Dakota Niedermeier is a CFP® professional with six years of industry experience, currently serving as an advisor at Kestra Advisory. Prior to joining Kestra in 2020, Niedermeier held roles at BFG Financial Advisors and Rehab Services LLC, and has experience with the United States Military Academy. Outside of advisory duties, Niedermeier is involved with BFG Financial Advisors in insurance-related activities and holds leadership responsibilities in client relationship management. 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 fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.

Wesley Young is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked with multiple firms, including Savagen Strategy, Silas Parker & Associates LLC, and Mahoney Financial Organization, and has operated his own advisory business, Wes Young & Associates, since 2009. Outside of financial advising, Young is an author of Christian leadership books and serves as a pastor, and he is involved in several business ventures including software development for small businesses and empowerment coaching. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types and emphasizes non-discretionary asset management, working extensively within the integrated New York Life affiliate structure.

Matthew Harris is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and bringing 23 years of industry experience. He previously worked at B. Riley Wealth Advisors and National Securities Corporation. Harris is also involved in wealth management solutions through Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, compliance testing, and employee education, supported by due diligence on recommended investments and multiple management platforms.

J.A. Tyler Browning II is a financial advisor with Kestra Advisory, holding a Series 63 credential and over 33 years of industry experience. He has worked with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016 and has been operating under his own name since 1995. Browning is also involved as an owner in Diversified Financial Partners and The Browning Group II, LLC, overseeing its day-to-day operations. 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 advisor-managed accounts, serving clients that range from individual investors to large institutional entities such as sovereign wealth funds.

Brandon Sarlls is a financial advisor with Schwab Wealth Advisory, Inc., holding a Series 66 designation and 18 years of industry experience. His career includes positions at Edward Jones and Charles Schwab Bank, SSB, where he has worked since 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance includes asset allocation and investment selection based on internal research tools and standard asset-allocation models, with client authorization required for all trades.

Joshua Lavigueure is a financial advisor with Kestra Advisory holding a Series 66 credential and four years of industry experience. His prior roles include positions at Royal Alliance Associates and Fidelity Investments. Outside of finance, he works as a security guard for Admiral Security Services in Austin, TX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including large institutional investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, supported by due diligence on recommended investments.

Christian Guerrero is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Empower Advisory Group, he worked at Wells Fargo Clearing and Wells Fargo Bank. He also has experience with Charles Schwab & Co., Inc. and has been involved with Cantina512. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Noah Boriack is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Austin, TX. His career includes roles within various Charles Schwab entities since 2022. Outside of finance, he has work experience in retail and food service industries. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s investment guidance is based on Charles Schwab & Co.’s asset allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Chantel Luke is a financial advisor at Kestra Advisory with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and LPL. Outside of her advisory role, she serves on the board of the YMCA Hudson and is president of the Afton-Lakeland PTA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm serves a diverse client base including large institutional investors and sovereign wealth funds.

Geoffrey Haynes is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been affiliated with PlanMember since 2013 and concurrently owns Innovative Financial Solutions, a firm focused on annuities and insurance. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering investment options through asset allocation portfolios. The firm’s investment approach centers on strategic asset allocation, risk-based mutual fund portfolios, and periodic rebalancing based on defined triggers.

Donald Zielinski Jr. is a CFP® with four years of industry experience, currently serving as a financial advisor at Guardian Life since 2022. Prior to this, he worked at Corning for ten years. He is also engaged as an insurance broker outside of his advisory role. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs both advisor-led discretionary management and model-based strategies, offering tailored client relationships and access to proprietary and third-party investment solutions.

Andrew Kelch is a CFP®, CFA®, and Series 66-registered advisor with 22 years of industry experience. He has been with Hightower Advisors since 2021 and previously worked at Dimensional Fund Advisors and USAA Investment Management Company. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm employs a multi-manager approach that utilizes both affiliated and third-party managers, offering portfolio management, financial planning, and retirement consulting services.

Dennis Fesser is a financial advisor at Kestra Advisory with Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 17 years. In addition to his advisory role, he is involved with Fesser Financial, where he provides insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm provides fiduciary services, plan design, compliance testing, and utilizes multiple management platforms and third-party solutions, serving clients that include large institutional investors and sovereign wealth funds.

Christopher Conrad is a financial advisor at PlanMember Securities Corporation with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with PlanMember since 2022. Additionally, he has been involved with ACN/Team National in direct sales of digital communication services since 2014. PlanMember provides retirement-plan advisory services to employers and employees, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through risk-based mutual fund portfolios. The firm emphasizes strategic asset allocation and ongoing portfolio monitoring, complemented by education and support services for plan sponsors and participants.

Keegan Johnson is a financial advisor at Kestra Advisory with 16 years of industry experience. He holds the Series 66 designation and has been with Kestra Advisory since 2016, previously associated with Kestra Investment Services, LLC since 2007. He is based in Austin, TX. 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, investment advice, and employee education, serving large institutional investors such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Eric Johnson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at Merrill, Bank of America, and Bbtis prior to joining Truist in 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Ellen Abelson is a financial advisor at Bankers Life Advisory Services, Inc. in Austin, TX, holding Series 63 and Series 66 licenses with one year of industry experience. Her prior roles include positions at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., as well as work with Somerset Associations and Carmel Valley Ranch. 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 consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios that align with clients’ goals and risk tolerances.

Mason Adams is a financial advisor at Kestra Advisory Services LLC in Austin, TX, holding a Series 66 designation with seven years of industry experience. His previous roles include positions at LPL Financial, Raymond James Financial Services, and Evans, Craven & Lackie, PS. He is also the owner of Adams Capital, 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 such as fiduciary consulting, plan-level investment advice, and employee education, serving clients that include very large institutional investors and sovereign wealth funds.

Bruce Reynolds is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc. and has previously worked at USAA Investment Management Company and USAA Financial Advisors. Outside of advisory work, he is a silent partner in a trucking and transportation business and assists with a home restoration business. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standard asset-allocation models and internal research tools.

Richard Treta is a CFP® with 39 years of experience in the financial services industry. He has worked at PlanMember Securities Corporation since 2018 and previously spent over a decade with Lincoln Financial Advisors and TRETA Financial Group. He is also a managing partner at Penwell Treta Wealth Management and is involved in insurance services as a licensed agent. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education, support, and personalized retirement planning.