Brian Hart is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 registrations and eight years of industry experience. He has worked with Inspire Financial Group and US Retirement & Benefits Partners DBA Inspire Financial Group since 2018. Outside of his advisory role, Hart serves as an elder of the Saginaw Church of Christ. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through asset allocation portfolios. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Mireya Jimenez is a financial advisor at PlanMember Securities Corporation with two years of industry experience. She holds Series 65 and Series 63 registrations and has worked at Penwell Treta Wealth Management and as a self-employed agent providing sales and services of Medicare, life, and healthcare insurance. PlanMember Securities Corporation provides retirement-plan advisory services for employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process and manages unitized, risk-based mutual fund portfolios, offering education and support services such as seminars and personalized retirement planning.

Joseph Fishella is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 designations and with 30 years of industry experience. His prior work history includes positions at Morgan Stanley DW Inc. and UBS Financial Services. Fishella serves as president of Bluelake Wealth Advisors, Inc., a DBA under Kestra providing investment advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm provides a range of services such as fiduciary consulting, plan design and compliance testing, and investment advice, supporting investments through due diligence and managing assets for large institutional investors, including sovereign wealth funds.

Matthew Baldeck is a financial advisor with Hightower Advisors in Austin, TX, holding Series 63 and Series 65 licenses and 4 years of industry experience. His prior roles include positions at Hightower Securities, Securities America, Arbor Point Advisors, and experience in academic environments at Western Kentucky University and the University of Michigan. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and portfolio construction strategies.

Kurt Skvarla is a CFP® professional with 16 years of industry experience. He is currently with Kestra Advisory Services LLC and Kestra Investment Services LLC and has prior experience at Wells Fargo Advisors and UBS Financial Services. Outside of his primary advisory roles, he is the sole owner of K2 Wealth Management, LLC, an independent practice based in Gibsonia, PA. 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 a range of services such as fiduciary consulting, plan design, and discretionary trading within a supervisory framework, managing approximately $79.8 billion in assets.

Hunter Smith is a CFP® with eight years of industry experience, currently affiliated with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2023. Prior to joining Kestra, he worked for Securities America Advisors, Securities America, Inc., and LPL Financial LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers services such as fiduciary consulting, plan design, and investment advice, and serves a range of clients from individual investors to sovereign wealth funds.

Svante Rocabado is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at Edward Jones and Kestra Investment Services. Outside of finance, he has worked in various food service positions, including catering and serving at multiple Austin-area establishments. Kestra Advisory is an enterprise firm with over 1,200 advisors, providing financial services to a broad client base.

Noah Lee is a financial advisor at Voya Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 66 credentials with six years of industry experience. His prior roles include positions at Schwab Wealth Advisory, Charles Schwab & Co., Elkwood Capital, and work in both legal and academic settings. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based advice and maintaining a hybrid registration as both an SEC-registered investment adviser and broker-dealer.

Nicole Granger is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc. in Austin, TX. She has been with CIBC Private Wealth Management since 2015 and has four years of industry experience. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a combination of proprietary offerings and external managers within a structured governance framework.

William Berg is a Certified Financial Planner (CFP®) with 10 years of experience in the financial services industry. He is currently affiliated with Kestra Advisory, where he has served since 2024. Prior to Kestra, he held positions at firms including Woodbury Financial Services, RoundAngle Advisors, and Commonwealth Financial Network. Outside of his advisory role, he coaches CrossFit classes. 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 discretionary investment management, serving large-scale clients including sovereign wealth funds.

John Burmeister II is a financial advisor with Integrity Alliance, LLC in Austin, TX. He holds Series 63 and Series 66 designations and has 25 years of industry experience. Prior to joining Integrity Alliance in 2025, he worked at Lion Street Advisors and Lion Street Financial, LLC for 12 years and Kestra Investment Services, LLC for 8 years. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm’s network includes over 300 independent advisors managing approximately $5.4 billion in client assets, offering portfolio management, financial planning, and third-party manager referrals through a variety of discretionary and non-discretionary investment approaches.

Barron Branch is a financial advisor with Kestra Advisory Services holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Fidelity Brokerage Services, CUSO Financial Services, and OneAmerica Securities. He operates as a registered investment advisor and financial representative through Kestra’s affiliated entities. 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 advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and offers a wide range of management platforms and third-party solutions.

William Coffey is a CFP® with 30 years of industry experience, currently serving as a senior advisor partner at Kestra Advisory. His prior experience includes roles at Bank of America and Merrill. He is also a partner in RS Will Wealth Management and participates in a real estate venture as a partner. 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, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Kenneth Anton is a financial advisor with CWM, LLC based in Austin, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Collective Advisors and Sigma Planning Corporation, among others. In addition to advisory services, he is involved in the sale of non-variable insurance products including term and permanent life insurance policies. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers a range of financial planning and retirement-plan services with an emphasis on fiduciary processes and operational transparency.

Shawn Thompson is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Kestra since 2012, including 10 years at Kestra Advisory. Outside of his advisory role, he is involved in registered representative activities and holds term life insurance policies on himself and his spouse. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

Amy Duncan is a CFP® with 26 years of industry experience, currently serving at Kestra Advisory Services, LLC. Her prior experience includes roles at Moloney Securities Asset Management LLC and Berthel, Fisher & Company Financial Services, Inc. Outside of her advisory work, she is involved in managing Candlelight Capital, LLC and Candlelight Ventures, Inc., entities related to commercial property ownership. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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.

Brian Campos is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His career includes roles at Kestra Advisory since 2020, self-employment from 2018 to 2020, and SCOTTRADE, Inc. from 2016 to 2018. 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 services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Timothy Cors is a financial advisor at &PARTNERS in Austin, TX, holding a Series 66 designation with 16 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined total of 18 years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and institutions, offering investment management, financial and tax planning, and retirement-plan consulting. The firm uses a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary management platforms.

Justin Snowden is a CFP® with seven years of industry experience, currently with Kestra Advisory in Austin, TX. He previously worked at Ameriprise Financial Services for six years and has experience managing an advisory business through Ubuntu LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds, offering services such as fiduciary consulting, plan design, and advisor-managed accounts.

Jae I Kim is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 65 credential and one year of industry experience. Prior to joining Kestra Advisory, Kim worked at Texas Financial Advisors and Fidelity, and is also involved with UTea Pho LLC, a business he has managed since 2022. 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 advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions to support its advisory services.