Robert Roland is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and over 16 years of industry experience. His prior roles include positions at LPL Financial and Raymond James Financial. He is also the owner of Blecca, Inc., an individual S corporation related to his financial advisory work. 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 serves a diverse client base, including large institutional investors, and manages approximately $79.8 billion in assets.

Edward Kozun III is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His career includes roles at Dunham Trust Co. since 2007 and Next Financial Group from 2003 to 2020. He is also president of Edward S Kozun III and Kozun Capital Management, both investment-related entities based in Austin, TX. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Sharla Rountree is a CFP® with 37 years of experience in the financial services industry. She has worked with Kestra Advisory since 2018 and previously spent 26 years at Royal Alliance Associates, INC. Outside of her advisory role, she is involved in delivering financial seminars and co-owns a real estate business with family. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional plan sponsors and individual investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a range of clients from large institutional investors to sovereign wealth funds.

Nina Preston is a CFP® professional with 41 years of industry experience, currently serving at Kestra Advisory Services LLC since 2022. She previously worked at LPL Financial and Invest Financial Corporation, accumulating over 19 years at these firms. In addition to her advisory role, she is an agent for fixed life insurance, term insurance, and fixed annuities, and serves as Executive Vice President of the Society for Lifetime Planning. 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 fiduciary consulting, plan-level investment advice, and employs multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Michael Renner is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at Kestra Advisory since 2017 and at Kestra Investment Services, LLC since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional clients, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management and including clients such as sovereign wealth funds.

Franco Melhado is a financial advisor at TIAA-CREF in Austin, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Equitable Advisors and various academic and community positions, such as at Texas Tech University and Lions Municipal Golf Course. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs primarily to individuals with employer-linked retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios.

Jake Mallet is a financial advisor with Bankers Life Advisory Services, Inc. in Austin, TX, holding Series 65 and Series 63 licenses and bringing five years of industry experience. He has worked with Bankers Life and its affiliated entities since 2020 and also has experience as a regional manager at Vantage Marketing, where he managed a sales team representing Terminix International. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary investment management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create customized portfolios aligned with clients’ goals and risk tolerances.

John Wilhoit is an investment advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Kestra Advisory Services since 2016 and is also the owner and operator of Wolf Pen Lawn Care. Outside of his advisory work, he serves as president of the board for the Tom Sawyer Swim Team, a community and charitable organization. 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 services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that range from large institutional investors to sovereign wealth funds.

Ronald Johnson is a financial advisor at Planmember Securities Corporation with 33 years of industry experience. He holds the Series 63 designation and has worked at Planmember since 2012. Prior to that, he spent seven years with Employee Benefits Services of Tennessee and has been involved with Evergreen Financial Partners LLC since 2000, where he currently owns and operates a securities and insurance sales business. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Christopher Clark is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Prior to joining Kestra in 2023, he spent 11 years at LPL Financial. Clark is president of C.A. Clark Wealth Management, through which he manages client investment accounts and advisory services under Kestra. 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, serving large clients such as sovereign wealth funds and utilizing extensive third-party relationships.

Philip Johnson is a financial advisor with Kestra Advisory in Austin, TX, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. He joined Kestra Advisory in 2019 after previous roles at Durbin Bennett Private Wealth Management and Nfp Securities. Johnson serves as treasurer for a Boy Scout troop and assists with the financial audit for the Lake Travis High School Band. Kestra Advisory 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 manages approximately $79.8 billion in assets and serves a diverse client base including large institutional investors and sovereign wealth funds.

Joshua Cromer is a CFP® with 12 years of industry experience and is currently an advisor at Creative Planning. He has worked at Creative Planning since 2016, with a brief period as self-employed in 2022–2023. Outside of his advisory role, he is a member manager of 1390 Ventures, LLC, a catering business based in Austin, TX. 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 incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Mitchell Mailloux is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Edward Jones, Georgia-Pacific, and UPS. He is also affiliated with ACFN of Wichita outside of his advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, benchmarking, employee education, and advisor-managed accounts, managing approximately $79.8 billion in assets.

Kerry Hoffman is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding Series 63 and Series 65 credentials and 33 years of industry experience. His background includes roles at Morgan Stanley Private Bank and B. Riley Wealth Management. 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 advisor-managed accounts.

Scott Drysch is a financial advisor at &Partners with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at &Partners since 2023, following seven years combined at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Drysch serves on the board of Cosway Company, Inc., which focuses on developing and manufacturing skin, hair, and body care products. &Partners serves a broad client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, employing a mix of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Alec Messino is a financial advisor with Guardian Life holding a Series 66 designation and five years of industry experience. He has worked at Dimensional Fund Advisors and J.P. Morgan Chase & Co., among other firms. Messino is also associated with Navasota Capital LLC and Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Benjamin Tutschulte is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Kestra Advisory. He previously worked for Woodbury Financial Services, Inc. for 22 years. He is also involved with Tutschulte Financial Planning, LLC, where he serves as a registered representative. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include very large institutional investors.

Gail Kincannon is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked with Eagle Strategies since 2006 and has been involved with The Ranier Financial Group, LLC since 2009. Outside of her advisory work, she holds mineral ownership producing minerals in Oklahoma. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis.

Preston Hart is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 23 years of industry experience. He previously worked at LPL Financial for 17 years before joining Kestra Advisory Services and Kestra Investment Services in 2023. Hart is a partner and owner of SHC Financial, where he manages financial operations and oversees administrative functions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Ryan Mc Coneghy is a financial advisor with Cerity Partners LLC based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Austin Private Wealth, ENZI Wealth, Ameriprise, and Janus Distributors LLC. Outside of finance, he is active as a musician. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and quantitative screening, offering a range of investment and consulting services including private-market investment programs.