Kittredge Griffin is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at Kestra Advisory Services LLC and Kestra Investment Services since 2018, and previously at SII Investments and Griffin Financial Group. Griffin is also a general partner and 50% owner of Borgelt-Griffin LLC, a real estate business focused on property management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving significant institutional investors such as sovereign wealth funds.

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.

Nicholas Sanchez is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, JPMorgan Chase Bank, and Northwestern Mutual. Outside of his advisory role, he owns Bamboo Fresh LLC, an online business focused on e-commerce and household products. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm offers integrated services tied to Empower’s administrative platforms, emphasizing long-term portfolio returns and client savings rates.

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.

Kyle Mc Clure is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 66 licenses and with nine years of industry experience. His career includes roles at Kestra Investment Services and Northern Lights Distributors, as well as Hanlon Investment Management. Outside of his advisory work, he volunteers as a mentor with Big Brother Big Sister and serves on the budgeting committee at The Lighthouse Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, and employee education, and supports investment recommendations through comprehensive due diligence.

Matthew Weinheimer is a financial advisor with Savant Wealth Management in Austin, TX, holding the CFP® designation and Series 63 license. He has 28 years of industry experience, with prior roles at Purshe Kaplan Sterling Investments, Ameritas Advisory Services, and as principal of Weinheimer Wealth Management. Outside of his advisory work, he is a minority owner and voting member of Parkstone Investments, LLC, providing non-investment services such as marketing and compliance support. Savant Wealth Management serves a diverse client base including individuals, families, pension plans, charitable organizations, and high-net-worth clients with comprehensive wealth and portfolio management. The firm utilizes a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by integrated accounting, legal, and trust services.

Tanisha Wilson is a financial advisor at Kestra Advisory with 15 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 16 years before joining Kestra Advisory Services, LLC in 2026. 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, compliance testing, and employee education, managing approximately $79.8 billion in assets and serving large institutional investors such as sovereign wealth funds.

Ivan Magalhaes Dos Santos is a CFP® with three years of industry experience, currently affiliated with Kestra Advisory Services, LLC. He has prior experience at Northwestern Mutual Wealth Management Company and Fidelity Investments. Outside of finance, he has a background that includes involvement with professional soccer organizations such as the Richmond Kickers and Tampa Bay Rowdies. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds, and supports a range of investment platforms and third-party solutions.

Eric Rosenberger is a CFP® professional with over 22 years of experience in financial planning and investment advisory services. He has been with Kestra Advisory since 2018 and previously worked at Summit Financial Resources, Inc. and Summit Equities, Inc. Rosenberger serves on the board of the Smoke Rise Tennis Club, where he contributes to organizing events and social activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

David Rottschafer is a CFP® with 32 years of industry experience, currently serving at Kestra Advisory. His prior experience includes roles at Cetera Advisors LLC and RWS Business Consulting, LLC. Outside of his advisory work, he is involved with a business that facilitates life settlements and participates in a health insurance cost-saving arrangement through Population Science Management, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including large institutional investors and sovereign wealth funds.

Kira Scott is a CFP® certificant with 14 years of experience in the financial advisory industry. She is currently with Creative Planning and previously worked at ML&R Wealth Management LLC, Cpwm, Llc, Mission Hill Advisors LLC, and Integrated Wealth Strategies, LLC. She holds Series 63 and Series 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, 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.