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® with 34 years of industry experience currently advising with Kestra Advisory Services. His prior experience includes seven years at Commonwealth Financial Network and The Potter Financial Group, as well as a long tenure leading Charlie Potter & Associates, Inc. Outside of advisory work, he is the sole owner of Aging Well Retirement Services LLC, a publishing entity. 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 fiduciary consulting, plan-level investment advice, employee education, pooled plan solutions, and advisor-managed accounts, serving clients that include large institutional investors such as sovereign wealth funds.

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 63 and Series 66 credentials and one year of industry experience. Prior to joining Kestra Investment Services LLC in 2026, Carey held roles at Ashford Securities LLC, 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, including very large investors such as sovereign wealth funds. The firm offers services encompassing fiduciary consulting, plan design, vendor searches, and employee education, supported by due diligence and multiple management platforms.

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) in Austin, TX, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked with firms including Cadence Wealth Management and has operated Kerr Financial Services, LLC since 2017. Outside of his advisory work, he serves as vice president of a student housing investment company supporting fraternity housing and is involved as an officer and president of the Metropolitan Breakfast Club in Austin. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring solutions to client objectives, managing the majority of its assets on a non-discretionary basis.

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.

Alex Robinson is a financial advisor at Kestra Advisory with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network, InVirtus Wealth Partners, LPL Financial, PCG Public Partnerships, and Cetera Advisors. Outside of his advisory role, Robinson spends a small portion of his work time involved in fixed insurance sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including very large institutional investors. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms with a supervisory framework that supports complex products and discretionary trading.

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 32 years of experience in the financial industry. He has been with Kestra Advisory since 2016 and has also served as the owner, founder, and president of Waterworth Wealth Advisors, LLC since 2008, where he manages general operations and leads client advisory services. Based in Austin, TX, Waterworth holds a Series 63 license and provides investment advisory services through Kestra Advisory Services, LLC. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.

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.

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.