Michael Smith is a financial advisor at CIBC Private Wealth Advisors, Inc. in Austin, TX, with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Venturi Private Wealth, Ryan Smith Consulting, and Luther King Capital Management Corporation. Smith serves as a board member for Omni Courts, a company providing inventory management solutions for retailers. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, and investment companies, offering portfolio management, financial and estate planning, and coordinated Family Office services. The firm combines internal investment teams with external managers and governance committees to build customized portfolios and is notable for its high assets under management per advisor and comprehensive investment company advisory services.

Shannon Mckeehan is a financial advisor with Commonwealth Financial Network in Austin, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Commonwealth since 2014. Mckeehan is the author of two books, *Retirement Test Run* and *Retiring on Purpose*. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Brooke Moore is a financial advisor at Kestra Advisory with 16 years of industry experience. She holds a Series 66 designation and has worked with Kestra Investment Services and Wells Fargo Advisors Financial Network. Outside of advising, she is involved in managing several real estate entities, handling property management, bookkeeping, and contracting. 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, employee education, and access to multiple management platforms, serving clients that range from individual investors to sovereign wealth funds.

Nicholas Bowman is a CFP® with eight years of industry experience, currently serving at Integrity Alliance, LLC. His prior roles include positions at Lion Street Financial and Verite Group, LLC. Outside of advisory work, he is a professor of Insurance and Risk Management for the Certified Financial Planning board at John Carroll University and is involved in technology ventures focused on artificial intelligence implementation in business processes. Integrity Alliance, LLC is an enterprise firm with 164 independent advisors serving a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers a range of investment management and consulting services, utilizing various portfolio management approaches and multiple custodial platforms.

Jessica Blood is a CFP® professional with 18 years of experience in the financial services industry. She is affiliated with Commonwealth Financial Network and operates PlanWise Financial Group, a private entity through which she conducts securities, advisory, and insurance business. Her career includes roles at Austin Financial Partners and a long tenure at Commonwealth Financial Network since 2009. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Shawn Worman is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Old National Bank and LPL Financial from 2010 to 2020. Worman is also the owner of a tax preparation business and serves as Treasurer on the board of One New Harmony, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers various services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, and it serves some notably large clients such as sovereign wealth funds.

Jessie Wussow is a financial advisor at Creative Planning with a Series 65 designation and several years of experience in the industry, including prior roles at ML&R Wealth Management and Ark Financial Advisors. Jessie’s background also includes work outside finance at American Underground Construction. Creative Planning provides investment advisory and financial planning services to a diverse client base, ranging from individuals to corporations and foundations. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated private market investment options.

Dustin Engle is a financial advisor at Kestra Advisory with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network LLC. Dustin has also been employed at Mira Vista and Royal Oaks Country Clubs and briefly at R & L Ceramic Tile. 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 vendor searches, plan design, fiduciary consulting, and employee education, supporting investments through due diligence and a variety of management platforms.

Susan Moore is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 42 years of industry experience. She has worked with Kestra Advisory since 2019 and previously with LPL Financial since 2006. Moore is also the principal of Moore Wealth Management, Inc., where she actively advises and manages client accounts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers services including fiduciary consulting, plan design, and access to multiple management platforms and third-party solutions.

Michael Spinks is a Series 66-licensed financial advisor with seven years of industry experience, currently serving at Kestra Advisory since 2020. His prior roles include positions at Charles Schwab, University Federal Credit Union, Favor Delivery, and Texell Credit Union. Outside of finance, he is a business partner at Studio Spinks, a jewelry crafting venture where he contributes to marketing design, pricing strategy, and target audience recommendations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports a range of management platforms and third-party solutions.

Shane Keith is a CFP®-designated financial advisor with 12 years of industry experience, currently with Kestra Advisory. He previously worked at Kevin Dick Investment Management Group, Commonwealth Financial Network, and The Vanguard Group. Outside of his advisory role, Keith serves on the board of the RVN3 Foundation and works as a substitute teacher. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Holly Lovell is a financial advisor at Kestra Advisory Services, LLC in Austin, TX, holding a Series 66 designation with 13 years of industry experience. She previously worked at LPL Financial from 2015 to 2017 before joining Kestra in 2017. Holly serves as the sole financial advisor for Northrock Investment Management, providing portfolio management and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm provides fiduciary consulting and plan-level investment advice, supporting recommended investments with due diligence and serves large institutional investors, including sovereign wealth funds.

Brandt Baldwin is a Series 66–registered financial advisor with four years of industry experience. He is currently with Kestra Advisory and Kestra Investment Services, having previously worked at firms including Neuberger Berman and TIAA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as a broad mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and providing discretionary and non-discretionary services.

Sarah Wasaff is a CFP® with nine years of industry experience, currently serving as a financial advisor at Creative Planning. She previously worked at ML&R Wealth Management from 2015 to 2024. 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 approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental techniques such as direct indexing and tax-loss harvesting.

Justin Helou is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at LPL Financial, The Vanguard Group, and Lions Bridge Financial Advisors. He also worked at Prince William Golf Course and Christopher Newport University earlier in his career. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Claudia Nybo is a Certified Financial Planner (CFP®) with 13 years of industry experience, currently serving as a financial advisor at Creative Planning. She previously worked for Diversified and its affiliated entities for a decade before joining Creative Planning in 2022. Based in Austin, TX, she holds Series 63 and Series 65 licenses. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad suite of supplemental investment and retirement plan services, alongside affiliated legal, trust, and recordkeeping businesses.

Criss Woodruff is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and over 23 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services in 2025, he was associated with Woodruff Financial Consultants, LLC and Commonwealth Financial Network for 21 years. In addition to his advisory role, he has involvement in insurance-related activities through Woodruff Financial Consultants. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional clients including sovereign wealth funds.

Samuel Froehlich is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Eagle Strategies since 2013 and is also associated with Avenue Wealth Management and Manifest Wealth. Outside of advising, he serves as a board member for Waterfront Academy, a Montessori school in Washington, D.C. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutional sponsors. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Milligan is a financial advisor at Kestra Advisory with 27 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Kestra Advisory in 2026, he worked at Truist Securities and SunTrust Advisory Services. Kestra Advisory Services 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 serves a broad client base including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Mark Mayer is a financial advisor at Kestra Advisory with 25 years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining Kestra Advisory in 2020, Mayer worked at Bank of America and Merrill for 11 years. Outside of his advisory role, he serves as Vice President of the Rotary Club of Carroll Creek and is an adjunct faculty member at Hood College. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.