Monisha Potter is a CFP®-certified financial advisor with 21 years of industry experience. She currently works at Kestra Advisory Services LLC and Kestra Investment Services LLC, having previously been with Lincoln Investment and Capital Analysts, Incorporated. Potter also serves as a consultant for Guidepoint, focusing on financial planning and aging-related family planning issues. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving large institutional investors such as sovereign wealth funds.

Jacob Delamater is a financial advisor at PNC Wealth Management in Austin, TX, holding a Series 66 license with three years of industry experience. His prior roles include positions at Wells Fargo Clearing and Farm Bureau Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Zachary Mattos is a financial advisor with Private Advisor Group, LLC in Austin, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked with Northwestern Mutual and LPL Financial, among other firms. In addition to his advisory role, Mattos provides investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management or manager selection from established strategists, utilizing multiple investment approaches and technology platforms.

Shannon Harris is a CFP® certificant and holds a Series 66 license with 26 years of industry experience. She has worked with Kestra Advisory Services LLC since 2026 and previously spent over 20 years at Ameriprise Financial Services in various roles. Harris is the owner of Ubuntu Operations LLC, a consulting business, and also leads Lucy on the Loose, a business coaching venture focused on integrating values-based advice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual plan sponsors. The firm offers fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients ranging from large institutions to sovereign wealth funds.

Matthew Anderson is a CFP® with 20 years of experience in the financial industry. He is affiliated with NewEdge Advisors and has previously worked at HUB International, TCG Advisors, and 1st Global Advisors. Outside of his advisory role, he is an adjunct professor at the University of California San Diego and owns a tax preparation business, Everplan Tax, LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Chad Houchin is a Series 66 registered advisor with Valic Financial Advisors in Austin, TX, bringing four years of industry experience. His prior roles include positions at Ameriprise and several firms related to financial services and insurance. He also has experience in the food service and airline industries. Valic Financial Advisors, Inc. primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services via Envestnet’s platform.

Steven Curry is a financial advisor with Kestra Advisory Services, holding CFP® and Series 66 designations and bringing 16 years of industry experience. His prior roles include positions at Woodbury Financial Services, Securian Financial Services, and Mid-Atlantic Resource Group. He is also the owner of Obsidian Wealth Advisors, providing insurance services. 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 fiduciary consulting, plan-level investment advice, and manages multiple platforms and third-party solutions, serving clients such as sovereign wealth funds and large institutional investors.

Shawn Smith is a CFP® and ChFC® with 36 years of experience in financial services. He currently works at Kestra Advisory and Kestra Investment Services, LLC, joining in 2026 after 36 years with Ameriprise Financial Services. Outside of his advisory role, Smith hosts the Decidedly Podcast, coaches business owners, and is a Kolbe Certified Consultant. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms to serve complex client needs, including large institutional investors.

Clint Thurman is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with PlanMember since 2007 and with Gentry Financial Group since 2015. His other business activities include insurance sales and employee benefits administration. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual-fund portfolios, offering education and support services such as seminars and personalized retirement planning.

Heidi Oakley is a financial advisor at Kestra Advisory with 10 years of industry experience. She has previously worked at Kevin Dick Investment Management Group and A&M Desert Financial Services. Oakley holds Series 63 and Series 65 licenses. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a 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 large institutional investors including sovereign wealth funds.

Geoffrey Treat is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at American Teachers Retirement Services since 2018 and has been with PlanMember Securities Corporation since 2013. He is also president and owner of Team Financial Network, Teachers' Financial Services, Inc., and volunteers for a nonprofit organization focused on veteran rehabilitation. 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 uses a strategic asset allocation framework with risk-based mutual fund portfolios and offers education and support services including seminars, personalized retirement planning, and separation counseling.

Glenn Hansen is a CFP® professional with 44 years of industry experience, currently affiliated with Kestra Advisory Services, LLC. His prior experience includes over three decades at FSC Securities Corporation and three years at OSAIC. In addition to his advisory work, he serves as a FINRA arbitrator and operates a sole proprietorship providing life insurance products. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm provides services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, serving clients as diverse as sovereign wealth funds.

Sylvia Linares Williams is a Certified Financial Planner® with 25 years of industry experience. She is currently an Investment Advisor Representative at Kestra Advisory Services LLC, where she has worked since 2022. Prior to joining Kestra, she spent 11 years with Proequities, Inc. In addition to her advisory role, Williams is involved in providing financial education through workshops focused on retirement planning and wealth creation. Kestra Advisory Services offers investment advisory and retirement plan consulting to institutional and individual clients, including large plan sponsors. The firm provides comprehensive services such as fiduciary consulting, plan design, investment advice, and employee education, supporting a broad range of clients with access to multiple management platforms and third-party solutions.

Mary Jane Callaghan is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 30 years of industry experience. She previously worked at Commonwealth Financial Network from 2004 to 2025 before joining Kestra. Outside of her advisory role, she serves as a notary and advises on fixed life insurance products. 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 employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

John Stewart is a Series 66-registered financial advisor with seven years of industry experience. He is currently with Mariner and has previously worked at Texas Regional Bank, TRB Wealth Management, Dimensional Fund Advisors, Larry Wunsch and Associates, and Native Medical Supply. Stewart was an equity owner of Alamo Outdoor Company, an outdoor-inspired apparel business that has since closed. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized portfolio solutions supported by in-house research and third-party managers, alongside integrated tax and accounting services and specialized operational offerings such as family office and financial wellness platforms.

Tomas Ortiz is a financial advisor with Valic Financial Advisors in Austin, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Valic Financial Advisors since 2010 and also serves as an agent selling non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and multiple wrap programs. The firm utilizes centralized technology and model solutions across its large network of advisors to provide discretionary unified managed accounts and additional overlay services.

Alexander Panas III is a CFP® professional with 33 years of industry experience, currently serving at Kestra Advisory since 2018. He previously worked for Summit Financial Resources and Summit Equities for 13 years. Panas is involved in financial education as an instructor for retirement planning seminars and holds a board position at Morris Rugby Corporation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and offers access to multiple management platforms and complex investment products within a supervisory framework.

Peter Smith is a CFP® professional with 14 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory. He previously worked at Commonwealth Financial Network for 10 years. Outside of his advisory role, Smith is a founding partner of Grandview Partners, where he is involved in managing the company and client financial planning. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers fiduciary services, plan-level investment advice, and utilizes multiple management platforms and third-party solutions within a supervisory framework.

Christy Trudeau is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She has been with Kestra Advisory since 2016 and has prior experience with Charles Schwab and Charles Schwab Bank dating back to 2014. Outside of her advisory role, she works as an independent delivery service provider for Shipt. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering fiduciary consulting, plan design, compliance testing, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and offers access to multiple management platforms and third-party solutions.

Robert Roberts is a financial advisor with Kestra Advisory in Austin, TX, holding the Series 66 designation and nine years of industry experience. His prior roles include positions at Charles Schwab and Erben Associates. Outside of financial services, he owns Central Texas Drone Services, which provides photography and videography for property marketing. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.