Malcolm Pfenninger is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at New York Life Insurance Company, Eagle Strategies, Sagepoint Financial, and The Ameriflex Group. Outside of his advisory work, he is a registered representative at Park Place Financial and owner of Gulfgate, a real estate business. 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 including fiduciary consulting, plan design, investment advice, and employee education, serving clients such as sovereign wealth funds and delivering solutions through multiple management platforms.

Justin Wiseman is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX. He holds Series 63 and Series 66 licenses and has six years of industry experience. Outside of advising, he is a freelance musician and songwriter, involved in music-related activities since 2011, including ownership of The Rocketboys, LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis. The firm works with individual investors, corporate and charitable clients, and plan sponsors, offering tailored solutions through a variety of program types within an integrated New York Life affiliate structure.

Shawn Gallagher is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and seven years of industry experience. He has been affiliated with Kestra Investment Services and Kestra Advisory since 2018 and also serves as Service Director, transitioning into a portfolio manager role at Piatchek & Associates. Gallagher’s responsibilities include underwriting retirement analyses and customer service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, with approximately $79.8 billion in assets under management and clients such as sovereign wealth funds.

Jeffrey Lown III is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 license and six years of industry experience. His prior roles include positions at Janney Montgomery Scott, Cherry Hill Mortgage Management, Rutgers Business School, and Bloomberg L.P. He also serves as an advisor with James Walter Wealth Management, focusing on insurance-related financial advisory services. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment advice supported by due diligence. The firm serves large institutional investors, including sovereign wealth funds, and offers a range of platforms and third-party managed solutions.

Steven Sinclair is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 34 years of industry experience. Prior to joining Kestra in 2021, he spent 27 years at Cadaret, Grant & Co., Inc. Sinclair serves as chairperson of the board for Niagara Hospice Alliance and holds multiple board positions related to community and healthcare organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, with approximately $79.8 billion in assets under management.

Michael Radcliff is a CFP® with 24 years of experience in the financial services industry. He is currently with Kestra Advisory and Kestra Investment Services, having previously worked at Commonwealth Financial Network, Bank of America, and Merrill. Outside of his advisory work, he is principal of Radcliff Financial Group, an insurance business, and owns Financial Advisor Consultant, LLC, a consulting firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services that include fiduciary oversight, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves both large institutional investors and individual clients.

Erik Antener is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 license and 19 years of industry experience. He has been with both firms since 2011. He is the owner of The Independence Project LLC, a payroll services company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is both a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, and retirement consulting services, utilizing model portfolios from internal and third-party managers.

Michael Walstrom is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Kestra Advisory Services, LLC. Prior to joining Kestra in 2020, he worked at Morgan Stanley and its private bank from 2016 to 2020. He is involved in community service as a board member of the Rotary Club of Boca Raton Downtown and served as District Governor for the Rotary District 6930 Charitable Foundation. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse clientele including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and oversight, supported by due diligence and multiple management platforms, with a focus on serving large institutional clients alongside other market segments.

Roger Hudgins Jr. is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at LPL Financial and Michael Milbee. He also serves as a Senior Financial Advisor with Define Wealth Financial Group, where he assists with client solicitation, account setup, and ongoing management. Kestra Advisory provides investment advisory and retirement-plan consulting to a wide range of 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 clients including sovereign wealth funds, utilizing multiple management platforms and extensive third-party relationships.

Louis Llanes is a CFA® charterholder with 25 years of industry experience. He is currently with Farther and previously worked for 13 years at Wealthnet Investments, LLC (formerly MACROTREND STRATEGIES, LLC). Outside of his advisory role, he owns LBL Mesia, LLC, a publishing business focused on writing and research. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Laura Steinbeck is a CFP®, ChFC®, and Series 66 licensed financial advisor with Kestra Advisory, bringing 23 years of industry experience. She previously worked at Sgc Financial, Minnesota Life Insurance Co., and Securian Financial Services before joining Kestra in 2020. Outside of her advisory role, Steinbeck serves as a financial expert witness in divorce cases and instructs financial literacy courses through the American Financial Education Alliance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a diverse client base ranging from plan sponsors to sovereign wealth funds, with a focus on due diligence and access to multiple management platforms.

Michael Duncan is a financial advisor at Kestra Advisory with Series 63 and 66 licenses and four years of industry experience. Prior to joining Kestra in 2025, he worked at Wells Fargo Clearing Services for four years. Outside of financial services, his work history includes roles in various customer service and operational positions. 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 including fiduciary consulting, plan design, investment advice, and manages complex products within a supervisory framework, serving clients that include sovereign wealth funds and other large institutional investors.

Kaitlyn Cuscaden is a financial advisor with Principal Financial Services, holding a Series 66 designation and over five years of experience in the financial services industry. Her prior roles include positions at Kestra Investment Services, Tata Consultancy Services, Transamerica Capital, and Charles Schwab. Outside of her advisory work, she has experience working with technology and transportation companies such as Lyft and Uber. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through either adviser or promoter arrangements.

Matthew Rose is a financial advisor with Kestra Advisory Services, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. He has been with Kestra Investment Services, LLC since 2014 and transitioned to Kestra Advisory Services, LLC in 2026. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and investment advice, serving notably large institutional investors such as sovereign wealth funds.

Arren Murray is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 licenses and offering 22 years of industry experience. He has worked at PlanMember Securities since 2013 and has been involved with Future Value Financial, Inc. since 2009. Outside of his advisory roles, Murray is also engaged in property rentals as a separate business activity. 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’s investment process is based on a top-down strategic asset allocation framework, managing risk-based mutual fund portfolios with periodic rebalancing and offering education and support services to plan sponsors and participants.

Scott Gomsak is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior experience includes roles at Lincoln Financial Advisors and Triad Advisors, Inc. Outside of his firm duties, he serves as an investment advisor at Coastline Wealth Management, providing wealth management and financial planning services. 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, compliance testing, and employee education, managing approximately $79.8 billion in assets with clients that include sovereign wealth funds and other large institutional investors.

William Atkins is a Series 66-licensed advisor at Kestra Advisory with 11 years of industry experience. He has been with Kestra Advisory since 2016 and also works with Kestra Investment Services, LLC. Outside of his advisory role, Atkins contributes as a correspondent covering football games, producing weekly statistics and articles. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors, institutional clients, and individuals. The firm offers a range of services including fiduciary consulting, plan design, and investment advice, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Sonali Amodwala is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining Eagle Strategies, she worked with The Rainier Financial Group, NYLIFE Securities, New York Life Insurance Co., Northwestern Mutual Life Insurance, and Superior Health Plan. She is a member of the South Asians' International Volunteer Association (SAIVA), a nonprofit organization focused on supporting older adults of South Asian heritage. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides tailored solutions through various programs and maintains a primarily non-discretionary asset base, operating within an integrated structure alongside New York Life affiliates.

Antoinette Gega is a ChFC® and Series 66-licensed financial advisor with 22 years of industry experience. She is currently with Kestra Advisory and has previously worked at Commonwealth Financial Network, Arkhitekton Financial Group, and Mass Mutual Investors Services. Additionally, she engages in fixed insurance sales as a secondary business activity. 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, employee education, and advisor-managed accounts, supporting its recommendations with due diligence on performance, fees, and investment process.

Joseph Pagano II is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 19 years of industry experience. His prior experience includes roles at Commonwealth Financial Network and Woodbury Financial Services. He is involved in fixed insurance sales through activities at Q&A Insurance Marketing and his own insurance business. 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 fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.