Dalton Becker is a financial 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 since 2024 and has been affiliated with the University of Florida since 2020. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse group of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

Sean Hegarty is a CFP® with 12 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2021. He previously worked for Southwest Securities Inc. from 2013 to 2021. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a private wealth program for clients with over $20 million in net worth, operating under the Advisers Act fiduciary standard.

Moira Montgomery is a financial advisor at Kestra Advisory with 19 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Ameriprise Financial Services from 2002 to 2026. In addition to her advisory work, she manages an advisory business through Ark & Compass LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and 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 offers access to multiple management platforms and third-party solutions.

Paul Mcarthur is a financial advisor at Kestra Advisory with 22 years of industry experience. He holds the Series 66 credential and has worked at firms including Bank of America, Merrill, Citigroup Global Markets, and Legg Mason Wood Walker prior to joining Kestra in 2020. Outside of his advisory role, he is a partner in a real estate business, Putnam Homes, 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 that includes sovereign wealth funds.

Jeffrey Scott is a financial advisor at Kestra Advisory with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kestra Advisory since 2016. Prior to that, he was involved with Kestra Investment Services and Financial Telesis Inc. Outside of his advisory role, he serves as secretary of a real estate-related organization, Hunts Co. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers a wide range of services such as fiduciary consulting, plan design, and employee education, supporting recommended investments with due diligence and managing assets that include large institutional clients and pooled employer plans.

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.

Alexander Castro is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Kestra Investment Services and Kestra Advisory since 2019 and previously held roles at First Investors Advisory Services and First Investors Corp. Outside of his advisory work, he is owner and president of Mil Spec Stocks, LLC, a retail business unrelated to finance, and holds interests in real estate through multiple entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm serves large institutional investors, including sovereign wealth funds, with approximately $79.8 billion in assets under management.

James Flack III is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Proequities, Inc. for 16 years before joining Kestra Advisory and Kestra Investment Services, LLC in 2020. Flack is also involved in business succession planning with a partner through CCG Wealth Management, Inc., where he serves as President and CEO, focusing on wealth management and financial planning services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors and offers multiple management platforms and third-party solutions within a supervisory framework.

James Poer is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Kestra Advisory and its affiliated firms since 2016 and also serves on the Board of Directors of the Financial Services Institute. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and utilizes multiple management platforms to support its services.

Nicolas Hernandez is a financial advisor at Kestra Advisory with six years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, LLC. Hernandez also has experience associated with Texas Tech University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Brian Dubreuil is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior experience includes roles at Commonwealth Financial Network, Saybrus Partners, and AIG Capital Services. Outside of his advisory work, he is a member of BDMM, LLC, a real estate business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix 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.

Michael Mc Means is a CFP® with 18 years of experience in the financial services industry. He is currently with Kestra Advisory, having joined the firm in 2025. His prior experience includes roles at Securities America, Inc., and Infinex Investments. Outside of his advisory work, Mc Means serves as a member of the Franklin County Republican Central Committee and holds board positions with the Central Ohio Financial Planning Association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients that include large institutional investors and sovereign wealth funds.

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.

Joshua Johnson is a financial advisor with PNC Wealth Management in Leander, TX, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at Charles Schwab and Wells Fargo. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and discretionary management of mutual funds and ETFs.

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.