Ronald Johnson is a financial advisor at Planmember Securities Corporation with 33 years of industry experience. He holds the Series 63 designation and has worked at Planmember since 2012. Prior to that, he spent seven years with Employee Benefits Services of Tennessee and has been involved with Evergreen Financial Partners LLC since 2000, where he currently owns and operates a securities and insurance sales business. 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 employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Christopher Clark is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Prior to joining Kestra in 2023, he spent 11 years at LPL Financial. Clark is president of C.A. Clark Wealth Management, through which he manages client investment accounts and advisory services under Kestra. 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 access to multiple management platforms, serving large clients such as sovereign wealth funds and utilizing extensive third-party relationships.

Philip Johnson is a financial advisor with Kestra Advisory in Austin, TX, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. He joined Kestra Advisory in 2019 after previous roles at Durbin Bennett Private Wealth Management and Nfp Securities. Johnson serves as treasurer for a Boy Scout troop and assists with the financial audit for the Lake Travis High School Band. Kestra Advisory provides investment advisory and retirement-plan consulting to 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 a diverse client base including large institutional investors and sovereign wealth funds.

D'onte Cole is a financial advisor at Valic Financial Advisors with six years of industry experience. He holds a Series 66 designation and has prior experience at firms including J.P. Morgan Securities LLC, Bank of America, Merrill Lynch, and Charles Schwab. In addition to his advisory work, he is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm utilizes discretionary unified managed accounts via Envestnet’s platform and employs model-based and overlay investment strategies.

Benjamin Bowman is a Certified Financial Planner™ at Valic Financial Advisors with 11 years of industry experience. He has been with Valic Financial Advisors since 2015 and has also held a role at Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, consulting services, and discretionary unified managed accounts supported by a centralized technology platform and a large network of investment advisor representatives.

Joshua Cromer is a CFP® with 12 years of industry experience and is currently an advisor at Creative Planning. He has worked at Creative Planning since 2016, with a brief period as self-employed in 2022–2023. Outside of his advisory role, he is a member manager of 1390 Ventures, LLC, a catering business based in Austin, TX. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Mitchell Mailloux is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Edward Jones, Georgia-Pacific, and UPS. He is also affiliated with ACFN of Wichita outside of his advisory work. 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, benchmarking, employee education, and advisor-managed accounts, managing approximately $79.8 billion in assets.

Nickelle Leist is a financial advisor with Guardian Life and holds a Series 66 designation. She has nine years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017. Prior to that, Leist was with Pinney Insurance for seven years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Kerry Hoffman is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding Series 63 and Series 65 credentials and 33 years of industry experience. His background includes roles at Morgan Stanley Private Bank and B. Riley Wealth Management. 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 advisor-managed accounts.

Scott Drysch is a financial advisor with &PARTNERS, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Drysch serves as a board member of Cosway Company, Inc., which develops skin, hair, and body care products. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services using a combination of proprietary models and third-party managers, and operates both as a registered investment adviser and broker-dealer with capabilities spanning portfolio management, financial planning, and investment banking.

Alec Messino is a financial advisor with Guardian Life holding a Series 66 designation and five years of industry experience. He has worked at Dimensional Fund Advisors and J.P. Morgan Chase & Co., among other firms. Messino is also associated with Navasota Capital LLC and Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Benjamin Tutschulte is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Kestra Advisory. He previously worked for Woodbury Financial Services, Inc. for 22 years. He is also involved with Tutschulte Financial Planning, LLC, where he serves as a registered representative. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include very large institutional investors.

Gail Kincannon is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked with Eagle Strategies since 2006 and has been involved with The Ranier Financial Group, LLC since 2009. Outside of her advisory work, she holds mineral ownership producing minerals in Oklahoma. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis.

Preston Hart is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 23 years of industry experience. He previously worked at LPL Financial for 17 years before joining Kestra Advisory Services and Kestra Investment Services in 2023. Hart is a partner and owner of SHC Financial, where he manages financial operations and oversees administrative functions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Ryan Mc Coneghy is a financial advisor with Cerity Partners LLC based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Austin Private Wealth, ENZI Wealth, Ameriprise, and Janus Distributors LLC. Outside of finance, he is active as a musician. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and quantitative screening, offering a range of investment and consulting services including private-market investment programs.

Jodi Manthei is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She previously worked at Commonwealth Financial Network for eight years and INVEST Financial Corporation for 30 years. Manthei is a member of the St. Charles Cultural Commission, a nonprofit community organization. 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, with a focus on due diligence and access to multiple management platforms.

Jayson Wagner is a financial advisor with Valic Financial Advisors in Austin, TX, holding a Series 66 designation and 15 years of industry experience. He has worked at VALIC Financial Advisors since 2010 and is also affiliated with Agia. Outside of his advisory role, Wagner occasionally serves as a tour guide for undeveloped land sales with BG Development Group. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jennifer Harvey is a financial advisor with Guardian Life in Austin, TX, holding Series 63 and Series 66 designations and bringing nine years of industry experience. Her prior roles include positions at MML Investors Services, MassMutual Life Insurance Co, The Prudential Insurance Company of America, Eagle Strategies LLC, and New York Life Insurance Company. She is also involved in the sales and service of insurance products outside of Guardian Life. Guardian Life's subsidiary, Park Avenue Securities LLC, operates as a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs using both proprietary and third-party strategies.

Betty Schuster is a CFP® with 39 years of industry experience, currently serving with Kestra Advisory. She has held roles at Principal Securities, Schuster Financial Services, and Principal Life Insurance Company. Schuster also chairs the board of directors for Columbia Insurance Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, compliance testing, and multiple management platforms, managing approximately $79.8 billion in assets.

Morgan Smith is a financial advisor with Kestra Advisory, holding a Series 66 designation and six years of industry experience. Prior to joining Kestra Advisory in 2023, Morgan worked at Bank of America and Merrill. Morgan serves on the board of directors for the New England School of the Arts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual plan sponsors. The firm offers comprehensive fiduciary consulting, plan-level investment advice, and manages various investment platforms, serving clients with approximately $79.8 billion in assets under management.