James Wolslager is a Series 66 licensed financial advisor with 25 years of industry experience. He is currently with &PARTNERS, having joined in 2025, and previously worked at Wells Fargo Clearing Services, Bank of America, and Merrill. Outside of advisory work, he is involved in managing several full-service restaurant businesses in Austin, Texas. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm combines investment advisory and brokerage services, offering portfolio management through both proprietary models and third-party managers, and employs fundamental, technical, and quantitative investment analysis.

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.

Tyler Trombetta is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Lincoln Financial Securities, International Assets Advisory, LLC, and Jackson National Life Distributors LLC. 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 consulting, plan-level investment advice, and access to multiple management platforms, with approximately $79.8 billion in assets under management.

James Hertzler is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. His prior roles include positions at Royal Alliance and Brand Asset Management Group, Inc. He is president and managing member of Hertzler Wealth Management, LLC, and serves 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 plan sponsors, institutions, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, and it manages approximately $79.8 billion in assets.

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.

Luis Neely is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Myles Wealth Management, LLC, JPMorgan Securities LLC, and operating Neely Consulting Inc. since 2018. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, compliance testing, and investment advice, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

Frederick Latcham IV is a financial advisor at Kestra Advisory with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Kestra Advisory since 2018, having also worked with Kestra Investment Services, LLC since 2014. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, investment advice, and employee education, serving large institutional investors as well as individual clients.

Cory Mccune is a financial advisor at Kestra Advisory with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Principal Life Insurance and Principal Securities Inc. Mccune is also involved in insurance advisory through Mccune Whiteley Wealth Management and has experience as a real estate landlord. 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, supported by due diligence and a range of management platforms.

Joshua Roche is a financial advisor with Kestra Advisory who holds a Series 66 designation and has seven years of industry experience. He previously worked at Edward Jones and Paycom before joining Kestra Advisory and Kestra Investment Services, LLC in 2023. Outside of his advisory role, he serves as the Treasurer and a board member of the Mustang Public Schools Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and advisor-managed accounts, and it manages approximately $79.8 billion in assets.

Joel White is a financial advisor with Kestra Advisory Services LLC in Austin, Texas, holding CFP® and ChFC® designations and over 32 years of industry experience. His prior roles include positions at LPL Financial, Cincinnati Life Insurance, Athene, Jackson National Life Insurance, Raymond James Financial Services, Securities America, Kansas City Life Insurance, and Mass Mutual Life Insurance. He is also owner of an insurance-related business, JCW CO LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management and including large institutional investors such as sovereign wealth funds among its clients.

Christopher Ganim is a CFP® and ChFC® with 11 years of experience in financial advisory roles. He is currently with Kestra Advisory Services, LLC and has held leadership positions at Ganim Financial and GFS Wealth Management Advisors. Outside of his advisory work, he serves as a notary public and is involved as an assistant den leader and treasurer for a local Cub Scout pack. 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.

Brian Kinney is a CFP® certified financial advisor with 42 years of industry experience, currently practicing at Kestra Advisory since 2017. Prior to joining Kestra, he worked at WFG Investments Inc from 2011 to 2017. He operates under the business name Dominion Partners Private Wealth Management within Kestra’s network. 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 approximately $79.8 billion in assets under management.

Mitchell Everett is a financial advisor at Kestra Advisory with 15 years of industry experience. He holds a Series 66 designation and has worked at Kestra Advisory and related entities since 2017. Prior to that, he was with Waddell & Reed, Inc. and various insurance carriers from 2010 to 2017. He serves on the board of Menistry, a nonprofit involved in mission trip planning and logistics. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Chad Roland is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and bringing 26 years of industry experience. His prior affiliations include LPL Financial and Raymond James Financial. He is also the owner of Clara, Inc., a business entity related to his advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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 notable clients including sovereign wealth funds.

Sam Javanmard is a Series 66-licensed financial advisor with Kestra Advisory, based in Austin, TX, and has eight years of industry experience. His prior work includes roles at Morgan Stanley and Merrill Lynch, as well as involvement with Goodwill Home Health Services, Inc. Outside his advisory work, he serves as CEO of Bloom Home Health Care, Inc. and holds a treasurer position with Blessing Community Health Center. 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-level investment advice, and employee education, supporting both discretionary and non-discretionary arrangements.

Frank Lovaglio is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Kestra Advisory in 2022, he worked for 28 years at CONCOURSE FINANCIAL GROUP SECURITIES INC (formerly PROEQUITIES, INC). Outside of advising, he is a part owner and member of real estate investment and management ventures. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, compliance testing, and utilizes multiple management platforms to support a wide range of investment solutions.

Adam Vigil is a financial advisor with Kestra Advisory, holding CFP® and ChFC® designations and bringing 10 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Scott McKechnie. Outside of advisory work, he owns Pokeguru LLC, a collectibles business, and manages responsibilities related to a real estate property. 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-level investment advice, and employee education, supporting a range of management platforms and complex products under a supervisory framework.

Chester Gordon IV is a CFP® and Series 66-registered advisor with nine years of industry experience. He is currently with Kestra Advisory Services, LLC, having joined in 2026, following prior roles at Commonwealth Financial Network, Arkhitekton Financial Group, MML Investors Services, LLC, and Massachusetts Mutual Life Insurance Company. He also has experience in fixed insurance sales, spending a minor portion of his time on this activity. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Wen Qin Luisi is a financial advisor at Kestra Advisory with four years of industry experience. She holds the Series 66 designation and has previously worked with Raymond James Financial and Southern Methodist University. Outside of advisory work, she manages a consulting business that provides services to a small restaurant. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, and access to multiple management platforms, serving clients such as plan sponsors and sovereign wealth funds.