Tyler Weir is a financial advisor at Kestra Advisory with a Series 65 designation and three years of industry experience. His prior roles include positions at Cardinal Capital Management, Gettings Reed Financial, Aurora Financial Strategies, Chariot Automotive, and the San Diego Padres. 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 a range of services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving clients that include large institutional investors and sovereign wealth funds.

Digvijay Gohil is a financial advisor at Integrity Alliance, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked for Lion Street Advisors and Lion Street Financial for nine years. Outside of his advisory role, Gohil is involved in managing early child care facilities, owning and helping operate a franchise and a real estate holding LLC for these businesses. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves a diverse client base including individual investors, corporations, and retirement plans, offering a range of portfolio management and financial planning services through discretionary accounts, model portfolios, and third-party sub-advisers.

David Dunn is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at Hightower Advisors since 2020, and previously held roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance and serves as sole manager of a family limited partnership. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with access to mutual funds, ETFs, alternative investments, and customized portfolios.

Michael Liddell is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked at Citigroup since 2017 and has also been associated with Raymond James Financial Services since 2013. His prior experience includes a brief tenure at Rodan and Fields in 2016. Citigroup Global Markets serves individual and institutional clients through a variety of advisory programs and execution services, implementing multi-asset, multi-manager strategies across discretionary and non-discretionary platforms. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, catering to workplace, high-net-worth, and ultra-high-net-worth segments.

Christine Devries is a financial advisor at Creative Planning with 15 years of industry experience. She holds Series 66, Series 65, and Series 63 licenses. Her prior work includes roles at Milliman, Austin Independent School District, Diversified Investors Securities Corp., Diversified Investment Advisors, and Wells Fargo Investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing over $295 billion in assets.

Danny La is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Corient since 2026. His prior experience includes roles at Capital Advisors, Inc., TD Ameritrade Investment Management, LLC, and SCOTTRADE, Inc. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers, along with risk management tools and alternative investment options.

Edward Wingrove is a financial advisor at &PARTNERS with 36 years of industry experience and holds a Series 63 designation. His prior roles include positions at Wells Fargo Clearing, Stifel Nicolaus & Co Inc, Raymond James & Associates, and Morgan Keegan & Company, LLC. Wingrove is involved in several family business entities, including interests in a restaurant and multiple residential properties. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting using a range of strategies and platforms, with advisory services provided on both discretionary and non-discretionary bases.

Duncan Campbell is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds a Series 66 designation and has worked at firms such as Charles Schwab and Transamerica Life Insurance Company. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services that include fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and provides access to multiple management platforms and third-party solutions.

James Scully is a financial advisor with TIAA-CREF in North Liberty, IA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior work includes roles at Edward Jones, NYlife Securities LLC, and New York Life Insurance Company. Outside of advisory work, he is the owner of an investment-related LLC. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model with both point-in-time planning and ongoing management under a fiduciary standard.

Henry Conkle is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Allstate Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE Securities. He has also served as a youth sports referee with the Texas Association of Sports Officials. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and employee education, utilizing multiple management platforms and third-party solutions.

Elwis Johnson Jr. is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Edward Jones and Waddell & Reed. Outside of advising, he serves as Chapter President of Omega Psi Phi Fraternity Inc., where he leads community service activities and mentors youth. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a broad client base that includes large institutional investors.

Amber Scarborough is a financial advisor at Carson Wealth with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Cetera Wealth Services, LPL Financial, and Edward Jones. Scarborough serves on the boards of two nonprofit organizations focused on wild mustang and burro care as well as local community service through the South Austin Rotary Foundation. Carson Wealth operates an enterprise platform managing approximately $50.6 billion with over 650 advisors. The firm provides discretionary asset management, financial planning, retirement plan services, and offers customized portfolio solutions supported by a dedicated Investment Committee and integrated custodial and technology partnerships.

Jerry Mc Donald is a CFP® with 35 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC in Austin, TX. His prior work includes roles at Raymond James Financial Services, Wells Fargo Clearing, Merrill, and several other firms. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management through various Steward Partners-branded solutions and third-party managers, with services that include financial planning, pension consulting, and managed account programs.

Neal Cloer is a financial advisor with Principal Financial Services in Austin, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 17 years of industry experience, including 10 years with Principal Securities Inc and Principal Life Insurance Company. Outside of his advisory role, he also works as an insurance agent specializing in life, disability, annuities, health, long-term care, Medicare supplements, and group products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Stefanie Morton is a financial advisor with Kestra Advisory in Austin, Texas, holding a Series 66 designation and 20 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC from 2006 to 2026. Outside of her advisory role, she serves as President on the Board of Directors for the Ark & Compass Foundation. 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 design, and employee education, supporting recommended investments through due diligence and distributing multiple management platforms and third-party solutions.

Darren Zielinski is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2017. He has also been affiliated with WealthWave and World Financial Group, Inc. since 2013 and 1992, respectively. Zielinski is involved in sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary or non-discretionary management.

James Duncombe is a financial advisor with Kestra Advisory Services in Austin, TX, holding the ChFC® and Series 66 designations and bringing 24 years of industry experience. His career includes roles at Waddell & Reed and Thrivent Financial, and he is also an author. Duncombe manages day-to-day operations as a 50% owner of Duncombe Financial Group, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering services such as fiduciary oversight, plan design, and employee education. The firm serves a diverse client base, including large institutional investors, and utilizes multiple management platforms and third-party solutions.

Effimia Karides is a financial advisor at Brown Advisory with 11 years of industry experience. She has worked at Brown Advisory since 2016 and previously at Blackhawk Wealth Management from 2014 to 2017. She holds the Series 65 designation and is based in Austin, TX. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research approach to construct concentrated portfolios and offers a range of strategies including sustainable-investment options, as well as private-fund and venture programs.

Judith Garber is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 22 years of industry experience. She has worked with Kestra Advisory Services LLC since 2021 and has prior experience at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Garber is also president of JSG Financial Services Inc., where she provides CPA services including preparing financial statements and tax returns. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Tyson Mavar is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at firms including The Retirement Group and LPL Financial prior to his current role. Tyson is based in Las Vegas, NV. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.