Bruce Edwards is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2008. He holds the Series 66 designation and operates out of Round Rock, TX. In addition to his advisory role, Edwards is involved in tax preparation services conducted at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers comprehensive advisory support, including managed-account programs, access to third-party asset managers, and custody services.

Charles Finfgeld is a financial advisor at Kestra Advisory with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at InVirtus Wealth Partners, Commonwealth Financial Network, and Mass Mutual Investors Services. He has ownership interests in InVirtus Wealth Partners, LLC. 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 plan design, fiduciary consulting, and employee education, and serves large institutional investors such as sovereign wealth funds.

Zachary Webb is a financial advisor with Kestra Advisory Services LLC based in Austin, TX, holding Series 63 and Series 65 credentials with 13 years of industry experience. He is also the owner of Old Dominion Investment Strategies, LLC, a private entity focused on securities, advisory, and insurance activities. Prior to joining Kestra, he worked at Commonwealth Financial Network, Cambridge Investment Research Advisors, and other firms. 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 clients that include large institutional investors and sovereign wealth funds.

Meri Mora is a ChFC® and Series 66-licensed advisor with Kestra Advisory, bringing 13 years of industry experience. She has been with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016. Outside of her advisory role, Mora serves on the City of Hurst Texas Neighborhood and Community Advisory Board. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Lovess Henry is a financial advisor at Carson Wealth with five years of industry experience and holds the Series 66 designation. He previously worked at LPL Financial and Sigma Financial. In addition to his advisory role, he is a commissioned notary. Carson Wealth is an SEC-registered enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor portfolios with both fundamental and technical analysis.

Jacob Kruse is a financial advisor with Bankers Life Advisory Services, Inc. in Austin, TX, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Bankers Life Securities, Inc. and Noren Thermal Solutions. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting, combining fundamental, technical, and cyclical analysis methods to tailor portfolios aligned with clients’ goals and risk tolerances.

Ruben Benavides is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions with BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., and COMPASS Bank from 2015 to 2021. Outside of his advisory work, he is an owner and landlord of a rental property unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Samuel Yarian is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and seven years of industry experience. He has previously worked with firms including Motley Fool, Penn Mutual Life Insurance Company, and Integrated Financial Concepts LLC. Outside of advisory roles, he is involved with Oxygen Financial Inc, providing investment services under Kestra Investment Services, and maintains a small landlord role in real estate. 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, and advisor-managed accounts, and serves large institutional investors with approximately $79.8 billion in assets under management.

Brian Esway is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Esway has been with Eagle Strategies since 2006 and is also affiliated with New York Life Insurance Company and Nylife Securities LLC. Outside of his advisory work, he volunteers as a youth baseball coach for Western Hills Little League. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and corporate and charitable organizations. The firm primarily manages assets on a non-discretionary basis and offers multiple program types tailored to client objectives, operating within an integrated New York Life affiliate structure.

Nicholas Lyon is a financial advisor at Kestra Advisory Services with a Series 66 designation and one year of industry experience. His prior work includes roles at MEXC and B. Riley, as well as academic positions from 2014 to 2023. 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 design, employee education, and access to multiple management platforms and third-party solutions.

Charlie Hasel is a financial advisor at Kestra Advisory with two years of industry experience. He holds the Series 66 designation and previously worked at Element Wealth Advisors and in other financial planning support roles. He assists financial advisors in client relationship management and financial planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, and employee education. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions within a supervisory framework.

Brian Nieuwlandt is a financial advisor at Kestra Advisory with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Shelton Financial Group, USA Financial Securities Corporation, and Comprehensive Asset Management & Servicing, Inc. Outside of his advisory work, he plays guitar in a local band named Fansler Kid Band. 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, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Elad Goren is a CFP® professional with 26 years of industry experience, currently serving at Kestra Advisory Services. His prior experience includes 12 years at Sagepoint Financial Advisors. He is involved in teaching retirement planning classes aimed at pre-retirees and retirees. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional clients and plan sponsors, with services spanning fiduciary oversight, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves unique clients such as sovereign wealth funds.

Lori Mezzetti is a financial advisor at Kestra Advisory with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Myles Wealth Management, Sii, and Myles Financial Services. 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, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

James Martinus is a financial advisor with Kestra Advisory in Austin, TX, holding CFP® and ChFC® designations and over 16 years of industry experience. His prior roles include positions at Heritage Wealth Management, Commonwealth Financial Network, Eagle Strategies (NY Life), and Nylife Securities LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

James Maguire IV is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. His prior roles include positions at LPL Financial, J.P. Morgan Securities, and JP Morgan Chase Bank. He is the president and sole operator of Ivy Advisor Group, Inc., a corporation he uses for business and tax purposes. 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-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Joel Lange is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has worked at Mercer Global Advisors Inc. since 2018 and was previously with Bell Wealth Management, Inc. from 2009 to 2021. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds.

James Wolslager is a financial advisor at &Partners with 25 years of industry experience. He holds a Series 66 credential and has worked with firms including Merrill, Bank of America, and Wells Fargo Clearing Services. Outside of finance, he is involved in managing several full-service restaurants in Austin, Texas. &Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, and institutions. The firm offers investment management and advisory services through a mix of proprietary and third-party strategies, utilizing the Envestnet platform and NFS brokerage infrastructure.

David Peerboom is a CFP® with 15 years of experience in the financial services industry. He is currently an advisor at Kestra Advisory and previously worked with Heritage Wealth Management, Commonwealth Financial Network, Eagle Strategies, and New York Life. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional clients, including sovereign wealth funds.

Michelle Merkel is a CFP® professional with 33 years of experience in financial advising. She currently works with Kestra Advisory and founded Merkel Financial Services, where she has provided investment and insurance advisory services since 1992. Merkel is also involved in community activities as a committee member of the Childhood League Center. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, employee education, and manages multiple investment platforms, serving clients that include large institutional investors and sovereign wealth funds.