Jake Mallet is a financial advisor with Bankers Life Advisory Services, Inc. in Austin, TX. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to his current role, Mallet worked with Vantage Marketing, where he also served as a regional manager overseeing a sales team representing Terminix International during the summer months. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Chia You Tsai is a financial advisor with Commonwealth Financial Network based in Austin, TX. He holds a Series 66 designation and has six years of industry experience. Prior to joining Commonwealth and Allfluent Wealth Management in 2020, he worked at IBM for twelve years. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice management. The firm offers various portfolio management solutions and operates under a platform model that supports advisors in delivering customized investment advice.

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 previously worked at Durbin Bennett Private Wealth Management and Nfp Securities. Outside of his advisory work, Johnson serves as treasurer for Boy Scout Troop 786 and assists with the financial audit committee for the Lake Travis High School Band. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors, institutional, and individual clients, offering fiduciary consulting, plan design, and a range of managed solutions supported by a comprehensive due diligence process.

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 experience in financial advising, currently serving at Valic Financial Advisors since 2015. He also holds Series 65 and Series 63 licenses. Outside of his advisory role, he is involved as an agent with Agia, where he provides non-securities insurance products. Valic Financial Advisors 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 portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and model solutions on Envestnet’s platform.

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.

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 licenses and previously worked at Wells Fargo Clearing and Citigroup Global Markets. Outside of advising, he serves as a board member of Cosway Company, Inc., a firm focused on skin care, hair care, and body care product development and manufacturing. &Partners serves a diverse range of clients including high-net-worth individuals, retirement plans, and institutional entities, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, with investment management offered on both discretionary and non-discretionary bases.

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, 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-related entities. Outside of finance, he is also a musician based in Austin, TX. Cerity Partners serves a wide range of clients, including individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and access to alternative investments through a combination of proprietary and third-party strategies.

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.

Jayson Wagner is a financial advisor with Valic Financial Advisors in Austin, TX, holding a Series 66 designation and 15 years of industry experience. He has worked at VALIC Financial Advisors since 2010 and is also affiliated with Agia. Outside of his advisory role, Wagner occasionally serves as a tour guide for undeveloped land sales with BG Development Group. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jennifer Harvey is a financial advisor at Guardian Life with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including NYLIFE Securities LLC, Eagle Strategies LLC, The Prudential Insurance Company of America, and MML Investors Services, LLC. Harvey also engages in the sales and services of insurance products outside of Guardian Life. Guardian Life’s subsidiary Park Avenue Securities LLC offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and a range of financial planning and consulting services.

Betty Schuster is a CFP® with 39 years of industry experience, currently serving with Kestra Advisory. She has held roles at Principal Securities, Schuster Financial Services, and Principal Life Insurance Company. Schuster also chairs the board of directors for Columbia Insurance Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, compliance testing, and multiple management platforms, managing approximately $79.8 billion in assets.

Russell Fox is a CFP® and ChFC® with 34 years of industry experience. He is currently affiliated with Kestra Advisory Services LLC and Kestra Investment Services LLC. His prior experience includes significant tenures at Commonwealth Financial Network, United Capital Financial Advisers, Girard Securities, and Ameriprise. Outside of his advisory work, he is a partner and president of Skeels & Fox Wealth Management, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and investment advice, serving a range of clients that includes sovereign wealth funds and large institutional investors.