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 at Primerica Advisors with CFP® certification and Series 63, 65, and 66 licenses. He has two years of industry experience and previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of advising, he is a registered nurse at the University of Texas Medical Center and a senior tax analyst at H&R Block. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering transaction-based brokerage, fee-based advisory services, and financial planning. The firm implements investment strategies through proprietary and third-party model portfolios and supports a range of account-level services such as lending solutions and donor-advised funds.

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 Services, LLC with 38 years of experience in the financial industry. He has been with Kestra since 2016 and concurrently serves as a director on the board of Citizens Bank of Kansas. Breault also holds leadership roles outside his advisory work, including serving as treasurer and resident agent for Wichita Lodge #99 A.F. & A.M. and as treasurer on the board of Shriners Hospitals for Children–St. Louis. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, with a client base that includes large institutional investors such as sovereign wealth funds.

Jeff Ruen is a financial advisor with Principal Financial Services in Austin, TX, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Leander Wealth Management, Crystal Falls Financial Group, Principal Securities Inc., Principal Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance. He serves as the 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, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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 at Kestra Advisory with 31 years of industry experience. His prior roles include positions at Petros Family Wealth and Wells Fargo Advisors. He holds Series 65 and Series 63 licenses. 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 large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

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 CWM, LLC in Austin, TX, holding Series 63 and Series 65 licenses and totaling 43 years of industry experience. His career includes roles at firms such as Collective Advisors, Cetera Advisor Networks, and Sigma Financial Corporation. Outside of his advisory work, he volunteers as a liaison with the Austin Human Resource Management Association. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan offerings, utilizing discretionary model portfolios managed by an in-house Investment Committee and a combination of fundamental and technical analysis tools.

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 13 years of experience in the financial advisory industry. He is currently with Creative Planning, LLC, where he has worked since 2024. Prior to this, he spent over a decade at ML&R Wealth Management LLC. 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 process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

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 66 and Series 63 credentials and has worked previously at Charles Schwab & Co., Inc., as well as in the transportation and delivery sectors with companies such as Uber, Lyft, and Instacart. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews, retirement planning, and investment recommendations across various asset types. The firm operates as an internal advisory unit within Schwab and utilizes Schwab’s research tools and asset allocation models while leaving final trading decisions to clients.

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.