Cecil Deas Jr. is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Cambridge Investment Research Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary services, plan-level investment advice, and access to multiple management platforms, serving some of the largest institutional investors, including sovereign wealth funds.

Lindsay Carey is a financial advisor at Kestra Advisory with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Kestra Investment Services, Carey worked at Ashford Securities LLC for four years and held roles at the State of Vermont, Cantor Fitzgerald & Co., W. P. Carey Inc., and Carey Financial, 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 including fiduciary consulting, plan design, compliance testing, and employee education, supporting both discretionary and non-discretionary advisory engagements.

Wendy Potter is a financial advisor at Kestra Advisory with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Invest Financial Corporation. In addition to her advisory role, Potter assists clients with life, disability, and long-term care insurance as well as fixed annuities through multiple carriers. 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 design, employee education, and access to multiple management platforms, serving clients with complex needs such as pooled employer plan arrangements and large institutional portfolios.

Joseph Kerr IV is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 65 and Series 63 licenses and having 14 years of industry experience. His prior roles include positions at Cadence Wealth Management and operating his own firm, Kerr Financial Services, LLC. Outside of financial advising, he serves as vice president of a student housing investment company providing accommodations and fundraising for fraternity organizations and is active as an officer and president of a local Austin community club. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shane Hollenbeck is an advisor at Kestra Advisory with a Series 66 credential and four years of industry experience. His background includes roles at Kestra Investment Services, Amazon Logistics, Lowe's, and University of Massachusetts Amherst. He has also served as a registered field assistant managing administrative and data integrity tasks for Northampton Financial Services. 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 employee education. The firm serves large institutional investors and manages approximately $79.8 billion in assets.

Easton Huddleston is a financial advisor with Kestra Advisory based in Austin, TX. He holds Series 63 and Series 65 credentials and has two years of industry experience. Prior to joining Kestra, Easton worked in insurance roles at State Farm VP Management Corp and Bronson Schubert Insurance Agency. He is also involved with Roche Wealth, where he provides financial planning and investment management services as a wealth advisor. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, employee education, and manages approximately $79.8 billion in assets, serving clients that include large institutional investors such as sovereign wealth funds.

Carson Stephens is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX, holding a Series 66 credential and over 21 years of industry experience. He has been affiliated with Eagle Strategies and New York Life since 2008 and operates his own advisory business, Carson Stephens Capital Strategies, since 2013. Outside of financial services, he is involved in music performance and teaching. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services with a focus on tailored solutions. The firm manages a significant asset base primarily on a non-discretionary basis and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Tim Waterworth is a CFP® and ChFC® with over 31 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as owner, founder, and president of Waterworth Wealth Advisors, LLC, where he acts as lead client advisor and manages the firm’s operations. Based in Austin, TX, his career includes long-standing roles within Kestra’s affiliated entities. 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-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Gary Delorenzo is a financial advisor at Kestra Advisory with 43 years of industry experience. He holds the CFP® designation and has previously worked at American Portfolios Financial Services, Inc. for ten years. Delorenzo is also involved in insurance through his roles as owner and executive of several related firms, and he engages in consulting and instructing individuals and groups through his consulting company. 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, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Joel Shomaker is a CFP® with 23 years of experience in the financial advisory industry. He is currently with Kestra Advisory and has prior experience at Resources Investment Advisors, Independent Financial Partners, and LPL Financial Corporation. He also serves as a director at Fiduciary Advisors, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting investments with due diligence and managing assets for large institutional investors.

Sean Haider is a financial advisor at Integrity Alliance, LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial for 19 years before joining Integrity Alliance and its affiliated firms in 2025. Integrity Alliance serves a diverse client base, including individual investors, corporations, and retirement plans, through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of services such as portfolio management, financial planning, and third-party manager referrals, using multiple investment platforms and both discretionary and non-discretionary advisory approaches.

Gabriel Pelphrey is a financial advisor at Integrity Alliance, LLC with 14 years of industry experience. He holds a Series 66 credential and has held roles at firms including Lion Street Financial and Northwestern Mutual. Pelphrey is also owner of Strategic Legacy Partners, LLC, Verity Capital, and Stewarded, entities involved in deferred compensation, alternative investments, and insurance-related services. Integrity Alliance is a large advisor network offering advisory and brokerage services to individual investors, corporations, and qualified retirement plans. The firm provides portfolio management, financial planning, and access to third-party managers through multiple platforms, employing a range of investment allocation strategies.

Charles Crilly is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2020 and serves as President and Financial Advisor at Ivory Wealth Management. Outside of financial services, he is involved in musical performance through a related business entity. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Susan Clime is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. She previously worked at Merrill from 2013 to 2020 before joining Kestra Advisory and affiliated entities in 2020. Clime also serves as a Field Assistant in client service and customer service roles through Kestra Advisory Services LLC and RS Will Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients ranging from plan sponsors to sovereign wealth funds.

William Gallegos is a financial advisor at Kestra Advisory with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Kestra Advisory since 2016. Prior to this, he worked at Kestra Investment Services, LLC beginning in 2011. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and manages multiple third-party platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Ezequiel Aviles is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Austin, TX. He has worked with Mercer since 2021 and was previously with Financial Life Advisors from 2016 to 2021. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, using globally diversified portfolios with multi-factor tilts and regular rebalancing, implemented through a mix of low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Reagan Stephenson is a financial advisor at Cerity Partners LLC in Austin, TX, holding a Series 65 designation with three years of industry experience. Prior to joining Cerity Partners in 2026, he worked at Austin Private Wealth, LLC for three years. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, charitable organizations, foundations, endowments, and other institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Stephanie Lee is a financial advisor at Kestra Advisory with three years of industry experience. She holds Series 63 and Series 65 registrations and has worked previously at JP Morgan Chase, CX Institutional, 1st Source Bank, and Woodforest National Bank. 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-level investment advice, and employee education, serving large institutional investors including sovereign wealth funds.

Rhea Doctor is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds the Series 66 designation and previously worked at Dimensional Fund Advisors for six years. Outside of her advisory role, she engages in crafting and sells handmade bookmarks, postcards, ornaments, and coasters through an online business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services, providing various investment options such as mutual funds, ETFs, individual securities, and personalized indexing.

Austin Smith is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 registrations and five years of industry experience. His career includes roles at LPL Financial LLC, Independent Financial Group, LLC, and Lusardi Construction Company. 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 employee education. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within a comprehensive supervisory framework.