Page Pittman is a financial advisor at Kestra Advisory with 16 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes roles at Pittman Financial Group, LLC, Principal Securities Inc, and Principal Life Insurance Company. 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 manages substantial institutional assets.

Ryan Salah is a financial advisor with Kestra Advisory who holds the CFP® designation and has 10 years of industry experience. He previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Salah is a member of Meridian Tax Advisory, LLC, a tax and accounting firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, benchmarking, and employee education, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Jacob Pais is a financial advisor at Kestra Advisory with five years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Financial and its affiliated entities. Outside of his advisory role, Pais is involved in tech recruitment and owns a mattress retail business in Austin, TX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves very large institutional investors, including sovereign wealth funds, and offers access to multiple management platforms and third-party solutions.

Alison Cassorla is a financial advisor at Cerity Partners LLC with a Series 65 designation and four years of industry experience. She previously worked at Austin Private Wealth, LLC for five years and was self-employed for one year. Before her advisory career, she spent two decades with Shalom Austin, a community organization. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-high-net-worth individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in assets. The firm offers a wide range of services such as discretionary and non-discretionary investment management, financial planning, and access to alternative investments, emphasizing diversified asset allocation and customized portfolios.

Benjamin Brajtbord is a financial advisor with Kestra Advisory in Austin, TX. He holds the Series 66 designation and has 12 years of industry experience. He has been with Kestra Advisory since 2016 and also works with Kestra Investment Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm offers services including vendor searches, plan design, fiduciary consulting, and plan-level investment advice, serving clients such as sovereign wealth funds and other large institutional investors.

Carrie Cocanour is a financial advisor with Kestra Advisory, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Her prior work includes roles at Ziply Fiber, Goosehead Insurance, Unite Private Networks, and Charter Communications. Outside of advisory services, she is involved in a wellness supplements business on a commission basis. 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 serves a diverse client base that includes large institutional investors and sovereign wealth funds, employing multiple management platforms and third-party solutions within its supervisory framework.

Matthew Carbray is a financial advisor with Kestra Advisory Services, LLC, holding the CFP® and ChFC® designations and bringing 23 years of industry experience. He has worked with Kestra-affiliated firms since 2006 and currently serves as an investment advisor representative and managing partner of related financial entities. Outside of his advisory role, Carbray is a minority owner of a brewing and roasting business and serves as a board trustee for the Hartford Boys and Girls Club. 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-level investment advice, and pooled plan solutions, supporting recommendations with comprehensive due diligence and serving large institutional investors such as sovereign wealth funds.

Matthew Logan is a CFP® with 21 years of experience in the financial services industry. He is currently affiliated with Kestra Advisory and Kestra Investment Services, having previously worked at Cetera, TMRW Wealth, and Summit Financial Group. Outside of his advisory roles, he owns and manages a charitable organization, TMRW Bus, which coordinates community trips through auctioned certificates. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports various management platforms and third-party solutions within its supervisory framework.

Nicholas Parnell is a financial advisor at Goldman Sachs Wealth Services in Austin, TX, holding a Series 66 designation. He has been with Goldman Sachs since 2021, following prior roles in sports and construction industries. Outside of his advisory role, he works part-time as a high school basketball referee in Central Texas. Goldman Sachs Wealth Services provides financial planning and investment management to a wide range of clients, including high-net-worth individuals and institutional participants. The firm leverages centralized investment resources and offers tailored solutions through a combination of discretionary and non-discretionary managers within a large integrated financial group.

Daniel Schwartz is a Certified Financial Planner® (CFP®) with 14 years of industry experience. He has worked at Hightower Advisors since 2021 and previously held roles at Bank of America and Merrill. Schwartz is based in Austin, TX. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to deliver customized portfolio management and financial planning services.

Hani Farid is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and 17 years of industry experience. His work history includes positions at Empower Financial Services, GWFS Equities Inc, FCS Group LLC, David Lerner Associates Inc, and Vantage Consulting Group. He serves as Vice President of the Board for Keep Austin Fed, an organization addressing food insecurity. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Kip Reagor is a financial advisor at Oppenheimer with 33 years of industry experience. He has been with Oppenheimer & Co since 2002 and holds Series 63, 65, and 66 licenses. Outside of his advisory role, he owns a water cooler rental business. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment vehicles tailored to client objectives.

Ramona Dalton is a financial advisor at Valic Financial Advisors in Houston, TX, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2014. In addition to her advisory role, she is an agent for non-securities insurance products with Agia. 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Thomas Cromer is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Woodbury Financial Services and managing Cromer Family Financial. He is involved in customer service and administrative activities through his field assistant roles at both Kestra Advisory Services and Cromer Family Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Todd Mitman is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 credential and 25 years of industry experience. Prior to joining Kestra in 2023, he spent 18 years with Ameriprise Financial Services. He is also president of Mitman, Reese and Associates, a business that assists with practice payroll management. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors as well as a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving clients that include very large institutional investors and sovereign wealth funds.

James Mc Kinley is a financial advisor at Savant Wealth Management in Austin, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining Savant, he worked at Exencial Wealth Advisors and has experience at Spirit Ice Arena. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management 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.

Tyler Herndon is a CFP® with 12 years of experience in the financial industry. He is currently a financial advisor at Kestra Advisory and Kestra Investment Services, LLC, where he has worked since 2022. Prior to that, he spent seven years at Edward Jones. Outside of his advisory role, he is the owner of Herndon Holdings, a real estate business. 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. The firm offers services such as fiduciary consulting, plan design, and employee education, and supports its recommendations with due diligence on investment options.

Hayley Swaim is a CFP® with four years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Her prior experience includes roles at Austin Private Wealth, Northwestern Mutual Life Insurance Company, and United Capital Financial Life Management. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, and access to alternative and private-market investments.

George Sinnott is a financial advisor at Kestra Advisory with 45 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Sinnott has been associated with Kestra Advisory Services since 2016 and has also been involved with Kestra Investment Services and Fusion Financial Group since 2003. He is the president of Sinnott Wealth Management, Inc., where he oversees company activities and financial planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional investors, and individual clients. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and investment advice, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.

Bradley Hubbard is a financial advisor at Hornor, Townsend & Kent, LLC in Austin, TX, with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Hornor Townsend & Kent since 2017. He also has a background in life insurance brokerage through his role at Penn Mutual Life Insurance Company, where he has worked since 2016. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with a range of advisory programs, financial planning services, and retirement plan consulting. The firm combines advisory and broker-dealer services, including access to third-party asset managers and both discretionary and non-discretionary accounts.