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 seven years of industry experience. She is currently an advisor at Creative Planning and has previously worked at ML&R Wealth Management LLC and Goldman Sachs & Co. LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques, and offers a range of retirement plan fiduciary and administrative services.

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.

Landon Lau is a financial advisor with Schwab Wealth Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., H-E-B, and involvement in professional baseball organizations and player development. Outside of financial services, he has experience with Vypr Installations, a business he has been involved with for several years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing asset allocation models and Schwab research tools. The firm serves individual clients with annual financial reviews and personalized investment recommendations, operating as an internal advisory unit within the Schwab ecosystem rather than charging clients directly.

Dejan Dimitrijevic is a financial advisor at Corient with 24 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Capital Advisors, Inc., TIAA-CREF, TD Ameritrade, and Scottrade Investment Management. He is a non-active member of an exterior washing business owned by his son. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining internal strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

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 financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at New York Life Insurance Company, Eagle Strategies, Sagepoint Financial, and The Ameriflex Group. Outside of his advisory work, he is a registered representative at Park Place Financial and owner of Gulfgate, a real estate business. 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, investment advice, and employee education, serving clients such as sovereign wealth funds and delivering solutions through multiple management platforms.

Justin Wiseman is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX. He holds Series 63 and Series 66 licenses and has six years of industry experience. Outside of advising, he is a freelance musician and songwriter, involved in music-related activities since 2011, including ownership of The Rocketboys, LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis. The firm works with individual investors, corporate and charitable clients, and plan sponsors, offering tailored solutions through a variety of program types within an integrated New York Life affiliate structure.

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.

Steven Sinclair is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 34 years of industry experience. Prior to joining Kestra in 2021, he spent 27 years at Cadaret, Grant & Co., Inc. Sinclair serves as chairperson of the board for Niagara Hospice Alliance and holds multiple board positions related to community and healthcare organizations. Kestra Advisory Services 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, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, with approximately $79.8 billion in assets under management.

Cade Steen is a CFP® with 21 years of industry experience, currently advising at Schwab Wealth Advisory, Inc. since 2026. He previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and USAA in various financial planning and advisory roles from 2007 to 2023. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations, with clients retaining final trading decisions.

Michael Radcliff is a CFP® with 24 years of experience in the financial services industry. He is currently with Kestra Advisory and Kestra Investment Services, having previously worked at Commonwealth Financial Network, Bank of America, and Merrill. Outside of his advisory work, he is principal of Radcliff Financial Group, an insurance business, and owns Financial Advisor Consultant, LLC, a consulting firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services that include fiduciary oversight, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves both large institutional investors and individual clients.

Erik Antener is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 license and 19 years of industry experience. He has been with both firms since 2011. He is the owner of The Independence Project LLC, a payroll services company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is both a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, and retirement consulting services, utilizing model portfolios from internal and third-party managers.

Michael Walstrom is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Kestra Advisory Services, LLC. Prior to joining Kestra in 2020, he worked at Morgan Stanley and its private bank from 2016 to 2020. He is involved in community service as a board member of the Rotary Club of Boca Raton Downtown and served as District Governor for the Rotary District 6930 Charitable Foundation. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse clientele including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and oversight, supported by due diligence and multiple management platforms, with a focus on serving large institutional clients alongside other market segments.

Roger Hudgins Jr. is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at LPL Financial and Michael Milbee. He also serves as a Senior Financial Advisor with Define Wealth Financial Group, where he assists with client solicitation, account setup, and ongoing management. Kestra Advisory 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 clients including sovereign wealth funds, utilizing multiple management platforms and extensive third-party relationships.

Louis Llanes is a CFA® charterholder with 25 years of industry experience. He is currently with Farther and previously worked for 13 years at Wealthnet Investments, LLC (formerly MACROTREND STRATEGIES, LLC). Outside of his advisory role, he owns LBL Mesia, LLC, a publishing business focused on writing and research. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Laura Steinbeck is a CFP®, ChFC®, and Series 66 licensed financial advisor with Kestra Advisory, bringing 23 years of industry experience. She previously worked at Sgc Financial, Minnesota Life Insurance Co., and Securian Financial Services before joining Kestra in 2020. Outside of her advisory role, Steinbeck serves as a financial expert witness in divorce cases and instructs financial literacy courses through the American Financial Education Alliance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a diverse client base ranging from plan sponsors to sovereign wealth funds, with a focus on due diligence and access to multiple management platforms.

Michael Duncan is a financial advisor at Kestra Advisory with Series 63 and 66 licenses and four years of industry experience. Prior to joining Kestra in 2025, he worked at Wells Fargo Clearing Services for four years. Outside of financial services, his work history includes roles in various customer service and operational positions. 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 manages complex products within a supervisory framework, serving clients that include sovereign wealth funds and other large institutional investors.