Mark Schoenbeck is a CFP® professional with 31 years of industry experience, currently serving at Kestra Advisory since 2016. He holds Series 63 and Series 65 licenses and is based in Austin, TX. Schoenbeck serves on the board of the True Circle Organization, a charitable group where he participates in strategy and idea generation. He is also co-founder of FinDaxstic Properties LLC, a real estate investment venture managed with external support. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and retirement solutions backed by due diligence processes and manages approximately $79.8 billion in assets.

Anastasia Martino is a financial advisor with Kestra Advisory, holding a Series 66 designation and two years of industry experience. She has previously worked at Kestra Investment Services LLC and Chase Bank, with additional experience in the hospitality sector. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets with a focus on serving diverse clients, including sovereign wealth funds.

James La Brecque is a CFP® with six years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior work includes roles in tax preparation and financial planning, as well as consulting and teaching music for the Lake Highlands High School band. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services that range from plan design and fiduciary consulting to employee education and advisor-managed accounts.

Jason Dudum is an investment advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He is the CEO and President of Dudum Financial & Insurance Services, Inc., which he founded and co-owns with his brother. He also serves on the Round Hill P5 Sheriffs Committee, contributing as a committee member. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers a range of services such as fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Stephen Thomas is a CFP® with 28 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory. Prior to joining Kestra Advisory in 2023, he worked for Sagepoint Financial Advisors for 12 years. He teaches retirement planning classes to pre-retirees at local colleges. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves notable clients such as sovereign wealth funds.

Leah Barrett is a financial advisor at D.A. Davidson & Co. in Austin, TX, holding a Series 66 designation with nine years of industry experience. She has been with D.A. Davidson & Co. since 2015. Outside of her advisory role, she owns a sole proprietorship related to investment activities in Bozeman, MT. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, with a fiduciary standard guiding its advisory work.

Jarret Carter is a CFP® professional with 10 years of experience in the financial services industry. He is currently affiliated with Kestra Advisory and Griffin Financial Group, where he holds roles that include partner and registered field assistant. Outside of finance, Jarret owns CASA WASHA, an exterior cleaning business based in Austin, TX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm manages approximately $79.8 billion in assets and serves large clients including sovereign wealth funds.

Sarah Quinn is a financial advisor with Commonwealth Financial Network in Austin, TX, holding a Series 66 designation and six years of industry experience. Her career has been predominantly with Commonwealth Financial Network, where she has worked in multiple periods since 2016, including her current role at PlanWise Financial Group since 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad adviser-support platform with various managed-account programs, access to third-party managers, and comprehensive back-office services.

Fred Thomas is a ChFC® with 23 years of industry experience, currently affiliated with Planmember Securities Corporation since 2013. He previously worked at Veritrust Financial, LLC from 2006 to 2013 and has owned Thomas & Associates Advanced Estate Planners since 1998. Outside of his advisory roles, he serves on the Board of Directors for the Diana Special Utility District, a public agency involved in water acquisition and distribution. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on top-down strategic asset allocation and managing risk-based mutual fund portfolios. The firm also offers education and support services tailored to plan sponsors and participants.

Richard Hana is a financial advisor with Kestra Advisory in Austin, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 51 years of industry experience, including 20 years at Commonwealth Financial Network and extensive work with various insurance companies. Outside of his advisory role, he is the owner of a real estate office space in Ponte Vedra Beach, FL. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves clients that include large institutional investors and sovereign wealth funds.

Charles Finfgeld is a financial advisor at Kestra Advisory with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at InVirtus Wealth Partners, Commonwealth Financial Network, and Mass Mutual Investors Services. He has ownership interests in InVirtus Wealth Partners, LLC. 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 services including plan design, fiduciary consulting, and employee education, and serves large institutional investors such as sovereign wealth funds.

Zachary Webb is a financial advisor with Kestra Advisory Services LLC based in Austin, TX, holding Series 63 and Series 65 credentials with 13 years of industry experience. He is also the owner of Old Dominion Investment Strategies, LLC, a private entity focused on securities, advisory, and insurance activities. Prior to joining Kestra, he worked at Commonwealth Financial Network, Cambridge Investment Research Advisors, and other firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse 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 and sovereign wealth funds.

Meri Mora is a ChFC® and Series 66-licensed advisor with Kestra Advisory, bringing 13 years of industry experience. She has been with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016. Outside of her advisory role, Mora serves on the City of Hurst Texas Neighborhood and Community Advisory Board. 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 and third-party solutions.

Lovess Henry is a financial advisor at Carson Wealth with five years of industry experience and holds the Series 66 designation. He previously worked at LPL Financial and Sigma Financial. In addition to his advisory role, he is a commissioned notary. Carson Wealth is an SEC-registered enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor portfolios with both fundamental and technical analysis.

Jacob Kruse is a financial advisor with Bankers Life Advisory Services, Inc. in Austin, TX, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Bankers Life Securities, Inc. and Noren Thermal Solutions. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting, combining fundamental, technical, and cyclical analysis methods to tailor portfolios aligned with clients’ goals and risk tolerances.

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 Services LLC, holding a Series 66 designation and seven years of industry experience. He has previously worked with firms including Motley Fool, Penn Mutual Life Insurance Company, and Integrated Financial Concepts LLC. Outside of advisory roles, he is involved with Oxygen Financial Inc, providing investment services under Kestra Investment Services, and maintains a small landlord role in real estate. 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 advisor-managed accounts, and serves large institutional investors with approximately $79.8 billion in assets under management.

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.