Kimberly Shouse Bourland is a Series 66 licensed financial advisor with nine years of industry experience. She is currently affiliated with Kestra Advisory Services, LLC, having joined in 2026, and previously worked at Ameriprise Financial Services from 2009 to 2026. 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 services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets.

Franco Melhado is a financial advisor at TIAA-CREF in Austin, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Equitable Advisors and various academic and community positions, such as at Texas Tech University and Lions Municipal Golf Course. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs primarily to individuals with employer-linked retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios.

Gregory Hernandez is a CFP® with 28 years of industry experience, currently serving at Schwab Wealth Advisory. His career includes long-term roles at USAA Financial Planning Services and various entities within Charles Schwab, where he has worked since 2020. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and internal research tools to tailor recommendations based on individual goals and risk tolerance.

Jake Mallet is a financial advisor with Bankers Life Advisory Services, Inc. in Austin, TX, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked with Bankers Life and its affiliated entities since 2020. Outside of his advisory role, he serves as a regional manager for a sales team representing Terminix International. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios according to client goals, risk tolerance, and time horizons.

John Wilhoit is an investment advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Kestra Advisory Services since 2016 and is also the owner and operator of Wolf Pen Lawn Care. Outside of his advisory work, he serves as president of the board for the Tom Sawyer Swim Team, a community and charitable organization. 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 services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that range from large institutional investors to sovereign wealth funds.

Ronald Johnson is a financial advisor at Planmember Securities Corporation with 33 years of industry experience. He holds the Series 63 designation and has worked at Planmember since 2012. Prior to that, he spent seven years with Employee Benefits Services of Tennessee and has been involved with Evergreen Financial Partners LLC since 2000, where he currently owns and operates a securities and insurance sales business. 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 employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Christopher Clark is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Prior to joining Kestra in 2023, he spent 11 years at LPL Financial. Clark is president of C.A. Clark Wealth Management, through which he manages client investment accounts and advisory services under Kestra. 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 access to multiple management platforms, serving large clients such as sovereign wealth funds and utilizing extensive third-party relationships.

Philip Johnson is a financial advisor at Kestra Advisory with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kestra Advisory since 2019, following positions at Durbin Bennett Private Wealth Management and NFP Securities. Outside of his advisory role, he serves as treasurer for Boy Scout Troop 786 and assists with financial audits for the Lake Travis High School Band. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

D'onte Cole is a financial advisor at Valic Financial Advisors with six years of industry experience. He holds a Series 66 designation and has prior experience at firms including J.P. Morgan Securities LLC, Bank of America, Merrill Lynch, and Charles Schwab. In addition to his advisory work, he is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm utilizes discretionary unified managed accounts via Envestnet’s platform and employs model-based and overlay investment strategies.

Benjamin Bowman is a CFP® professional with 11 years of industry experience, currently serving at Valic Financial Advisors since 2015. He also holds Series 63 and Series 65 licenses. Bowman is involved with AGIA in a non-investment capacity related to non-securities insurance products. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers diversified portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and a technology-driven model investment approach.

Joshua Cromer is a CFP® with 12 years of industry experience and is currently an advisor at Creative Planning. He has worked at Creative Planning since 2016, with a brief period as self-employed in 2022–2023. Outside of his advisory role, he is a member manager of 1390 Ventures, LLC, a catering business based in Austin, TX. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Mitchell Mailloux is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Edward Jones, Georgia-Pacific, and UPS. He is also affiliated with ACFN of Wichita outside of his advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, benchmarking, employee education, and advisor-managed accounts, managing approximately $79.8 billion in assets.

Nickelle Leist is a financial advisor with Guardian Life and holds a Series 66 designation. She has nine years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017. Prior to that, Leist was with Pinney Insurance for seven years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Kerry Hoffman is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding Series 63 and Series 65 credentials and 33 years of industry experience. His background includes roles at Morgan Stanley Private Bank and B. Riley Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts.

Scott Drysch is a financial advisor at &Partners with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at &Partners since 2023, following seven years combined at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Drysch serves on the board of Cosway Company, Inc., which focuses on developing and manufacturing skin, hair, and body care products. &Partners serves a broad client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, employing a mix of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Benjamin Tutschulte is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Kestra Advisory. He previously worked for Woodbury Financial Services, Inc. for 22 years. He is also involved with Tutschulte Financial Planning, LLC, where he serves as a registered representative. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include very large institutional investors.

Gail Kincannon is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked with Eagle Strategies since 2006 and has been involved with The Ranier Financial Group, LLC since 2009. Outside of her advisory work, she holds mineral ownership producing minerals in Oklahoma. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis.

Preston Hart is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 23 years of industry experience. He previously worked at LPL Financial for 17 years before joining Kestra Advisory Services and Kestra Investment Services in 2023. Hart is a partner and owner of SHC Financial, where he manages financial operations and oversees administrative functions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Ryan Mc Coneghy is a financial advisor with Cerity Partners LLC based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Austin Private Wealth, ENZI Wealth, Ameriprise, and Janus Distributors LLC. Outside of finance, he is active as a musician. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and quantitative screening, offering a range of investment and consulting services including private-market investment programs.

Jodi Manthei is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She previously worked at Commonwealth Financial Network for eight years and INVEST Financial Corporation for 30 years. Manthei is a member of the St. Charles Cultural Commission, a nonprofit community organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education, with a focus on due diligence and access to multiple management platforms.