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 financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and 13 years of industry experience. She has worked at Kestra Advisory since 2016 and with Kestra Investment Services, LLC since 2012. 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 vendor searches, plan design and compliance testing, fiduciary consulting, and employee education, serving clients such as sovereign wealth funds and managing 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) in Austin, TX, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life, and Life Time. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most regulatory assets managed on a non-discretionary basis.

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.

Eric Brotman is a CFP® and ChFC® credentialed advisor with 30 years of industry experience. He has been with Kestra Advisory Services LLC since 2016. Outside of his advisory role, Brotman is an author and serves as chairman of Leadership Maryland, a membership organization. He also holds a position on the Board of Trustees at Stevenson University. 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 vendor searches, fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and offers access to multiple management platforms and complex investment solutions.

Luanna Reyes is a financial advisor at Valic Financial Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Valic Financial Advisors since 2014, with a brief period of unemployment between 2017 and 2019. Outside of her advisory role, she serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed models for portfolio construction and management.

Jonathan Bartholomew is a financial advisor at Kestra Advisory with four years of industry experience. He holds the Series 66 designation and previously worked at Dimensional Fund Advisors and Starr Companies. He is also a master's candidate at Boston College. 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 investment advice. The firm manages approximately $79.8 billion in assets and serves diverse clients including sovereign wealth funds.

Timothy Rolls is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 designations and 22 years of industry experience. His prior roles include positions at Kestra Advisory and Kestra Investment Services, LLC. He is based in Austin, TX. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets through over 300 independent advisors. The firm offers portfolio management, financial planning, and a range of advisory programs, employing various investment approaches and maintaining dual registration as both an SEC-registered investment adviser and a broker-dealer.

Charles Roe is a CFP® with 34 years of industry experience currently advising with Kestra Advisory Services. His prior experience includes seven years at Commonwealth Financial Network and The Potter Financial Group, as well as a long tenure leading Charlie Potter & Associates, Inc. Outside of advisory work, he is the sole owner of Aging Well Retirement Services LLC, a publishing entity. 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 fiduciary consulting, plan-level investment advice, employee education, pooled plan solutions, and advisor-managed accounts, serving clients that include large institutional investors such as sovereign wealth funds.

Chandler Batts is a financial advisor at Kestra Advisory with one year of industry experience. He holds a Series 66 designation and has worked with firms including Pacific Life Insurance, Meta Platforms, Inc., and Roseman Wealth Advisors. In addition to his advisory role, he works as a talent acquisition consultant for Bright Path Professionals, providing recruiting services unrelated to investments. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm provides services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Lindsay Carey is a financial advisor with Kestra Advisory, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Kestra, Carey worked at Ashford Securities LLC for four years and has held positions with the State of Vermont, Cantor Fitzgerald & Co., W. P. Carey Inc., and Carey Financial, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Wendy Potter is a financial advisor at Kestra Advisory with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Invest Financial Corporation. In addition to her advisory role, Potter assists clients with life, disability, and long-term care insurance as well as fixed annuities through multiple carriers. 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 fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients with complex needs such as pooled employer plan arrangements and large institutional portfolios.

Joseph Kerr IV is a financial advisor with Eagle Strategies (NY Life) in Austin, TX, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has worked at Eagle Strategies since 2023 and previously at Cadence Wealth Management and Kerr Financial Services. Outside of advising, he serves as vice president of a student housing investment company that supports fraternity housing and alumni fundraising, and volunteers with the Austin CAN Academy charter school and the Metropolitan Breakfast Club in Austin. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions through multiple program types and maintains a large network of affiliated investment adviser representatives.

Shane Hollenbeck is an advisor at Kestra Advisory with a Series 66 credential and four years of industry experience. His background includes roles at Kestra Investment Services, Amazon Logistics, Lowe's, and University of Massachusetts Amherst. He has also served as a registered field assistant managing administrative and data integrity tasks for Northampton Financial Services. 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 serves large institutional investors and manages approximately $79.8 billion in assets.