Julie Nored is a financial advisor at Kestra Advisory with a Series 66 designation and three years of industry experience. She previously worked at Morgan Stanley for 19 years before joining Kestra Advisory Services LLC and Kestra Investment Services LLC. 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, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Porter Cunningham is a financial advisor at Kestra Advisory with nine years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Kestra Advisory in 2017, he worked at Nortek Air Solutions from 2013 to 2017. Outside of his advisory role, Cunningham serves as Vice President of the Casady School Alumni Association board and is the founder and host of the Scissortail Podcast. 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-level investment advice, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Todd Evans is a financial advisor at Kestra Advisory with 11 years of industry experience. He previously worked at Hornor Townsend and Kent, Inc. and Penn Mutual Life Insurance Company. Outside of his advisory role, Evans is an owner of JHT Ventures, LLC, an investment in a carwash franchise. 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 access to multiple management platforms and third-party managed solutions.

Kelly Edwards is a financial advisor at Kestra Advisory with 26 years of industry experience. He holds the Series 66 designation and has been with Kestra Advisory since 2016, having worked at Kestra Investment Services, LLC since 2000. He also serves as Director of Operations for 1925 Financial, overseeing daily operations and personnel. 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-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Erik Huff is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Kestra Advisory since 2016 and also associated with Kestra Investment Services, LLC since 2015. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers fiduciary consulting, plan design, benchmarking, and investment advice, serving large institutional investors including sovereign wealth funds while utilizing multiple management platforms and third-party solutions.

Rebecca Jones is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She previously worked at Cambridge Investment Research Advisors, Inc. for 15 years before joining Kestra in 2025. Jones is also president of RLJ Wealth Management, where she provides financial advice and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm provides fiduciary services, plan design and compliance, employee education, and access to multiple third-party management platforms.

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 at Schwab Wealth Advisory with 18 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2011. He joined Schwab Wealth Advisory in 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools while leaving final trading decisions to clients, and it operates as an internal advisory unit within the Schwab ecosystem.

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 in Manor, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Empower, he worked at Wells Fargo Clearing and Wells Fargo Bank, as well as Charles Schwab & Co., Inc. Outside of finance, he has experience with Cantina512 and involvement in arts organizations such as United Arts of Central Florida. 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 delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Noah Boriack is a financial advisor with Schwab Wealth Advisory in Austin, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Charles Schwab Premier Bank, Charles Schwab Trust Bank, and Charles Schwab Bank. Outside of finance, he has worked in diverse roles including at Grimaldis Pizzeria and The Container Store. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and research tools. The firm serves individual clients by recommending investments while leaving final trading decisions to clients and does not exercise discretionary trading authority.

Chantel Luke is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 credentials and 15 years of industry experience. Her prior roles include positions at Ameriprise and LPL. Outside of her advisory work, 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 plan sponsors and 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.

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® professional with three years of experience in financial advising at Primerica Advisors. He has a background that includes nine years with Guardian Life Insurance Company and ten years with Corning. Primerica Advisors serves a diverse retail client base, offering both brokerage and advisory services with a range of investment programs and financial planning solutions. The firm uses a combination of proprietary and third-party investment strategies to meet client needs.

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 with PlanMember Securities Corporation in Austin, TX, holding Series 65 and Series 63 licenses and 14 years of industry experience. His work history includes roles at PlanMember since 2022, ACN / Team National since 2014, and Inspire Financial since 2004. Outside of his advisory work, he is involved with direct sales in digital phone services and related technologies through ACN / Team National. 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.