Andrew Patterson is an advisor with Fifth Third Securities, Inc. based in Austin, TX. He holds Series 65 and Series 63 credentials and has been in the financial industry since 2020, with prior experience at Woodforest National Bank and P & R Entertainment. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers a range of managed account programs and portfolio management options, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Roberto Guzman is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and 22 years of industry experience. He has worked with Kestra Advisory since 2017 and previously spent seven years at LPL Financial. Guzman also operates New Growth Financial, providing financial planning and investment services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, vendor searches, and employee education, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Joseph Lopez is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently with Schwab Wealth Advisory in Austin, TX, where he has worked since 2019, following prior roles at USAA Investment Management Company and USAA Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools to tailor recommendations according to client goals and risk tolerance.

Jordan Green is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Mariner Independent Advisor Network, LLC and LPL Financial, among other firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, using technology platforms and a variety of investment strategies, often implementing advice through third-party managers and TAMPs.

Jason Duffaut is a CFP®-certified financial advisor with 25 years of industry experience. He currently works at Kestra Advisory Services, LLC, joining the firm in 2023 after roles at Heritage Family Office, LPL Financial, USAA Financial Planning Services, Kestra Investment Services, and Equitable Advisors. Outside of his advisory role, he owns Broadway Insurance Agency, LLC, which provides insurance services to clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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 a diverse client base including large institutional investors and sovereign wealth funds.

Carrie Dick is a financial advisor with Kestra Advisory, holding a Series 66 designation and 14 years of industry experience. She previously worked with Kevin Dick Investment Management Group and Commonwealth Financial Network. In addition to her advisory work, she owns a tax and accounting business, Integrated Tax Solutions, where she provides tax preparation and planning services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, with services including fiduciary consulting, plan design, and employee education. The firm manages significant institutional assets and provides access to multiple management platforms and third-party solutions.

William Kitchel is a financial advisor with Kestra Advisory Services who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He serves as Chief Investment Officer and Financial Planner and has held roles at Kestra Advisory since 2016, with prior experience in consulting and insurance. Outside of his advisory work, he is the owner of a consulting firm, Value Group, Inc., involved in management, operations, and financial forecasting. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, vendor benchmarking, and advisor-managed accounts, catering to both large institutional investors and individual plans.

Stephanie Mckinney is a financial advisor with Eagle Strategies (NY Life) in Austin, TX, holding Series 63 and Series 66 licenses and totaling 18 years of industry experience. She has been associated with NYLife Securities LLC and Wesley R. Young since 2008. In addition to her advisory role, she owns Forty Six Ten Consulting LLC, providing administrative and software consulting services, and serves as a Notary Public. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advice across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities, particularly in the retirement plan sector.

Todd Jakubik is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with Kestra Advisory in Austin, TX, having previously spent 25 years at Penn Mutual Life Insurance Company and Hornor Townsend & Kent, Inc. Outside of his advisory role, he serves as Vice President and agent/broker for Total Financial Concepts, Inc., where he is involved in investment, life insurance, and annuity sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers a range of services such as fiduciary consulting, plan design, and due diligence-supported investment advice, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Alfredo Dipinto is an investment advisor with Kestra Advisory Services LLC in Austin, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Outside of his advisory work, he owns and operates Alfredo's Ristorante Italiano, a full-service restaurant. 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 services such as fiduciary consulting, plan design, and plan-level investment advice, supporting its recommendations with thorough due diligence and providing access to multiple management platforms and third-party solutions.

Sujatha Theddu is a financial advisor at Cerity Partners LLC in Austin, TX, holding a Series 65 designation with five years of industry experience. Prior to joining Cerity Partners in 2026, she worked at Austin Private Wealth for five years and Morgan Stanley for a brief period in 2019. Cerity Partners advises a broad client base including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management solutions with a focus on client-specific investment profiles, combining quantitative screening, manager selection, and direct security selection alongside access to private market solutions for qualified clients.

Mason Howard is a CFA® charterholder with 28 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory. He has been with Kestra Advisory since 2018 and with Kestra Investment Services, LLC since 2008. He holds a state insurance license and is involved in investment due diligence and asset allocation as director of investments at The KNW Group LLC. 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-level investment advice, and employee education, managing approximately $79.8 billion in assets under management.

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, with five years of industry experience. He holds the Series 66 designation and previously worked at Northview Asset Management. His background includes nine years of full-time education before beginning his advisory career. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisers, employing various investment approaches and acting as a fiduciary under written agreements.

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.

Julia Smith is a financial advisor at Kestra Advisory with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including Morgan Stanley, Voya Financial Advisors, and Cetera. Outside of advisory roles, she is involved with Smith & Smith, Ltd, a financial services firm. 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.

Colin Kampfe is a financial advisor at Brown Advisory with nine years of industry experience. He holds a Series 66 designation and has worked at Brown Advisory since 2018, following a two-year tenure at Dimensional Fund Advisors. Brown Advisory manages approximately $124.3 billion for a range of clients, including institutional investors, high-net-worth individuals, and nonprofits. The firm employs a bottom-up, fundamental research process and offers discretionary portfolio management alongside strategic advisory and family office services.

James Woodcock is a financial advisor with D.A. Davidson & Co. in Austin, TX, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include nine years at Hilltop Securities Inc., one year at Raymond James & Associates, and seven years at Morgan Keegan & Company, LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to various clients, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering comprehensive financial planning, ERISA retirement plan advisory, and unique capabilities such as municipal advisory and custody services.

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 22 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Farther in 2025, he worked at Edelman Financial Engines, Financial Engines Advisor Center, The Mutual Fund Store, and Geary Securities. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing, focusing on ETFs, mutual funds, individual equities, and fixed income.