Lani Lanfear is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. She concurrently serves as an owner of Qualicare Home Care Greater Austin, a home care agency. Lanfear has worked at multiple firms including The Rainier Financial Group, NYLIFE Securities, and New York Life Insurance Company. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and delivers advice through multiple program types, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Louis Mangene Jr. is a financial advisor with Voya Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He has been with Voya Financial Advisors since 2015 and has also worked with Massachusetts Mutual Life Insurance Company since 2013. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through wrap and unified managed account programs, and third-party money manager access, delivering advice primarily on a non-discretionary basis combined with commission-based product sales within its brokerage platform.

Patrice Rizzo is a CFP® with four years of industry experience, currently affiliated with Kestra Advisory. Prior to joining Kestra, Patrice held roles at Commonwealth Financial Network, Arkhitekton Financial Group, and Northwestern Mutual, as well as a five-year tenure at Amazon. Outside of advising, Patrice is involved in fixed insurance sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors including sovereign wealth funds.

Daniel Byrnes is a Series 66-licensed financial advisor with Mercer Global Advisors Inc. in Austin, TX, holding two years of industry experience. His prior roles include positions at Dimensional Fund Advisors and Barclays. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, using a variety of investment vehicles and platforms.

Kent Griffiths is a financial advisor with Kestra Advisory, holding Series 66 and Series 63 credentials and 28 years of industry experience. He previously worked at MFS Fund Distributors, Inc. from 1997 to 2025 before joining Kestra in 2025. Kent also supports client-facing activities related to portfolio explanations and investment questions within The Wealth Transition Collective. 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 a range of services such as fiduciary consulting, plan design, and plan-level investment advice, and manages approximately $79.8 billion in assets, serving clients that include sovereign wealth funds.

Corey Akins is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 registrations and seven years of industry experience. He previously worked with Valic Financial Advisors, Agia, and Northwestern Mutual. Outside of his advisory role, Akins serves as a deacon at Christ the King Church, where he supports the church’s physical and benevolence needs. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, investment advice, and uses multiple management platforms and third-party solutions to support its clients.

Christopher Stolte is a CFP® and ChFC® with 18 years of industry experience, currently serving at Independent Financial Partners since 2014. He previously worked at LPL Financial from 2014 to 2019 and IFP Securities, LLC since 2019. Stolte is a board member of the Austin chapter of the Financial Planning Association. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both discretionary and non-discretionary account management alongside specialized retirement-plan advisory and pension consulting services.

Julie Nored is a financial advisor at Kestra Advisory with a Series 66 designation and three years of industry experience. She previously worked at Morgan Stanley for 19 years before joining Kestra Advisory Services LLC and Kestra Investment Services LLC. 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 access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Porter Cunningham is a financial advisor at Kestra Advisory with nine years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Kestra Advisory in 2017, he worked at Nortek Air Solutions from 2013 to 2017. Outside of his advisory role, Cunningham serves as Vice President of the Casady School Alumni Association board and is the founder and host of the Scissortail Podcast. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Todd Evans is a financial advisor at Kestra Advisory with 11 years of industry experience. He previously worked at Hornor Townsend and Kent, Inc. and Penn Mutual Life Insurance Company. Outside of his advisory role, Evans is an owner of JHT Ventures, LLC, an investment in a carwash franchise. 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, employee education, and access to multiple management platforms and third-party managed solutions.

Kelly Edwards is a financial advisor at Kestra Advisory with 26 years of industry experience. He holds the Series 66 designation and has been with Kestra Advisory since 2016, having worked at Kestra Investment Services, LLC since 2000. He also serves as Director of Operations for 1925 Financial, overseeing daily operations and personnel. 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-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Erik Huff is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Kestra Advisory since 2016 and also associated with Kestra Investment Services, LLC since 2015. 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 fiduciary consulting, plan design, benchmarking, and investment advice, serving large institutional investors including sovereign wealth funds while utilizing multiple management platforms and third-party solutions.

Rebecca Jones is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She previously worked at Cambridge Investment Research Advisors, Inc. for 15 years before joining Kestra in 2025. Jones is also president of RLJ Wealth Management, where she provides financial advice and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm provides fiduciary services, plan design and compliance, employee education, and access to multiple third-party management platforms.

Dakota Niedermeier is a CFP® professional with six years of industry experience, currently serving as an advisor at Kestra Advisory. Prior to joining Kestra in 2020, Niedermeier held roles at BFG Financial Advisors and Rehab Services LLC, and has experience with the United States Military Academy. Outside of advisory duties, Niedermeier is involved with BFG Financial Advisors in insurance-related activities and holds leadership responsibilities in client relationship management. 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.

Wesley Young is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked with multiple firms, including Savagen Strategy, Silas Parker & Associates LLC, and Mahoney Financial Organization, and has operated his own advisory business, Wes Young & Associates, since 2009. Outside of financial advising, Young is an author of Christian leadership books and serves as a pastor, and he is involved in several business ventures including software development for small businesses and empowerment coaching. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types and emphasizes non-discretionary asset management, working extensively within the integrated New York Life affiliate structure.

Matthew Harris is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and bringing 23 years of industry experience. He previously worked at B. Riley Wealth Advisors and National Securities Corporation. Harris is also involved in wealth management solutions through Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, compliance testing, and employee education, supported by due diligence on recommended investments and multiple management platforms.

J.A. Tyler Browning II is a financial advisor with Kestra Advisory, holding a Series 63 credential and over 33 years of industry experience. He has worked with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016 and has been operating under his own name since 1995. Browning is also involved as an owner in Diversified Financial Partners and The Browning Group II, LLC, overseeing its day-to-day operations. 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, employee education, and advisor-managed accounts, serving clients that range from individual investors to large institutional entities such as sovereign wealth funds.

Brandon Sarlls is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2011. He joined Schwab Wealth Advisory in 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools while leaving final trading decisions to clients, and it operates as an internal advisory unit within the Schwab ecosystem.

Joshua Lavigueure is a financial advisor with Kestra Advisory holding a Series 66 credential and four years of industry experience. His prior roles include positions at Royal Alliance Associates and Fidelity Investments. Outside of finance, he works as a security guard for Admiral Security Services in Austin, TX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including large institutional investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, supported by due diligence on recommended investments.

Christian Guerrero is a financial advisor with Empower Advisory Group in Manor, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Empower, he worked at Wells Fargo Clearing and Wells Fargo Bank, as well as Charles Schwab & Co., Inc. Outside of finance, he has experience with Cantina512 and involvement in arts organizations such as United Arts of Central Florida. 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 delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates.