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.

Quentin Elliott is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 credentials and has 39 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Commonwealth Financial Network. Elliott is also associated with Ivory Wealth Management, where he serves as a financial advisor. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving notable clients such as sovereign wealth funds.

Min Sub Song is a financial advisor with Kestra Advisory in Austin, TX. He holds Series 65 and Series 66 licenses and has one year of industry experience. His prior roles include positions at Principal Financial Services and Colorado Financial Advisors. He also maintains an insurance license, providing sales and service of life, disability, long-term care, health, and group insurance. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets, including large institutional investors such as sovereign wealth funds.

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 with Kestra Advisory in Austin, TX, holding a Series 66 designation and with 16 years of industry experience. Prior to joining Kestra in 2021, she worked at Wells Fargo Advisors Financial Network and Edward Jones. Outside of her advisory role, she manages several real estate holdings where she is involved in property management, bookkeeping, and coordinating maintenance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages substantial assets including relationships with large institutional investors.

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.

Cameron Filbrandt is a Series 66-registered advisor with Ameritas Advisory Services, LLC, based in Cedar Park, Texas. He joined Ameritas and its affiliated companies in 2026 and has a diverse background including roles in structural steel, education, and banking. Cameron also operates a self-managed business under the O'Keefe Group/Solutions name. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management and financial planning through various program platforms, utilizing both firm-developed and third-party models alongside a broad product set.