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.

Raoul Celerier is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2026. He previously worked at Austin Private Wealth, LLC for six years and Ameriprise Financial Services, Inc. for fourteen years. Outside of his advisory role, Celerier maintains an active real estate license and is involved in various real estate ownership and management activities. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

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 with Guardian Life and holds Series 65 and Series 63 licenses. He has 13 years of industry experience and previously worked at Adair Financial PCG, Farmers Financial Solutions, Mutual of Omaha, and Capson Physicians Insurance. He is also involved in the sale and solicitation of insurance through his own entity, Padilla Agency LLC. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and investment advisory programs through a combination of proprietary and third-party managed portfolios.

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 at &PARTNERS with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wiley Bros. - Aintree Capital, Wells Fargo Clearing, and Wells Fargo Advisors. Alexander serves as a board member for Ampersand Partners LLC and &Affiliates Capital LLC, participating in strategic direction and financial oversight for these wealth management and financial advisor-related holding companies. &PARTNERS serves a diverse client base including individual and institutional investors, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing fundamental, technical, and quantitative analysis alongside proprietary and third-party management solutions.

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 with CIBC Private Wealth Advisors, Inc. in Austin, TX. He holds Series 65 and Series 63 licenses and has 21 years of industry experience. His prior roles include positions at Thornhill Securities, WealthForge, Realized Holdings, Kestra Financial, Infinex Investments, and VOYA Financial. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers portfolio management, financial and estate planning, and tailored family office services, utilizing a combination of proprietary strategies and external managers to construct customized portfolios.

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 an Investment Advisor Representative at Kestra Advisory with 11 years of industry experience. He has been with Kestra Advisory and its affiliated firm since 2015. Outside of his advisory role, he owns a business that evaluates grant programs by calling participants and reporting findings to consulting firms. 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 fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions, serving clients that include large institutional investors and sovereign wealth funds.

Joshua Roberts is a financial advisor with Kestra Advisory, holding CFP® and Series 66 credentials and bringing nine years of industry experience. He has been associated with Roseman Wealth Advisors and Kestra Advisory since 2015 and holds an ownership position at Roseman Wealth Advisors. Roberts also serves as a director for the East Texas Communities Foundation, contributing to investment committee activities and governance. 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-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.

Blair Applegate is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been associated with Kestra since 2015 and serves as President and Chairman of Pacific Coast Wealth Management, a related entity. Outside of his advisory work, he holds board positions with the Golden State Pops Orchestra and the Entertainment in Music Association, and volunteers as assistant director for the Laguna Open Beach Volleyball Tournaments. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers fiduciary services, multiple management platforms, and complex investment solutions within a supervisory framework.

John Knight is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Allianz Life Insurance Co. Preferred since 2014 and has been associated with Transamerica Financial Advisors since 2012. Outside of his advisory work, he has served in a role at the Georgetown Church of the Nazarene for over three decades. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach, delivering services through multiple program platforms and a large advisor network.

Thomas Darilek is a financial advisor with D.A. Davidson & Co. in Austin, TX, holding a Series 63 designation and 43 years of industry experience. Before joining D.A. Davidson in 2021, he worked for Southwest Securities Inc. from 2013 to 2021. Outside of advising, he owns and leases oil and gas property interests in Houston, TX. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm operates under fiduciary standards and provides a range of services such as retirement plan advisory, financial planning, equity research, and specialized wealth management for high-net-worth clients.

Erik Engh is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds Series 63 and 66 designations and has 13 years of industry experience. Engh has worked with Cadence Wealth Management LLC since 2019 and has been affiliated with Eagle Strategies and New York Life-related entities since 2013. Outside of advising, he is involved in several business ventures including music production and restaurant operations in the Austin area. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities in retirement planning.

Vanessa Mcelwrath is a CFP® professional with 11 years of industry experience. She joined Creative Planning in 2024 after working at Ml&R Wealth Management, LLC from 2013 to 2024. Based in Austin, TX, she provides financial advisory services within a large enterprise firm. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

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.