Trenton Williams is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 65 credential. He has one year of industry experience, including prior roles at Edward Jones and Paychex. 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 services such as fiduciary consulting, plan design, investment advice, and employee education, supporting multiple management platforms and serving large institutional investors, including sovereign wealth funds.

Christopher Gurnee is an investment advisor with Kestra Advisory Services in Austin, Texas, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Kestra Advisory since 2018 and previously at Foresters Equity Services, Inc. and Cornerstone Financial & Associates, Inc., where he also serves as president. Gurnee holds a board member position with Cornerstone Management Group, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Neal Bobba is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Empower, he worked at Macmillan Learning for ten years. 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 retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Mark Burgdorf is a financial advisor at Kestra Advisory with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Cetera and First Allied Advisory Services. Outside of his advisory role, he serves as a volunteer board member for Helping Hands Midwest and operates a business consulting practice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm manages complex investment solutions and serves notable clients including large institutional investors and sovereign wealth funds.

Kevin Weaver is a financial advisor at Cerity Partners LLC in Austin, TX, holding the CFP® designation and Series 66 license with 22 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years and Austin Private Wealth, LLC for 4 years before joining Cerity Partners in 2026. Cerity Partners is an SEC-registered investment adviser that serves a diverse client base, including high- and ultra-high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Kenneth Anderson is a financial advisor with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has been with Kestra since 2016. Outside of his advisory role, he serves on the advisory board of the Threewide Foundation, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, compliance testing, and employee education. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Sanger Smith is a financial advisor at Kestra Advisory with seven years of industry experience, holding a Series 66 designation. Prior to joining Kestra Advisory in 2022, he spent 12 years at Ameriprise Financial Services. Outside of his advisory role, Smith co-hosts the Decidedly Podcast, an educational lifestyle show featuring interviews that explore decision-making frameworks and insights. 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, plan design, employee education, and access to multiple management platforms, serving clients that include sovereign wealth funds and other large institutional investors.

James Hill is a financial advisor at Kestra Advisory with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, Independent Financial Partners, and Cornerstone Wealth Management. Hill also manages client investments and provides retirement advice through Hill Wealth Management. Kestra Advisory Services delivers investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering a range of services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a diverse client base that includes very large institutional investors and sovereign wealth funds.

John Jacks is a CFP® with 38 years of experience in the financial services industry. He is currently an Investment Advisor Representative at Kestra Advisory Services, LLC, a role he has held since 2016. He is also the owner of Jacks & Associates Insurance Agency, a firm he has operated since 1991. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors, offering services such as plan design, fiduciary consulting, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional clients, including sovereign wealth funds.

Rachel Choate is a financial advisor at Guardian Life with one year of industry experience. She holds the Series 66 designation and has worked at several firms including Park Avenue Securities, Equitable Advisors, and Edward Jones. Prior to her advisory career, she was involved with Betenbough Business Services and Betenbough Homes. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs including model portfolios and digital solutions, serving both high-net-worth and other clients.

Michael Cooley is a CFP® professional with 29 years of industry experience, currently with Kestra Advisory. He previously worked at Commonwealth Financial Network for over two decades before joining Kestra in 2025. Kestra Advisory Services provides investment advisory and retirement plan consulting to a broad range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers services from plan design and compliance to fiduciary consulting and supports multiple management platforms with a wide product access within its supervisory framework.

Kristen Hemmings is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Kestra Advisory. She has previously worked with Commonwealth Financial Network and Coghill Investment Strategies. Hemmings also serves as chair of the Board Development & Partnerships Committee for Hello Neighbor, a nonprofit organization. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors as well as institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and a broad range of outsourced solutions.

Robert Montavon Jr. is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at NewEdge Advisors and Mid Atlantic Financial Management. Outside of advising, he manages a daily money management and record-keeping business and serves as treasurer for a local election committee. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including institutional investors and plan sponsors. The firm provides a range of fiduciary services and utilizes multiple management platforms, serving some of the largest institutional clients in the industry.

Shane Fritts is a financial advisor at Kestra Advisory with a Series 66 designation and five years of industry experience. His background includes roles at Wells Fargo Clearing Services and Columbia Sportswear before joining Kestra in 2025. 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 plan design, fiduciary consulting, and investment advice, managing approximately $79.8 billion in assets and serving clients ranging from plan sponsors to sovereign wealth funds.

Ryan Pilipow is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 65 designation and has previously worked with Personal Capital Advisor Corporation and the University of Pennsylvania. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing within an integrated model connected to Empower’s recordkeeping and administrative platforms.

Chester Zielinski Jr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Transamerica since 2012 and also has involvement in oil and gas exploration as a joint investor. Zielinski operates Zeke Zielinski LLC and is affiliated with WealthWave and World Financial Group. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations, delivering services through a large advisor network and multiple program platforms. The firm utilizes model portfolios and third-party managers to implement its advisory model and offers integrated retirement plan solutions alongside affiliated mutual funds and insurance products.

Michael Sullivan is a CFP®-certified financial advisor with 29 years of industry experience, currently serving at Goldman Sachs Wealth Services since 2018. His prior roles include positions at Cetera Advisor Networks, United Capital Financial Advisers, Girard Securities, and Valhaven Wealth. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate sponsors, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions and operates within a large integrated financial group with a range of specialized services.

Zackery Benjamin is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and bringing eight years of industry experience. He previously worked at Commonwealth Financial Network and Life Strategies Inc. Benjamin also manages business operations at The Benjamin Group, an insurance firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds.

Shana Bielich is a CFP®-certified financial advisor with 24 years of industry experience. She currently works with Kestra Advisory and previously spent 15 years at Commonwealth Financial Network. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse 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 notable clients including sovereign wealth funds.

Robert Benton Arnold is a CFP® professional with 25 years of experience in financial advisory. He is currently with HighTower Advisors, where he has worked since 2020, and previously spent seven years at Frontier Investment Management Co. Arnold serves as president of the Financial Planning Association of Austin and is a director of the JD Abrams Charitable Foundation. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, offering access to both affiliated and third-party managers and incorporating a range of investment vehicles and portfolio construction strategies.