Debra Clark is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Kestra Advisory. Her prior experience includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. She is also a co-owner of Roving Horse Ranch & Rescue, a nonprofit organization that rescues and rehabilitates horses destined for slaughter. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms, serving clients that range from plan sponsors to sovereign wealth funds.

Matthew Williams is a financial advisor at Sanctuary Advisors, LLC in Austin, TX, holding a Series 66 designation with five years of industry experience. He previously worked at Northview Asset Management and has an educational background from Concordia University Texas. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent advisors and provides both discretionary and non-discretionary solutions with a variety of account structures and access to third-party sub-advisers.

Michael Irvin is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and 10 years of industry experience. He has worked at several firms, including U.S. Capital Wealth Advisors, LLC and PlanWise Financial Group, before joining Commonwealth Financial Network and Reed Lake Private Wealth. Outside of advisory work, he serves as a temporary director with the Travis County Improvement District 1. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers various managed-account programs, access to third-party asset managers, and a comprehensive adviser-support platform covering trading, reporting, and custody services.

Colin Kampfe is a financial advisor at Brown Advisory in Austin, TX, with eight years of industry experience. He holds a Series 66 designation and previously worked at Dimensional Fund Advisors. Brown Advisory manages approximately $124.3 billion for institutional and private clients, offering discretionary portfolio management and strategic advisory services across equity, fixed-income, and balanced strategies. The firm employs a bottom-up fundamental research process and combines active and passive investment approaches while incorporating AI-enabled tools and alternative asset exposure.

James Woodcock is a financial advisor with D.A. Davidson & Co. in Austin, TX, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at Hilltop Securities Inc. since 2013. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charities, and corporations. The firm provides fiduciary-standard advisory services, retirement plan management, comprehensive financial planning, and a private wealth program for clients with net worth over $20 million.

Christopher Bradshaw is an investment advisor with Kestra Advisory and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and is the owner of Main Street Financial Group, an investment advisory firm. Bradshaw has worked at Kestra Advisory since 2021 and has a long tenure with related firms including Kestra Investment Services and Nationwide Provident. 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 services such as fiduciary consulting, plan design, investment due diligence, and access to multiple management platforms and third-party solutions.

John Carey is a financial advisor at Farther with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Farther in 2025, he worked at Edelman Financial Engines for nine years and at Financial Engines Advisor Center LLC for eleven years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic models, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Blayne Worman is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 license and six years of industry experience. His prior work includes roles at LPL Financial LLC, Old National Bank, and Shield Global Partners. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving a client base that includes sovereign wealth funds.

Scott Cavazos is a financial advisor at Kestra Advisory with nine years of industry experience. He holds the Series 66 designation and has held positions at several firms, including Avantax Investment Services, Cetera advisor entities, and Securities America Advisors. Based in Austin, TX, he joined Kestra Advisory Services LLC in 2025. 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 such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors including sovereign wealth funds.

Michelle Halliday is a CFP®-designated financial advisor with Schwab Wealth Advisory in Austin, TX, offering 10 years of industry experience. She has worked with various Charles Schwab entities since 2015, including Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to support client-directed investment decisions. The firm conducts annual account reviews and operates as an internal advisory unit within the Schwab ecosystem.

Hance Evans is a CFP® with 43 years of industry experience, currently serving as an advisor at Kestra Advisory. He previously worked for over 30 years at Hornor Townsend & Kent LLC. Outside of his financial advising role, he occasionally assists with maintenance at a small marina owned by his wife. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Journey Mc Kelvey is a financial advisor at Empower Advisory Group holding a Series 66 designation with one year of industry experience. Prior to joining Empower Advisory Group, Journey worked at Genpact LLC, Charles Schwab & Co., Inc., and several other companies across various industries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients, using an integrated service model linked to Empower’s recordkeeping and administrative platforms.

Steven Wilson is a CFP® with 12 years of industry experience, currently serving as a financial planner at Kestra Advisory. His prior roles include positions at UBS and Charles Schwab. Wilson also teaches as an adjunct professor at Hood College. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering services such as plan design, fiduciary consulting, and plan-level investment advice while managing approximately $79.8 billion in assets under management.

Xiao Chen is a CFP® professional with 14 years of industry experience, currently serving with Integrity Alliance, LLC. Prior to this, Chen held various roles including positions at Lion Street Financial and Transamerica Financial Advisors, Inc. Outside of financial advising, Chen is involved in community organizations such as the Chinese American Association at Greater Chicago and serves as Vice President of the Hunan Association of the Midwest USA. Chen also owns businesses in notary services and performing arts. Integrity Alliance, LLC is a large advisory firm supporting over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of portfolio management and financial planning services to individual investors, corporations, and qualified retirement plans, utilizing various investment approaches and platforms.

Ryan Weise is a CFP® with 26 years of industry experience, currently affiliated with Kestra Advisory Services LLC and Kestra Investment Services LLC since 2023. His prior experience includes roles at Cetera and Hancock Whitney Bank, where he worked from 2011 to 2022. He is also involved with Centura Advisors in a financial advisory capacity. 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, and employee education, managing approximately $79.8 billion in assets with a client base that includes large institutional investors and sovereign wealth funds.

Ronald Mcneese Jr. is a financial advisor at Kestra Advisory with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at BCG Securities, Inc. from 2015 to 2022. Outside of his advisory role, he is a Brazilian Jiu Jitsu black belt and trains law enforcement officers in the discipline. 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 fiduciary consulting, plan design, and portfolio management, and manages approximately $79.8 billion in assets, serving large institutional clients including sovereign wealth funds.

Barry Lacina is a financial advisor at Oppenheimer with eight years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2017, following eight years of self-employment. Outside of his advisory role, he is the owner of Happyness Films, LLC, a film production company. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services that encompass investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation alongside manager selection and various investment strategies to construct client solutions.

Juan Garcia is a financial advisor at Kestra Advisory Services with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Raymond James, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Lone Star National Bank, and North Capital Inc. He is also licensed to practice law and advises clients on estate planning and business matters as an attorney. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, and it serves large institutional investors such as sovereign wealth funds.

Benjamin Blakelock is a financial advisor with Valic Financial Advisors in Austin, TX, holding a Series 66 designation and 19 years of industry experience. He has worked with VALIC Financial Advisors since 2013 and also serves as an agent with Agia, focusing on non-securities insurance products. 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 Delaney II is a financial advisor at Kestra Advisory with over 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Command Advisory Services and First Command Financial Services. Delaney also serves as a research assistant and facilitator at Boston University and provides compliance consulting for Peter Elish Investment Securities. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and manages multiple investment platforms, serving clients that include large institutional investors such as sovereign wealth funds.