Christy Trudeau is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She has been with Kestra Advisory since 2016 and has prior experience with Charles Schwab and Charles Schwab Bank dating back to 2014. Outside of her advisory role, she works as an independent delivery service provider for Shipt. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering fiduciary consulting, plan design, compliance testing, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and offers access to multiple management platforms and third-party solutions.

Michael Janak is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sanctuary Advisors since 2021, following prior roles at Sanctuary Securities, Inc. and World Equity Group. Janak is also the Managing Director of Northview Asset Management in Austin, TX, where he dedicates the majority of his working hours. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account structures and utilizes a network of independent advisors and affiliated broker-dealers, distinguishing itself through an integrated affiliate structure and recent consolidation activities.

Robert Roberts is a financial advisor with Kestra Advisory in Austin, TX, holding the Series 66 designation and nine years of industry experience. His prior roles include positions at Charles Schwab and Erben Associates. Outside of financial services, he owns Central Texas Drone Services, which provides photography and videography for property marketing. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Gustavo Chaves is a financial advisor with Kestra Advisory Services LLC, holding Series 63, 65, and 66 designations and bringing 29 years of industry experience. His previous roles include positions at B. Riley Wealth Advisors and Abel. Outside of his advisory work, he is involved in bookkeeping for a speech and language services business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and utilizes multiple management platforms, serving large-scale investors such as sovereign wealth funds.

John Sullivan III is a Series 66 licensed financial advisor with 20 years of industry experience. He currently works at Schwab Wealth Advisory, where he has been since 2025, and has prior experience at Charles Schwab and USAA Group. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments, with clients making final trading decisions, and it operates as an internal advisory unit within the Schwab ecosystem without directly charging clients fees.

Daniel Courson is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 credential and 17 years of industry experience. He previously worked for CONCOURSE FINANCIAL (formerly ProEquities, Inc.) for 12 years before joining Kestra Advisory in 2022. Outside of his advisory role, he has been involved in teaching free retirement planning seminars through FMT Solutions, LLC. Kestra Advisory provides investment advisory and retirement-plan consulting services to a wide range of institutional and individual clients, including plan sponsors. 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.

Michael Kidd is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and totaling seven years of industry experience. His prior work includes roles at Principal Life Insurance Company, Principal Securities Inc, and Northwestern Mutual, as well as earlier experience outside finance at Cimarron Hills Golf and Country Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports a variety of management platforms and third-party solutions.

Reetika Agarwal is a financial advisor at Kestra Advisory with seven years of industry experience. She holds the Series 66 designation and has been with Kestra Investment Services since 2017. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

David Propes is an Investment Advisory Representative at Kestra Advisory Services with 19 years of industry experience. He has worked at Kestra Advisory since 2017 and previously held roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Outside of his financial advisory work, he is a partner and operator of The Family Farm on Avent Ferry, which involves farm management and seasonal sales of pumpkins, Christmas trees, and cattle. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, serving clients such as large institutional investors and sovereign wealth funds.

Robert Abel is a financial advisor at Kestra Advisory with 24 years of industry experience. He previously worked at MountainOne Bank and Commonwealth Financial Network. He serves as president of the board for Taconic Golf Club. Kestra Advisory Services provides investment advisory and retirement plan consulting to a broad mix of institutional and individual clients, including fiduciary consulting and plan-level investment advice. The firm offers multiple management platforms and serves large institutional investors such as sovereign wealth funds.

Christopher Cannon is a CFP® professional with 18 years of industry experience, currently serving as a financial planner at Kestra Advisory in Austin, TX. He previously spent nine years at LPL Financial, LLC before joining Kestra in 2022. Outside of his advisory role, he owns Excellent Ventures LLC and RetireRight Financial Planning, through which he manages client relationships and oversees a wealth management division. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers various services such as fiduciary consulting, plan-level investment advice, and employee education, and is notable for managing approximately $79.8 billion in assets and serving large institutional clients including sovereign wealth funds.

Curtis Swenson is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding a Series 63 designation and bringing 29 years of industry experience. Prior to joining Kestra in 2022, he spent 12 years with Cambridge Investment Research Advisors. Outside of his advisory work, he serves as a council member for Mount Calvary Lutheran Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers comprehensive services such as fiduciary consulting, plan design, employee education, and manages assets across various platforms while serving large institutional investors and sovereign wealth funds.

Jeffrey Zufall is a financial advisor at Kestra Advisory with over 31 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at National Planning Corporation for 10 years before joining Kestra in 2017. Zufall is also involved with Capital Advisors Group, where he serves as president and assists with tax planning and preparation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, with a focus on due diligence and a diverse range of management platforms.

Caleb Baker is a financial advisor with Eagle Strategies (NY Life) in Austin, TX. He holds Series 63 and Series 66 designations and has three years of industry experience. Caleb’s prior work includes roles at B2 Wealth Solutions, LLC, NYLife Securities LLC, and New York Life Insurance Company. He is also involved in insurance brokering with outside carriers. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various programs and manages a majority of its assets on a non-discretionary basis.

Thomas Lamb is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has been affiliated with Kestra and its related entities since 2009. Outside of his advisory work, Lamb is a musician involved with the Brandon Callies Band. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and plan-level investment advice, managing approximately $79.8 billion in assets and serving large clients like sovereign wealth funds.

Taryn Bertetto is a CFP® professional with 12 years of industry experience, currently with Steward Partners Investment Advisory, LLC. She has held roles at Steward Partners-affiliated firms since 2019 and previously worked at Raymond James Financial Services, Merrill, and Wells Fargo. Outside of financial advising, she owns Bertetto Quality Trailers and Parts, where she manages bookkeeping and accounting, and also operates related payroll service businesses. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services, including discretionary and non-discretionary portfolio management through various Steward Partners-branded solutions and third-party money managers.

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.