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.

Carlos Rosado is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Kestra, he was associated with Trinity Wealth Securities, LLC, and operated under Florida Financial Advisors (DBA Texas Financial Advisors) as a financial consultant. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include fiduciary consulting, plan design, investment advice, and employee education. The firm manages a substantial asset base and serves various clients, including large institutional investors and sovereign wealth funds.

James Davos Jr. is a CFP® with 25 years of industry experience, currently serving at Kestra Advisory. His prior experience includes roles at Charted Wealth, LLC, Commonwealth Financial Network, and Capital Management Partners, LLC. He is also co-owner of Charted Wealth, LLC, a private entity facilitating securities, advisory, and insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, education, and access to multiple management platforms with discretionary and non-discretionary services.

Sean Russell is a financial advisor with Ganim Private Wealth, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at UBS Financial and Russell Wealth Management. Outside of his advisory work, he serves as a director on the Port Jefferson Business Improvement District board and participates in community charitable events. Ganim Private Wealth provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm uses a comprehensive investment process that incorporates multiple analytical methods and manages accounts under discretionary authority with regular reviews.

Javier Trevino is a CFP® professional with 11 years of experience in financial advisory. He currently works at Kestra Advisory and Kestra Investment Services, LLC, having joined in 2022. His prior experience includes roles at Charles Schwab Bank, Charles Schwab, and USAA Financial Planning Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as 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.

Yasmine Brooks is a financial advisor at Kestra Advisory with five years of industry experience. She holds the Series 66 designation and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill Lynch, Morgan Stanley Smith Barney, and Federated Investors. She has also been involved with the Arthur M Blank Foundation and IMPACT Clairton. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including vendor searches, plan design and compliance testing, fiduciary consulting, and pooled plan solutions, managing approximately $79.8 billion in assets and serving large institutional investors such as sovereign wealth funds.

Thomas Reich is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently with Kestra Advisory and has held roles at Reich Asset Management, LLC and Kestra Investment Services, LLC. Reich serves on the boards of the AtlantiCare Foundation and the Atlantic Cape Community College Foundation and volunteers with St. Maximillian Kolbe Roman Catholic Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering fiduciary consulting, plan design, and a range of investment solutions supported by due diligence and multiple management platforms.

Paul Holjes is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Private Advisor Group, LLC and LPL Financial, LLC. He owns Peak Mountain Advisors, through which he provides financial advice and asset management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary services, plan design and compliance, and access to multiple management platforms, serving clients that include sovereign wealth funds and large institutional investors.

Kyle Mendelsohn is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. He is also a licensed insurance agent and serves as president of a consulting firm, K Mendelsohn Consulting Services Corp. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering fiduciary services, plan design, and investment solutions supported by comprehensive due diligence and multiple management platforms.

Philip Olstein is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses, and has 41 years of industry experience. His prior experience includes roles at Kestra Investment Services, Olstein Zutlas, Principal Securities INC, and Principal Life Insurance. He serves on the board of Flipsetter, Inc., contributing to the company’s strategic discussions. Kestra Advisory provides investment advisory and retirement-plan consulting services to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and various investment platforms, serving a range of clients including large institutional investors and sovereign wealth funds.

Dalton Becker is an advisor at Kestra Advisory with Series 65 and Series 63 credentials and two years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services, LLC since 2024 and has prior experience with the University of Florida and Mars Area School District. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and 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 large institutional investors, including sovereign wealth funds.

Sean Hegarty is a CFP® and holds a Series 66 designation with 12 years of industry experience. He has worked at D.A. Davidson & Co. since 2021 and previously at Southwest Securities Inc. from 2013 to 2021. He is based in Austin, TX. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and using both qualitative and quantitative analysis in its investment recommendations.

Paul Mcarthur is a Series 66 licensed financial advisor with 21 years of industry experience, currently working at Kestra Advisory since 2020. Prior to joining Kestra, he spent 11 years at Bank of America and Merrill. He is also a partner at RS Will Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a range of clients including sovereign wealth funds.

Jeffrey Scott is an investment advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Kestra Advisory since 2016 and also associated with Kestra Investment Services since 2010. Outside of his advisory roles, he serves as secretary for a real estate entity, Hunts Co, providing occasional advice. 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 design, employee education, and utilizes multiple management platforms to support its investment recommendations.

Silas Parker is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at various firms including Wes Young & Associates and operates his own LLC, Silas Parker & Associates. Outside of advising, Parker serves as a volunteer youth sports coach and is a board member of the Synergistic Planning Association; he is also involved in creative pursuits such as composing and recording music. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored advice across multiple program types, focusing primarily on non-discretionary asset management and fiduciary responsibilities for retirement plans.