Christopher Jones is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at Commonwealth Financial Network since 2015, with additional experience at PlanWise Financial Group and as owner of Reed Lake Private Wealth. Outside of his advisory roles, he serves as a co-trustee for a non-client trust. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, while providing operations, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Cleopatra Morales is a CFP® and ChFC® with 22 years of experience in the financial industry. She is affiliated with Eagle Strategies (NY Life) and has worked at Tony DeLeon & Associates since 2021. Morales has a long tenure with New York Life-related firms, including NYLIFE Securities and New York Life Insurance Co., dating back to 2003. Eagle Strategies serves a diverse client base, including individuals, institutions, and plan sponsors, providing financial planning, investment management, and retirement advisory services. The firm emphasizes tailored solutions across multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ezra Lagan is a financial advisor at &Partners with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Dimensional Fund Advisors, Foreside Fund Services, and Morgan Stanley among others. Outside of his advisory work, he is a partial owner and operator of BB’s, a food truck business in Austin, Texas. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis implemented through proprietary and third-party strategies, with both discretionary and non-discretionary management options.

Angelena Armstrong is a financial advisor with TIAA-CREF in Austin, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. Before joining TIAA-CREF in 2019, she worked with TD Ameritrade Investment Management and Scottrade. Outside of her advisory role, she is involved in fitness as a Pilates instructor and yoga teacher. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, utilizing model and customized portfolios under a fiduciary standard.

Joseph Ritterhouse is a financial advisor at PlanMember Securities Corporation with 28 years of industry experience. He holds a Series 63 designation and has been with PlanMember since 2006, following prior work at Combined Benefit Group. He also owns an insurance sales and marketing 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 uses 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.

Chelsey Munn is a Series 66-licensed financial advisor with eight years of industry experience. She currently works at Kestra Advisory Services LLC and Kestra Investment Services LLC, having joined in 2025. Prior to Kestra, she was affiliated with LPL Financial and the Michael M. Milbee practice, where she also served as a licensed assistant. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, supporting both discretionary and non-discretionary services with due diligence processes. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds, offering multiple management platforms and pooled employer plan arrangements.

Ryne Hays is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has one year of industry experience, previously working at Ameriprise and Seattle University. Outside of his advisory role, he provides private baseball instruction to youth at Southfork Sports Complex. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm provides fiduciary consulting, plan-level investment advice, and multiple management platforms supported by extensive third-party relationships.

Stuart Benjamin is a financial advisor with Kestra Advisory in Austin, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including 19 years with The Benjamin Group and Commonwealth Financial Network. Benjamin is also the owner of The Benjamin Group, which focuses on investment management, client relations, and retirement planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Todd Summers is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 14 years before joining Kestra Advisory in 2025. Outside of his advisory role, Summers is involved in several community organizations, serving as president of the Medina County Emergency Services District #2 and Mission Devine, as well as chaplain for the Devine Masonic Lodge #590. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Noah Griffin is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. Prior to his advisory roles, he worked at Texas A&M University for nine years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Robert Politz is a CFP® with six years of industry experience, currently serving at Cresset Asset Management, LLC. He has worked at Cresset since 2023 and previously held roles at Avondale Wealth Management and Pilytix LLC. Politz also spent time with the St. Louis Cardinals organization and attended Yale University. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware investment approach that includes strategic asset allocation, manager selection, and a combination of active and passive strategies across public and alternative asset classes.

Kevin Adleman is a financial advisor at Kestra Advisory with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial and Foresters Advisory Services. Outside of his advisory role, he owns Ignite Wealth Planning, a company providing financial planning, investment advisory services, and insurance and annuity sales. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Justin Mullins is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding a Series 66 designation and with 19 years of industry experience. He has worked at PlanMember since 2013 and previously held roles at Garden Wheel Enterprises and VF Insurance Services LLC. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options through asset allocation portfolios and delivers education and support services including seminars, personalized retirement planning, and separation counseling. Their investment process is based on a strategic asset allocation framework and risk-based mutual fund portfolios ranging from conservative to aggressive.

James Barnard is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Barnard also operates as an independent insurance agent through Hart Financial Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-manager investment approach that incorporates both affiliated and third-party managers.

Ryan Fanizza is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Commonwealth Financial Network, KDI Wealth, Desert Financial Credit Union, Chaparral Pines Golf Club, and Arizona Respiratory Services. 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 such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, serving clients including sovereign wealth funds.

William Cornforth is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with VOYA since 2015. Outside of his advisory role, Cornforth is active as a musician, songwriter, and producer, and serves as president of his homeowners’ association. VOYA Financial Advisors, Inc. serves a wide range of clients including individual investors, corporations, and retirement plan sponsors. The firm offers diverse financial services such as financial planning, portfolio management, and third-party money manager access, emphasizing recommendation-based advice primarily through non-discretionary arrangements.

Robert Cox is a financial advisor with Empower Advisory Group in Austin, TX, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at The Vanguard Group and TIAA-CREF. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients, using an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Eric Johnson is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Truist Investment Services and BB&T in various investment and advisory capacities. Outside of his advisory work, he is a partner in a real estate business where he assists with loan approvals, though he has no management responsibilities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services that include fiduciary consulting, plan design, and employee education. The firm manages significant assets and serves a variety of clients, including large institutional investors and sovereign wealth funds.

Jonathan Lonske is a financial advisor with Kestra Advisory, holding Series 63 and 65 credentials and bringing 29 years of industry experience. He has worked at Kestra Advisory since 2020, following an 11-year tenure at Morgan Stanley. Lonske is also the managing partner of Windsor Private Wealth, LLC, an affiliated business involved in registered representative activities, insurance, and lending services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm serves a broad client base, including large institutional investors such as sovereign wealth funds, and manages approximately $79.8 billion in assets.

Jeffrey Dadamo is a financial advisor at Mercer Global Advisors Inc. with eight years of industry experience. He holds the Series 66 designation and previously worked at Dimensional Fund Advisors from 2016 to 2024. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s approach is based on Modern Portfolio Theory, employing globally diversified portfolios with multi-factor tilts implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.