves as Director of Financial Planning for the Waterway Wealth Advisors DBA under Kestra and is involved with Westchester Benefit Group, Inc. as a financial advisor. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm’s services include fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting clients with multiple management platforms and a wide range of investment solutions.

Brian Tobin is a CFP® professional at Mariner with 14 years of industry experience. His prior roles include positions at LPL Financial, Texas Legacy Wealth Management, The Vanguard Group, Kestra Financial, Merrill, Bank of America, and USAA. He is based in Austin, TX. Mariner serves a diverse client base—including high-net-worth individuals, pension plans, trusts, and charitable organizations—offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm implements discretionary, customized portfolios supported by in-house research and third-party managers, with additional capabilities in tax integration and employer financial wellness solutions.

Shane Pruitt is a Series 66-licensed financial advisor with Kestra Advisory, based in Austin, TX, and has 13 years of industry experience. Prior to joining Kestra Advisory in 2021, he worked at Edward Jones for nine years. He serves as a board member for the Marshall Lake Metropolitan District in Thornton, CO. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, and multiple management platforms, serving large institutional clients and maintaining extensive third-party relationships.

John Amore is a Series 66-licensed financial advisor with Kestra Advisory in Austin, TX, where he has worked since 2019. He has 18 years of industry experience, including six years at UBS Financial Services Inc. prior to joining Kestra. 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, benchmarking, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutions and sovereign wealth funds.

Richard Gannett is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and one year of industry experience. Prior to joining Kestra, he worked at Mid-Atlantic Retirement Planning Specialists and has been involved in coaching high school baseball. At Kestra, he provides advisory services as part of a large enterprise firm. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides a range of services such as fiduciary consulting, employee education, and plan-level investment advice, managing approximately $79.8 billion in assets.

Michael Wertheim is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Kestra Advisory since 2016 and has been a partner at MainStreet Financial Group since 2003. Outside of his advisory roles, he is involved in selling life and health insurance and works in tax preparation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers services such as fiduciary consulting, plan design, and employee education, supported by due diligence and access to multiple management platforms and third-party solutions.

Samuel Legamaro is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Kestra, he worked at T. Rowe Price and has held roles in education and nonprofit sectors. He is a co-founder and co-executive director of Keeping It Austin, a nonprofit dedicated to promoting and preserving local culture in Austin, Texas. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and investment advice supported by due diligence, serving clients ranging from large institutional investors to sovereign wealth funds.

Antonio Deleon is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked with Eagle Strategies since 2009 and has an extensive career including roles at NYLife Securities LLC and New York Life Insurance Company dating back to 1974. Outside of advising, he provides individual health and term insurance services through his own practice. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailoring advice to client objectives and plan sponsor criteria, delivering solutions through various program types, with a significant portion of assets managed on a non-discretionary basis.

Phoebe O'Keeffe is a financial advisor at Kestra Advisory with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America. Outside of finance, she has experience in the food service industry, having worked at The Pie Bar. 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, investment advice, and employee education, supporting clients with extensive due diligence and a range of management platforms.

Troy Ahrens is a Chartered Financial Consultant (ChFC®) with 29 years of industry experience. He has been with Kestra Advisory since 2016 and has also worked at Kestra Investment Services, LLC since 2008. In addition to his advisory role, he is employed in insurance sales at Higginbotham in Austin, TX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. 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.

William Thompson is a financial advisor at Kestra Advisory with 22 years of industry experience. He holds the Series 66 designation and has been with Kestra Advisory since 2016. Thompson is also the owner of 903 Advisors, LLC and serves as an independent contractor recommending insurance products through oXYGen Financial Insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving a client base that includes large institutional investors and sovereign wealth funds.

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.