Juan Barcena is a financial advisor with Principal Financial Services in Austin, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Barcena Financial Group and 6Pillars Financial Services. Barcena serves as a board member for both the Greater Austin Hispanic Chamber of Commerce and the Foundation for Better Business Bureau. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kyle Cook is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Cerity Partners LLC. His prior experience includes roles at Austin Private Wealth, TIAA-CREF, and Edward Jones. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and utilizes a client-specific investment framework that incorporates quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

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.

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 Series 66-licensed advisor at Hightower Advisors with three years of industry experience. Prior to joining Hightower, he worked at Dell Technologies for two years and Chicken Express for eight years. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and diverse investment vehicles.

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 bringing 30 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2007. Outside of his advisory role, he 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 range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and investment advice supported by due diligence, serving approximately $79.8 billion in assets under management.

Deron Ferrell is a financial advisor at Transamerica Financial Advisors with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Transamerica since 2012. His background includes roles at WealthWave and Netlaw, as well as involvement in oil and gas exploration and leadership of Ferrell Financial Enterprises Inc. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with proprietary and third-party investment models, managing approximately $1.66 billion in discretionary assets as of the end of 2025.

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®-certified financial advisor with 11 years of industry experience, currently with Kestra Advisory since 2022. Prior to Kestra, he worked at Proequities from 2015 to 2022. Outside of his advisory role, he is involved with United Healthcare, enrolling customers in suitable Medicare plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

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.

Carla Jones is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Her career includes roles at Alpaca Securities LLC, Nationwide Investment Services, J.P. Morgan Securities, and Bank of America, among others. 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’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivering both point-in-time financial plans and optional managed account solutions.

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.

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 at Schwab Wealth Advisory with three years of industry experience. She holds a Series 66 license and has worked at Schwab Wealth Advisory Inc. and Charles Schwab since 2023. Prior to her career in financial advising, she spent time in full-time education and had roles in hospitality. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset allocation models and internal research tools, offering tailored recommendations without discretionary trading authority.

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.