Matthew Rose is a financial advisor with Kestra Advisory Services, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. He has been with Kestra Investment Services, LLC since 2014 and transitioned to Kestra Advisory Services, LLC in 2026. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and investment advice, serving notably large institutional investors such as sovereign wealth funds.

Arren Murray is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 licenses and offering 22 years of industry experience. He has worked at PlanMember Securities since 2013 and has been involved with Future Value Financial, Inc. since 2009. Outside of his advisory roles, Murray is also engaged in property rentals as a separate business activity. 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’s investment process is based on a top-down strategic asset allocation framework, managing risk-based mutual fund portfolios with periodic rebalancing and offering education and support services to plan sponsors and participants.

Scott Gomsak is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior experience includes roles at Lincoln Financial Advisors and Triad Advisors, Inc. Outside of his firm duties, he serves as an investment advisor at Coastline Wealth Management, providing wealth management and financial planning services. 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, compliance testing, and employee education, managing approximately $79.8 billion in assets with clients that include sovereign wealth funds and other large institutional investors.

William Atkins is a financial advisor at Kestra Advisory with 12 years of industry experience. He holds a Series 66 designation and has been with Kestra Advisory since 2016. Outside of his advisory work, he produces weekly football statistics and articles as a correspondent. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves clients such as sovereign wealth funds, utilizing multiple management platforms and third-party solutions.

Sonali Amodwala is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining Eagle Strategies, she worked with The Rainier Financial Group, NYLIFE Securities, New York Life Insurance Co., Northwestern Mutual Life Insurance, and Superior Health Plan. She is a member of the South Asians' International Volunteer Association (SAIVA), a nonprofit organization focused on supporting older adults of South Asian heritage. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides tailored solutions through various programs and maintains a primarily non-discretionary asset base, operating within an integrated structure alongside New York Life affiliates.

Joseph Pagano II is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 19 years of industry experience. His prior experience includes roles at Commonwealth Financial Network and Woodbury Financial Services. He is involved in fixed insurance sales through activities at Q&A Insurance Marketing and his own insurance 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 managed solutions.

Gene Dickey Jr. is a financial advisor at D.A. Davidson & Co. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Hilltop Securities Inc. for 10 years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm operates under fiduciary standards and offers various advisory, planning, and wealth management programs.

Bradford Fitts is a Chartered Financial Consultant with 32 years of experience in the financial services industry. He has worked at Kestra Advisory and Kestra Investment Services since 2018 and previously spent 17 years at Century Securities Associates. He serves as a board member of Wichita Festivals Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages a broad range of assets and caters to large institutional investors, including sovereign wealth funds.

Judith Dicenzo is a CFA® charterholder with 23 years of industry experience. She has been with Kestra Advisory since 2016 and has held roles at Kestra Investment Services, Behavioral Research Associates, and JLD Consulting over the past two decades. Outside of her advisory work, she is the owner of Forenzo Wine Company, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse clientele, including plan sponsors, institutional, and individual clients. The firm offers a range of services such as fiduciary consulting, plan design, investment advice, and manages approximately $79.8 billion in assets, serving clients that include sovereign wealth funds.

Timothy Congleton is an investment advisory representative with Kestra Advisory and holds Series 63 and Series 65 licenses. He has 43 years of industry experience, including prior roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Outside of his financial career, Congleton is the owner and partner of The Family Farm on Avent Ferry, a business involved in wedding and event rentals, seasonal sales, and cattle sales. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment advice supported by due diligence. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Richard Williams is a financial advisor at Sanctuary Advisors, LLC in Austin, TX, holding Series 63 and Series 65 designations with 23 years of industry experience. He previously worked at Northview Asset Management for seven years. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and nonprofit organizations, through a network of over 400 independent advisors. The firm employs various portfolio management strategies and acts as a fiduciary under written advisory agreements.

Andrew Janni is a financial advisor with Kestra Advisory Services holding a Series 66 designation and four years of industry experience. His background includes roles at Fidelity Investments and Strategic Wealth Designers. He also has experience in non-financial sectors such as DoorDash and the University of Arkansas. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services ranging from fiduciary consulting and plan design to employee education and pooled plan solutions, supporting a diverse client base that includes large institutional investors.

Daniel Cuddy is a CFP® with 33 years of industry experience, currently with Kestra Advisory. He has held positions at Cetera and operated his own firms, Cuddy Financial Services and Daniel R. Cuddy, CPA, LLC, providing tax preparation and accounting services. He serves as Secretary and a member of the Board of Directors for Champions for Life, a nonprofit focused on character formation for children through sports. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, with a focus on fiduciary consulting, plan design, and investment due diligence. The firm serves very large institutional investors and provides access to multiple management platforms and third-party managed solutions.

Corrinne Kaucher is a Series 66-registered advisor with Kestra Advisory in Austin, TX, and has 12 years of industry experience. She has been with Kestra Investment Services, LLC since 2012 and Kestra Advisory since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, investment due diligence, and employee education, and manages approximately $79.8 billion in assets.

Jennette Schlinke is an investment advisor representative at Kestra Advisory with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Kestra Advisory since 2016, including roles at Kestra Financial, Inc. and Kestra Investment Services, LLC. 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 such as fiduciary consulting, plan design, and investment management, serving clients that include large institutional investors and sovereign wealth funds.

Ann Connolly is a CFP® with 23 years of industry experience, currently serving as a financial advisor at &Partners since 2025. Her prior roles include positions at Wells Fargo Clearing, Stifel Nicolaus & Co Inc, and Raymond James & Associates. Outside of advisory work, she owns and manages several business ventures in Dripping Springs, TX, including a ranch, Airbnb rentals, and a land development company. &Partners serves a diverse client base ranging from individuals to institutions, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of analytical approaches and utilizes both proprietary and third-party strategies to manage accounts on discretionary and non-discretionary bases.

Dan Kubo is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Eagle Strategies, he worked at NYLife Securities LLC and New York Life, and spent nine years at Life Time. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides a range of advisory programs, emphasizing tailored recommendations primarily on a non-discretionary basis and maintains relationships with various institutional sponsors.

Ryan Britton is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds a Series 66 designation and has been with Eagle Strategies since 2026. Prior to his current role, his experience includes positions at NYLIFE Securities LLC, New York Life Insurance Company, Wine Selectors, Deloitte Touche LLC, and other employers. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities for retirement investors.

Melinda Schrum is a financial advisor with Kestra Advisory, holding a Series 66 designation and 19 years of industry experience. She has been with Kestra Advisory and affiliated entities since 2020 and previously worked at Merrill for 11 years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.

Gregory Vance is a financial advisor at Kestra Advisory with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Lion Street Advisors and Kestra Financial Services, Inc. He is also listed as Assistant Vice-President at J. B. Burrows Management, LLC, though he has no active duties there. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party managed solutions within a supervisory framework.