Joseph Hall is a financial advisor at Kestra Advisory with 22 years of industry experience. He holds a Series 66 designation and has been with Kestra Advisory since 2016. In addition to his advisory role, he serves as Secretary/Treasurer of Hall and Drum Properties, a real estate business he has been involved with since 1997. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, and investment advice, and manages approximately $79.8 billion in assets, including relationships with large institutional investors.

Trevor Bell is a CFP® and Series 66-registered advisor at Kestra Advisory Services with two years of industry experience. Prior to his current role, he worked in financial planning and held a position as a licensed Medicare sales agent, where he conducted community enrollment meetings during annual periods. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers comprehensive services including fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving a diverse client base that includes large institutional investors.

Jennifer Barrett is a Series 66-licensed financial advisor with 13 years of industry experience. She currently serves as Director of Investment Planning at Kestra Advisory, where she has worked since 2023. Prior to joining Kestra, Barrett was with UBS Financial Services for nine years and briefly worked at Morgan Stanley Smith Barney. She is also a director at Claris Advisors LLC, focusing on investment reviews, modeling, and implementation. Kestra Advisory Services provides investment advisory and retirement plan consulting to a broad range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary consulting, plan-level investment advice, and access to various management platforms and third-party solutions within a comprehensive supervisory framework.

Geoff Nelson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has worked previously at CIBC Private Wealth Advisors and Fidelity Brokerage Services. Outside of his advisory role, he owns and manages several residential real estate properties, acting as his own agent in transactions. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm emphasizes globally diversified, risk-appropriate portfolios based on Modern Portfolio Theory, offering a range of investment vehicles and integrated financial planning services.

Robert Webb is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with Kestra Advisory and previously worked at Ameriprise Financial Services for 18 years. Outside of advising, he has worked part-time in catering event support. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm serves large plan sponsors and offers fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets including relationships with sovereign wealth funds.

Jason Davis is a financial advisor with Primerica Advisors based in Georgetown, TX. He holds Series 65 and Series 66 licenses and has four years of industry experience. Prior to his current role, he worked at First Command Advisory Services and served in the United States Army. Outside of his advisory work, Davis is involved in community activities, including serving as president of Eagles Ventures Group, a youth hockey referee, a board member of a property owners association, and chair of a local Boy Scout troop committee. Jason Davis is affiliated with Park Avenue Securities LLC, which serves a diverse retail client base including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Alan Waker is a Series 66-licensed financial advisor with SPC in Austin, TX, and has 20 years of industry experience. He has worked at SPC and Sigma Financial Corporation since 2012. Outside of advising, he owns Waker Financial Strategies, a sole proprietorship that develops business plans and strategies for small and medium-sized companies, and he oversees Austin Bookkeeping, which provides accounting and CFO-related services to local small businesses. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary and nondiscretionary investment strategies tailored to client needs.

Rickey Ernzen is a CFP® with 30 years of industry experience, currently serving as an advisor at Kestra Advisory since 2019. He previously worked with Oppenheimerfunds Distributor, Inc. beginning in 2008. Ernzen holds a leadership role as Vice President Retirement Plan Specialist, assisting business owners with retirement plans and executive benefits. 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 services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, with approximately $79.8 billion in assets under management.

William Symonds is a financial advisor with Kestra Advisory, holding a Series 63 designation and 29 years of industry experience. He previously operated Symonds Wealth Management and has longstanding ties with Principal Life Insurance Company and Princor Financial Services Corporation. Outside of his advisory work, he owns a youth athletic facility in Fort Worth, Texas. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large institutional investors. The firm offers fiduciary consulting, plan design, benchmarking, employee education, and access to multiple management platforms and third-party solutions.

Frank Hill is a CFP® professional with 34 years of industry experience, currently serving as a Senior Financial Advisor and Partner at Kestra Advisory. His career includes previous roles at LPL Financial and Meritrust Wealth Management, where he also acts as sole owner and president of Synergy Wealth Management. In addition to his advisory work, Hill serves as President of the Board of Trustees at Louisville Collegiate School. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and diverse management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Derek Eckert is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Farther since 2025. He previously worked at Syntropy Wealth Management LLC and TIAA-CREF. Eckert is a board member of Women in Neuroscience, a nonprofit organization focused on promoting awareness, developing programs, and fundraising. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, with a focus on ETFs, mutual funds, individual equities, and fixed income.

Verlaine Macclements is a CFP® with 20 years of industry experience, currently serving at Principal Financial Services since 2017. Prior to this, Verlaine was with Intrust Fiduciary Group from 2015 to 2017. Outside of financial advising, Verlaine holds leadership roles with the Travis County Medical Society Alliance, including Treasurer Elect and Vice President of Community Service. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides access to direct advisory programs, financial planning, retirement consulting, and third-party money manager solutions through various advisory and promoter arrangements.

Dan Kraus is a CFP® with 31 years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2026. Prior to joining Cerity, he spent 15 years at Austin Private Wealth, LLC. He is a member of the Shalom Austin Investment Committee and serves on the advisory board of the Langston Wealth Management Center at the University of Texas McCombs School of Business. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base, including individuals, families, trusts, corporations, and institutional investors, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

Shannon Simar is a financial advisor at &PARTNERS with 19 years of industry experience. She holds the Series 66, Series 63, and Series 65 credentials. Her prior roles include positions at Wells Fargo Clearing, Stifel Nicolaus & Co Inc, and Raymond James & Associates. Simar serves as a board member for Pat's Legacy, a family foundation that donates annually to 501(c)(3) charities. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing fundamental, technical, and quantitative analysis through a combination of proprietary and third-party portfolio management strategies.

Monisha Potter is a CFP®-certified financial advisor with 21 years of industry experience. She currently works at Kestra Advisory Services LLC and Kestra Investment Services LLC, having previously been with Lincoln Investment and Capital Analysts, Incorporated. Potter also serves as a consultant for Guidepoint, focusing on financial planning and aging-related family planning issues. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving large institutional investors such as sovereign wealth funds.

Jacob Delamater is a financial advisor at PNC Wealth Management in Austin, TX, holding a Series 66 license with three years of industry experience. His prior roles include positions at Wells Fargo Clearing and Farm Bureau Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Zachary Mattos is a financial advisor at Private Advisor Group, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Mariner Independent Advisor Network, LPL Financial, and Northwestern Mutual in various capacities. Private Advisor Group serves a broad range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.

Shannon Harris is a CFP® certificant and holds a Series 66 license with 26 years of industry experience. She has worked with Kestra Advisory Services LLC since 2026 and previously spent over 20 years at Ameriprise Financial Services in various roles. Harris is the owner of Ubuntu Operations LLC, a consulting business, and also leads Lucy on the Loose, a business coaching venture focused on integrating values-based advice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual plan sponsors. The firm offers fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients ranging from large institutions to sovereign wealth funds.

Chad Houchin is a Series 66 registered advisor with Valic Financial Advisors in Austin, TX, bringing four years of industry experience. His prior roles include positions at Ameriprise and several firms related to financial services and insurance. He also has experience in the food service and airline industries. Valic Financial Advisors, Inc. primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services via Envestnet’s platform.

Steven Curry is a financial advisor with Kestra Advisory Services, holding CFP® and Series 66 designations and bringing 16 years of industry experience. His prior roles include positions at Woodbury Financial Services, Securian Financial Services, and Mid-Atlantic Resource Group. He is also the owner of Obsidian Wealth Advisors, providing insurance services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and manages multiple platforms and third-party solutions, serving clients such as sovereign wealth funds and large institutional investors.