Kyle Cook is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior experience includes roles at Austin Private Wealth, TIAA-CREF, and Edward Jones. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Lindsay Bliek is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Edward Jones and D.A. Davidson & Co. before joining Integrity Alliance and affiliated firms in 2025. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, using a range of portfolio strategies and custodial platforms.

Stephen Smith is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Avantax and 1ST Global Advisors prior to joining Kestra Advisory and its affiliated entities in 2020. 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 services such as fiduciary consulting, plan design, and investment management supported by due diligence, serving approximately $79.8 billion in assets under management and including large institutional clients like sovereign wealth funds.

Timothy Swickard is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Kestra Advisory and Kestra Investment Services, LLC, having previously worked at LPL Financial and Old National Bank for 16 years. He is the principal and financial advisor at Everstream Wealth, a business he owns and operates. 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 services such as fiduciary consulting, plan-level investment advice, employee education, and manages significant assets including relationships with sovereign wealth funds.

Robert Iola Jr. is a financial advisor with Kestra Advisory in Austin, TX, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 35 years of industry experience, including prior roles at Commonwealth Financial Network. Outside of his advisory work, he hosts workshops through Power of Zero. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services like plan design, fiduciary consulting, and employee education. The firm serves a diverse client base, including large institutional investors, and supports multiple management platforms and third-party solutions.

William Bruner is a financial advisor at Hightower Advisors with a Series 66 designation and three years of industry experience. Prior to joining Hightower Advisors, he worked at Dell Technologies and Chicken Express. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, with offerings that include discretionary portfolio management, financial planning, and retirement plan consulting.

Ryan Cooper is a financial advisor with Kestra Advisory in Austin, TX. He holds a Series 66 designation and has four years of industry experience. His background includes roles at Kestra Advisory and Kestra Investment Services, LLC, as well as a five-year period at Texas State University. 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, investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Christina Garland is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She previously worked at LPL Financial for 12 years before joining Kestra Advisory in 2025. Garland is also the owner and advisor of The Garland Financial Group LLC, where she oversees strategic direction and client relationships, in addition to serving on the Governance Committee of Amoco Federal Credit Union. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and distributes multiple management platforms with access to complex products within a supervisory framework.

Stephen Jans is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 65 licenses and nearly three decades of experience in the financial industry. He has been with Kestra Advisory since 2016 and also has a long tenure with Kestra Investment Services. Outside of his advisory role, Jans serves as treasurer for the St. Michael-Albertville High School Boys Basketball Board. 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 design, employee education, and access to multiple management platforms, serving large institutional clients such as sovereign wealth funds alongside other plan sponsors.

Deron Ferrell is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Transamerica since 2012 and is involved in oil and gas exploration as a personal investment. Ferrell also owns Ferrell Financial Enterprises Inc. and has a background with World Financial Group and WealthWave. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, offering investment advisory, brokerage, and retirement-plan services through a network of over 1,000 advisors. The firm employs model portfolios and third-party managers to implement its advisory services.

Eric Lyon is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, Inc. and National Asset Management Inc. Lyon is also an owner of Wealth Empowerment Financial Strategies, an insurance business branch. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering fiduciary services, plan design, and access to multiple management platforms.

Austen Jacks is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Kestra Advisory since 2022. He previously worked at Proequities from 2015 to 2022. In addition to his advisory role, he is involved in enrolling customers in Medicare plans through a non-investment related position with United Healthcare. Kestra Advisory Services provides investment advisory and retirement plan consulting to both institutional and individual clients, offering services that include 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.

Brian Danelian is a financial advisor with Kestra Advisory based in Austin, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Kestra Advisory since 2018 and has held roles at affiliated entities since 2012. He is also CEO and president of Domari Wealth Management and Domari Wealth, LLC, providing investment advisory services and financial advice through these independent entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, such as sovereign wealth funds, and offers a range of managed solutions through multiple platforms.

Peter Cohlmia is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 license and 16 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2016 and previously spent seven years at Carey, Thomas, Hoover & Breault. 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-level investment advice, employee education, and manages multiple third-party platforms, serving clients including large institutional investors and sovereign wealth funds.

Peter Chung Jr. is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 25 years of industry experience. He has been with Kestra Investment Services, Inc. since 2005 and Kestra Advisory Services LLC since 2016. Outside of his advisory role, he is the owner of Fixed Life & Health Insurance, where he is involved in sales and consulting. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers a variety of services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Phimporn Tobchan is a financial advisor at Cerity Partners LLC with four years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Austin Private Wealth, Sushi Junai Omakase, and Charles Schwab & Co., Inc. Outside of finance, she has experience in the hospitality industry, including sushi and Thai cuisine restaurants. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm offers tailored asset allocation, manager selection, and private-market investment options, alongside retirement plan consulting and tax planning services.

Julie Weekley is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and having 31 years of industry experience. She has worked with Kestra Advisory and Kestra Investment Services since 2016. Additionally, she is an insurance agent involved in soliciting and servicing life insurance and annuity products. 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 manages a wide array of investment platforms and third-party solutions.

Manfred Von Ehrenfried II is a ChFC® credentialed advisor with 29 years of industry experience, currently with Transamerica Financial Advisors in Austin, TX. He has been with Transamerica since 2016 and is also an author of several aerospace books. Von Ehrenfried has served as a director for the Manned Spaceflight Operations Association and contributes to the National Space Society’s AD Astra Magazine. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Anna Thouin is a financial advisor with Schwab Wealth Advisory Inc. in Austin, TX, holding a Series 66 designation and having two years of industry experience. Her background includes roles at Ameriprise - Ecclesiastes Wealth Partners and Charles Schwab, along with periods dedicated to full-time education. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab, delivering advice using standard asset allocation models and research tools while leaving final trading decisions to clients.

Michael Phillips is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at LPL Financial and Prospera Financial Services. Outside of his advisory role, he is the president and owner of Optima Wealth Management, LLC, providing investment advice and managing retail client services. 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, and investment solutions supported by due diligence and serves large institutional investors alongside retail clients.