Thomas Reich is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently with Kestra Advisory and has held roles at Reich Asset Management, LLC and Kestra Investment Services, LLC. Reich serves on the boards of the AtlantiCare Foundation and the Atlantic Cape Community College Foundation and volunteers with St. Maximillian Kolbe Roman Catholic Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering fiduciary consulting, plan design, and a range of investment solutions supported by due diligence and multiple management platforms.

Paul Holjes is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Private Advisor Group, LLC and LPL Financial, LLC. He owns Peak Mountain Advisors, through which he provides financial advice and asset management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary services, plan design and compliance, and access to multiple management platforms, serving clients that include sovereign wealth funds and large institutional investors.

Kyle Mendelsohn is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and over 24 years of industry experience. His career includes tenures at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Mendelsohn is also a licensed insurance agent and serves as president of a consulting firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms to support its advisory offerings.

Andrew Kuchera is a financial advisor at Integrity Alliance, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Wrightwood Advisory Group, Lion Street Financial, Triad Advisors, Arthur J Gallagher, and Kestra Financial. He is also the owner of Wrightwood Advisory Group, where he occasionally writes life insurance policies for clients upon request. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates a large network of over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets, offering portfolio management, financial planning, and multiple program options through various platforms.

Philip Olstein is a financial advisor at Kestra Advisory with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Principal Securities Inc. and Olstein Zutlas, LLC. Outside of advisory work, Olstein serves on the board of FlipSetter, Inc. and owns a business involved in insurance sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party managed solutions.

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.

Joshua Dvorak is a CFP®-credentialed financial advisor at Farther with 11 years of industry experience. His prior roles include nine years at Austin Private Wealth, LLC, and two years at Fidelity. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach, utilizing proprietary model portfolios and algorithmic rebalancing, and integrates AI tools within its investment process.

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.