John Kallis is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds the Series 66 designation and has held roles at Kestra Advisory, Kestra Investment Services, LLC, Mwm Advisory, Meritrust Wealth Management, and LPL Financial. Outside of his advisory work, he is a 50/50 owner of an LLC involved in real estate but is not active in the business operations. 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, employee education, and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds and utilizing multiple management platforms.

David Limerick is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at several firms, including LPL Financial, BOK Financial Securities, and Tulsa Federal Credit Union. Limerick also serves as president and board member of Holy Spirit Ministries International, a nonprofit organization involved in ministry oversight and teaching. PlanMember provides retirement-plan advisory services primarily to employers and plan participants, offering fiduciary services and participant-level investment options through a strategic asset allocation framework and risk-based mutual fund portfolios. The firm supports plan sponsors and participants with educational resources and personalized retirement planning.

Mark Dormire is a financial advisor at Kestra Advisory with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 10 years. Dormire is also involved as a registered representative and owner of TUTSCHULTE FINANCIAL PLANNING. 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, employee education, and supports large institutional investors like sovereign wealth funds.

Douglas Hunt is a financial advisor at Creative Planning with 27 years of industry experience. He holds CFP® and PFS™ designations. Prior to joining Creative Planning, he managed Heartland Wealth Advisors, LLC and WOODWARD HUNT AND ASSOCIATES, CPAs, both of which were acquired by Creative Planning. Hunt continues to serve as managing member of WHA CPAs, a certified public accounting firm. Creative Planning provides wealth management, financial planning, and retirement plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm utilizes a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and access to private market investments, managing over $295 billion in assets.

Walter Magana is a financial advisor at Principal Financial Services with 21 years of industry experience. He holds a Series 66 designation and has been with Princor Financial Services Corporation since 2012. His other business activities include work related to fixed life insurance, annuities, long-term care, disability insurance, health products, Medicare supplements, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. 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.

Jeffrey Bronner is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Valic Financial Advisors, Agia, and Sojourn Wealth Management. Outside of his advisory work, he serves as a deacon and treasurer for Covenant Baptist Church. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan design, compliance testing, and access to multiple management platforms and third-party solutions.

Kathleen Graham is a ChFC® credentialed financial advisor with 41 years of industry experience, currently affiliated with Kestra Advisory. Her career includes roles at LPL Financial and Wells Fargo, among others. She is a managing partner at Wyble Graham Garcia Wealth Management, which provides a full range of investment services to clients. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm supports a broad array of services such as fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that range from individual investors to large institutional entities like sovereign wealth funds.

Grayson Palmer is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Kestra Advisory. He has been with Kestra since 2016 and also works through Jim Morrison Financial, where he holds an associate role. Outside of financial advising, Palmer works as a sous chef and bartender in Waco, Texas. Kestra Advisory Services 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 range of clients including large institutional investors and sovereign wealth funds.

Brandon Kee is a financial advisor at Kestra Advisory with 12 years of industry experience. He holds a Series 66 designation and has been with Kestra Advisory since 2016, also working with Kestra Investment Services, LLC since 2013. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse mix 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 a range of clients, including sovereign wealth funds, through multiple management platforms and third-party solutions.

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.

Jon Fletcher is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at SPC since 2017 and also operates Prime Wealth Strategies, LLC, a financial services firm based in Austin, TX. Fletcher is involved with the West Austin Chamber of Commerce and is a managing member of Prime Wealth Properties, LLC, which owns the office condo housing his practice. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisors and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies, supporting a broad range of fiduciary and non-fiduciary retirement services.

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.