Zachary Mattos is a financial advisor at Private Advisor Group, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Mariner Independent Advisor Network, LPL Financial, and Northwestern Mutual in various capacities. Private Advisor Group serves a broad range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.

Shannon Harris is a CFP® certificant and holds a Series 66 license with 26 years of industry experience. She has worked with Kestra Advisory Services LLC since 2026 and previously spent over 20 years at Ameriprise Financial Services in various roles. Harris is the owner of Ubuntu Operations LLC, a consulting business, and also leads Lucy on the Loose, a business coaching venture focused on integrating values-based advice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual plan sponsors. The firm offers fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients ranging from large institutions to sovereign wealth funds.

Matthew Anderson is a CFP® with 19 years of industry experience, currently serving as an investment advisor representative at NewEdge Advisors. His prior roles include positions at HUB International and several affiliated firms, including TCG Advisors and 1st Global Advisors. Outside of his advisory work, he is an adjunct professor at the University of California San Diego and owns a tax preparation business, Everplan Tax, LLC. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting. The firm manages portfolios using a range of analytic approaches, periodic rebalancing, and quarterly reviews, with oversight mechanisms addressing potential conflicts of interest.

Steven Curry is a financial advisor with Kestra Advisory Services, holding CFP® and Series 66 designations and bringing 16 years of industry experience. His prior roles include positions at Woodbury Financial Services, Securian Financial Services, and Mid-Atlantic Resource Group. He is also the owner of Obsidian Wealth Advisors, providing insurance services. 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 fiduciary consulting, plan-level investment advice, and manages multiple platforms and third-party solutions, serving clients such as sovereign wealth funds and large institutional investors.

Clint Thurman is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with PlanMember since 2007 and with Gentry Financial Group since 2015. His other business activities include insurance sales and employee benefits administration. PlanMember 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 framework and manages risk-based mutual-fund portfolios, offering education and support services such as seminars and personalized retirement planning.

Heidi Oakley is a financial advisor at Kestra Advisory with 10 years of industry experience. She has previously worked at Kevin Dick Investment Management Group and A&M Desert Financial Services. Oakley holds Series 63 and Series 65 licenses. 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 manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Geoffrey Treat is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at American Teachers Retirement Services since 2018 and has been with PlanMember Securities Corporation since 2013. He is also president and owner of Team Financial Network, Teachers' Financial Services, Inc., and volunteers for a nonprofit organization focused on veteran rehabilitation. 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 uses a strategic asset allocation framework with risk-based mutual fund portfolios and offers education and support services including seminars, personalized retirement planning, and separation counseling.

Glenn Hansen is a CFP® professional with 44 years of industry experience, currently affiliated with Kestra Advisory Services, LLC. His prior experience includes over three decades at FSC Securities Corporation and three years at OSAIC. In addition to his advisory work, he serves as a FINRA arbitrator and operates a sole proprietorship providing life insurance products. 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 services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, serving clients as diverse as sovereign wealth funds.

Sylvia Linares Williams is a Certified Financial Planner® with 25 years of industry experience. She is currently an Investment Advisor Representative at Kestra Advisory Services LLC, where she has worked since 2022. Prior to joining Kestra, she spent 11 years with Proequities, Inc. In addition to her advisory role, Williams is involved in providing financial education through workshops focused on retirement planning and wealth creation. Kestra Advisory Services offers investment advisory and retirement plan consulting to institutional and individual clients, including large plan sponsors. The firm provides comprehensive services such as fiduciary consulting, plan design, investment advice, and employee education, supporting a broad range of clients with access to multiple management platforms and third-party solutions.

Mary Jane Callaghan is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 30 years of industry experience. She previously worked at Commonwealth Financial Network from 2004 to 2025 before joining Kestra. Outside of her advisory role, she serves as a notary and advises on fixed life insurance products. 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.

John Stewart is a Series 66-registered financial advisor with seven years of industry experience. He is currently with Mariner and has previously worked at Texas Regional Bank, TRB Wealth Management, Dimensional Fund Advisors, Larry Wunsch and Associates, and Native Medical Supply. Stewart was an equity owner of Alamo Outdoor Company, an outdoor-inspired apparel business that has since closed. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized portfolio solutions supported by in-house research and third-party managers, alongside integrated tax and accounting services and specialized operational offerings such as family office and financial wellness platforms.

Alexander Panas III is a CFP® professional with 33 years of industry experience, currently serving at Kestra Advisory since 2018. He previously worked for Summit Financial Resources and Summit Equities for 13 years. Panas is involved in financial education as an instructor for retirement planning seminars and holds a board position at Morris Rugby Corporation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and offers access to multiple management platforms and complex investment products within a supervisory framework.

Peter Smith is a CFP® professional with 14 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory. He previously worked at Commonwealth Financial Network for 10 years. Outside of his advisory role, Smith is a founding partner of Grandview Partners, where he is involved in managing the company and client financial planning. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers fiduciary services, plan-level investment advice, and utilizes multiple management platforms and third-party solutions within a supervisory framework.

Christy Trudeau is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She has been with Kestra Advisory since 2016 and has prior experience with Charles Schwab and Charles Schwab Bank dating back to 2014. Outside of her advisory role, she works as an independent delivery service provider for Shipt. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering fiduciary consulting, plan design, compliance testing, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and offers access to multiple management platforms and third-party solutions.

Michael Janak is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sanctuary Advisors since 2021, following prior roles at Sanctuary Securities, Inc. and World Equity Group. Janak is also the Managing Director of Northview Asset Management in Austin, TX, where he dedicates the majority of his working hours. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account structures and utilizes a network of independent advisors and affiliated broker-dealers, distinguishing itself through an integrated affiliate structure and recent consolidation activities.

Robert Roberts is a financial advisor with Kestra Advisory in Austin, TX, holding the Series 66 designation and nine years of industry experience. His prior roles include positions at Charles Schwab and Erben Associates. Outside of financial services, he owns Central Texas Drone Services, which provides photography and videography for property marketing. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Gustavo Chaves is a financial advisor with Kestra Advisory Services LLC, holding Series 63, 65, and 66 designations and bringing 29 years of industry experience. His previous roles include positions at B. Riley Wealth Advisors and Abel. Outside of his advisory work, he is involved in bookkeeping for a speech and language services business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and utilizes multiple management platforms, serving large-scale investors such as sovereign wealth funds.

Daniel Courson is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 credential and 17 years of industry experience. He previously worked for CONCOURSE FINANCIAL (formerly ProEquities, Inc.) for 12 years before joining Kestra Advisory in 2022. Outside of his advisory role, he has been involved in teaching free retirement planning seminars through FMT Solutions, LLC. Kestra Advisory provides investment advisory and retirement-plan consulting services to a wide range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions, serving clients that include large institutional investors and sovereign wealth funds.

Michael Kidd is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and totaling seven years of industry experience. His prior work includes roles at Principal Life Insurance Company, Principal Securities Inc, and Northwestern Mutual, as well as earlier experience outside finance at Cimarron Hills Golf and Country Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports a variety of management platforms and third-party solutions.

Reetika Agarwal is a financial advisor at Kestra Advisory with seven years of industry experience. She holds the Series 66 designation and has been with Kestra Investment Services since 2017. 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 access to multiple management platforms and third-party managed solutions.