Brian Trent is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Charles Schwab & Co., Inc. and Edward Jones before joining Kestra in 2019. 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, and benchmarking, and manages approximately $79.8 billion in assets, serving large institutional investors as well as sovereign wealth funds.

David Mares is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at PlanMember since 2014 and has operated Moeybea Wealth Management DBA Lone Star Financial since 2018. Prior to this, he held roles at Texas Infinite Wealth Planners and Amazon. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary management, participant investment options, and educational support. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios spanning conservative to aggressive strategies.

Yin Yin is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and bringing 27 years of industry experience. She has been associated with Kestra Advisory since 2016 and also has longstanding roles at Kestra Investment Services, LLC and Partners Securities, Inc. Outside of her advisory work, she maintains a real estate sales agent license through Keller Williams Realty. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad client base including plan sponsors, institutional, and individual clients. The firm offers services such as fiduciary consulting, plan design, and investment advice while serving large institutional investors and utilizing multiple management platforms and third-party solutions.

Ryan Damra is a financial advisor with Schwab Wealth Advisory, holding the CFP® and Series 66 credentials and five years of industry experience. He has worked at several firms including Bank of America, Merrill, and VALIC Financial Advisors before joining Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s standard asset allocation models and research tools. The firm delivers recommendations across various investment vehicles while clients retain final trading decisions, conducting at least annual account reviews.

Matthew Borders is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes roles at LPL Financial, Raymond James Financial, and Securities America. Borders is also president of a business entity established for liability protection and tax optimization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms while serving large institutional clients such as sovereign wealth funds.

Piercen Harnish is a CFP® professional with seven years of industry experience, currently serving as an investment advisor representative at Kestra Advisory Services. Prior to joining Kestra in 2023, he worked at Shelton Financial Group and USA Financial Securities. He is a board member of Family Centered Services, a nonprofit organization involved in community fundraising activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and offers access to multiple management platforms and third-party managed solutions.

Adam Goldman is a CFP® professional with 10 years of experience in the financial services industry, currently affiliated with PlanMember Securities Corporation in Austin, TX. His career includes roles at PlanMember and LKJ Financial, both of which he has served since 2019 or earlier. He is also the owner of Goldman Strategic Wealth Management LLC, a tax and banking entity. 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 approach is based on a top-down strategic asset allocation framework and the management of risk-based mutual-fund portfolios, complemented by extensive education and support services for plan sponsors and participants.

Joseph Sarnecki is a CFP® professional with 17 years of experience, currently serving as an Investment Advisor Representative at Kestra Advisory Services, LLC since 2016. He has been affiliated with Kestra Investment Services, LLC since 2011. Outside of his advisory role, he serves as an executive board member for the Clark Soccer Club, overseeing the town recreation soccer program. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and vendor benchmarking, and manages approximately $79.8 billion in assets with a client base that includes large institutional investors.

Joseph Won is a financial advisor with Empower Advisory Group in Pflugerville, Texas, holding a Series 66 license and seven years of industry experience. He previously worked at Rocket Dollar Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies with Empower’s administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Dustin Metcalf is a financial advisor at Integrated Wealth Concepts LLC with 15 years of industry experience. He previously worked at J.P. Morgan Securities for nine years and at Laurel Wealth Advisors, Inc. for two years. Dustin also has experience with Cashifornia Clothing Co. from 2019 to 2021. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

David Dugger is a CFP® professional with 25 years of experience in financial advisory roles. He is currently with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, where he has worked since 2018, following prior experience at Summit National Partners and Cetera Advisor Networks. Dugger is also an adjunct professor at the University of North Texas and is involved in tax and accounting services through his ownership of WDW Financial and WDW Tax Services. 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, and employee education, and serves large institutional investors with approximately $79.8 billion in assets under management.

Amanda Pryor is a financial advisor at Kestra Advisory with two years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise for eight years. 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-level investment advice, employee education, and access to multiple management platforms and third-party solutions.

Thomas Paron is a financial advisor at Kestra Advisory with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kestra Advisory since 2017, with prior roles at Cetera Advisor Networks, Compass Capital Management, and L.A. Hertberg Associates. He serves as treasurer on the board of the Olde Crabs Hockey Club and holds board positions with several nonprofits, including The Carving Studio & Sculpture Center and Fiducius. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves a broad range of clients, including large institutional investors and sovereign wealth funds.

Antonio Ponce is a financial advisor with Transamerica Financial Advisors in Austin, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Transamerica Financial Advisors since 2015 and is also affiliated with the National Association of Registered Social Security Analysts since 2021. Outside of his advisory work, he operates AS Ponce Ventures LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory model and operates a broad advisor network supported by multiple program platforms.

Brenda Engro is a financial advisor with Kestra Advisory in Austin, TX, holding Series 66 and Series 63 licenses and 13 years of industry experience. She has worked at Kestra Investment Services and Kestra Advisory since 2017 and previously worked at TD Ameritrade from 2014 to 2017. In addition to her advisory role, she holds a real estate license and operates as a licensed sales agent. 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-level investment advice, and employee education, and manages approximately $79.8 billion in assets.

Diego Velasquez is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining Kestra in 2023. Outside of his advisory role, he manages D&L Velasquez LLC, an entity created for tax purposes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services from fiduciary consulting to plan-level investment advice and employee education.

Shaun Dumaine is a financial advisor with Kestra Advisory Services in Austin, TX, holding Series 63 and Series 66 registrations and bringing 14 years of industry experience. His previous work includes roles at Merrill and Mass Mutual Life Insurance Company. Outside of finance, he has worked in the restaurant industry as a server and bartender. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad 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 large institutional investors and sovereign wealth funds.

Paul Rhyne is a financial advisor at First Command Advisory Services with two years of industry experience. He holds a Series 66 designation and previously served in the US Army and US Coast Guard. He is a board member of O.U.R.R.R Worldwide Servant Leadership Academy, a nonprofit focused on providing leadership opportunities and mentorship to underprivileged children. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

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.