Todd Guerin is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Kestra Advisory since 2016 and concurrently operates a CPA firm, Apple Guerin Company LLC, where he is a partner. Outside of his advisory and accounting roles, he is involved in several business ventures, including managing real estate entities and overseeing tax and bookkeeping activities for multiple partnerships. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and complex product solutions. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Samuel Hulse is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked with Kestra Advisory since 2019 and also holds a long-standing role as director at Higginbotham, where he has been involved since 1999. Outside of advisory services, he is an investor with 4A Capital, LLC, a real estate business. 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 solutions, serving clients that include large institutional investors and sovereign wealth funds.

Jeremy Soboleski is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 16 years of industry experience, including prior roles at Commonwealth Financial Network and Ivory Wealth Management. He serves as an executive board member for CT Sports Management Group/Nutmeg State Games, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as 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.

Tom Cates is a financial advisor with Kestra Advisory and holds a Series 63 designation. He has 41 years of industry experience, including extensive tenure at Cornerstone Financial Advisors, Inc. since 2001. Outside of finance, he is president and a 25% owner of C Clips Corporation, a hair care service provider. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm provides fiduciary consulting, plan design, benchmarking, and manages a range of investment platforms and third-party solutions.

Kenneth Daly is a financial advisor at Cerity Partners LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Austin Private Wealth, LLC and optionsXpress. He is based in Austin, TX. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Andrew Langford is a financial advisor with Kestra Advisory who holds the Series 66 designation and has recently begun his advisory career. He previously worked for TriGate Capital for nine years before joining Kestra and Roseman Wealth Advisors in 2025. In addition to his advisory role, he assists lead advisors with financial planning and client relationships. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors and manages approximately $79.8 billion in assets, providing access to multiple management platforms and third-party solutions.

Olivia Mary is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at LPL Financial, Waterloo Capital, and Key Bank. Olivia is based in Austin, TX. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios and a range of sponsored model and wrap-fee programs.

Alyssa Sternadel is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Austin Private Wealth and Deloitte. Alyssa serves on the board of directors for Breakthrough T1D, where she is involved in planning events and fundraising activities. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection techniques, integrating proprietary quantitative screens with external managers and individual securities, while offering a range of services such as portfolio management, financial planning, and access to private-market investments.

Scott Fanatico is a financial advisor at Kestra Advisory with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Royal Alliance/Osaic Wealth, Inc. for nine years. He also serves as a registered representative through The Financial Services Center, focusing on fiduciary-level client support. 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 investment advice, serving large institutional investors with approximately $79.8 billion in assets under management.

Jason Mc Carthy is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with PNC Wealth Management, where he has worked since 2021. His prior experience includes roles at BBVA Wealth Solutions, BBVA Insurance Agency, BBVA Securities, BBVA USA, and BB&T Securities. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online model account available by invitation to employees. The firm uses approved model strategies managed by PNC or third-party strategists and implements investments primarily through mutual funds and ETFs with annual rebalancing.

Aleksandar Krakovic is a financial advisor at Kestra Advisory with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial Advisors and OSAIC. Krakovic is also the owner of Biscayne Wealth Management, Inc., a pass-through entity involved in banking and credit activities for the business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Kimberly Wilder is a financial advisor with Valic Financial Advisors in Austin, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Valic Financial Advisors since 2015 and also works with Agia as an agent for non-securities insurance products. Outside of her advisory role, she manages a fitness services business in Austin. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and serving approximately 294,000 clients through a network of over 1,200 advisors.

Steven Goldstein is a CFP® professional with 23 years of experience in financial advisory services. He has been with Kestra Advisory and its affiliated entities since 2015 and holds a vice president role at oXYGen Financial, Inc., where he provides financial planning, advice, and investment services. Goldstein also participates in insurance sales and the administration of financial dashboard services through related businesses. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing a range of services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors and provides access to multiple management platforms and third-party managed solutions.

Alyssa Calhoun is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at CAM Investor Solutions and Dimensional Fund Advisors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options.

Jared Fossler is a financial advisor with TIAA-CREF in Austin, TX, holding a Series 66 designation and bringing five years of industry experience. Prior to joining TIAA-CREF, he worked at TMLT and has experience in education and the service industry. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolio solutions under a fiduciary standard.

Carol Vander Dys is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. She holds a Series 66 designation and has 10 years of industry experience, including 11 years at Edward Jones. Outside of her advisory work, she is involved with personal health and beauty product memberships. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Sonia Ortega Knight is a financial advisor with Truist Advisory Services in Austin, TX. She holds Series 63 and Series 65 licenses and has 13 years of industry experience. Her prior work includes nearly a decade at Wells Fargo Clearing and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, plan sponsor fiduciary support, and a manager-selection program that incorporates discretionary and non-discretionary approaches, supported by AI-enabled research and inter-affiliate resources.

Miranda Barcena is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and three years of industry experience. She has been associated with Barcena Financial Group, Principal Securities, and Principal Life Insurance since 2023. Outside of advisory work, she serves as the Director of Education for Financial Women in Texas, where she leads educational programming and a mentoring initiative. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs, employing multiple advisory and promoter arrangements to support client investment implementation and advisor business development.

Kieu Turk is a CFP® and Series 66 credentialed financial advisor with 24 years of industry experience. She is currently with Cerity Partners LLC and previously worked for Austin Private Wealth, LLC for ten years. Outside of her advisory work, she has ownership interests in real estate and a real estate-related business in Austin, TX. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services, including discretionary and non-discretionary investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Maury Breazeale is a financial advisor at Kestra Advisory with 14 years of industry experience. He holds a Series 66 designation and has been with Kestra Advisory since 2016. Breazeale serves as owner and principal of Breazeale Wealth Management, a DBA operating under Kestra Investment Services. He is also a member of the finance committee at Christ United Church. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, compliance testing, and employee education, with access to multiple management platforms and third-party managed solutions.