Kurt Scardino is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at Lion Street Advisors and Cardinal Health. Outside of advising, he serves on the Weimar City Council and owns an insurance business focused on Medicare and prescription drug plans. Integrity Alliance is an enterprise firm serving a diverse client base including individuals, corporations, and qualified retirement plans. The firm offers a range of advisory and brokerage services through a large network of independent advisors, utilizing various investment strategies and platforms to meet client needs.

Robert Montavon Jr. is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at NewEdge Advisors and Mid Atlantic Financial Management. Outside of advising, he manages a daily money management and record-keeping business and serves as treasurer for a local election committee. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including institutional investors and plan sponsors. The firm provides a range of fiduciary services and utilizes multiple management platforms, serving some of the largest institutional clients in the industry.

Shane Fritts is a financial advisor at Kestra Advisory with a Series 66 designation and five years of industry experience. His background includes roles at Wells Fargo Clearing Services and Columbia Sportswear before joining Kestra in 2025. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as plan design, fiduciary consulting, and investment advice, managing approximately $79.8 billion in assets and serving clients ranging from plan sponsors to sovereign wealth funds.

Ryan Pilipow is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 65 designation and has previously worked with Personal Capital Advisor Corporation and the University of Pennsylvania. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing within an integrated model connected to Empower’s recordkeeping and administrative platforms.

Kieran Lavery is a CFP®-certified financial advisor with seven years of industry experience. He currently works at Schwab Wealth Advisory Inc. and has previous experience with Kestra Financial, Inc., Invesco, and Charles Schwab entities. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual reviews, retirement and financial planning, and investment recommendations based on Schwab’s proprietary research and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not provide discretionary portfolio management directly.

Hanseung Chang is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab & Co., Inc. and ATX Insurance Agency. He is also involved in a family-owned coffee and tea business, Manna Taim LLC (Boba Tea Time), where he contributes occasionally. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models.

Chester Zielinski Jr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Transamerica since 2012 and also has involvement in oil and gas exploration as a joint investor. Zielinski operates Zeke Zielinski LLC and is affiliated with WealthWave and World Financial Group. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations, delivering services through a large advisor network and multiple program platforms. The firm utilizes model portfolios and third-party managers to implement its advisory model and offers integrated retirement plan solutions alongside affiliated mutual funds and insurance products.

Michael Sullivan is a CFP®-certified financial advisor with 29 years of industry experience, currently serving at Goldman Sachs Wealth Services since 2018. His prior roles include positions at Cetera Advisor Networks, United Capital Financial Advisers, Girard Securities, and Valhaven Wealth. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate sponsors, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions and operates within a large integrated financial group with a range of specialized services.

Zackery Benjamin is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and bringing eight years of industry experience. He previously worked at Commonwealth Financial Network and Life Strategies Inc. Benjamin also manages business operations at The Benjamin Group, an insurance firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds.

Shana Bielich is a CFP®-certified financial advisor with 24 years of industry experience. She currently works with Kestra Advisory and previously spent 15 years at Commonwealth Financial Network. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse 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 notable clients including sovereign wealth funds.

Robert Benton Arnold is a CFP® professional with 25 years of experience in financial advisory. He is currently with HighTower Advisors, where he has worked since 2020, and previously spent seven years at Frontier Investment Management Co. Arnold serves as president of the Financial Planning Association of Austin and is a director of the JD Abrams Charitable Foundation. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, offering access to both affiliated and third-party managers and incorporating a range of investment vehicles and portfolio construction strategies.

Kevin Dick is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at Commonwealth Financial Network and operated his own investment management group. He serves as CEO and Managing Director of Kestra Advisory Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a mix of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice, supporting these with due diligence and multiple management platforms.

Madeline Weber is a financial advisor with Kestra Advisory in Wilmington, DE, holding a Series 66 credential and over a year of experience at Kestra. Her prior roles include work at Black Cactus and involvement with Deer Park Tavern and Goodness Bowls. She also served at the University of Delaware and Avalon Yacht Club in recent years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and various 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 a diverse client base, including sovereign wealth funds.

Yi Mandeville Ott is a CFP® and Series 65 registered advisor at Mariner with one year of industry experience. Their prior roles include positions at Dimensional Fund Advisors and Lisa Rhynes CPA, among others. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios supported by both in-house research and third-party managers, and offers integrated tax and administrative family office services uncommon in large advisory enterprises.

Mark Mann is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Before joining Kestra Advisory and Kestra Investment Services, LLC in 2021, he worked at Waddell & Reed, Inc. for 14 years. 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-level investment advice, employee education, and pooled plan solutions, serving clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Jasen Wallace is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior experience includes roles at Exencial Wealth Advisors LLC, Ameritas Advisory Services, and Weinheimer Wealth Management. He is an ex officio director of the YMBL Sunshine Foundation, which aligns with the Austin Sunshine Camps’ strategic goals. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Brandon Grocki is a CFP® certificant with 11 years of industry experience, currently affiliated with Kestra Advisory. His prior work includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, he is active in political service as a district representative for the Millstone Township Republican Committee. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large institutional investors. The firm offers services such as fiduciary consulting, plan design, and employee education, supported by due diligence on recommended investments and access to multiple management platforms and third-party solutions.

Paisley Jones is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Kestra Advisory since 2016 and also works with KESTRA Investment Services, LLC since 2015. 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 fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

James Mahoney III is a CFP® professional with 24 years of experience currently serving as an Investment Advisor Representative at Kestra Advisory Services, LLC since 2016. He is also the principal of Northampton Financial Services, where he provides consulting and financial planning for individuals and small businesses. Outside of his advisory roles, he coaches competitive skiing at Berkshire East, a ski resort, and serves as an assistant coach for the Northampton High School ski team. 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, benchmarking, and employee education, and manages approximately $79.8 billion in assets with a client base that includes large institutional investors and sovereign wealth funds.

Elizabeth De Latorre is a financial advisor with TIAA-CREF in Austin, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She previously worked at Merrill and Bank of America, N.A. from 2016 to 2019 before joining TIAA-CREF in 2019. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing discretionary management and serves as adviser to the TIAA Donor Advised Fund.