Brian Eckeberger is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2017, following six years at LPL Financial. Outside of his advisory work, he serves as treasurer on the board of the Whiffletree Neighborhood Association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, benchmarking, and employee education, supporting clients such as large institutional investors and sovereign wealth funds.

Daniel Sparta is a CFP® with 20 years of industry experience, currently serving at Kestra Advisory. He previously worked at Axial Financial Group and Commonwealth Financial Network. Outside of his advisory role, he owns Sparta Financial, a business focused on fixed insurance sales and service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, benchmarking, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Eric Duncan is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Moloney Securities Asset Management LLC and Berthel, Fisher & Company Financial Services, Inc. In addition to his advisory work, he is involved in managing small office properties and related business entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers comprehensive services such as fiduciary consulting, plan design, and vendor benchmarking, and manages approximately $79.8 billion in assets, serving notably large institutional clients including sovereign wealth funds.

Sue Anna Piedra is a financial advisor with Oppenheimer & Co. Inc., holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has worked at Oppenheimer since 2019 and previously spent 15 years at Merrill. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection and a range of investment strategies tailored to client objectives.

Nancy Hayes is a financial advisor at Kestra Advisory with 43 years of industry experience. She previously worked at Commonwealth Financial Network for eight years and INVEST Financial Corp for thirty years. She holds Series 63 and Series 65 licenses. 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 advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Kathryn Medeiros is a CFP® with 12 years of experience in financial services, currently affiliated with Kestra Advisory. Her prior roles include positions at Bank of America and Merrill. She is a principal member of TORCH Family Office, providing consulting services related to family office and executive support, and serves on the boards of Advisors in Philanthropy and the Special Needs Support Center. Kestra Advisory provides investment advisory and retirement-plan consulting services to a range of institutional and individual clients, offering fiduciary consulting, plan design, benchmarking, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Querube Mena is a financial advisor with Empower Advisory Group in Lakeway, TX, holding Series 63 and Series 65 licenses and has eight years of industry experience. Mena has worked at GWFS Equities, Inc., MML Investors Services, Massachusetts Mutual Life Insurance Company, and Charles Schwab. 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 certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing within integrated recordkeeping and administrative platforms.

Gene Dooley is a Series 66-licensed financial advisor with Steward Partners Investment Advisory, LLC, based in Austin, TX, and has 16 years of industry experience. His prior roles include positions at Raymond James Financial Services, Bank of America, and Merrill. Dooley serves on the advisory council of Thornburg Investment Management and is involved with Seton 50, a nonprofit supporting Dell Seton Medical Center. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Curtis Mazer is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and over 50 years of industry experience. He has previously worked at American Portfolios Financial Services and OSAIC. Mazer provides advisory services that include tax and retirement planning and is also the owner of a firm specializing in qualified retirement plans. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, providing services such as plan design, fiduciary consulting, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors and manages approximately $79.8 billion in assets.

Emma Melone is a financial advisor with D.A. Davidson & Co. in Austin, TX. She holds a Series 66 designation and has been in the industry since 2025. Prior to her current role, she held positions at Equitable Advisors, LLC and worked in various capacities including at Illinois State University and Cintas Corporation. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Brady Scott is a financial advisor with Planmember Securities Corporation in Austin, TX, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has held roles at The Baldwin Group, US Retirement Partners, Inc., and Riata Financial, among others. Outside his advisory work, he is involved in insurance and employee benefits administration through affiliated businesses. 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 uses a strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Armando Hernandez is a financial advisor with TIAA-CREF in Austin, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with TIAA and TIAA-CREF since 2010. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, utilizing both model and customized portfolios.

Christopher Consoli is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including Bank of America and Merrill. He is based in Austin, TX. 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 select retail brokerage account holders. The firm’s approach includes integrated planning and managed account solutions aligned with Empower’s administrative platforms.

Scott Oehrle is a financial advisor with Kestra Advisory and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience, including roles at Signature Select Wealth, Marbury Wealth Management, and Kestra Investment Services. Outside of his advisory duties, he serves on the boards of the Laurie Ann West Community Center and The Hacker's Club of Fox Chapel, where he assists with governance and event organization. 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 fiduciary consulting, plan design, compliance testing, and employee education, and it serves large institutional investors including sovereign wealth funds.

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.

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.