Jillian Hefner is a financial advisor at Kestra Advisory with a Series 66 designation and four years of industry experience. Her prior roles include positions at Dimensional Fund Advisors and Bluespring Wealth Management. She has also worked in educational settings, including Abilene Christian University and Westlake High School. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment advice. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Elizabeth De Latorre is a financial advisor with TIAA-CREF in Austin, TX, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked at TIAA-CREF since 2019 and previously held roles at Merrill, Bank of America, Morgan Stanley, and Guardian Life. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management with a fiduciary standard applied to its registered investment adviser services.

Shaun Kimball is a financial advisor with Kestra Advisory Services in Austin, TX, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He previously worked for CUSO Financial Services, LP and Empower Federal Credit Union over a span of 10 years. Outside of his advisory role, Kimball owns Momentum Strategic Wealth, LLC, which provides investment advice and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, providing 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.

Teresa Hoffman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously served as president of Your Friendly Property Solutions, an LLC focused on wholesaling and flipping residential real estate. Beginning in 2025, she has also engaged in public speaking on financial topics. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers customized financial planning and management solutions, combining advisor-led discretionary strategies with model-based programs and digital advisory services.

Sara Norell is a CFP® professional with 14 years of experience in financial advising. She has been with Kestra Advisory since 2017 and previously worked at Northwestern Mutual Wealth Management Company. In addition to her advisory role, she is involved in client management and advisory activities related to NFP and THE KNW GROUP. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and manages assets through multiple platforms, serving clients that include large institutional investors and sovereign wealth funds.

Yehuda Gross is a financial advisor at Kestra Advisory with 11 years of industry experience and holds the CFP® and Series 66 designations. Prior to joining Kestra in 2020, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2020. Gross is active in community organizations, serving on the board of the Jewish Federation of South Palm Beach County and chairing the Professional Advisory Committee at the Jacobson Jewish Community Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services that include 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.

Ann Conrad is a financial advisor with Transamerica Retirement Advisors, LLC in Austin, TX. She holds a Series 66 designation and has four years of industry experience. Prior to joining Transamerica, she worked at Edward Jones, Merrill, and Bank of America, and she was the owner of Conrad Creative Copy, LLC, a copywriting business that is now dormant. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed and non-discretionary investment advice supported by Morningstar Investment Management’s proprietary portfolio construction and oversight tools. The firm operates at scale, focusing on asset allocation and retirement guidance for a large client base.

Raoul Celerier is a CFP® with 21 years of industry experience, currently serving at Cerity Partners LLC since 2026. He previously worked at Austin Private Wealth, LLC and Ameriprise Financial Services, Inc. Celerier holds an active real estate license and is involved in property management and real estate business ownership outside of his advisory role. Cerity Partners advises a diverse client base, including individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and incorporates proprietary quantitative screening, manager selection, and alternative investment solutions within its investment framework.

Joshua Donofry is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 10 years of industry experience. Prior to joining Kestra Advisory in 2020, he worked at Merrill and Bank of America. He serves on the Investment Committee and Board of Directors for The Community Foundation of Frederick County and teaches as an adjunct professor at Hood College. 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 advisor-managed accounts, supporting recommended investments with due diligence across multiple management platforms.

Carlos Padilla is a financial advisor at Guardian Life with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities, Adair Financial PCG, LLC, and Farmers Financial Solutions. Padilla is also involved with Padilla Agency LLC, which focuses on the sale and solicitation of insurance. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofit organizations. The firm provides advisor-led discretionary management combined with model-based strategies, offering access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Gregory Sheehan is a financial advisor at Kestra Advisory with 25 years of industry experience. He previously worked at The Wealth Transition Collective and Commonwealth Financial Network for 17 years. Outside of his advisory role, he serves on the board of the nonprofit RVCC and founded The Collective Companies, a coaching and leadership development organization. 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 employee education. The firm serves large institutional investors and employs multiple management platforms to support its investment solutions.

John Alexander is a financial advisor with \u0026Partners, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wiley Bros. - Aintree Capital, Wells Fargo Clearing, and Ampersand Partners, where he currently serves as a board member. He also serves on the board of \u0026Affiliates Capital LLC, participating in strategic direction related to financial advisory businesses. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting using a range of analytical approaches and combines proprietary and third-party strategies.

Lena Nebel is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Kestra Advisory. She previously worked at Keeney Financial Group and Triad Advisors. Nebel is also president and COO of Brotman Financial Group, where she oversees operations and acts as lead advisor. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, vendor benchmarking, and utilizes multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Robert Johnson is a financial advisor at CIBC Private Wealth Advisors, Inc. with 22 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Thornhill Securities, WealthForge, Realized Holdings, Kestra Financial, and Infinex Investments. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal expertise and external managers to deliver customized portfolio management, financial planning, and specialized strategies such as options hedges and structured notes.

James Waninger is a CFP® professional with six years of industry experience. He is currently affiliated with Kestra Advisory in Austin, TX, where he has worked since 2026. Prior to this, he was with Onyx Private Wealth for seven years and operated J. Kevin Waninger from 2015 to 2019. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers various services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Madeline Dauby is a CFP® and Series 66 credentialed advisor with four years of industry experience. She is currently with Kestra Advisory and has prior experience at Commonwealth Financial Network and Onyx Private Wealth. 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, supported by thorough investment due diligence.

Amanda Mc Kenna is a CFP® professional with experience at Kestra Advisory, Coghill Investment Strategies, and PNC Bank NA. She has held positions in both financial services and public health sectors. Mc Kenna has additional work history at The University of Pittsburgh School of Public Health and experience in the food service industry. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include fiduciary consulting, plan design, investment advice, and employee education. The firm serves large institutional investors and manages approximately $79.8 billion in assets.

Diane Greer is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 registrations and bringing 18 years of industry experience. Her prior roles include positions at KDI Wealth Management and Commonwealth Financial Network. 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 plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds, utilizing multiple management platforms and third-party solutions.

Thomas Brosnan is a financial advisor at Kestra Advisory in Austin, TX, holding a Series 66 designation with three years of industry experience. His prior roles include positions at LPL Financial and Equitable Advisors, as well as academic appointments at the University of Houston and the University of Houston - Downtown. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad 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 clients that include large institutional investors like sovereign wealth funds.

Clay Johnson is a Series 66-credentialed advisor at Kestra Advisory with 12 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked with Kestra Investment Services. Outside of his advisory role, he owns a business focused on data collection related to grant program evaluation. 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 including fiduciary consulting, plan design, and investment advice, supporting approximately $79.8 billion in assets under management and serving clients such as sovereign wealth funds.