Matthew Diteresa is a financial advisor at Guardian Life with one year of industry experience. He holds the Series 66 designation and has previously worked with Park Avenue Securities and Equitable Advisors. Outside of his advisory role, he is a 1% owner of 3MA Holdings, LP. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs using both proprietary and third-party models.

Erol Woods is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 31 years of industry experience and has previously worked at firms including Lion Street Advisors, Lion Street Financial, Centaurus Financial, and Axa Advisors. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Sarah Mcnutt is a financial advisor at Cerity Partners LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Austin Private Wealth, LLC and AMERIPRISE FINANCIAL SERVICES, Inc. Outside of her advisory role, she has a minority ownership interest in a real estate business based in Austin, TX. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

Robert Hammons is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds the Series 66 designation and has been with Kestra Advisory and Kestra Investment Services, LLC since 2018, following prior roles at Royal Alliance and a brief period of unemployment. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a broad range of services such as fiduciary consulting, plan design, and investment advice, serving clients that include large institutional investors and sovereign wealth funds.

Christopher Karschnik is a CFP®-credentialed financial advisor at GWN Securities Inc. in Austin, TX, with six years of industry experience. He previously worked at Lincoln Investment and KW Gutshall & Associates. Karschnik is also licensed as a life insurance agent and can provide insurance options to his clients. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm’s investment approach includes discretionary portfolio management and model portfolios based on asset allocation and Modern Portfolio Theory, with a notable use of market-timing and momentum-based strategies.

Lawrence Ganim is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has held leadership roles across multiple entities, including Ganim Financial and GFS Wealth Management Advisors, with involvement spanning sales, management, and investment advisory services. Outside of advisory work, he is an author and manages insurance and holding companies, such as Ganim Insurance Consultants, Inc. and Coastline Holdings Group, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering comprehensive fiduciary services, plan design, compliance testing, and investment management supported by due diligence. The firm serves large institutional investors, including sovereign wealth funds, and provides access to multiple management platforms and third-party solutions.

Elizabeth Absher is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 license and bringing 11 years of industry experience. She previously worked at Commonwealth Financial Network and Davenport & Company LLC. Outside of advisory duties, she supports client service functions and office management through roles at Kestra Advisory Services and The Benjamin Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan design, employee education, and advisor-managed accounts, and serves several large institutional clients with assets under management of approximately $79.8 billion.

Diane Lacina is a financial advisor at Oppenheimer with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2017, following eight years at Southwest Securities, Inc. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm emphasizes strategic and tactical asset allocation, manager selection, and employs both discretionary and non-discretionary investment management programs.

John Cash III is a CFP® and ChFC® with 33 years of industry experience. He is currently affiliated with Kestra Advisory and HUB International Investment Services, where he serves as SVP and Retirement Practice Leader for the Florida region. He also acts as a trustee for a life insurance trust. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional clients including sovereign wealth funds.

Cullen Williams is a financial advisor at Corient with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Capital Advisors, Inc., JP Morgan Chase Bank, N.A., and Scottrade Inc. Cullen is based in Austin, TX. Corient provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments as appropriate.

William Goff is a financial advisor at Kestra Advisory with 15 years of industry experience. He holds a Series 66 designation and has worked at USA Financial Securities and operated Goff Financial Services since 2006. Outside of his advisory role, he is active as a pastor and presiding elder at Mission Church Grenada, coaches youth sports teams, and owns a sports training facility. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and employee education, serving a diverse client base that includes sovereign wealth funds and very large institutional investors.

Christopher Nickens is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX. He holds Series 63 and Series 66 designations and has 22 years of industry experience. Nickens has worked with Eagle Strategies since 2016 and New York Life and Nylife Securities since 2004. Outside of his advisory work, he is involved with ScholarshipGolf.com, an organization he has been associated with since 2003. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Todd Reuber is a financial advisor at Kestra Advisory with 19 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2017 and was previously with WFG Investments from 2013 to 2017. Outside of his advisory role, he owns and operates Park School Pumpkins, a seasonal agricultural business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors and maintains relationships with multiple third-party partners to support its investment platform.

Daniel Fiala is a financial advisor with GWN Securities Inc. in Austin, TX, holding Series 65 and Series 63 licenses and with 12 years of industry experience. He has a background that includes roles at Itron Incorporated and Dell Technologies. In addition to his advisory work, he is licensed to sell life and health insurance products, including variable life and annuity products. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning, utilizing both affiliated and unaffiliated sub-advisers and model-based allocations that incorporate asset allocation and Modern Portfolio Theory. The firm is noted for its use of market-timing and momentum-based strategies in some legacy programs.

Stephen Evans is a CFP® with 22 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory Services since 2016. He has held roles at Kestra Investment Services, various insurance carriers, and Waddell & Reed. Evans serves as treasurer for Champion Athletes of the Ozarks and is a board member of the Greene County Estate Planning Council. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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 a diverse client base, including large institutional investors.

Mary Cousineau is a financial advisor at Kestra Advisory with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Commonwealth Financial Network and Hana Financial Group, Inc. Cousineau is the owner of Empower Wealth Strategies, Inc., an administrative entity related to her advisory compensation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of 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 large institutional investors including sovereign wealth funds.

Michael Rhodes is a CFP® with nine years of industry experience, currently serving as an advisor at NewEdge Advisors. He previously worked at HUB Investment Partners, LLC for 19 years. Rhodes operates under NewEdge Advisors doing business as Everplan Wealth. NewEdge Advisors serves a wide range of clients, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing diversified asset allocation and regular portfolio reviews.

Rachel Kim is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at The Vanguard Group and Randstad. She is involved with WDW Financial as an associate financial planner and provides tax planning support through WDW Tax Services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm provides fiduciary consulting, plan design, and investment advice supported by due diligence, managing approximately $79.8 billion in assets with a broad range of third-party and proprietary solutions.

George Threadgill IV is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 license and 11 years of industry experience. He has been with Kestra Advisory since 2018 and affiliated with Kestra Investment Services, LLC since 2014. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, supporting fiduciary advice and offering multiple management platforms and third-party solutions. The firm serves very large institutional investors, including sovereign wealth funds, and offers pooled employer plan arrangements.

Thomas Thigpen is a financial advisor at PNC Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Citigroup for nine years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot available to PNC Bank employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.