Gene Dickey Jr. is a financial advisor at D.A. Davidson & Co. in Austin, TX, holding Series 63 and Series 65 licenses with 38 years of industry experience. He previously worked at Hilltop Securities Inc. for ten years before joining D.A. Davidson in 2023. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and private wealth management, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Bradford Fitts is a Chartered Financial Consultant with 32 years of experience in the financial services industry. He has worked at Kestra Advisory and Kestra Investment Services since 2018 and previously spent 17 years at Century Securities Associates. He serves as a board member of Wichita Festivals Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages a broad range of assets and caters to large institutional investors, including sovereign wealth funds.

Dalton Horton is a financial advisor at Kestra Advisory in Austin, TX, holding a Series 66 license with one year of industry experience. His prior work includes a role at Merrill and various positions outside the financial industry. Horton is involved in client acquisition activities with Wayne Christian Financial Services LLC and Christian and Daughters Financial Group LLC. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a diverse range of institutional and individual clients, including large institutional investors such as sovereign wealth funds. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Judith Dicenzo is a CFA® charterholder with 23 years of industry experience. She has been with Kestra Advisory since 2016 and has held roles at Kestra Investment Services, Behavioral Research Associates, and JLD Consulting over the past two decades. Outside of her advisory work, she is the owner of Forenzo Wine Company, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse clientele, including plan sponsors, institutional, and individual clients. The firm offers a range of services such as fiduciary consulting, plan design, investment advice, and manages approximately $79.8 billion in assets, serving clients that include sovereign wealth funds.

Timothy Congleton is an investment advisory representative with Kestra Advisory and holds Series 63 and Series 65 licenses. He has 43 years of industry experience, including prior roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Outside of his financial career, Congleton is the owner and partner of The Family Farm on Avent Ferry, a business involved in wedding and event rentals, seasonal sales, and cattle sales. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment advice supported by due diligence. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Richard Williams is a financial advisor with Sanctuary Advisors, LLC in Austin, TX, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He previously worked at Northview Asset Management from 2014 to 2021. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a variety of account types and uses a network of independent advisors and sub-advisors to implement diverse investment strategies.

Andrew Janni is a financial advisor with Kestra Advisory Services holding a Series 66 designation and four years of industry experience. His background includes roles at Fidelity Investments and Strategic Wealth Designers. He also has experience in non-financial sectors such as DoorDash and the University of Arkansas. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services ranging from fiduciary consulting and plan design to employee education and pooled plan solutions, supporting a diverse client base that includes large institutional investors.

Corrinne Kaucher is a Series 66-registered advisor with Kestra Advisory in Austin, TX, and has 12 years of industry experience. She has been with Kestra Investment Services, LLC since 2012 and Kestra Advisory since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, investment due diligence, and employee education, and manages approximately $79.8 billion in assets.

Jennette Schlinke is an investment advisor representative at Kestra Advisory with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Kestra Advisory since 2016, including roles at Kestra Financial, Inc. and Kestra Investment Services, LLC. 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 investment management, serving clients that include large institutional investors and sovereign wealth funds.

Ann Connolly is a CFP® certificant with 23 years of industry experience. She currently works at &PARTNERS, having joined in 2025, and previously held roles at Wells Fargo Clearing, Stifel Nicolaus & Co Inc, and Raymond James & Associates. Outside of her advisory work, Connolly owns and manages several businesses in Dripping Springs, TX, including an Airbnb rental, a ranch with sheep and horses, a land development and home construction company, and an LLC linked to a local restaurant. &PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services with a range of portfolio management solutions combining proprietary models and third-party managers, and it operates uniquely as both a broker-dealer and registered investment adviser.

Dan Kubo is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Eagle Strategies, he worked at NYLife Securities LLC and New York Life, and spent nine years at Life Time. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides a range of advisory programs, emphasizing tailored recommendations primarily on a non-discretionary basis and maintains relationships with various institutional sponsors.

Ryan Britton is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds a Series 66 designation and has been with Eagle Strategies since 2026. Prior to his current role, his experience includes positions at NYLIFE Securities LLC, New York Life Insurance Company, Wine Selectors, Deloitte Touche LLC, and other employers. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities for retirement investors.

Melinda Schrum is a financial advisor with Kestra Advisory, holding a Series 66 designation and 19 years of industry experience. She has been with Kestra Advisory and affiliated entities since 2020 and previously worked at Merrill for 11 years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.

Gregory Vance is a financial advisor at Kestra Advisory with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Lion Street Advisors and Kestra Financial Services, Inc. He is also listed as Assistant Vice-President at J. B. Burrows Management, LLC, though he has no active duties there. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party managed solutions within a supervisory framework.

Eric Brotman is a CFP® and ChFC® credentialed advisor with 30 years of industry experience. He has been with Kestra Advisory Services LLC since 2016. Outside of his advisory role, Brotman is an author and serves as chairman of Leadership Maryland, a membership organization. He also holds a position on the Board of Trustees at Stevenson University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as vendor searches, fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and offers access to multiple management platforms and complex investment solutions.

Luanna Reyes is a financial advisor at Valic Financial Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Valic Financial Advisors since 2014, with a brief period of unemployment between 2017 and 2019. Outside of her advisory role, she serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed models for portfolio construction and management.

Jonathan Bartholomew is a financial advisor at Kestra Advisory with four years of industry experience. He holds the Series 66 designation and previously worked at Dimensional Fund Advisors and Starr Companies. He is also a master's candidate at Boston College. Kestra Advisory Services 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 investment advice. The firm manages approximately $79.8 billion in assets and serves diverse clients including sovereign wealth funds.

Timothy Rolls is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 designations and 22 years of industry experience. His prior roles include positions at Kestra Advisory and Kestra Investment Services, LLC. He is based in Austin, TX. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets through over 300 independent advisors. The firm offers portfolio management, financial planning, and a range of advisory programs, employing various investment approaches and maintaining dual registration as both an SEC-registered investment adviser and a broker-dealer.

Charles Roe is a CFP® professional with over 33 years of industry experience. He is currently with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, having previously worked at The Potter Financial Group and Commonwealth Financial Network. Outside of his advisory role, he is the sole owner of Aging Well Retirement Services LLC, which publishes the book Aging Well is a Family Affair. 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, employee education, and access to multiple management platforms and third-party solutions.

Chandler Batts is a financial advisor at Kestra Advisory with one year of industry experience. He holds a Series 66 designation and has worked with firms including Pacific Life Insurance, Meta Platforms, Inc., and Roseman Wealth Advisors. In addition to his advisory role, he works as a talent acquisition consultant for Bright Path Professionals, providing recruiting services unrelated to investments. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm provides 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.