Mark Frazier is a CFA® charterholder and Series 65 licensee with 14 years of industry experience. He has been with CIBC Private Wealth Management since 2010. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, manager selection, and coordinated Family Office services, utilizing both proprietary and external strategies managed through internal committees.

Malcolm Walker Jr. is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 license, and has 29 years of industry experience. Prior to joining Kestra in 2025, he spent nine years with Commonwealth Financial Network. Walker is co-owner of a tax and accounting firm and serves on multiple homeowners association boards as treasurer. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, and advisor-managed accounts. The firm serves a diverse client base that includes very large institutional investors and sovereign wealth funds.

Yanni Niebuhr is a CFP® with 14 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory Services LLC since 2016. He is also the owner of Brotman Financial Group, Inc., and serves on the board of LET'S GO Boys and Girls, Inc. Niebuhr’s experience includes roles at Kestra Investment Services, LLC and Brotman Financial. 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, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Daniel Schwamb is a financial advisor with Kestra Advisory, holding Series 63 and 65 licenses and bringing 29 years of industry experience. His career includes multiple roles within Kestra entities since 2013, as well as a prior position at Coatline Wealth Management. 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, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Travis White is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Kestra in 2017. 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, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

John Stockton Jr. is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses. He has 48 years of industry experience, including over two decades at World Choice Securities Inc. Stockton is based in Austin, TX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a diverse client base that includes very large institutional investors.

John Kallis is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds the Series 66 designation and has held roles at Kestra Advisory, Kestra Investment Services, LLC, Mwm Advisory, Meritrust Wealth Management, and LPL Financial. Outside of his advisory work, he is a 50/50 owner of an LLC involved in real estate but is not active in the business operations. 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 including fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds and utilizing multiple management platforms.

David Limerick is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation and 17 years of industry experience. His previous roles include positions at LPL Financial, Tulsa Federal Credit Union, and BOK Financial Securities, Inc. In addition to his advisory work, he serves as president and board member of Holy Spirit Ministries International, where he oversees the ministry and teaches Bible studies. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, functioning as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach, managing unitized, risk-based mutual fund portfolios and offering education and support services to plan sponsors and participants.

Mark Dormire is a financial advisor at Kestra Advisory with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 10 years. Dormire is also involved as a registered representative and owner of TUTSCHULTE FINANCIAL PLANNING. 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 supports large institutional investors like sovereign wealth funds.

Douglas Hunt is a financial advisor at Creative Planning with 26 years of industry experience. He holds the CFP® and PFS™ designations and has held managing member roles at WHA CPAs and Heartland Wealth Advisors, firms that were acquired by Creative Planning. He remains involved in transitioning clients from these entities. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-efficient and private market strategies.

Ebony De Pooter is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. Her background includes roles at Edward Jones and Transamerica affiliated firms. She has a passive income interest from previously published affiliate marketing content through Abide Productions, LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed and non-discretionary investment advice, relying on Morningstar Investment Management’s proprietary tools and models to personalize asset allocations and retirement guidance.

Walter Magana is a financial advisor at Principal Financial Services with 21 years of industry experience. He holds a Series 66 designation and has been with Princor Financial Services Corporation since 2012. His other business activities include work related to fixed life insurance, annuities, long-term care, disability insurance, health products, Medicare supplements, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jeffrey Bronner is a financial advisor with Kestra Advisory, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Valic Financial Advisors and Agia. Outside of his advisory work, he serves as a deacon and treasurer for Covenant Baptist Church, where he manages budgeting and financial recordkeeping. 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 and third-party solutions.

Kathleen Graham is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses. She has 40 years of industry experience, including previous roles at LPL Financial and Wells Fargo Advisors. She is also the managing partner of Wyble Graham Garcia Wealth Management, LLC, which provides a full range of investment 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 approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Grayson Palmer is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Kestra Advisory. He has been with Kestra since 2016 and also works through Jim Morrison Financial, where he holds an associate role. Outside of financial advising, Palmer works as a sous chef and bartender in Waco, Texas. 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 manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors and sovereign wealth funds.

Brandon Kee is a financial advisor at Kestra Advisory with 12 years of industry experience. He holds a Series 66 designation and has been with Kestra Advisory since 2016, also working with Kestra Investment Services, LLC since 2013. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse mix 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 a range of clients, including sovereign wealth funds, through multiple management platforms and third-party solutions.

Mark Schoenbeck is a CFP® with 30 years of industry experience, currently serving at Kestra Advisory since 2016. He holds Series 63 and Series 65 licenses and participates as a volunteer board member for the True Circle Organization. Schoenbeck is also a co-founder of FinDaxstic Properties LLC, a real estate investment venture managed alongside his wife. 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 fiduciary consulting, plan design, and investment advice, with services supported by due diligence and access to multiple management platforms and third-party solutions.

Anastasia Martino is a financial advisor with Kestra Advisory, holding a Series 66 designation and two years of industry experience. She has previously worked at Kestra Investment Services LLC and Chase Bank, with additional experience in the hospitality sector. 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, and employee education, and manages approximately $79.8 billion in assets with a focus on serving diverse clients, including sovereign wealth funds.

James La Brecque is a CFP® with six years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior work includes roles in tax preparation and financial planning, as well as consulting and teaching music for the Lake Highlands High School band. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services that range from plan design and fiduciary consulting to employee education and advisor-managed accounts.

Jason Dudum is an investment advisor at Kestra Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kestra Advisory and Kestra Investment Services since 2016. Dudum is also the founder and co-owner of 1925 Life Brokerage, an insurance business he operates with his brother. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.