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 CFP® and ChFC® with 16 years of experience in the financial services industry. He is currently with Kestra Advisory and previously worked at Heritage Wealth Management, Commonwealth Financial Network, Eagle Strategies, and NYLife Securities. He holds Series 66 and Series 63 licenses. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, employee education, and manages a range of investment platforms, serving clients such as sovereign wealth funds and other large institutional investors.

Eric Pucciarelli is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and over 20 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2015. Outside of his advisory role, he is a member of EDP Consulting, LLC, which provides coaching to advisors on business systematization and client communication. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors as well as individual and institutional clients. The firm provides a range of services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.

James Maguire IV is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at LPL Financial, J.P. Morgan Securities, and JP Morgan Chase Bank. He is also president and sole operator of Ivy Advisor Group, Inc., a corporation he uses to conduct business and for tax purposes. 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-level investment advice, and pooled plan solutions. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party managed solutions.

Joel Lange is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2018, following prior experience at Bell Wealth Management, Inc. from 2009 to 2021. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using a variety of implementation strategies such as ETFs, mutual funds, and separate accounts.

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.

James Hertzler is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. His prior roles include positions at Royal Alliance and Brand Asset Management Group, Inc. He is president and managing member of Hertzler Wealth Management, LLC, and serves as an elder on the board of Chesterfield Community Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutions, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, and it manages approximately $79.8 billion in assets.

Jason Hoover is a CFP® professional with 11 years of experience in the financial services industry. He has worked at Kestra Advisory and Kestra Investment Services, LLC since 2018 and was previously with George K. Baum & Company from 2016 to 2018. Outside of his advisory role, he is involved with the Cohlmia Hoover Group as a licensed sales agent for life and long-term care insurance products and serves as a registered field assistant with Fortis Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm offers fiduciary consulting, plan-level investment advice, and multiple management platforms, serving clients such as sovereign wealth funds and utilizing extensive third-party relationships.

Luis Neely is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His previous roles include leadership at Neely Consulting Inc and Myles Wealth Management, as well as a position at J.P. Morgan Securities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse clientele, including institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, and employee education, supporting its recommendations with thorough due diligence and serving large institutional investors among others.

Frederick Latcham IV is a financial advisor at Kestra Advisory with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Kestra Advisory since 2018, having also worked with Kestra Investment Services, LLC since 2014. 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 a range of services including fiduciary consulting, plan design, investment advice, and employee education, serving large institutional investors as well as individual clients.

Alexander Sweeney is a financial advisor at Integrity Alliance, LLC with four years of industry experience. He previously worked at The Vanguard Group and has been involved in fixed insurance sales through American Senior Benefits. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of investment advisory and brokerage services, including portfolio management and financial planning, utilizing various allocation strategies and third-party managers.

Cory Mccune is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and 65 designations and bringing 17 years of industry experience. He previously worked for Principal Life Insurance and Principal Securities Inc. for 15 years. Outside of his advisory role, he is also involved in real estate as a landlord and serves as an advisor at Mccune Whiteley Wealth Management, focusing on insurance and client practice management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and investment advice. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds and supports its recommendations with due diligence on investment options.

Joshua Roche is a financial advisor with Kestra Advisory who holds a Series 66 designation and has seven years of industry experience. He previously worked at Edward Jones and Paycom before joining Kestra Advisory and Kestra Investment Services, LLC in 2023. Outside of his advisory role, he serves as the Treasurer and a board member of the Mustang Public Schools Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and advisor-managed accounts, and it manages approximately $79.8 billion in assets.