James Williams is a financial advisor at Kestra Advisory with seven years of experience. He holds Series 66 and Series 63 designations and has worked at Kestra Investment Services since 2021. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets.

Roberto Guzman is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and 22 years of industry experience. He has worked with Kestra Advisory since 2017 and previously spent seven years at LPL Financial. Guzman also operates New Growth Financial, providing financial planning and investment services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, vendor searches, and employee education, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Jason Duffaut is a CFP® with 25 years of experience in the financial services industry. He is currently a financial advisor at Kestra Advisory Services, LLC, having joined in 2023. Prior to Kestra, he worked at Heritage Family Office and LPL Financial. Outside of his advisory role, Duffaut owns Broadway Insurance Agency, LLC, which provides insurance services to clients. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors. The firm provides services such as fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets under management.

Carrie Dick is a financial advisor with Kestra Advisory, holding a Series 66 designation and 14 years of industry experience. She previously worked with Kevin Dick Investment Management Group and Commonwealth Financial Network. In addition to her advisory work, she owns a tax and accounting business, Integrated Tax Solutions, where she provides tax preparation and planning services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, with services including fiduciary consulting, plan design, and employee education. The firm manages significant institutional assets and provides access to multiple management platforms and third-party solutions.

William Kitchel is a financial advisor with Kestra Advisory Services who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He serves as Chief Investment Officer and Financial Planner and has held roles at Kestra Advisory since 2016, with prior experience in consulting and insurance. Outside of his advisory work, he is the owner of a consulting firm, Value Group, Inc., involved in management, operations, and financial forecasting. 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, vendor benchmarking, and advisor-managed accounts, catering to both large institutional investors and individual plans.

Todd Jakubik is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with Kestra Advisory in Austin, TX, having previously spent 25 years at Penn Mutual Life Insurance Company and Hornor Townsend & Kent, Inc. Outside of his advisory role, he serves as Vice President and agent/broker for Total Financial Concepts, Inc., where he is involved in investment, life insurance, and annuity sales. 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 range of services such as fiduciary consulting, plan design, and due diligence-supported investment advice, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Alfredo Dipinto is an investment advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has worked at Kestra since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, Alfredo owns and operates Alfredo's Ristorante Italianò, a full-service restaurant. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving clients that include large institutional investors.

Sujatha Theddu is a financial advisor at Cerity Partners LLC with five years of industry experience and holds a Series 65 designation. Prior to joining Cerity Partners in 2026, she worked at Austin Private Wealth and Morgan Stanley, and spent nine years at Reliance Capital Asset Management Limited. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors, advising on approximately $126.9 billion in client assets. The firm offers a comprehensive range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Mason Howard is a CFA® charterholder with 27 years of industry experience, currently serving as an advisor at Kestra Advisory. He has been with Kestra Advisory since 2018 and has worked with Kestra Investment Services, LLC since 2008. Howard holds a state insurance license and is involved with The KNW Group LLC as Director of Investments, focusing on investment due diligence and asset allocation support. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including 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.

Debra Clark is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Kestra Advisory. Her prior experience includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. She is also a co-owner of Roving Horse Ranch & Rescue, a nonprofit organization that rescues and rehabilitates horses destined for slaughter. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms, serving clients that range from plan sponsors to sovereign wealth funds.

Julia Smith is a financial advisor at Kestra Advisory with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including Morgan Stanley, Voya Financial Advisors, and Cetera. Outside of advisory roles, she is involved with Smith & Smith, Ltd, a financial services firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range 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.

Colin Kampfe is a financial advisor at Brown Advisory in Austin, TX, with eight years of industry experience. He holds a Series 66 designation and previously worked at Dimensional Fund Advisors. Brown Advisory manages approximately $124.3 billion for institutional and private clients, offering discretionary portfolio management and strategic advisory services across equity, fixed-income, and balanced strategies. The firm employs a bottom-up fundamental research process and combines active and passive investment approaches while incorporating AI-enabled tools and alternative asset exposure.

Christopher Bradshaw is an investment advisor with Kestra Advisory and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and is the owner of Main Street Financial Group, an investment advisory firm. Bradshaw has worked at Kestra Advisory since 2021 and has a long tenure with related firms including Kestra Investment Services and Nationwide Provident. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, investment due diligence, and access to multiple management platforms and third-party solutions.

John Carey is a financial advisor at Farther with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Farther in 2025, he worked at Edelman Financial Engines for nine years and at Financial Engines Advisor Center LLC for eleven years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic models, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Blayne Worman is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 license and six years of industry experience. His prior work includes roles at LPL Financial LLC, Old National Bank, and Shield Global Partners. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving a client base that includes sovereign wealth funds.

Scott Cavazos is a financial advisor at Kestra Advisory with nine years of industry experience. He holds the Series 66 designation and has held positions at several firms, including Avantax Investment Services, Cetera advisor entities, and Securities America Advisors. Based in Austin, TX, he joined Kestra Advisory Services LLC in 2025. 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 such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors including sovereign wealth funds.

Hance Evans is a CFP® with 43 years of industry experience, currently serving as an advisor at Kestra Advisory. He previously worked for over 30 years at Hornor Townsend & Kent LLC. Outside of his financial advising role, he occasionally assists with maintenance at a small marina owned by his wife. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Journey Mc Kelvey is a financial advisor at Empower Advisory Group holding a Series 66 designation with one year of industry experience. Prior to joining Empower Advisory Group, Journey worked at Genpact LLC, Charles Schwab & Co., Inc., and several other companies across various industries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients, using an integrated service model linked to Empower’s recordkeeping and administrative platforms.

Steven Wilson is a CFP® with 12 years of industry experience, currently serving as a financial planner at Kestra Advisory. His prior roles include positions at UBS and Charles Schwab. Wilson also teaches as an adjunct professor at Hood College. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering services such as plan design, fiduciary consulting, and plan-level investment advice while managing approximately $79.8 billion in assets under management.

Xiao Chen is a CFP® professional with 14 years of industry experience, currently serving with Integrity Alliance, LLC. Prior to this, Chen held various roles including positions at Lion Street Financial and Transamerica Financial Advisors, Inc. Outside of financial advising, Chen is involved in community organizations such as the Chinese American Association at Greater Chicago and serves as Vice President of the Hunan Association of the Midwest USA. Chen also owns businesses in notary services and performing arts. Integrity Alliance, LLC is a large advisory firm supporting over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of portfolio management and financial planning services to individual investors, corporations, and qualified retirement plans, utilizing various investment approaches and platforms.