Kaitlyn Cuscaden is a financial advisor with Principal Financial Services, holding a Series 66 designation and over five years of experience in the financial services industry. Her prior roles include positions at Kestra Investment Services, Tata Consultancy Services, Transamerica Capital, and Charles Schwab. Outside of her advisory work, she has experience working with technology and transportation companies such as Lyft and Uber. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through either adviser or promoter arrangements.

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 Series 66-licensed advisor at Kestra Advisory with 11 years of industry experience. He has been with Kestra Advisory since 2016 and also works with Kestra Investment Services, LLC. Outside of his advisory role, Atkins contributes as a correspondent covering football games, producing weekly statistics and articles. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors, institutional clients, and individuals. The firm offers a range of services including fiduciary consulting, plan design, and investment advice, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

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.

Antoinette Gega is a ChFC® and Series 66-licensed financial advisor with 22 years of industry experience. She is currently with Kestra Advisory and has previously worked at Commonwealth Financial Network, Arkhitekton Financial Group, and Mass Mutual Investors Services. Additionally, she engages in fixed insurance sales as a secondary business activity. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting its recommendations with due diligence on performance, fees, and investment process.

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. in Austin, TX, holding Series 63 and Series 65 licenses with 38 years of industry experience. He previously worked at Hilltop Securities Inc. for ten years before joining D.A. Davidson in 2023. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and private wealth management, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

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.

Dalton Horton is a financial advisor at Kestra Advisory in Austin, TX, holding a Series 66 license with one year of industry experience. His prior work includes a role at Merrill and various positions outside the financial industry. Horton is involved in client acquisition activities with Wayne Christian Financial Services LLC and Christian and Daughters Financial Group LLC. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a diverse range of institutional and individual clients, including large institutional investors such as sovereign wealth funds. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

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 with Sanctuary Advisors, LLC in Austin, TX, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He previously worked at Northview Asset Management from 2014 to 2021. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a variety of account types and uses a network of independent advisors and sub-advisors to implement diverse investment strategies.

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.

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® certificant with 23 years of industry experience. She currently works at &PARTNERS, having joined in 2025, and previously held roles at Wells Fargo Clearing, Stifel Nicolaus & Co Inc, and Raymond James & Associates. Outside of her advisory work, Connolly owns and manages several businesses in Dripping Springs, TX, including an Airbnb rental, a ranch with sheep and horses, a land development and home construction company, and an LLC linked to a local restaurant. &PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services with a range of portfolio management solutions combining proprietary models and third-party managers, and it operates uniquely as both a broker-dealer and registered investment adviser.

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.