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.

Chantel Luke is a financial advisor at Kestra Advisory with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and LPL. Outside of her advisory role, 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 institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm serves a diverse client base including large institutional investors and 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® with four years of industry experience, currently serving as a financial advisor at Guardian Life since 2022. Prior to this, he worked at Corning for ten years. He is also engaged as an insurance broker outside of his advisory role. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs both advisor-led discretionary management and model-based strategies, offering tailored client relationships and access to proprietary and third-party investment solutions.

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 at PlanMember Securities Corporation with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with PlanMember since 2022. Additionally, he has been involved with ACN/Team National in direct sales of digital communication services since 2014. PlanMember provides retirement-plan advisory services to employers and employees, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through risk-based mutual fund portfolios. The firm emphasizes strategic asset allocation and ongoing portfolio monitoring, complemented by education and support services for plan sponsors and participants.

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.

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 experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc. and has previously worked at USAA Investment Management Company and USAA Financial Advisors. Outside of advisory work, he is a silent partner in a trucking and transportation business and assists with a home restoration business. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standard asset-allocation models and internal research tools.

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 financial advisor with First Command Advisory Services in Austin, TX. He holds the ChFC® designation and Series 66 and 63 licenses, with 16 years of industry experience. Prior to his current role, he worked at Wilkinson Financial and held various positions within First Command entities. Outside of finance, he owns a sound equipment rental business serving dance studios. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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.