David Allen is a Certified Financial Planner (CFP®) with 42 years of experience in the financial services industry. He has worked at Kestra Advisory since 2022 and previously spent 28 years at CONCOURSE FINANCIAL GROUP SECURITIES (formerly ProEquities, Inc.). He is also the founder and managing partner of Security Financial Management, providing financial planning and insurance services. Kestra Advisory Services offers investment advisory and retirement plan consulting to institutional and individual clients, with services including fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and sponsors, managing approximately $79.8 billion in assets and offering access to a broad range of management platforms and third-party solutions.

Yanbin Zhu is a CFP®-designated financial advisor with Kestra Advisory in Austin, TX, bringing 14 years of industry experience. Prior to Kestra, Yanbin worked at B. Riley Wealth Management and National Securities Corporation among other firms. 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, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Andy Bacaylan is a Certified Financial Planner (CFP®) with 33 years of industry experience. He is currently with Kestra Advisory, having previously worked at WI Investment Advisory, Commonwealth Financial Network, Bank of America, and Merrill. He is based in Austin, TX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Paul Rogers is a financial advisor at Kestra Advisory with five years of industry experience. He holds a Series 66 credential and has worked at firms including Principal Securities Inc and Rogers-Tate Financial Group. Outside of his advisory role, he is involved in insurance-related activities and supports firm administration duties at McKinney Wealth Management. 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 large institutional investors, including sovereign wealth funds, and offers a range of management platforms and third-party solutions.

Michael Csedrik Jr. is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Kestra Advisory and affiliated entities since 2019 and previously at MMA Securities LLC from 2016 to 2019. Outside of his advisory role, he serves as Director of Retirement Plan Benefits at Wealth Preservation Solutions, LLC. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a diverse range of institutional and individual clients, offering fiduciary oversight, plan design, employee education, and access to multiple management platforms and third-party solutions.

Karen Caulfield is a financial advisor at D.A. Davidson & Co. in Austin, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. Her prior roles include positions at Hilltop Securities Inc., VOYA Financial Advisors, Inc., Oppenheimer, and Wells Fargo Clearing. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of solutions such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and providing specialized services for high-net-worth clients through its Davidson Private Wealth program.

Kyle Manthei is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has previously worked at Commonwealth Financial Network, Riverstone Wealth Partners, and Janus Management Holdings. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm provides services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Sarah Walsh is a CFP®-certified financial advisor with 22 years of industry experience, currently serving at Kestra Advisory. She previously worked at Ameriprise Financial Services from 2012 to 2026. Walsh is a co-owner of Ubuntu Operations, LLC, an advisory business. 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 a range of services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets.

Cameron Freeman is a CFP® with seven years of experience in financial advising, currently with Kestra Advisory. His prior experience includes roles at Commonwealth Financial Network and First Allied Securities. He also has a background involving work with the YMCA of the Rockies and teaching at Ohio State University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as plan design, compliance testing, fiduciary consulting, and employee education. The firm serves very large institutional investors and offers a broad array of third-party managed solutions within a supervisory framework.

Joseph Hall is a financial advisor at Kestra Advisory with 22 years of industry experience. He holds a Series 66 designation and has been with Kestra Advisory since 2016. In addition to his advisory role, he serves as Secretary/Treasurer of Hall and Drum Properties, a real estate business he has been involved with since 1997. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, and investment advice, and manages approximately $79.8 billion in assets, including relationships with large institutional investors.

Trevor Bell is a CFP® and Series 66-registered advisor at Kestra Advisory Services with two years of industry experience. Prior to his current role, he worked in financial planning and held a position as a licensed Medicare sales agent, where he conducted community enrollment meetings during annual periods. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers comprehensive services including fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving a diverse client base that includes large institutional investors.

Jennifer Barrett is a Series 66-licensed financial advisor with 13 years of industry experience. She currently serves as Director of Investment Planning at Kestra Advisory, where she has worked since 2023. Prior to joining Kestra, Barrett was with UBS Financial Services for nine years and briefly worked at Morgan Stanley Smith Barney. She is also a director at Claris Advisors LLC, focusing on investment reviews, modeling, and implementation. Kestra Advisory Services provides investment advisory and retirement plan consulting to a broad range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary consulting, plan-level investment advice, and access to various management platforms and third-party solutions within a comprehensive supervisory framework.

Geoff Nelson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has worked previously at CIBC Private Wealth Advisors and Fidelity Brokerage Services. Outside of his advisory role, he owns and manages several residential real estate properties, acting as his own agent in transactions. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm emphasizes globally diversified, risk-appropriate portfolios based on Modern Portfolio Theory, offering a range of investment vehicles and integrated financial planning services.

Robert Webb is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with Kestra Advisory and previously worked at Ameriprise Financial Services for 18 years. Outside of advising, he has worked part-time in catering event support. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm serves large plan sponsors and offers fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets including relationships with sovereign wealth funds.

Jason Davis is a financial advisor with Primerica Advisors based in Georgetown, TX. He holds Series 65 and Series 66 licenses and has four years of industry experience. Prior to his current role, he worked at First Command Advisory Services and served in the United States Army. Outside of his advisory work, Davis is involved in community activities, including serving as president of Eagles Ventures Group, a youth hockey referee, a board member of a property owners association, and chair of a local Boy Scout troop committee. Jason Davis is affiliated with Park Avenue Securities LLC, which serves a diverse retail client base including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Alan Waker is a Series 66-licensed financial advisor with SPC in Austin, TX, and has 20 years of industry experience. He has worked at SPC and Sigma Financial Corporation since 2012. Outside of advising, he owns Waker Financial Strategies, a sole proprietorship that develops business plans and strategies for small and medium-sized companies, and he oversees Austin Bookkeeping, which provides accounting and CFO-related services to local small businesses. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary and nondiscretionary investment strategies tailored to client needs.

Rickey Ernzen is a CFP® with 30 years of industry experience, currently serving as an advisor at Kestra Advisory since 2019. He previously worked with Oppenheimerfunds Distributor, Inc. beginning in 2008. Ernzen holds a leadership role as Vice President Retirement Plan Specialist, assisting business owners with retirement plans and executive benefits. 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, with approximately $79.8 billion in assets under management.

William Symonds is a financial advisor with Kestra Advisory Services LLC and Kestra Investment Services LLC, holding a Series 63 designation and over 30 years of industry experience. His prior roles include positions at Symonds Wealth Management, Principal Life Insurance Company, and Princor Financial Services Corporation. Outside of advisory work, he owns Go Sports Complex, a youth and athletic facility in Fort Worth, Texas. 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-level investment advice, and employee education, supporting extensive third-party managed solutions and serving large institutional investors such as sovereign wealth funds.

Frank Hill is a CFP® professional with 34 years of industry experience, currently serving as a Senior Financial Advisor and Partner at Kestra Advisory. His career includes previous roles at LPL Financial and Meritrust Wealth Management, where he also acts as sole owner and president of Synergy Wealth Management. In addition to his advisory work, Hill serves as President of the Board of Trustees at Louisville Collegiate School. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and diverse management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Derek Eckert is a CFP® professional with 29 years of industry experience. He is currently with Farther Finance Advisors and has previous experience at Syntropy Wealth Management LLC, TIAA-CREF Individual & Institutional Services, LLC, and Chase Investment Services Corp. Eckert serves as a board member of the nonprofit Women in Neuroscience, where he promotes awareness, develops programs, and participates in fundraising. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and employs proprietary model portfolios with algorithmic rebalancing using ETFs, mutual funds, equities, and fixed income.