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.

Jennifer Barrett is a Series 66-licensed financial advisor with 13 years of industry experience. She currently serves as Director of Investment Planning at Kestra Advisory, where she has worked since 2023. Prior to joining Kestra, Barrett was with UBS Financial Services for nine years and briefly worked at Morgan Stanley Smith Barney. She is also a director at Claris Advisors LLC, focusing on investment reviews, modeling, and implementation. Kestra Advisory Services provides investment advisory and retirement plan consulting to a broad range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary consulting, plan-level investment advice, and access to various management platforms and third-party solutions within a comprehensive supervisory framework.

Geoff Nelson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has worked previously at CIBC Private Wealth Advisors and Fidelity Brokerage Services. Outside of his advisory role, he owns and manages several residential real estate properties, acting as his own agent in transactions. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm emphasizes globally diversified, risk-appropriate portfolios based on Modern Portfolio Theory, offering a range of investment vehicles and integrated financial planning services.

Robert Webb is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with Kestra Advisory and previously worked at Ameriprise Financial Services for 18 years. Outside of advising, he has worked part-time in catering event support. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm serves large plan sponsors and offers fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets including relationships with sovereign wealth funds.

Jason Davis is a financial advisor with Guardian Life in Austin, TX, holding Series 65 and Series 66 licenses and five years of industry experience. His prior work includes roles at First Command Advisory Services and the United States Army. Outside of his advisory work, he serves as president of Eagles Ventures Group, a board member for the Gabriels Grove Property Owners Association, a youth hockey referee, and chair of a local Boy Scout troop committee. Guardian Life’s Park Avenue Wealth Management division offers brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm provides tailored financial planning and investment management through advisor-led discretionary strategies and model-based solutions, supported by proprietary and third-party platforms.

Alan Waker is a Series 66-licensed financial advisor with SPC in Austin, TX, and has 20 years of industry experience. He has worked at SPC and Sigma Financial Corporation since 2012. Outside of advising, he owns Waker Financial Strategies, a sole proprietorship that develops business plans and strategies for small and medium-sized companies, and he oversees Austin Bookkeeping, which provides accounting and CFO-related services to local small businesses. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary and nondiscretionary investment strategies tailored to client needs.

Rickey Ernzen is a CFP® with 30 years of industry experience, currently serving as an advisor at Kestra Advisory since 2019. He previously worked with Oppenheimerfunds Distributor, Inc. beginning in 2008. Ernzen holds a leadership role as Vice President Retirement Plan Specialist, assisting business owners with retirement plans and executive benefits. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, with approximately $79.8 billion in assets under management.

William Symonds is a financial advisor with Kestra Advisory Services LLC and Kestra Investment Services LLC, holding a Series 63 designation and over 30 years of industry experience. His prior roles include positions at Symonds Wealth Management, Principal Life Insurance Company, and Princor Financial Services Corporation. Outside of advisory work, he owns Go Sports Complex, a youth and athletic facility in Fort Worth, Texas. 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-level investment advice, and employee education, supporting extensive third-party managed solutions and serving large institutional investors such as sovereign wealth funds.

Frank Hill is a CFP® professional with 34 years of industry experience, currently serving as a Senior Financial Advisor and Partner at Kestra Advisory. His career includes previous roles at LPL Financial and Meritrust Wealth Management, where he also acts as sole owner and president of Synergy Wealth Management. In addition to his advisory work, Hill serves as President of the Board of Trustees at Louisville Collegiate School. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and diverse management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Derek Eckert is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Farther since 2025. His prior roles include positions at Syntropy Wealth Management LLC, TIAA-CREF Individual & Institutional Services, LLC, and Chase Investment Services Corp. He is also a board member of the nonprofit Women in Neuroscience, where he promotes awareness, develops programs, and participates in fundraising. Farther provides discretionary investment management and advisory services primarily to individuals, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm follows an investment approach based on Modern Portfolio Theory, utilizing proprietary model portfolios, algorithmic rebalancing, and a range of asset classes including ETFs, mutual funds, equities, and fixed income.

Verlaine Macclements is a CFP® with 20 years of industry experience, currently serving at Principal Financial Services since 2017. Prior to this, Verlaine was with Intrust Fiduciary Group from 2015 to 2017. Outside of financial advising, Verlaine holds leadership roles with the Travis County Medical Society Alliance, including Treasurer Elect and Vice President of Community Service. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides access to direct advisory programs, financial planning, retirement consulting, and third-party money manager solutions through various advisory and promoter arrangements.

Dan Kraus is a CFP®-designated financial advisor at Cerity Partners LLC with 32 years of industry experience. Prior to joining Cerity Partners in 2026, he worked at Austin Private Wealth, LLC for 15 years and Ameriprise for 15 years. He serves on the Advisory Board for the Langston Wealth Management Center at the University of Texas McCombs School of Business and is a member of the Shalom Austin Investment Committee. Cerity Partners advises a diverse client base, including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of year-end 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Shannon Simar is a financial advisor at &PARTNERS with 19 years of industry experience. She holds Series 66, Series 63, and Series 65 credentials and has worked at firms including Wells Fargo Clearing, Stifel Nicolaus & Co Inc, and Raymond James & Associates. She serves as a board member of Pat's Legacy, a family foundation that makes annual charitable donations. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing a mix of proprietary and third-party strategies with ongoing portfolio monitoring.

Monisha Potter is a CFP®-certified financial advisor with 21 years of industry experience. She currently works at Kestra Advisory Services LLC and Kestra Investment Services LLC, having previously been with Lincoln Investment and Capital Analysts, Incorporated. Potter also serves as a consultant for Guidepoint, focusing on financial planning and aging-related family planning issues. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving large institutional investors such as sovereign wealth funds.

Jacob Delamater is a financial advisor at PNC Wealth Management in Austin, TX, holding a Series 66 designation with four years of industry experience. He previously worked at Wells Fargo Clearing and Farm Bureau Financial Services before joining PNC in 2026. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot that uses algorithm-driven risk assessments and invests via approved model strategies executed through mutual funds and ETFs.

Zachary Mattos is a financial advisor with Private Advisor Group, LLC in Austin, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked with Northwestern Mutual and LPL Financial, among other firms. In addition to his advisory role, Mattos provides investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management or manager selection from established strategists, utilizing multiple investment approaches and technology platforms.

Shannon Harris is a CFP® certificant and holds a Series 66 license with 26 years of industry experience. She has worked with Kestra Advisory Services LLC since 2026 and previously spent over 20 years at Ameriprise Financial Services in various roles. Harris is the owner of Ubuntu Operations LLC, a consulting business, and also leads Lucy on the Loose, a business coaching venture focused on integrating values-based advice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual plan sponsors. The firm offers fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients ranging from large institutions to sovereign wealth funds.