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.

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.

Avery Lewis is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis.

Scott Fanatico is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at ROYAL ALLIANCE/Osaic Wealth, Inc. and SEI Investments Management Corp. Fanatico also operates as a Registered Representative through The Financial Services Center, providing client-focused financial services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and large institutional investors. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Jason Mc Carthy is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with PNC Wealth Management, where he has worked since 2021. His prior experience includes roles at BBVA Wealth Solutions, BBVA Insurance Agency, BBVA Securities, BBVA USA, and BB&T Securities. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online model account available by invitation to employees. The firm uses approved model strategies managed by PNC or third-party strategists and implements investments primarily through mutual funds and ETFs with annual rebalancing.

Aleksandar Krakovic is a financial advisor at Kestra Advisory with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial Advisors and OSAIC. Krakovic is also the owner of Biscayne Wealth Management, Inc., a pass-through entity involved in banking and credit activities for the business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Kimberly Wilder is a financial advisor with Valic Financial Advisors in Austin, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Valic Financial Advisors since 2015 and also works with Agia as an agent for non-securities insurance products. Outside of her advisory role, she manages a fitness services business in Austin. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and serving approximately 294,000 clients through a network of over 1,200 advisors.

Don Crook is a financial advisor with Lincoln Investment in Austin, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 15 years at Legend Equities Corporation. Crook serves on the boards of Partners in Hope Ministries, a nonprofit organization, and the Michael James Cotton Foundation, a memorial foundation. Lincoln Investment Planning, LLC is an enterprise firm serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b)/457(b) program participants. The firm offers financial planning, advisor-led consulting, and portfolio management through both advisor-managed and firm-managed models, supported by an in-house investment management and research team.

Steven Goldstein is a CFP® with 23 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory. He has worked at Kestra Advisory since 2016 and has prior experience with Ameriprise and Investacorp. Goldstein is involved in insurance sales and administration through oXYGen Financial Insurance Co. and holds the position of Vice President, Private CFO at oXYGen Financial, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Christy Shelton is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Allfluent Wealth Management and Commonwealth Financial since 2014. Outside of her advisory role, she operates a social event coordination business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customizable investment solutions.

Alyssa Calhoun is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at CAM Investor Solutions and Dimensional Fund Advisors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options.