Lovess Henry is a financial advisor with CWM, LLC in Austin, TX, holding a Series 66 designation and five years of industry experience. Prior to joining CWM, Henry worked at LPL Financial and spent over a decade at Sigma Financial. Outside of advisory work, he is also a commissioned notary. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios supported by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Jacob Kruse is a financial advisor at Bankers Life Advisory Services, Inc. in Austin, TX. He holds Series 63 and Series 66 designations and has three years of industry experience. His prior work includes roles at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., Noren Thermal Solutions, and Vantage Marketing. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals, risk tolerances, and time horizons.

Ruben Benavides is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions with BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., and COMPASS Bank from 2015 to 2021. Outside of his advisory work, he is an owner and landlord of a rental property unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Samuel Yarian is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 credential and seven years of industry experience. His prior experience includes roles at Equity Services, Integrated Financial Concepts, Penn Mutual Life Insurance Company, Hornor Townsend & Kent, and Motley Fool. Yarian has ownership in a small insurance-related business that is currently inactive. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting clients with extensive due diligence and a broad range of third-party management platforms.

Brian Esway is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Esway has been with Eagle Strategies since 2006 and is also affiliated with New York Life Insurance Company and Nylife Securities LLC. Outside of his advisory work, he volunteers as a youth baseball coach for Western Hills Little League. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and corporate and charitable organizations. The firm primarily manages assets on a non-discretionary basis and offers multiple program types tailored to client objectives, operating within an integrated New York Life affiliate structure.

Nicholas Lyon is a financial advisor at Kestra Advisory Services with a Series 66 designation and one year of industry experience. His prior work includes roles at MEXC and B. Riley, as well as academic positions from 2014 to 2023. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including large institutional investors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Charlie Hasel is a financial advisor at Kestra Advisory with two years of industry experience. He holds the Series 66 designation and previously worked at Element Wealth Advisors and in other financial planning support roles. He assists financial advisors in client relationship management and financial planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, and employee education. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions within a supervisory framework.

Brian Nieuwlandt is a financial advisor at Kestra Advisory with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Shelton Financial Group, USA Financial Securities Corporation, and Comprehensive Asset Management & Servicing, Inc. Outside of his advisory work, he plays guitar in a local band named Fansler Kid Band. 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, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Elad Goren is a CFP® professional with 26 years of industry experience, currently serving at Kestra Advisory Services. His prior experience includes 12 years at Sagepoint Financial Advisors. He is involved in teaching retirement planning classes aimed at pre-retirees and retirees. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional clients and plan sponsors, with services spanning fiduciary oversight, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves unique clients such as sovereign wealth funds.

Lori Mezzetti is a financial advisor at Kestra Advisory with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Myles Wealth Management, Sii, and Myles Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

James Martinus is a CFP® and ChFC® affiliated with Kestra Advisory, holding 16 years of experience in the financial services industry. His career includes roles at Heritage Wealth Management, Commonwealth Financial Network, and Eagle Strategies, among others. Martinus maintains ownership in Heritage Wealth Management, which provides investment advisory and securities services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary services, plan design, compliance testing, and access to multiple management platforms, serving a broad range of clients including large institutional investors and sovereign wealth funds.

Eric Pucciarelli is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and over 20 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2015. Outside of his advisory role, he is a member of EDP Consulting, LLC, which provides coaching to advisors on business systematization and client communication. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors as well as individual and institutional clients. The firm provides a range of services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.

James Maguire IV is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at LPL Financial, J.P. Morgan Securities, and JP Morgan Chase Bank. He is also president and sole operator of Ivy Advisor Group, Inc., a corporation he uses to conduct business and for tax purposes. 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-level investment advice, and pooled plan solutions. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party managed solutions.

Joel Lange is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has worked at Mercer Global Advisors Inc. since 2018 and was previously with Bell Wealth Management, Inc. from 2009 to 2021. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds.

James Wolslager is a financial advisor at &Partners with 25 years of industry experience. He holds a Series 66 credential and has worked with firms including Merrill, Bank of America, and Wells Fargo Clearing Services. Outside of finance, he is involved in managing several full-service restaurants in Austin, Texas. &Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, and institutions. The firm offers investment management and advisory services through a mix of proprietary and third-party strategies, utilizing the Envestnet platform and NFS brokerage infrastructure.

David Peerboom is a CFP® with 15 years of experience in the financial services industry. He is currently an advisor at Kestra Advisory and previously worked with Heritage Wealth Management, Commonwealth Financial Network, Eagle Strategies, and New York Life. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional clients, including sovereign wealth funds.

Michelle Merkel is a CFP® professional with 33 years of experience in financial advising. She currently works with Kestra Advisory and founded Merkel Financial Services, where she has provided investment and insurance advisory services since 1992. Merkel is also involved in community activities as a committee member of the Childhood League Center. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, employee education, and manages multiple investment platforms, serving clients that include large institutional investors and sovereign wealth funds.

Scott O’Brien is a CFP® with 18 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at firms including Constitution Wealth LLC, Worthpointe, LLC, and Creative Planning. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

James Hertzler is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. He previously worked at Royal Alliance and Brand Asset Management Group, Inc. Hertzler serves as president and managing member of Hertzler Wealth Management, LLC, and holds a leadership position as an elder on the board of Chesterfield Community Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. 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.

Jason Hoover is a CFP® professional with 11 years of experience in the financial services industry. He has worked at Kestra Advisory and Kestra Investment Services, LLC since 2018 and was previously with George K. Baum & Company from 2016 to 2018. Outside of his advisory role, he is involved with the Cohlmia Hoover Group as a licensed sales agent for life and long-term care insurance products and serves as a registered field assistant with Fortis Advisors. 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 multiple management platforms, serving clients such as sovereign wealth funds and utilizing extensive third-party relationships.