Brady Scott is a financial advisor with Planmember Securities Corporation in Austin, TX, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has held roles at The Baldwin Group, US Retirement Partners, Inc., and Riata Financial, among others. Outside his advisory work, he is involved in insurance and employee benefits administration through affiliated businesses. 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 approach with risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Armando Hernandez is a financial advisor with TIAA-CREF in Austin, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with TIAA and TIAA-CREF since 2010. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, utilizing both model and customized portfolios.

Christopher Consoli is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including Bank of America and Merrill. He is based in Austin, TX. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage account holders. The firm’s approach includes integrated planning and managed account solutions aligned with Empower’s administrative platforms.

Scott Oehrle is a financial advisor with Kestra Advisory and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience, including roles at Signature Select Wealth, Marbury Wealth Management, and Kestra Investment Services. Outside of his advisory duties, he serves on the boards of the Laurie Ann West Community Center and The Hacker's Club of Fox Chapel, where he assists with governance and event organization. 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 design, compliance testing, and employee education, and it serves large institutional investors including sovereign wealth funds.

Brian Trent is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Charles Schwab & Co., Inc. and Edward Jones before joining Kestra in 2019. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and benchmarking, and manages approximately $79.8 billion in assets, serving large institutional investors as well as sovereign wealth funds.

David Mares is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at PlanMember since 2014 and has operated Moeybea Wealth Management DBA Lone Star Financial since 2018. Prior to this, he held roles at Texas Infinite Wealth Planners and Amazon. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary management, participant investment options, and educational support. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios spanning conservative to aggressive strategies.

Yin Yin is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and bringing 27 years of industry experience. She has been associated with Kestra Advisory since 2016 and also has longstanding roles at Kestra Investment Services, LLC and Partners Securities, Inc. Outside of her advisory work, she maintains a real estate sales agent license through Keller Williams Realty. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad client base including plan sponsors, institutional, and individual clients. The firm offers services such as fiduciary consulting, plan design, and investment advice while serving large institutional investors and utilizing multiple management platforms and third-party solutions.

Ryan Damra is a financial advisor with Schwab Wealth Advisory, holding the CFP® and Series 66 credentials and five years of industry experience. He has worked at several firms including Bank of America, Merrill, and VALIC Financial Advisors before joining Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s standard asset allocation models and research tools. The firm delivers recommendations across various investment vehicles while clients retain final trading decisions, conducting at least annual account reviews.

Matthew Borders is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes roles at LPL Financial, Raymond James Financial, and Securities America. Borders is also president of a business entity established for liability protection and tax optimization. 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 utilizes multiple management platforms while serving large institutional clients such as sovereign wealth funds.

Piercen Harnish is a CFP® professional with seven years of industry experience, currently serving as an investment advisor representative at Kestra Advisory Services. Prior to joining Kestra in 2023, he worked at Shelton Financial Group and USA Financial Securities. He is a board member of Family Centered Services, a nonprofit organization involved in community fundraising activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and offers access to multiple management platforms and third-party managed solutions.

Adam Goldman is a CFP® professional with 10 years of experience in the financial services industry, currently affiliated with PlanMember Securities Corporation in Austin, TX. His career includes roles at PlanMember and LKJ Financial, both of which he has served since 2019 or earlier. He is also the owner of Goldman Strategic Wealth Management LLC, a tax and banking entity. 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’s investment approach is based on a top-down strategic asset allocation framework and the management of risk-based mutual-fund portfolios, complemented by extensive education and support services for plan sponsors and participants.

Joseph Sarnecki is a CFP® professional with 17 years of experience, currently serving as an Investment Advisor Representative at Kestra Advisory Services, LLC since 2016. He has been affiliated with Kestra Investment Services, LLC since 2011. Outside of his advisory role, he serves as an executive board member for the Clark Soccer Club, overseeing the town recreation soccer program. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and vendor benchmarking, and manages approximately $79.8 billion in assets with a client base that includes large institutional investors.

Dustin Metcalf is a financial advisor at Integrated Wealth Concepts LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, Laurel Wealth Advisors, and FourC Financial, among others. From 2019 to 2021, he was involved with Cashifornia Clothing Co. Integrated Wealth Concepts serves a diverse client base including individuals, families, trusts, and businesses through a network of independent advisors. The firm offers discretionary investment management and financial planning, utilizing customized portfolios with a primarily long-term investment approach.

David Dugger is a CFP® professional with 25 years of experience in financial advisory roles. He is currently with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, where he has worked since 2018, following prior experience at Summit National Partners and Cetera Advisor Networks. Dugger is also an adjunct professor at the University of North Texas and is involved in tax and accounting services through his ownership of WDW Financial and WDW Tax Services. 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, and employee education, and serves large institutional investors with approximately $79.8 billion in assets under management.

Amanda Pryor is a financial advisor at Kestra Advisory with two years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise for eight years. 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-level investment advice, employee education, and access to multiple management platforms and third-party solutions.

Thomas Paron is a financial advisor at Kestra Advisory with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kestra Advisory since 2017, with prior roles at Cetera Advisor Networks, Compass Capital Management, and L.A. Hertberg Associates. He serves as treasurer on the board of the Olde Crabs Hockey Club and holds board positions with several nonprofits, including The Carving Studio & Sculpture Center and Fiducius. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves a broad range of clients, including large institutional investors and sovereign wealth funds.

Antonio Ponce is a financial advisor with Transamerica Financial Advisors in Austin, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Transamerica Financial Advisors since 2015 and is also affiliated with the National Association of Registered Social Security Analysts since 2021. Outside of his advisory work, he operates AS Ponce Ventures LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory model and operates a broad advisor network supported by multiple program platforms.

Brenda Engro is a financial advisor with Kestra Advisory in Austin, TX, holding Series 66 and Series 63 licenses and 13 years of industry experience. She has worked at Kestra Investment Services and Kestra Advisory since 2017 and previously worked at TD Ameritrade from 2014 to 2017. In addition to her advisory role, she holds a real estate license and operates as a licensed sales agent. 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, and manages approximately $79.8 billion in assets.

Diego Velasquez is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining Kestra in 2023. Outside of his advisory role, he manages D&L Velasquez LLC, an entity created for tax purposes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services from fiduciary consulting to plan-level investment advice and employee education.

Shaun Dumaine is a financial advisor with Kestra Advisory Services in Austin, TX, holding Series 63 and Series 66 registrations and bringing 14 years of industry experience. His previous work includes roles at Merrill and Mass Mutual Life Insurance Company. Outside of finance, he has worked in the restaurant industry as a server and bartender. 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 clients including large institutional investors and sovereign wealth funds.