James Hill is a financial advisor at Kestra Advisory with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, Independent Financial Partners, and Cornerstone Wealth Management. Hill also manages client investments and provides retirement advice through Hill Wealth Management. Kestra Advisory Services delivers investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering a range of services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a diverse client base that includes very large institutional investors and sovereign wealth funds.

John Jacks is a CFP® with 38 years of experience in the financial services industry. He is currently an Investment Advisor Representative at Kestra Advisory Services, LLC, a role he has held since 2016. He is also the owner of Jacks & Associates Insurance Agency, a firm he has operated since 1991. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors, offering services such as plan design, fiduciary consulting, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional clients, including sovereign wealth funds.

Rachel Choate is a financial advisor at Guardian Life with one year of industry experience. She holds the Series 66 designation and has worked at several firms including Park Avenue Securities, Equitable Advisors, and Edward Jones. Prior to her advisory career, she was involved with Betenbough Business Services and Betenbough Homes. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs including model portfolios and digital solutions, serving both high-net-worth and other clients.

Michael Cooley is a CFP® professional with 29 years of industry experience, currently with Kestra Advisory. He previously worked at Commonwealth Financial Network for over two decades before joining Kestra in 2025. Kestra Advisory Services provides investment advisory and retirement plan consulting to a broad range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers services from plan design and compliance to fiduciary consulting and supports multiple management platforms with a wide product access within its supervisory framework.

Kristen Hemmings is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Kestra Advisory. She has previously worked with Commonwealth Financial Network and Coghill Investment Strategies. Hemmings also serves as chair of the Board Development & Partnerships Committee for Hello Neighbor, a nonprofit organization. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors as well as institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and a broad range of outsourced solutions.

Mark Hanna is a ChFC® with 41 years of industry experience, currently affiliated with SPC and Parkland Securities. He has also operated the Hanna Insurance Agency since 1996. Hanna serves on the Executive Board as Chair of Life Happens, a nonprofit focused on increasing consumer awareness of life insurance products. SPC serves a diverse range of clients including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a notable corporate structure that integrates affiliated broker-dealers and insurance agencies.

Robert Montavon Jr. is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at NewEdge Advisors and Mid Atlantic Financial Management. Outside of advising, he manages a daily money management and record-keeping business and serves as treasurer for a local election committee. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including institutional investors and plan sponsors. The firm provides a range of fiduciary services and utilizes multiple management platforms, serving some of the largest institutional clients in the industry.

Shane Fritts is a financial advisor at Kestra Advisory with a Series 66 designation and five years of industry experience. His background includes roles at Wells Fargo Clearing Services and Columbia Sportswear before joining Kestra in 2025. 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 investment advice, managing approximately $79.8 billion in assets and serving clients ranging from plan sponsors to sovereign wealth funds.

Ryan Pilipow is a Series 65-licensed financial advisor with Empower Advisory Group in Austin, TX, bringing three years of industry experience. He previously worked at Personal Capital Advisors Corporation and Personal Capital Advisor Corporation, and spent several years at the University of Pennsylvania in various roles. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and select retail brokerage account holders, offering integrated services linked to Empower’s recordkeeping platforms. The firm emphasizes long-term portfolio returns and uses a point-in-time planning approach alongside optional managed account solutions.

Kieran Lavery is a CFP® professional at Schwab Wealth Advisory with seven years of industry experience. His prior roles include positions at Charles Schwab, Kestra Financial, Invesco, and Finivi, Inc. He is based in Austin, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s advice is guided by proprietary asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Hanseung Chang is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds Series 63 and Series 66 credentials and has prior experience with Charles Schwab & Co., Inc. Outside of his advisory role, he assists with a small family-owned coffee and tea shop that sells boba teas, coffees, and ice cream. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm utilizes proprietary asset-allocation models and internal research tools to offer tailored investment guidance, with trade execution requiring client authorization.

Chester Zielinski Jr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Transamerica since 2012 and also has involvement in oil and gas exploration as a joint investor. Zielinski operates Zeke Zielinski LLC and is affiliated with WealthWave and World Financial Group. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations, delivering services through a large advisor network and multiple program platforms. The firm utilizes model portfolios and third-party managers to implement its advisory model and offers integrated retirement plan solutions alongside affiliated mutual funds and insurance products.

Michael Sullivan is a CFP®-certified financial advisor with 29 years of industry experience, currently serving at Goldman Sachs Wealth Services since 2018. His prior roles include positions at Cetera Advisor Networks, United Capital Financial Advisers, Girard Securities, and Valhaven Wealth. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate sponsors, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions and operates within a large integrated financial group with a range of specialized services.

Zackery Benjamin is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and bringing eight years of industry experience. He previously worked at Commonwealth Financial Network and Life Strategies Inc. Benjamin also manages business operations at The Benjamin Group, an insurance firm. 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 access to multiple management platforms. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds.

Shana Bielich is a CFP®-certified financial advisor with 24 years of industry experience. She currently works with Kestra Advisory and previously spent 15 years at 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 fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves notable clients including sovereign wealth funds.

Robert Benton Arnold is a CFP® professional with 25 years of experience in financial advisory. He is currently with HighTower Advisors, where he has worked since 2020, and previously spent seven years at Frontier Investment Management Co. Arnold serves as president of the Financial Planning Association of Austin and is a director of the JD Abrams Charitable Foundation. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, offering access to both affiliated and third-party managers and incorporating a range of investment vehicles and portfolio construction strategies.

Kevin Dick is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at Commonwealth Financial Network and operated his own investment management group. He serves as CEO and Managing Director of Kestra Advisory Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a mix of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice, supporting these with due diligence and multiple management platforms.

Madeline Weber is a financial advisor with Kestra Advisory in Wilmington, DE, holding a Series 66 credential and over a year of experience at Kestra. Her prior roles include work at Black Cactus and involvement with Deer Park Tavern and Goodness Bowls. She also served at the University of Delaware and Avalon Yacht Club in recent years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and various 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.

Yi Mandeville Ott is a CFP® professional based in Austin, Texas, with one year of industry experience. Ott has worked primarily at Mariner Wealth Advisors, with previous roles at Dimensional Fund Advisors, Lisa Rhynes CPA, Santa Francis Hospital, and Stillwater Family Pharmacy. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing customized portfolios supported by an internal investment team and third-party managers.

Mark Mann is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Before joining Kestra Advisory and Kestra Investment Services, LLC in 2021, he worked at Waddell & Reed, Inc. for 14 years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, serving clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.