Scott O’Brien is a CFP® with 18 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at firms including Constitution Wealth LLC, Worthpointe, LLC, and Creative Planning. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

James Hertzler is a financial advisor at Kestra Advisory with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance and Brand Asset Management Group, Inc. Hertzler serves as President and Managing Member of Hertzler Wealth Management, LLC and holds a leadership role as an elder at Chesterfield Community Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and advisor-managed accounts, and serves large clients including sovereign wealth funds with approximately $79.8 billion in assets under management.

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 63 and Series 66 credentials and has worked with Kestra 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 services including fiduciary consulting, plan design, employee education, and investment advice, serving large institutional investors as well as individual clients.

Alexander Sweeney is a financial advisor with Integrity Alliance, LLC in Cedar Park, TX. He holds Series 66, Series 63, and Series 65 licenses and has four years of industry experience. Prior to joining Integrity Alliance, he worked at The Vanguard Group and has experience in fixed insurance sales. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm supports over 300 independent advisors managing approximately $5.4 billion in client assets and offers a range of portfolio management and financial planning services, including discretionary and non-discretionary accounts with access to 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.

Joel White is a financial advisor with Kestra Advisory Services LLC in Austin, Texas, holding CFP® and ChFC® designations and over 32 years of industry experience. His prior roles include positions at LPL Financial, Cincinnati Life Insurance, Athene, Jackson National Life Insurance, Raymond James Financial Services, Securities America, Kansas City Life Insurance, and Mass Mutual Life Insurance. He is also owner of an insurance-related business, JCW CO LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management and including large institutional investors such as sovereign wealth funds among its clients.

Christopher Ganim is a CFP® and ChFC® with 11 years of experience in financial advisory roles. He is currently with Kestra Advisory Services, LLC and has held leadership positions at Ganim Financial and GFS Wealth Management Advisors. Outside of his advisory work, he serves as a notary public and is involved as an assistant den leader and treasurer for a local Cub Scout pack. 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, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Brian Kinney is a CFP® certified financial advisor with 42 years of industry experience, currently practicing at Kestra Advisory since 2017. Prior to joining Kestra, he worked at WFG Investments Inc from 2011 to 2017. He operates under the business name Dominion Partners Private Wealth Management within Kestra’s network. 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, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Mitchell Everett is a financial advisor at Kestra Advisory with 15 years of industry experience. He holds a Series 66 designation and has worked at Kestra Advisory and related entities since 2017. Prior to that, he was with Waddell & Reed, Inc. and various insurance carriers from 2010 to 2017. He serves on the board of Menistry, a nonprofit involved in mission trip planning and logistics. 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 access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Chad Roland is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and bringing 26 years of industry experience. His prior affiliations include LPL Financial and Raymond James Financial. He is also the owner of Clara, Inc., a business entity related to his advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad 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.

Sam Javanmard is a financial advisor at Kestra Advisory with eight years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Merrill Lynch. Outside of his advisory role, he serves as CEO of Bloom Home Health Care, overseeing company operations and financial performance, and acts as treasurer for Blessing Community Health Center. 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, benchmarking, and various managed account solutions, serving clients that include large institutional investors and sovereign wealth funds.

Frank Lovaglio is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Kestra Advisory in 2022, he worked for 28 years at CONCOURSE FINANCIAL GROUP SECURITIES INC (formerly PROEQUITIES, INC). Outside of advising, he is a part owner and member of real estate investment and management ventures. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, compliance testing, and utilizes multiple management platforms to support a wide range of investment solutions.

Joshua Ford is a financial advisor with Equity Services, Inc. and holds a Series 66 designation. He has nine years of industry experience, including prior roles at LPL Financial and Thrivent Financial. Outside of his advisory work, he provides private baseball instruction for children in Cedar Park, TX. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining predominantly long-term strategies with options for shorter-term trading and discretionary or non-discretionary account management.

Chester Gordon IV is a CFP® and Series 66-registered advisor with nine years of industry experience. He is currently with Kestra Advisory Services, LLC, having joined in 2026, following prior roles at Commonwealth Financial Network, Arkhitekton Financial Group, MML Investors Services, LLC, and Massachusetts Mutual Life Insurance Company. He also has experience in fixed insurance sales, spending a minor portion of his time on this activity. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Wen Qin Luisi is a financial advisor at Kestra Advisory with four years of industry experience. She holds the Series 66 designation and has previously worked with Raymond James Financial and Southern Methodist University. Outside of advisory work, she manages a consulting business that provides services to a small restaurant. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, and access to multiple management platforms, serving clients such as plan sponsors and sovereign wealth funds.

Ronald Lottridge is a CFP® professional with 24 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory. He has been with Kestra Advisory Services, LLC since 2016 and Kestra Investment Services, LLC since 2009. In addition to his advisory role, he is the managing member of Catalyst Retirement Advisors, LLC and serves as a committee member on the board of the Denver Waldorf School. 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 including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that range from individual investors to sovereign wealth funds.

Steven Sutton is a financial advisor with Sanctuary Advisors, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Sanctuary Advisors since 2021 and previously worked at Sanctuary Securities, Inc. and World Equity Group. Outside of his advisory role, he serves as executor for a family estate. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charities through a nationwide network of more than 400 independent adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting with a range of investment approaches and a fiduciary standard when advisory agreements are in place.