Charles Field is a financial advisor with Guardian Life in Austin, TX, holding CFP® and multiple securities licenses with three years of industry experience. His work background includes roles at Park Avenue Securities and Guardian Life, alongside significant experience in healthcare as a registered nurse at the University of Texas Medical Center. He also holds a senior tax analyst position at H&R Block. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and various integrated financial solutions.

Nicholas Schwarzenberg is a financial advisor with Kestra Advisory who holds a Series 66 credential and has three years of industry experience. Prior to joining Kestra Investment Services LLC in 2022, he worked at the Central Intelligence Agency from 2019 to 2022 and was affiliated with the University of South Carolina from 2016 to 2019. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and employee education, serving clients that include very large institutional investors and sovereign wealth funds.

Monica Vallejo is a Series 66–licensed financial advisor at Rockefeller Financial LLC with 13 years of industry experience. She worked at UBS Financial Services for 14 years before joining Rockefeller Financial in 2023. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating uniquely as both a registered investment adviser and broker-dealer with a consolidated investment platform.

Jeffrey Breault is an investment advisor at Kestra Advisory with 39 years of industry experience. He has worked at Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016, and previously spent 15 years at Carey, Thomas, Hoover, Breault & Co., Inc. He serves as a director on the board of Citizens Bank of Kansas and holds a board position as treasurer for Shriners Hospitals for Children–St. Louis. Kestra Advisory provides investment advisory and retirement-plan consulting to 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 a diverse client base including large institutional investors and sovereign wealth funds.

Jeff Ruen is a financial advisor with Principal Financial Services in Austin, TX, holding a Series 66 credential and 27 years of industry experience. His prior experience includes roles at Leander Wealth Management, Crystal Falls Financial Group, and several securities and insurance firms dating back to 1999. Outside of his advisory work, he serves as president of a local high school booster club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Jacob Mahan is a financial advisor with PNC Wealth Management in Austin, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has previously worked with BBVA in various roles, including BBVA Wealth Solutions Inc. and BBVA Securities Inc., before joining PNC Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs such as the Portfolio Solutions Strategist Digital Offering, which uses algorithm-driven risk assessments and discretionary model accounts with mutual funds and ETFs, primarily serving PNC Bank employees.

Lauren Thomas is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. Her career includes roles at PlanMember since 2014 and ongoing involvement with VF Insurance. She has also been engaged with GardenWheel Enterprises and has experience operating as a self-employed advisor. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary management under ERISA Section 3(38) and participant-level investment options. The firm employs a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Thomas Karlen is a financial advisor with Kestra Advisory, holding Series 65 and Series 63 designations and bringing 31 years of industry experience. His prior roles include positions at Petros Family Wealth, LLC and Wells Fargo Clearing. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Timothy Oneill is a financial advisor at Kestra Advisory with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Berthold Capital, LLC, where he was president and sole owner, and Commonwealth Financial Network. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and both institutional and individual clients, offering services such as plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including sovereign wealth funds.

Dylan Justice is a financial advisor at Kestra Advisory Services, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked with Kestra Investment Services, LLC and KDI Wealth. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, 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.

Gregory Gaynier is a financial advisor with Carson Wealth based in Austin, TX, holding Series 63 and Series 65 licenses and with 43 years of industry experience. He has held roles at multiple firms, including Retirement Plan Solutions LLC, Sigma Financial Corporation, and Cetera Advisor Networks. Outside of his advisory duties, he volunteers as a liaison for the Austin Human Resource Management Association. CWM, LLC, the firm with which he is affiliated, is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, retirement plan services, and access to customized investment solutions supported by a dedicated Investment Committee and integrated technology platforms.

Luke Vasilj is a financial advisor at Kestra Advisory in Austin, TX, holding a Series 66 designation. He has been with Kestra since 2026 and previously worked at Rcm&D and other firms across various industries. He has less than one year of experience in the financial advisory field. 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 plan design, fiduciary consulting, and advisor-managed accounts, serving large institutional investors and maintaining approximately $79.8 billion in assets under management.

Nicholas Stern is a CFP® professional with 16 years of industry experience. He is currently an Investment Adviser Representative with Kestra Advisory Services and has worked previously at Commonwealth Financial Network and Robert L. Stern Financial Services. Outside of his advisory role, he is the founder of an online clothing business called THE CLUB. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering services such as fiduciary consulting, plan design, 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.

Scott Adair is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at ML&R Wealth Management LLC for a total of 12 years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies complemented by selective private market exposure and offers a range of services including discretionary portfolio management and institutional retirement plan solutions.

Scott Miller is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has held positions with firms including Securities Service Network, Inc. and TrueCourse Financial Partners LLC. In addition to his advisory roles, Miller is involved in tax planning and consulting activities. 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 serves a diverse client base, including large institutional investors, and supports investment recommendations with due diligence on performance, fees, and process.

Bryan Lester is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is currently with Mariner Wealth Advisors and previously worked at Alpha Capital Management, Herbert J. Sims & Co. Inc, and Oxbow Advisors, LLC. He serves as Senior Director on the board of a Foundation, performing general administrative duties. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized tax and family office services. The firm implements customized, discretionary portfolios with support from an internal team and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Hyungkyu Choi is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Uber, Lyft, and InstaCart. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerances.

Willard Pugh is a financial advisor at Kestra Advisory with 38 years of industry experience. He holds a Series 63 designation and has worked previously at B. Riley Wealth Management and National Securities Corp. His other business activities include providing financial planning and portfolio management through Wealth Empowerment Financial. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides services such as fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets.

Tayler Honeycutt is a financial advisor at Kestra Advisory with two years of industry experience. They hold a Series 66 designation and have previously been affiliated with Cetera Wealth Services, Ameriprise, and TMRW Wealth. Outside of financial services, Tayler is involved in small business retail as the owner of Dogwood Collar LLC, plays violin and sings with the Gipsy Danger Band, and operates a photography business specializing in family, wedding, couples, individual, and pet photography. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional, and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions.

Casey Skrabanek is a financial advisor with Valic Financial Advisors in Austin, TX, holding Series 63 and Series 65 designations and seven years of industry experience. Prior to joining Valic in 2018, Casey worked as a loan officer at Revolution Mortgage and currently has roles outside of finance, including owning an inflatable party rental business and a mortgage consulting service. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services using Envestnet UMA models.