Lina Degay is a financial advisor at Transamerica Retirement Advisors, LLC in Austin, TX, holding a Series 66 designation. She has one year of industry experience, with prior roles at Transamerica Investors Securities, LLC, Transamerica Life Insurance Company, Bank of America, Merrill, BMO Bank, and CITIZENS Bank. Lina also has experience outside the financial industry, including managing a gym. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through multiple managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, serving a large client base primarily with non-discretionary assets.

Gina Baumann is a financial advisor at Valic Financial Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at Charles Schwab & Co., Inc. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and third-party model managers.

Scott Crawford is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Kestra Advisory since 2021 and previously spent over two decades with Hornor Townsend & Kent Inc. Outside of his advisory role, he serves on the board of Delaware Wildlands, contributing to land conservation efforts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm supports both discretionary and non-discretionary fiduciary roles and manages a broad set of investment platforms and third-party solutions.

James Rushing Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life from 2014 to 2019. Outside of his advisory role, he is a notary public and an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of model portfolios and manager-driven investment solutions, combining advisory services with an active broker-dealer distribution model and a broad affiliate network.

Cassandra Davenport is a Series 66-licensed financial advisor with 24 years of industry experience. She is currently affiliated with Voya Financial Advisors, Inc. and Clover Financial Group, LLC. In addition to her advisory work, she operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of investment programs combining model portfolios and manager-driven sleeves, with a significant portion of assets managed on a non-discretionary basis.

Matthew Heinz is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 credential and 21 years of industry experience. He has been with Kestra Advisory since 2016 and also operates EA Financial Group, LLC. Outside of his advisory work, he serves as a deacon and member of the CARE Team at The Chapel and is a board member and treasurer for the Louisiana Sports Hall of Fame. 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 serves large institutional investors, including sovereign wealth funds, and employs a range of management platforms and third-party solutions within its supervisory framework.

Fatima Naqinia is a financial advisor at Guardian Life with five years of industry experience. She holds a Series 66 designation and has worked with firms including The Prudential Insurance Company of America and LPL Enterprise. Outside of financial advising, she is involved in film production as an executive producer and managing director at two Austin-based production companies. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of Guardian Life, serves individual, institutional, and charitable clients with brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party models.

Tyler Groh is a financial advisor at Kestra Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab & Co., Inc. and Kestra Investment Services, LLC. Tyler is based in Austin, TX. 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, and employee education, and serves large institutional investors such as sovereign wealth funds.

Auguste Hanna is a financial advisor at Kestra Advisory with one year of industry experience. He holds the Series 66 designation and has worked at Kestra-related firms since 2020. Outside of his advisory role, Hanna is the founder of AllStarSpecial, a trading card and sports memorabilia sales business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and plan-level investment advice. The firm serves a broad range of clients including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Kevin Mcphee is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at American Capital Partners, LLC and LH Ross & Company, Inc. He conducts registered representative activities and provides insurance services including life, health, and fixed annuities. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing 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 including large institutional investors and sovereign wealth funds.

Robert Campbell is a CFP® professional with 23 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory Services, LLC since 2016. He is also the owner of The Wiser Financial Group, through which he provides financial planning and investment advisory services. Additionally, Campbell operates a tax preparation business and serves as a trustee for a business partner’s trust. 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, employee education, and access to multiple management platforms and third-party solutions, serving clients such as sovereign wealth funds and other large institutional investors.

Kalli Greenlee is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at Hightower Advisors since 2020, following roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions with access to affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles.

James Studinger is a financial advisor with Kestra Advisory, holding the ChFC® designation and a Series 63 license. He has 30 years of industry experience, including over two decades with Kestra Investment Services and a decade with Kestra Advisory Services. Outside of his advisory role, he serves as chair of the community organization Michigan Jumpstart and is an event speaker on topics related to wealth mindset. 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 design, investment advice, and manages a range of platforms and third-party solutions, serving clients such as sovereign wealth funds and large institutional investors.

Scott Cohen is a CFP® professional with over 30 years of experience in the financial services industry, currently serving at Kestra Advisory Services LLC since 2016. He has been involved with Kestra Investment Services LLC for more than two decades. Cohen is also active in his community, holding a member role at the Jewish Community Center and having served as its past Chair. 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 comprehensive fiduciary services, plan design and compliance support, employee education, and access to multiple management platforms and third-party managed solutions.

Galen Rasche is a CFP® and Series 65 credentialed advisor at Savant Wealth Management with two years of industry experience. He previously worked at Exencial Wealth Advisors LLC and Weinheimer Wealth Management, and spent twelve years at the Electric Power Research Institute. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Jeffrey Meinbresse is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Meinbresse has been with Eagle Strategies since 2012 and has also worked with New York Life Insurance Company and Nylife Securities LLC since 2007. Outside of his advisory role, he is an investor in KTN Thermodynamics, a company producing automotive engine parts. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Eric Connor is a CFP® with 31 years of industry experience, currently with Kestra Advisory Services. Prior to joining Kestra, he spent 23 years with Connor Wealth Management and Commonwealth Financial Network. Outside of his advisory work, he serves as Director, Finance Committee Chairman, and Treasurer of the Grigg Lewis Foundation and participates as a committee member of the Conservative Party of the Town of Lockport. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, and manages approximately $79.8 billion in assets, including relationships with sovereign wealth funds.

Jessica Thompson is a CFP® certified financial advisor with five years of industry experience. She currently works at Kestra Advisory and has prior experience at Nebraska Financial. Outside of her advisory work, she is involved as a Sunday school teacher and volunteer at Cross the Line Church in Lincoln, Nebraska. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad 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 clients including sovereign wealth funds.

Alexandra Kerrigan is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Dimensional Fund Advisors for 9 years before joining Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, offering access to proprietary research and a variety of investment vehicles, including mutual funds, ETFs, alternative investments, and custom indexing.

John Pink Sr. is a financial advisor with Kestra Advisory Services, holding the ChFC® designation and Series 63 and 65 registrations, with 29 years of industry experience. He has been associated with Kestra since 2016 and has operated J. Pink Associates, Inc., Financial Advisors since 2007. Outside of his advisory work, he serves as a science team advisor at OA Todd Middle School. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large institutional investors. The firm offers fiduciary services, plan design and compliance, and access to multiple management platforms and third-party solutions.