Joseph Silvestri is a CFP® and ChFC® associated with Kestra Advisory with 38 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. He is a co-owner of Arkhitekton, LLC, a private entity facilitating securities, advisory, and insurance business. 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 services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.

Brandon Eckert is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his financial advisory career, he worked in fitness and wellness roles, including positions at Master Yang's Tae Kwon Do and iLoveKickBoxing. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives and emphasizes a non-discretionary asset management approach.

Lauren Barnett is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and has previously worked at Hart Financial, Dimensional Fund Advisors, and Cambridge Associates. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Donald Grant is a CFP® with 24 years of experience in financial advisory services. He has been with Kestra Advisory Services, LLC since 2016. Grant serves on the board of the Wichita Wagonmasters, providing guidance to the organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Jamie Grupe is a CFP® professional with 27 years of experience in the financial services industry. He currently serves as an Investment Adviser Representative at Kestra Advisory Services LLC and has held prior roles at Ameriprise Financial Services Inc, LPL Financial, and Mid America Financial. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients. The firm provides services including fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, supporting clients such as large institutional investors and sovereign wealth funds.

Noe Lopez is a CFP® with nine years of industry experience, currently serving at Cerity Partners LLC since 2026. His prior experience includes roles at Austin Private Wealth, LLC, Fort Advisors, and Morgan Stanley. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment framework centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Dana Morgan is a Series 66-licensed financial advisor at PlanMember Securities Corporation in Austin, TX, with experience in both wealth management and school finance solutions. Morgan has held positions at Gentry Wealth Management, Frank Campos & Associates, and educational institutions including Slocum and Noches Independent School Districts. Outside of advisory roles, Morgan has been involved with School Finance Solutions since 2022. 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 approach and manages risk-based mutual fund portfolios, offering education and personalized support to plan sponsors and participants.

Michelle Beyers is a financial advisor at Kestra Advisory with 30 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Commonwealth Financial Network, LPL Financial, and INVEST Financial Corp. Beyers 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, offering services such as fiduciary consulting, plan design, and investment management supported by due diligence. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Stefany Quirico Canepa is a CFP® professional with eight years of industry experience, currently serving as an advisor at Creative Planning. Her prior work includes roles at ML&R Wealth Management and Goldman Sachs & Co. LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Linda Amador is a financial advisor with PNC Wealth Management in Austin, TX, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at several financial firms such as Cadence Bank, LPL Financial LLC, and Mass Mutual Life Insurance Company. She also has experience outside finance, having worked at Ike's Woodfire Grill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments to recommend portfolios managed by PNC or third-party strategists, implemented via mutual funds and ETFs with annual rebalancing.

Christopher Stallings is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 25 years of industry experience. Before joining Kestra Advisory in 2019, he worked at LPL Financial for 16 years. Outside of his advisory work, he serves on multiple nonprofit boards and is involved in coaching and counseling through various organizations he leads or supports. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets.

Joshua Stivers is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Cabin Securities Inc., WealthPortrait Financial, LLC, Kalos Capital, and GF Investment Services, LLC. He is also associated with Platinum Wealth Advisory, a business providing investment advice and money management services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement consulting. The firm’s advisory model is fiduciary-based, utilizing technology platforms and both discretionary and non-discretionary investment strategies, frequently implementing advice through third-party managers and managed account programs.

Landon Lau is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including positions at Charles Schwab & Co., Inc. and H-E-B. Outside of his advisory work, he has been involved with Vypr Installations over several years. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on standard asset-allocation models and Schwab’s internal research, offering tailored recommendations without exercising discretionary trading authority.

Dejan Dimitrijevic is a financial advisor with Corient who holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior roles include positions at Capital Advisors, Inc., Tiaa, TD Ameritrade, and Scottrade Investment Management. He is listed as a non-active member of an exterior washing business owned by his son. Corient provides investment advisory and financial planning services to a wide range of clients, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers. The firm offers specialized services such as family office and trustee services and utilizes advanced risk management tools to align portfolios with client objectives.

Robert Lang is a financial advisor with Kestra Advisory in Austin, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including ten years at National Planning Corporation and over three decades operating Lang & Associates Accounting Service, where he prepares individual and business tax returns and provides investment and insurance planning. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse range of institutional and individual clients, providing services such as fiduciary consulting, plan design, and employee education. The firm supports recommended investments with due diligence and serves large institutional investors, including sovereign wealth funds.

Lana Bergstein is a financial advisor at TLG Advisors, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Dimensional Fund Advisors LP for 15 years. Bergstein also serves as Senior Director of Sales at SALI Fund Services. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory.

Malcolm Pfenninger is a CFP® and ChFC® with 16 years of industry experience. He is currently with Kestra Advisory and Kestra Investment Services, having previously worked at firms including Eagle Strategies and New York Life Insurance Company. Outside of his advisory role, he is the owner of a real estate business in Destin, Florida. 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 services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Justin Wiseman is a financial advisor with Eagle Strategies (NY Life) in Austin, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Eagle Strategies and Cadence Wealth Management since 2020 and has prior experience at NYLIFE Securities LLC and New York Life Insurance Company dating back to 2019. Outside of finance, he is a freelance musician and songwriter with a longstanding involvement in music. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with most assets managed on a non-discretionary basis.

Shawn Gallagher is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and seven years of industry experience. He has been affiliated with Kestra Investment Services and Kestra Advisory since 2018 and also serves as Service Director, transitioning into a portfolio manager role at Piatchek & Associates. Gallagher’s responsibilities include underwriting retirement analyses and customer service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, with approximately $79.8 billion in assets under management and clients such as sovereign wealth funds.

Jeffrey Lown III is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 license and six years of industry experience. His prior roles include positions at Janney Montgomery Scott, Cherry Hill Mortgage Management, Rutgers Business School, and Bloomberg L.P. He also serves as an advisor with James Walter Wealth Management, focusing on insurance-related financial advisory services. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment advice supported by due diligence. The firm serves large institutional investors, including sovereign wealth funds, and offers a range of platforms and third-party managed solutions.