Jeffrey Dadamo is a financial advisor at Mercer Global Advisors Inc. with eight years of industry experience. He holds the Series 66 designation and previously worked at Dimensional Fund Advisors from 2016 to 2024. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s approach is based on Modern Portfolio Theory, employing globally diversified portfolios with multi-factor tilts implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Nicolas Grant is an investment advisor at Kestra Advisory with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kestra in various capacities since 2007. Outside of his advisory role, he serves as a deacon and youth leader in his church, contributing to community and charitable activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Keith Baker II is a financial advisor with Eagle Strategies (New York Life) in Austin, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 29 years of industry experience and has operated his own firms under the names Keith A. Baker and Associates and B2 Wealth Solutions, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individuals, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Leslie Evans Dunn is a financial advisor at Kestra Advisory with 37 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network for 11 years. Dunn is co-owner of Polaris Financial Strategies Group, LLC, a private entity facilitating securities, advisory, and insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Scott Campbell is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at AE Wealth Management since 2019 and previously gained experience at Wealth Watch Advisors, LLC and Wealth Financial Advisory Services, LLC. Campbell also serves as an adult education instructor at the University of Texas, where he teaches courses on retirement-related subjects. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm operates model portfolio and direct asset management programs and uses a range of investment strategies, with a focus on scalability and platform services.

Kathryn Cook is a financial advisor at Kestra Advisory with three years of industry experience. She previously worked at the Texas State Securities Board for five years before joining Kestra Investment Services, LLC. 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 services such as fiduciary consulting, plan design and compliance testing, employee education, and access to multiple management platforms and third-party managed solutions.

Patrick Doporto is a financial advisor with Schwab Wealth Advisory in Austin, TX, holding Series 63 and Series 66 licenses. He has 13 years of industry experience, including over 10 years at Charles Schwab & Co., Inc. Outside of his advisory role, he has engaged in virtual task work as an independent contractor for platforms such as Amazon Mechanical Turk and Appen. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations. The firm utilizes Schwab’s asset allocation models and research tools, while clients retain final trading decisions, distinguishing its advisory approach within the Schwab ecosystem.

Bryce Meares is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Meares is involved in health and life insurance sales through Hart Financial Group and serves as a consultant providing 401(k) education and assistance to employees at Parsley Energy. Hightower Advisors delivers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes a multi-manager approach, incorporating affiliated and third-party managers, proprietary research, and a variety of investment strategies.

Thomas Hazlehurst is a financial advisor at IEQ Capital, LLC in Austin, TX, holding the Series 65 designation. He has 24 years of industry experience, including prior roles at Laird Group and Fremon Group/FPR Partners. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and select institutional clients. The firm employs a macroeconomic research-driven investment process and offers a range of discretionary management, family-office services, and private alternative investment opportunities.

Lauren Summers is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. Her prior work history includes roles at Kestra Investment Services and ownership of Sisters Boutique & Gifts, Inc. for ten years. Outside of finance, she has experience in retail business management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms while serving large institutional investors including sovereign wealth funds.

Shawn Corkery is a CFP® with four years of industry experience, currently serving as an advisor at Kestra Advisory Services, LLC. His previous roles include positions at Sagepoint Financial and independent contracting work. Outside of his advisory duties, he owns Genesis Training, a health coaching and training business, and teaches retirement planning classes for pre-retirees and retirees. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers services like fiduciary consulting, plan design, employee education, and access to multiple management platforms, supporting both discretionary and non-discretionary strategies.

Robert Ring is a financial advisor with Planmember Securities Corporation in Austin, TX, holding Series 63 and 65 licenses and bringing 21 years of industry experience. He has been associated with Planmember and related entities since 2015. Outside of his advisory role, he serves as an instructor for public education workshops through White Glove Workshop. 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 unitized, risk-based mutual fund portfolios, offering education, support, and personalized planning services to plan sponsors and participants.

Brent Graham is a CFP® professional with 26 years of industry experience, currently serving at Kestra Advisory. Prior to joining Kestra in 2017, he held positions with LPL Financial and Argent Trust, among others. Outside of his advisory work, he is the treasurer of Fred's of Natchez, Inc., a real estate business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance, and employee education, managing approximately $79.8 billion in assets.

James Gerard is a CFA® charterholder and holds the Series 66 license, with nine years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2017 and has been associated with Evans Financial Partners since 2015, where he also serves as an insurance agent. Gerard’s responsibilities include financial planning, investment advisory, portfolio construction, and retirement plan consulting. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services such as fiduciary consulting, employee education, and plan design. The firm manages approximately $79.8 billion in assets and serves a range of clients, including large institutional investors and sovereign wealth funds.

Robert Roland is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and over 16 years of industry experience. His prior roles include positions at LPL Financial and Raymond James Financial. He is also the owner of Blecca, Inc., an individual S corporation related to his financial advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves a diverse client base, including large institutional investors, and manages approximately $79.8 billion in assets.

Mark Hughes is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has held roles at Coordinated Financial, LLC and The National Wealth Group, where he is involved in recruiting and training new agents, as well as fixed insurance and annuity sales through Coordinated Financial, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs supported by an investment committee and third-party partners, integrating multiple custodial platforms and employing risk-based portfolio alignment.

Edward Kozun III is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His career includes roles at Dunham Trust Co. since 2007 and Next Financial Group from 2003 to 2020. He is also president of Edward S Kozun III and Kozun Capital Management, both investment-related entities based in Austin, TX. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Sharla Rountree is a CFP® with 37 years of experience in the financial services industry. She has worked with Kestra Advisory since 2018 and previously spent 26 years at Royal Alliance Associates, INC. Outside of her advisory role, she is involved in delivering financial seminars and co-owns a real estate business with family. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional plan sponsors and individual investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a range of clients from large institutional investors to sovereign wealth funds.

Nina Preston is a CFP® professional with 41 years of industry experience, currently serving at Kestra Advisory Services LLC since 2022. She previously worked at LPL Financial and Invest Financial Corporation, accumulating over 19 years at these firms. In addition to her advisory role, she is an agent for fixed life insurance, term insurance, and fixed annuities, and serves as Executive Vice President of the Society for Lifetime Planning. 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, and employs multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Michael Renner is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at Kestra Advisory since 2017 and at Kestra Investment Services, LLC since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional clients, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management and including clients such as sovereign wealth funds.