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.

Geoffrey Smith is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Kestra Advisory since 2016 and with Kestra Investment Services, LLC since 2012. Outside of his advisory role, he owns two businesses related to lacrosse, including a manufacturing venture and a lacrosse training and coaching enterprise focused on growing the sport in Central Texas. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base of institutional and individual investors, offering services such as plan design, fiduciary consulting, and employee education. The firm serves a range of clients including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Joseph Pagano is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior work includes 16 years at Woodbury Financial Services and 5 years at Commonwealth Financial Network. He also engages in fixed insurance sales, spending a small portion of his professional time in this activity. 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, and it manages a significant asset base with specialized offerings for large institutional clients.

Carl Flanagan III is a financial advisor at Kestra Advisory with Series 63 and Series 65 credentials and 44 years of industry experience. He previously worked at SII Investments before joining Kestra in 2018. Outside of his advisory role, Flanagan is actively involved in lacrosse officiating and administration, serving as a lacrosse official and as vice president of the San Antonio Lacrosse Officials Association. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design and compliance, as well as access to multiple management platforms and third-party solutions.

Andrew Wyble is a financial advisor at Kestra Advisory with 11 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Wells Fargo Advisors. Outside of his advisory role, he serves as a track and field coach for children with special needs at Kinetic Kids. 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, employee education, and access to multiple management platforms and third-party solutions.

Marc Goldstein is a financial advisor with Kestra Advisory Services, LLC in Austin, TX, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior roles include positions at Principal Securities Inc. and Principal Life Insurance Company, as well as operating Marc Goldstein Associates since 2013. Outside of advisory activities, he is involved with Marc Goldstein Associates, LLC, a real estate business where he negotiates leases. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, benchmarking, employee education, and access to multiple management platforms, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

James Brennan is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with PlanMember since 2014 and has concurrent experience running Inspire Financial Group and Brennan & Associates since 2001, both of which involve financial and insurance sales. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm uses a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering education, support services, and periodic rebalancing driven by defined strategic events.

Rainey Rogers Jr. is a financial advisor at Kestra Advisory with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Principal Securities Inc. and Rogers-Tate Financial Group. Outside of his advisory role, he is a partner in a real estate venture focused on designing commercial spaces. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving large institutional investors such as sovereign wealth funds.

Frank Evangelist is an investment advisor with Kestra Advisory and holds Series 63 and Series 66 licenses. He has 17 years of industry experience and has been with Kestra Advisory Services, LLC since 2016. Prior to this, he has been associated with Kestra Investment Services, LLC since 2010. Evangelist also works with NFP CA Insurance Services, Inc., providing investment advisory, insurance, and business consulting services. 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 fiduciary consulting, plan design, investment advice, and employee education, serving clients such as sovereign wealth funds and handling approximately $79.8 billion in assets under management.

James Freeman is a CFP® with 24 years of industry experience, currently affiliated with Kestra Advisory. His prior roles include positions at Commonwealth Financial Network and First Allied Advisory Services. He is also president of Freeman Financial, Inc., an S corporation he established and maintains for state filing purposes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services that include fiduciary consulting, plan design, and employee education. The firm supports multiple management platforms and serves a range of clients, including large institutional investors and sovereign wealth funds.

Anne Day Mccabe is a CFP® professional with 19 years of industry experience. She currently serves as a financial advisor at Kestra Advisory Services and Kestra Investment Services, LLC, where she has worked since 2021. Prior to that, she worked at LPL Financial and held a position at American University. Mccabe is also a member of the George Mason University FPWM Advisory Board and delivers paid speaking engagements. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and employee education, and serves clients such as plan sponsors, large institutional investors, and sovereign wealth funds.

Jeremy Self is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones and The Church at Lake Travis. He is co-owner of Cedarwood Financial Partners, LLC, and owner of Kingdom Equity Group LLC, entities established to facilitate advisory and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services along with operational, trading, technology, compliance, and practice-management support. The firm provides advisors access to diverse securities and insurance products and manages discretionary model portfolios through its Investment Management and Research team.

Thomas Walsh is a CFP® with 16 years of experience in the financial industry. He is currently with Hightower Advisors, where he has worked since 2020, following a 19-year tenure at Frontier Investment Management Co. Walsh also serves as a financial advisor for a 401(k) plan through TransAmerica. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and customized portfolio construction.

Brian Schmidt is a CFP® professional with 18 years of industry experience, currently serving at Kestra Advisory since 2016. He has held roles at Kestra Investment Services, LLC since 2010. Beyond his advisory work, Schmidt holds board positions including Chair of the Board for Catholic Schools of Broome County and Treasurer on the Board of Governance for Fortify Rights. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary oversight, plan design, and employee education. The firm serves a diverse client base including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.