Lola Rangel is a financial advisor at Voya Financial Advisors, Inc. in Austin, TX. She holds Series 63 and Series 65 licenses and has been with Voya since 2025. Prior to her advisory role, she worked in education at The University of Texas at Austin, The University of Texas at San Antonio, and Vandegrift High School. Voya Financial Advisors, Inc. provides a range of investment advisory, brokerage, financial planning, and retirement plan services to individuals, charitable organizations, corporations, and plan sponsors. The firm offers both discretionary and non-discretionary investment programs and combines an advisory platform with an active broker-dealer distribution model.

Mitchell Allen is a financial advisor with Kestra Advisory, holding a Series 66 designation and nine years of experience in the industry. Prior to joining Kestra Advisory in 2022, he worked at ProEquities, Inc. and Security Financial Management Inc. He has experience providing investment advisory services and offering various insurance and annuity products. 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, employee education, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves several notable client types, including sovereign wealth funds.

Rodger Ewy is a financial advisor at Guardian Life with a Series 66 designation and four years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Bankers Life. He has also worked in the biomedical research field and at Georgetown University. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individual clients, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage services, financial planning, retirement plan consulting, and advisory programs.

Michael Di Placido is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Austin, TX. His career includes significant tenure at Charles Schwab and related entities dating back to 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools and asset allocation models.

Sean Caplen is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Securities Corp, and Raymond James & Associates. He serves on the Planned Giving Council for Place of Hope, assisting with fundraising initiatives. 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-level investment advice, and employee education. The firm supports complex products and discretionary trading within its supervisory framework and serves large institutional investors, including sovereign wealth funds.

David Sanderson is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Eagle Strategies in 2026, he worked with Silas Parker & Associates LLC and NYLIFE Securities LLC, and was self-employed for 11 years. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional sponsors, and charitable and corporate clients. The firm delivers tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Clifford Nichols is a financial advisor with Planmember Securities Corporation in Austin, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Planmember since 2014 and is also associated with US Retirement Partners and Inspire Financial Group, where he has been involved in financial and insurance services since 2005. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, operating as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm utilizes a top-down strategic asset allocation approach with risk-based mutual fund portfolios and provides education, support, and counseling to plan sponsors and participants.

David Hsieh is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Wells Fargo Clearing, and Bank of America. Outside of his advisory work, he founded and manages a travel and hiking social group that organizes regular trips without charging participants. 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 services such as fiduciary consulting, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Jessica Brendell is a financial advisor with Kestra Advisory and holds a Series 66 credential. She has nine years of industry experience, previously working with Commonwealth Financial Network and Schneider Financial Management LLC. Brendell serves as treasurer for the Jonathan Dayton High School PTSO, where she maintains budget and records. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers services ranging from plan design and fiduciary consulting to pooled plan solutions, supporting recommendations with thorough due diligence and access to multiple management platforms.

Shawn Okumura is a CFP® professional with 29 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory Services, LLC since 2016. He has a background that includes roles at KESTRA Investment Services, LLC and various insurance carriers through W&R Insurance Agencies. Outside of his advisory work, he is involved in real estate ownership with his wife. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and offers access to multiple management platforms and third-party solutions.

Phillip Weinstein is a financial advisor at Farther with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Edelman Financial Engines for 16 years. Outside of his advisory role, he owns and manages a real estate investment property. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, equities, and fixed income.

George Cromer IV is a financial advisor at Kestra Advisory with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial for 16 years. Cromer operates a sole proprietorship, Cromer Family Financial, focused on financial planning, investment management, and insurance services. Kestra Advisory 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 approximately $79.8 billion in assets and serves a range of clients including large institutional investors and sovereign wealth funds.

James Williams is a financial advisor at Kestra Advisory with seven years of experience. He holds Series 66 and Series 63 designations and has worked at Kestra Investment Services since 2021. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets.

Roberto Guzman is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and 22 years of industry experience. He has worked with Kestra Advisory since 2017 and previously spent seven years at LPL Financial. Guzman also operates New Growth Financial, providing financial planning and investment services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, vendor searches, and employee education, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Joseph Lopez is a CFP® certificant with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at USAA Financial Advisors, Inc. and USAA Investment Management Company. Lopez is based in Austin, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, using Schwab’s asset allocation models and research tools while leaving final investment decisions to clients.

Jordan Green is a financial advisor with Private Advisor Group, LLC in Austin, TX, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, LPL Financial, and Charles Schwab. Private Advisor Group serves a wide range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers. The firm supports multiple investment approaches and provides services such as held-away account management and 401(k) participant services.

Jason Duffaut is a CFP® with 25 years of experience in the financial services industry. He is currently a financial advisor at Kestra Advisory Services, LLC, having joined in 2023. Prior to Kestra, he worked at Heritage Family Office and LPL Financial. Outside of his advisory role, Duffaut owns Broadway Insurance Agency, LLC, which provides insurance services to clients. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors. The firm provides services such as fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets under management.

Carrie Dick is a financial advisor with Kestra Advisory, holding a Series 66 designation and 14 years of industry experience. She previously worked with Kevin Dick Investment Management Group and Commonwealth Financial Network. In addition to her advisory work, she owns a tax and accounting business, Integrated Tax Solutions, where she provides tax preparation and planning services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, with services including fiduciary consulting, plan design, and employee education. The firm manages significant institutional assets and provides access to multiple management platforms and third-party solutions.

William Kitchel is a financial advisor with Kestra Advisory Services who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He serves as Chief Investment Officer and Financial Planner and has held roles at Kestra Advisory since 2016, with prior experience in consulting and insurance. Outside of his advisory work, he is the owner of a consulting firm, Value Group, Inc., involved in management, operations, and financial forecasting. 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, vendor benchmarking, and advisor-managed accounts, catering to both large institutional investors and individual plans.

Stephanie Mckinney is a financial advisor with Eagle Strategies (NY Life) in Austin, TX, holding Series 63 and Series 66 licenses and totaling 18 years of industry experience. She has been associated with NYLife Securities LLC and Wesley R. Young since 2008. In addition to her advisory role, she owns Forty Six Ten Consulting LLC, providing administrative and software consulting services, and serves as a Notary Public. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advice across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities, particularly in the retirement plan sector.