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 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 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. He is also involved in the sale and solicitation of insurance through his own business, Padilla Agency LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs using both in-house and third-party models.

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 \&PARTNERS, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wiley Bros. - Aintree Capital, LLC, Wells Fargo Clearing, and Wells Fargo Advisors LLC. He serves as a board member for Ampersand Partners LLC and \&Affiliates Capital LLC, participating in strategic and financial oversight of these wealth management and financial advisory holding companies. \&PARTNERS serves individual and institutional clients such as high-net-worth individuals, retirement plans, and nonprofit organizations, offering investment management, financial and tax planning, and retirement services. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, supported by both 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® with five years of industry experience, currently serving as an advisor at Kestra Advisory. His prior experience includes seven years at Onyx Private Wealth and four years managing his own advisory practice. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm provides fiduciary services, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clientele that include large institutional investors such as 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 an Investment Advisor Representative at Kestra Advisory with 11 years of industry experience. He holds the Series 66 designation and has been with Kestra Advisory since 2016. Outside of his advisory role, he owns a small business that conducts program evaluation calls for grant participants on behalf of a consulting firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, including very large institutional investors. The firm offers services such as fiduciary consulting, plan design, investment advice, and manages approximately $79.8 billion in assets across multiple management platforms.

Michael Voltin is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. Prior to joining Concurrent in 2024, he worked at Bank of America, Merrill, and Axa Advisors. He serves on the board of CoSource, Inc. and is involved with The Dan and Patricia Pickard Scholarship Foundation. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors and over 13,000 clients.

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 in Austin, TX, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and Allianz Life Insurance Co. Preferred since 2014. Outside of his advisory work, he is involved with the Georgetown Church of the Nazarene. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, leveraging proprietary and third-party investment models with both discretionary and non-discretionary program options.