Matthew Fry is a CFP® and Series 66 credentialed financial advisor with 16 years of industry experience. He is currently with Kestra Advisory and Kestra Investment Services, having previously worked at firms including Merrill, Shelton Financial Group, and Usa Financial Securities Corporation. 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 clients including sovereign wealth funds, utilizing multiple management platforms and third-party solutions.

Samuel Arnott is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones from 2015 to 2017 before joining Kestra in 2017. Outside of his advisory role, he officiates high school wrestling matches and works as an independent driver. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers a range of 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.

Jonathan Greeson is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2018, following five years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm utilizes centralized investment resources and model portfolios, delivering services through a combination of discretionary and non-discretionary managers within a large integrated financial group.

Thomas Besselman Jr. is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Kestra Advisory since 2016 and is also involved with multiple other business ventures including ownership and membership roles in various companies focused on insurance, retirement plan consulting, and business strategy consulting. Outside of advising, he serves on the board of Cobra Professionals Inc., which handles back office operations, and has a significant ownership interest in an HR outsourcing company. 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, benchmarking, and investment advice. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds, while offering access to multiple management platforms and third-party solutions.

Edward Meyer is a CFP® and Series 66 holder with three years of industry experience. He is currently with Mariner in Austin, TX, having previously worked at Charles Schwab Bank, Charles Schwab, SVB Investment Services Inc., Silicon Valley Bank, Faurecia, Cummins, and Donner Aquatic Center. Mariner serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charities, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with third-party allocations across a wide range of strategies and integrates tax, accounting, and financial wellness services alongside portfolio management.

Christopher Paul Romo is a CFP® and ChFC® with 19 years of industry experience, currently serving as an advisor at Kestra Advisory. He previously worked at Mutual of Omaha for 16 years. Romo is the founder and president of Impact Financial Advisors and serves on the advisory board of the United Brokers Insurance Agency without compensation. He is also a volunteer Chamber Ambassador with the Davis Chamber of Commerce. 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, employee education, and pooled plan solutions. The firm serves large institutional investors, including sovereign wealth funds, and supports complex investment strategies within a robust supervisory framework.

Tyler Daniels is a financial advisor at PlanMember Securities Corporation with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at PlanMember since 2019. Outside of his advisory role, he is involved with Gentry Financial Group, which administers voluntary insurance products at Texas schools. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary. The firm offers education and support services and manages unitized, risk-based mutual fund portfolios using a top-down strategic asset allocation framework.

Changsheng Zhao is a CFA® charterholder with 13 years of experience in the financial industry. He currently serves at Kestra Advisory Services LLC and Kestra Investment Services LLC, joining these firms in 2024. His prior experience includes roles at B. Riley Wealth Management and National Securities Corporation. 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 broad range of clients, including large institutional investors and sovereign wealth funds.

Chad Harris is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been associated with PlanMember since 2014 and also works with US Retirement Partners and Inspire Financial Group. Outside of his advisory roles, he was involved with GoKickball Dallas from 2018 to 2024. 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 approach and manages unitized, risk-based mutual fund portfolios, while also offering education and support services including seminars and personalized retirement planning.

Ian Eversull is a Wealth Management Advisor at Kestra Advisory with seven years of industry experience. He has held positions at Kestra Investment Services, Bank of America, Merrill, and RBC Wealth Management. Outside of financial services, he has experience working in golf club and restaurant environments. 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 design, compliance testing, employee education, and access to multiple management platforms and third-party solutions.

Michael Rudelson is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 45 years of industry experience. He has been with Kestra Advisory since 2016 and also maintains roles with Kestra Investment Services and IFG Advisory Services dating back to 2000. Rudelson manages investment advisory and insurance services primarily for physicians and high-net-worth individuals through his own firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers fiduciary services, plan design and compliance, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Howard Hudson is a CFP® and ChFC® with 31 years of industry experience. He has worked at Kestra Advisory and affiliated entities since 2019 and previously spent ten years at Sagepoint Financial, Inc. Outside of his advisory role, he is involved in financial education and wellness through ventures such as the Health and Wealth Planning Institute, RETIREMENTED.COM, and Wealth Flow IQ, where he creates and presents educational content on financial planning topics. 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 compliance, and employee education, supporting both discretionary and non-discretionary investment solutions with access to multiple management platforms and third-party products.

William James is a CFP® and ChFC® with 32 years of industry experience. He is currently with Kestra Advisory Services, having joined in 2025, and previously worked at Commonwealth Financial Network, National Life of Vermont, and Dynasty Advisors LLC Wealth Management. Outside of advisory work, he owns Bud James Photography, focusing on fine art and travel photography, and serves as an adjunct professor at Delaware Valley University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds, with approximately $79.8 billion in assets under management.

Robert Graham is a financial advisor with Hightower Advisors, holding a Series 66 designation and 13 years of industry experience. He has worked at Hightower in various capacities since 2015, with a two-year period of self-employment. Outside of his advisory role, Graham serves on the City of Irvine Investment Advisory Committee and is involved with the Orange County Sheriff’s Advisory Council and their Professional Service Responder program. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach combines manager selection with multi-manager solutions involving both affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles.

Olesya Reyenger is a CFA® charterholder and holds a Series 66 license with three years of industry experience. She is currently with Kestra Advisory Services, having joined in 2026, following prior roles at Morgan Stanley and MS Services Group. 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 employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Pamela Raffaele is a financial advisor at Creative Planning with 17 years of industry experience. She holds a Series 65 designation and previously worked at Ml&R Wealth Management, LLC for 18 years before joining Creative Planning. Creative Planning provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets through a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad suite of retirement plan services and affiliated legal, trust, and recordkeeping businesses.

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.