Stefany Quirico Canepa is a CFP® professional with eight years of industry experience, currently serving as an advisor at Creative Planning. Her prior work includes roles at ML&R Wealth Management and Goldman Sachs & Co. LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Linda Amador is a financial advisor with PNC Wealth Management in Austin, TX, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at several financial firms such as Cadence Bank, LPL Financial LLC, and Mass Mutual Life Insurance Company. She also has experience outside finance, having worked at Ike's Woodfire Grill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments to recommend portfolios managed by PNC or third-party strategists, implemented via mutual funds and ETFs with annual rebalancing.

Christopher Stallings is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 25 years of industry experience. Before joining Kestra Advisory in 2019, he worked at LPL Financial for 16 years. Outside of his advisory work, he serves on multiple nonprofit boards and is involved in coaching and counseling through various organizations he leads or supports. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse 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, managing approximately $79.8 billion in assets.

Joshua Stivers is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Cabin Securities Inc., WealthPortrait Financial, LLC, Kalos Capital, and GF Investment Services, LLC. He is also associated with Platinum Wealth Advisory, a business providing investment advice and money management services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement consulting. The firm’s advisory model is fiduciary-based, utilizing technology platforms and both discretionary and non-discretionary investment strategies, frequently implementing advice through third-party managers and managed account programs.

Landon Lau is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including positions at Charles Schwab & Co., Inc. and H-E-B. Outside of his advisory work, he has been involved with Vypr Installations over several years. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on standard asset-allocation models and Schwab’s internal research, offering tailored recommendations without exercising discretionary trading authority.

Dejan Dimitrijevic is a financial advisor with Corient who holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior roles include positions at Capital Advisors, Inc., Tiaa, TD Ameritrade, and Scottrade Investment Management. He is listed as a non-active member of an exterior washing business owned by his son. Corient provides investment advisory and financial planning services to a wide range of clients, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers. The firm offers specialized services such as family office and trustee services and utilizes advanced risk management tools to align portfolios with client objectives.

Robert Lang is a financial advisor with Kestra Advisory in Austin, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including ten years at National Planning Corporation and over three decades operating Lang & Associates Accounting Service, where he prepares individual and business tax returns and provides investment and insurance planning. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse range of institutional and individual clients, providing services such as fiduciary consulting, plan design, and employee education. The firm supports recommended investments with due diligence and serves large institutional investors, including sovereign wealth funds.

Lana Bergstein is a financial advisor at TLG Advisors, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Dimensional Fund Advisors LP for 15 years. Bergstein also serves as Senior Director of Sales at SALI Fund Services. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory.

Malcolm Pfenninger is a CFP® and ChFC® with 16 years of industry experience. He is currently with Kestra Advisory and Kestra Investment Services, having previously worked at firms including Eagle Strategies and New York Life Insurance Company. Outside of his advisory role, he is the owner of a real estate business in Destin, Florida. 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 services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Justin Wiseman is a financial advisor with Eagle Strategies (NY Life) in Austin, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Eagle Strategies and Cadence Wealth Management since 2020 and has prior experience at NYLIFE Securities LLC and New York Life Insurance Company dating back to 2019. Outside of finance, he is a freelance musician and songwriter with a longstanding involvement in music. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with most assets managed on a non-discretionary basis.

Shawn Gallagher is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and seven years of industry experience. He has been affiliated with Kestra Investment Services and Kestra Advisory since 2018 and also serves as Service Director, transitioning into a portfolio manager role at Piatchek & Associates. Gallagher’s responsibilities include underwriting retirement analyses and customer service. 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 services including fiduciary consulting, plan design, and employee education, with approximately $79.8 billion in assets under management and clients such as sovereign wealth funds.

Jeffrey Lown III is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 license and six years of industry experience. His prior roles include positions at Janney Montgomery Scott, Cherry Hill Mortgage Management, Rutgers Business School, and Bloomberg L.P. He also serves as an advisor with James Walter Wealth Management, focusing on insurance-related financial advisory services. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment advice supported by due diligence. The firm serves large institutional investors, including sovereign wealth funds, and offers a range of platforms and third-party managed solutions.

Steven Sinclair is a financial advisor with Kestra Advisory, holding a Series 63 designation and over 35 years of industry experience. Prior to joining Kestra in 2021, he worked for 27 years at Cadaret, Grant & Co., Inc. He serves as board chairperson of Niagara Hospice Alliance and holds board positions with Eastern Niagara Hospital, Niagara County Community College Foundation, and Pinnacle Community Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals, offering a range of services including fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Cade Steen is a CFP® with 21 years of experience in financial advising. He is currently with Schwab Wealth Advisory, Inc. and has held prior roles at Charles Schwab & Co., Inc., USAA Investment Management Company, and Ameriprise. He is based in Austin, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s approach is based on Schwab’s standard asset-allocation models and internal research, offering tailored recommendations without discretionary trading authority.

Michael Radcliff is a CFP® with 24 years of experience in the financial services industry. He is currently with Kestra Advisory and Kestra Investment Services, having previously worked at Commonwealth Financial Network, Bank of America, and Merrill. Outside of his advisory work, he is principal of Radcliff Financial Group, an insurance business, and owns Financial Advisor Consultant, LLC, a consulting firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services that include fiduciary oversight, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves both large institutional investors and individual clients.

Erik Antener is a Series 66-licensed financial advisor with 19 years of industry experience, currently affiliated with Guardian Life through Park Avenue Securities. He has worked at Park Avenue Securities and Guardian Life Insurance since 2011 and spent four years at MSI Financial Services prior to that. Erik is the owner of The Independence Project LLC, an entity established for employee payroll. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning, consulting, and discretionary management solutions through proprietary and third-party platforms.

Michael Walstrom is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Kestra Advisory Services, LLC. Prior to joining Kestra in 2020, he worked at Morgan Stanley and its private bank from 2016 to 2020. He is involved in community service as a board member of the Rotary Club of Boca Raton Downtown and served as District Governor for the Rotary District 6930 Charitable Foundation. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse clientele including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and oversight, supported by due diligence and multiple management platforms, with a focus on serving large institutional clients alongside other market segments.

Roger Hudgins Jr. is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at LPL Financial and Michael Milbee. He also serves as a Senior Financial Advisor with Define Wealth Financial Group, where he assists with client solicitation, account setup, and ongoing management. Kestra Advisory 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 manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds, utilizing multiple management platforms and extensive third-party relationships.

Louis Llanes is a CFA® charterholder with 25 years of industry experience. He is currently with Farther and previously worked for 13 years at Wealthnet Investments, LLC (formerly MACROTREND STRATEGIES, LLC). Outside of his advisory role, he owns LBL Mesia, LLC, a publishing business focused on writing and research. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Laura Steinbeck is a CFP®, ChFC®, and Series 66 licensed financial advisor with Kestra Advisory, bringing 23 years of industry experience. She previously worked at Sgc Financial, Minnesota Life Insurance Co., and Securian Financial Services before joining Kestra in 2020. Outside of her advisory role, Steinbeck serves as a financial expert witness in divorce cases and instructs financial literacy courses through the American Financial Education Alliance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a diverse client base ranging from plan sponsors to sovereign wealth funds, with a focus on due diligence and access to multiple management platforms.