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® professional with over 33 years of industry experience. He is currently with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, having previously worked at The Potter Financial Group and Commonwealth Financial Network. Outside of his advisory role, he is the sole owner of Aging Well Retirement Services LLC, which publishes the book Aging Well is a Family Affair. 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, plan design, employee education, and access to multiple management platforms and third-party solutions.

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.

Cecil Deas Jr. is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Cambridge Investment Research Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary services, plan-level investment advice, and access to multiple management platforms, serving some of the largest institutional investors, including sovereign wealth funds.

Lindsay Carey is a financial advisor at Kestra Advisory with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Kestra Investment Services, Carey worked at Ashford Securities LLC for four years and held roles at 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 diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and employee education, supporting both discretionary and non-discretionary advisory engagements.

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) based in Austin, TX, holding Series 65 and Series 63 licenses and having 14 years of industry experience. His prior roles include positions at Cadence Wealth Management and operating his own firm, Kerr Financial Services, LLC. Outside of financial advising, he serves as vice president of a student housing investment company providing accommodations and fundraising for fraternity organizations and is active as an officer and president of a local Austin community club. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Donald Beattie is a CFP® with 17 years of industry experience, currently affiliated with Primerica Advisors in Lakeway, TX. He has previously worked with Guardian Life Insurance Company and Park Avenue Securities, with nearly a decade at each firm. Beattie is also a partner in White Coat Wealth Advisors, LLC, a financial advisory practice. Park Avenue Securities LLC serves a wide range of clients including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports discretionary and non-discretionary account management.

Easton Huddleston is a financial advisor with Kestra Advisory based in Austin, TX. He holds Series 63 and Series 65 credentials and has two years of industry experience. Prior to joining Kestra, Easton worked in insurance roles at State Farm VP Management Corp and Bronson Schubert Insurance Agency. He is also involved with Roche Wealth, where he provides financial planning and investment management services as a wealth advisor. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, employee education, and manages approximately $79.8 billion in assets, serving clients that include large institutional investors such as sovereign wealth funds.

Carson Stephens is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX, holding a Series 66 credential and over 21 years of industry experience. He has been affiliated with Eagle Strategies and New York Life since 2008 and operates his own advisory business, Carson Stephens Capital Strategies, since 2013. Outside of financial services, he is involved in music performance and teaching. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services with a focus on tailored solutions. The firm manages a significant asset base primarily on a non-discretionary basis and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Scott Gidley is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 36 years of industry experience and has been affiliated with United Planners since 2006. Gidley is also president of Stavreti Scholarship, Inc., which awards an annual scholarship to a graduating varsity baseball player at his high school alma mater. United Planners Financial Services serves a diverse clientele including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable emphasis on non-discretionary asset management.

Tim Waterworth is a CFP® and ChFC® with over 31 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as owner, founder, and president of Waterworth Wealth Advisors, LLC, where he acts as lead client advisor and manages the firm’s operations. Based in Austin, TX, his career includes long-standing roles within Kestra’s affiliated entities. 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 fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Gary Delorenzo is a financial advisor at Kestra Advisory with 43 years of industry experience. He holds the CFP® designation and has previously worked at American Portfolios Financial Services, Inc. for ten years. Delorenzo is also involved in insurance through his roles as owner and executive of several related firms, and he engages in consulting and instructing individuals and groups through his consulting company. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Joel Shomaker is a CFP® with 23 years of experience in the financial advisory industry. He is currently with Kestra Advisory and has prior experience at Resources Investment Advisors, Independent Financial Partners, and LPL Financial Corporation. He also serves as a director at Fiduciary Advisors, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting investments with due diligence and managing assets for large institutional investors.