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.

Sean Haider is a financial advisor at Integrity Alliance, LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial for 19 years before joining Integrity Alliance and its affiliated firms in 2025. Integrity Alliance serves a diverse client base, including individual investors, corporations, and retirement plans, through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of services such as portfolio management, financial planning, and third-party manager referrals, using multiple investment platforms and both discretionary and non-discretionary advisory approaches.

Gabriel Pelphrey is a financial advisor at Integrity Alliance, LLC with 14 years of industry experience. He holds a Series 66 credential and has held roles at firms including Lion Street Financial and Northwestern Mutual. Pelphrey is also owner of Strategic Legacy Partners, LLC, Verity Capital, and Stewarded, entities involved in deferred compensation, alternative investments, and insurance-related services. Integrity Alliance is a large advisor network offering advisory and brokerage services to individual investors, corporations, and qualified retirement plans. The firm provides portfolio management, financial planning, and access to third-party managers through multiple platforms, employing a range of investment allocation strategies.

Charles Crilly is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2020 and serves as President and Financial Advisor at Ivory Wealth Management. Outside of financial services, he is involved in musical performance through a related business entity. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Susan Clime is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. She previously worked at Merrill from 2013 to 2020 before joining Kestra Advisory and affiliated entities in 2020. Clime also serves as a Field Assistant in client service and customer service roles through Kestra Advisory Services LLC and RS Will Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients ranging from plan sponsors to sovereign wealth funds.

William Gallegos is a financial advisor at Kestra Advisory with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Kestra Advisory since 2016. Prior to this, he worked at Kestra Investment Services, LLC beginning in 2011. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and manages multiple third-party platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Ezequiel Aviles is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Austin, TX. He has worked with Mercer since 2021 and was previously with Financial Life Advisors from 2016 to 2021. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, using globally diversified portfolios with multi-factor tilts and regular rebalancing, implemented through a mix of low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Reagan Stephenson is a financial advisor at Cerity Partners LLC in Austin, TX, holding a Series 65 designation with three years of industry experience. Prior to joining Cerity Partners in 2026, he worked at Austin Private Wealth, LLC for three years. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, charitable organizations, foundations, endowments, and other institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Stephanie Lee is a financial advisor at Kestra Advisory with three years of industry experience. She holds Series 63 and Series 65 registrations and has worked previously at JP Morgan Chase, CX Institutional, 1st Source Bank, and Woodforest National Bank. 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 fiduciary consulting, plan-level investment advice, and employee education, serving large institutional investors including sovereign wealth funds.

Rhea Doctor is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds the Series 66 designation and previously worked at Dimensional Fund Advisors for six years. Outside of her advisory role, she engages in crafting and sells handmade bookmarks, postcards, ornaments, and coasters through an online business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services, providing various investment options such as mutual funds, ETFs, individual securities, and personalized indexing.

Austin Smith is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 registrations and five years of industry experience. His career includes roles at LPL Financial LLC, Independent Financial Group, LLC, and Lusardi Construction Company. 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, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within a comprehensive supervisory framework.

Todd Guerin is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Kestra Advisory since 2016 and concurrently operates a CPA firm, Apple Guerin Company LLC, where he is a partner. Outside of his advisory and accounting roles, he is involved in several business ventures, including managing real estate entities and overseeing tax and bookkeeping activities for multiple partnerships. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and complex product solutions. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Samuel Hulse is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked with Kestra Advisory since 2019 and also holds a long-standing role as director at Higginbotham, where he has been involved since 1999. Outside of advisory services, he is an investor with 4A Capital, LLC, a real estate 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 solutions, serving clients that include large institutional investors and sovereign wealth funds.

Jeremy Soboleski is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 16 years of industry experience, including prior roles at Commonwealth Financial Network and Ivory Wealth Management. He serves as an executive board member for CT Sports Management Group/Nutmeg State Games, a nonprofit organization. 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 manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Tom Cates is a financial advisor with Kestra Advisory and holds a Series 63 designation. He has 41 years of industry experience, including extensive tenure at Cornerstone Financial Advisors, Inc. since 2001. Outside of finance, he is president and a 25% owner of C Clips Corporation, a hair care service provider. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm provides fiduciary consulting, plan design, benchmarking, and manages a range of investment platforms and third-party solutions.

Kenneth Daly is a financial advisor at Cerity Partners LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Austin Private Wealth, LLC and optionsXpress. He is based in Austin, TX. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Andrew Langford is a financial advisor with Kestra Advisory who holds the Series 66 designation and has recently begun his advisory career. He previously worked for TriGate Capital for nine years before joining Kestra and Roseman Wealth Advisors in 2025. In addition to his advisory role, he assists lead advisors with financial planning and client relationships. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors and manages approximately $79.8 billion in assets, providing access to multiple management platforms and third-party solutions.

Olivia Mary is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at LPL Financial, Waterloo Capital, and Key Bank. Olivia is based in Austin, TX. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios and a range of sponsored model and wrap-fee programs.

Alyssa Sternadel is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Austin Private Wealth and Deloitte. Alyssa serves on the board of directors for Breakthrough T1D, where she is involved in planning events and fundraising activities. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection techniques, integrating proprietary quantitative screens with external managers and individual securities, while offering a range of services such as portfolio management, financial planning, and access to private-market investments.

Scott Fanatico is a financial advisor at Kestra Advisory with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Royal Alliance/Osaic Wealth, Inc. for nine years. He also serves as a registered representative through The Financial Services Center, focusing on fiduciary-level client support. 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 investment advice, serving large institutional investors with approximately $79.8 billion in assets under management.