Dena Mcsherry is a Series 66-licensed financial advisor with 24 years of industry experience, currently with PlanMember Securities Corporation since 2014. She previously worked at The McGlothlin Group and operates a self-employed investment-related business focused on insurance sales and services. Additionally, she serves as president of Inland Wealth Management, Inc., a banking entity established for tax purposes. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, operating as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education and support services, including seminars and personalized retirement planning.

Steven Harvey is a CFP® with 23 years of experience in financial advisory, currently serving at Creative Planning since 2024. Prior to this, he worked at Maxwell Locke & Ritter LLP and its affiliated wealth management firm from 2000 to 2024. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio management techniques and integrated retirement plan services.

Mark Soderquist is a financial advisor with Voya Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Capitol Wealth Strategies. Outside of advising, he has worked as a delivery driver for Inspired Delivery LLC and serves as an agent for AGIA, selling non-securities insurance products. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management using model portfolios and third-party strategists, and combines advisory services with brokerage and insurance product distribution.

Thomas Sibley Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2011. Outside of his advisory role, he moderates an insurance class at Hutson-Tillotson University. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Bryce Currier is a financial advisor at Creative Planning with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Creative Planning in 2024, he worked at ML&R Wealth Management and Fidelity Investments. Creative Planning provides wealth management and financial planning services to individuals, including high-net-worth and ultra-affluent clients, as well as pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Claudia Glover is a CFP® professional with 22 years of experience in the financial advisory industry. She currently works at Kestra Advisory and has previous experience with Wells Fargo Advisors and Wells Fargo Clearing. She holds an associate role focused on investment advisory and client services and serves as Chief Investment Officer at Brotman Financial Group. 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 manages significant assets including engagements with large institutional clients and sovereign wealth funds.

Scott Thompson is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones for 22 years before joining Kestra Advisory and Kestra Investment Services, LLC in 2024. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and multiple management platform solutions. The firm manages approximately $79.8 billion in assets and serves a broad client base including large institutional investors such as sovereign wealth funds.

James Giliberto is a financial advisor with Eagle Strategies (NY Life) in Austin, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at NYLIFE Securities LLC since 2016 and New York Life Insurance Co. since 2015. Giliberto is also the owner of WWS Financial, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Andrew Zoll is a financial advisor with Kestra Advisory, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones and has a background that includes roles with Christ's Church of Flagstaff and Colony Christian Church. Outside of his advisory work, Zoll is the founder and owner of a software development business focused on product development and customer onboarding. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional clients and plan sponsors. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets.

Steven Long is a Series 66-registered advisor with Kestra Advisory in Austin, TX, where he has worked since 2022. He has 4 years of industry experience and previously held roles at Lockheed Martin and Texas State University. Outside of advisory work, he has been involved as an owner of an LLC and holds insurance agent positions related and unrelated to investment activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm offers fiduciary services, plan design, employee education, and access to multiple management platforms, serving clients including large institutional investors such as sovereign wealth funds.

Francis Abbey is a CFP® professional with 27 years of industry experience, currently affiliated with PlanMember Securities Corporation since 2018. He has held roles at several firms, including Taylor & Sons Insurance & Financial Services and PRUCO Securities, LLC. Abbey is also self-employed as an independent insurance agent. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through risk-based mutual fund portfolios. The firm combines strategic asset allocation with education and support services for plan sponsors and participants.

Brian Kamin is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Rockefeller Financial in 2026, he worked at Rockefeller & Co. for five years and Whitnell & Co. for five years. Outside of his advisory role, Kamin serves as President of the Landmark Village HOA Association in Chicago. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Justin Duncombe is a financial advisor at Kestra Advisory with 13 years of industry experience. He holds a Series 66 credential and has been with Kestra and related entities since 2016, including Duncombe Financial Group. Outside of his advisory work, he is the author and owner of College Bound Strategies, a guide focused on higher education financing, and he founded the College Bound Strategies Foundation, which raises funds to provide books to disadvantaged students. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, supporting a wide range of services including fiduciary consulting, plan design, and access to institutional-level investment solutions.

Warren Schneider is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include over a decade at Commonwealth Financial Network and ownership of New Jersey Photoworks LLC, a photography business. He also has a background in tax and forensic accounting through various CPA-related entities. 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 from fiduciary consulting to plan design and uses multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Lani Lanfear is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. She concurrently serves as an owner of Qualicare Home Care Greater Austin, a home care agency. Lanfear has worked at multiple firms including The Rainier Financial Group, NYLIFE Securities, and New York Life Insurance Company. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and delivers advice through multiple program types, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Louis Mangene Jr. is a financial advisor with Voya Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He has been with Voya Financial Advisors since 2015 and has also worked with Massachusetts Mutual Life Insurance Company since 2013. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through wrap and unified managed account programs, and third-party money manager access, delivering advice primarily on a non-discretionary basis combined with commission-based product sales within its brokerage platform.

Patrice Rizzo is a CFP® with four years of industry experience, currently affiliated with Kestra Advisory. Prior to joining Kestra, Patrice held roles at Commonwealth Financial Network, Arkhitekton Financial Group, and Northwestern Mutual, as well as a five-year tenure at Amazon. Outside of advising, Patrice is involved in fixed insurance sales. 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, employee education, and access to multiple management platforms, serving large institutional investors including sovereign wealth funds.

Daniel Byrnes is a Series 66-licensed financial advisor with Mercer Global Advisors Inc. in Austin, TX, holding two years of industry experience. His prior roles include positions at Dimensional Fund Advisors and Barclays. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, using a variety of investment vehicles and platforms.

Kent Griffiths is a financial advisor with Kestra Advisory, holding Series 66 and Series 63 credentials and 28 years of industry experience. He previously worked at MFS Fund Distributors, Inc. from 1997 to 2025 before joining Kestra in 2025. Kent also supports client-facing activities related to portfolio explanations and investment questions within The Wealth Transition Collective. 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 a range of services such as fiduciary consulting, plan design, and plan-level investment advice, and manages approximately $79.8 billion in assets, serving clients that include sovereign wealth funds.

Corey Akins is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 registrations and seven years of industry experience. He previously worked with Valic Financial Advisors, Agia, and Northwestern Mutual. Outside of his advisory role, Akins serves as a deacon at Christ the King Church, where he supports the church’s physical and benevolence needs. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, investment advice, and uses multiple management platforms and third-party solutions to support its clients.