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 Series 66-licensed financial advisor with Kestra Advisory in Austin, TX, where he has worked since 2016. He has 16 years of industry experience, including six years at Carey, Thomas, Hoover & Breault Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, and manages approximately $79.8 billion in assets, including serving large institutional investors.

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 with Cerity Partners LLC, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Cerity Partners in 2026, Tobchan worked at Austin Private Wealth, LLC for three years and has experience in the restaurant industry. Cerity Partners serves a broad range of clients including high-net-worth individuals, families, trusts, and institutional investors, offering customized wealth management services that combine proprietary investment screening with access to alternative and private market solutions.

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.

Michael Phillips is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior work includes roles at LPL Financial, Prospera Financial Services, and Oppenheimer. Phillips is also president and owner of Optima Wealth Management, LLC, where he provides investment advice to retail clients. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides services including fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Nathan Williams is a financial advisor at Kestra Advisory Services LLC in Austin, TX, holding a Series 66 designation with six years of industry experience. He previously worked at Ameriprise Financial Services Inc and has held various roles including positions at Old National Bank and Minneapolis Park Board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional investors and plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients ranging from individual investors to sovereign wealth funds.

Brian Eckeberger is a financial advisor at Kestra Advisory with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and UBS Financial Services. Outside of his advisory role, he serves as Treasurer on the board of the Whiffletree Neighborhood Association. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals, 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 sovereign wealth funds.

James Smith is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His prior roles include positions at Cetera, Indigo LLC, and Voya Financial Advisors. He is also an independent insurance agent involved in the sale of fixed insurance products. 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 plan design, fiduciary consulting, employee education, and advisor-managed accounts, with approximately $79.8 billion in assets under management and a notable client base that includes sovereign wealth funds.

Daniel Sparta is a CFP® with 20 years of industry experience, currently serving at Kestra Advisory. He previously worked at Axial Financial Group and Commonwealth Financial Network. Outside of his advisory role, he owns Sparta Financial, a business focused on fixed insurance sales and service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, benchmarking, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Eric Duncan is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Moloney Securities Asset Management LLC and Berthel, Fisher & Company Financial Services, Inc. In addition to his advisory work, he is involved in managing small office properties and related business entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers comprehensive services such as fiduciary consulting, plan design, and vendor benchmarking, and manages approximately $79.8 billion in assets, serving notably large institutional clients including sovereign wealth funds.

Sue Anna Piedra is a financial advisor with Oppenheimer in Austin, TX, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has worked at Oppenheimer since 2019 and previously spent 15 years at Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a broad range of advisory programs and investment services, including discretionary and non-discretionary management, consulting, and retirement planning.

Kathryn Medeiros is a CFP® with 12 years of experience in financial services, currently affiliated with Kestra Advisory. Her prior roles include positions at Bank of America and Merrill. She is a principal member of TORCH Family Office, providing consulting services related to family office and executive support, and serves on the boards of Advisors in Philanthropy and the Special Needs Support Center. Kestra Advisory provides investment advisory and retirement-plan consulting services to a range of institutional and individual clients, offering fiduciary consulting, plan design, benchmarking, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Querube Mena is a financial advisor with Empower Advisory Group in Lakeway, TX, holding Series 63 and Series 65 licenses and has eight years of industry experience. Mena has worked at GWFS Equities, Inc., MML Investors Services, Massachusetts Mutual Life Insurance Company, and Charles Schwab. 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 certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing within integrated recordkeeping and administrative platforms.

Gene Dooley is a Series 66-licensed financial advisor with Steward Partners Investment Advisory, LLC, based in Austin, TX, and has 16 years of industry experience. His prior roles include positions at Raymond James Financial Services, Bank of America, and Merrill. Dooley serves on the advisory council of Thornburg Investment Management and is involved with Seton 50, a nonprofit supporting Dell Seton Medical Center. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Curtis Mazer is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and over 50 years of industry experience. He has previously worked at American Portfolios Financial Services and OSAIC. Mazer provides advisory services that include tax and retirement planning and is also the owner of a firm specializing in qualified retirement plans. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, providing services such as plan design, fiduciary consulting, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors and manages approximately $79.8 billion in assets.

Emma Melone is a financial advisor at D.A. Davidson & Co. with Series 66 registration and one year of industry experience. Before joining D.A. Davidson, she worked briefly at Equitable Advisors, LLC, and has experience outside finance, including roles at Cintas Corporation, Illinois State University, and in healthcare settings. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm operates under the Advisers Act fiduciary standard and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.

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.