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 63 and Series 65 credentials and 14 years of industry experience. He has worked with PlanMember since 2022 and also maintains long-term roles at ACN/Team National and Inspire Financial. Outside of his advisory work, he is involved in direct sales of digital services through ACN/Team National. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant investment options through risk-based mutual fund portfolios. The firm emphasizes education and support for plan sponsors and participants, utilizing a top-down strategic asset allocation framework and periodic portfolio rebalancing.

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 industry experience. He is currently with Schwab Wealth Advisory Inc. and has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and USAA Financial Advisors, Inc. Outside of his advisory role, he is a silent partner in a trucking and transportation business and assists with a home improvement venture. Schwab Wealth Advisory 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 is based on asset-allocation models and internal research tools, with trades executed only upon client authorization.

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.

Brian Anthony Pablo is a ChFC® credentialed financial advisor with 16 years of industry experience, currently with First Command Advisory Services. His career includes roles at several First Command entities since 2018 and four years at Wilkinson Financial. Outside of finance, he owns a sound equipment rental business serving dance studios. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporations, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios overseen by a centralized Investment Management Team.

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.