William Movroydis is a financial advisor with Schwab Wealth Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at Charles Schwab since 2010, including a decade at Charles Schwab Bank and a year with Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations utilizing Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge fees directly to clients.

David Bregger is a CFP® professional with over 41 years of industry experience, currently serving at Savant Wealth Management. His prior experience includes roles at Exencial Wealth Advisors, Ameritas Advisory Services, Cambridge Investment Research Advisors, and managing his own firm, Bregger & Associates, LLC. He volunteers on the Investment Committee for the Diocese of Austin, providing guidance on investment manager selection for the priest's pension plan and endowment fund. Savant Wealth Management offers comprehensive wealth management services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated entities providing accounting, legal, and trust services.

Julian Saldana is a financial advisor with Integrity Alliance, LLC and holds a Series 66 designation. He has 19 years of industry experience and has previously worked with Lion Street Advisors, Kestra Investment Services, MassMutual, and MetLife Securities. Outside of his advisory role, he is a personal rental property owner. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement consulting, and access to third-party manager programs using various portfolio management approaches and custodial platforms.

Jason White is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds a Series 66 designation and has been with Kestra Advisory since 2008, including roles at Kestra Investment Services and prior employment at Charles Schwab. Outside of his advisory work, he participates as a user testing participant, providing feedback to improve digital products. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary consulting, plan design, vendor benchmarking, and employee education, managing approximately $79.8 billion in assets and serving clients that include large institutional investors and sovereign wealth funds.

Zachary Brady is a financial advisor at Kestra Advisory with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Morgan Stanley, Dominos, FedEx, and Weis. 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, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Alex Wagner is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked at Austin Private Wealth, LLC and Ameriprise Financial Services, Inc. Wagner serves as treasurer for the board of trustees at Austin Jewish Academy. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolio management emphasizing diversified asset allocation across various asset classes and provides a broad range of services including financial planning, retirement plan consulting, and access to alternative and private-market investments.

Richard Yontz is a ChFC® credentialed advisor with 41 years of industry experience, currently serving at Kestra Advisory Services LLC since 2025. He previously worked for Lincoln Financial Securities Corporation from 2008 to 2025. Outside of investment advisory, he owns Partners Financial Services, which provides insurance advice and sales. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including vendor searches, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors such as sovereign wealth funds.

Devin Coffey is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Goldman Sachs & Co. LLC since 2017, with prior experience at Union College and AYCO, a Goldman Sachs company. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, corporate participants, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models, manager selections, and a range of advisory platforms integrated with other Goldman Sachs affiliates.

Laurie Cookson Silvestri is a financial advisor at Kestra Advisory with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Financial Network, Arkhitekton Financial Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a diverse range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a client base that includes large institutional investors and sovereign wealth funds.

Ann Dickerson is a financial advisor at Kestra Advisory with 10 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and Hill, Wilder & Associates prior to joining Kestra. 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 comprehensive services ranging from fiduciary consulting and plan design to employee education and advisor-managed accounts, managing approximately $79.8 billion in assets.

John Keeney is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at CONCOURSE FINANCIAL GROUP SECURITIES and VOYA Financial Advisors. In addition to his advisory work, he serves as president of Quantitative Wealth Management, which provides insurance and fixed insurance product sales. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of clients, including institutional plan sponsors and individuals. The firm provides services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms to support investment recommendations.

Graciela Molina is a financial advisor at Kestra Advisory with a Series 65 designation and one year of industry experience. Her background includes multiple roles at the University of Houston Bauer College of Business and a prior position at Higginbotham. She is also involved with Molina's Cantina, an entrepreneurial venture she has managed since 2020. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets and notable institutional investors.

Alex Pollard is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to that, he spent one year with Ameriprise Financial Services, Inc. Outside of his advisory role, Pollard is involved in property management and construction through ownership of Pollard Enterprises, LLC, and manages additional rental property businesses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, tax-efficient strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through a broad network of advisors.

Elizabeth Kampmeinert is an investment advisor representative at Kestra Advisory with 23 years of industry experience. She has worked with Kestra Advisory since 2017 and previously spent a decade at National Planning Corporation. Kampmeinert is also involved in community roles, serving on the finance committee for St. Elizabeth Ann Seton Catholic Church and volunteering on the supervisory committee for Vantage Credit Union. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and advisor-managed accounts. The firm serves large institutional investors and features multiple management platforms and third-party solutions.

Jamaal Alexis is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and seven years of industry experience. His career includes roles at J.P. Morgan Securities LLC and Variable Annuity Life Insurance Company. He is based in Austin, TX. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base including institutional and individual clients, offering services that range from fiduciary consulting to plan design and compliance testing. The firm manages approximately $79.8 billion in assets and serves notable clients such as sovereign wealth funds.

Nolan Maloney is a financial advisor with CWM, LLC in Austin, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Collective Advisors, Cetera Advisor Networks, and Elite Partners, LP. He also serves as Director of Wealth Management Operations at Collective Wealth Austin, LLC. CWM, LLC is an SEC-registered investment adviser that serves a broad client base including individuals, high-net-worth families, foundations, corporations, and institutions through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing discretionary account management with a mix of fundamental and technical analysis, third-party sub-advisors, and customized investment tools.

Robert Bennie Jr. is a CFP®-certified financial advisor with over 31 years of industry experience. He has worked with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2018 and previously worked at Prospera Financial Services, Inc. Outside of his advisory role, he owns and operates Bob Bennie Farms, where he boards and trains horses and produces hay, and serves as the president of Bob Bennie Properties, a real estate management business. He is also involved in community activities, including leadership roles with the Lincoln Tea Party and volunteering as a Sunday school teacher and greeter. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, investment due diligence, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports complex investment solutions through extensive affiliate and third-party relationships.

Ernest Stiba Jr. is a financial advisor with Integrity Alliance, LLC in Austin, TX, holding a Series 63 license and having 42 years of industry experience. His background includes roles at Lion Street Advisors and Lion Street Financial since 2016, as well as founding Stiba Financial Group, Inc. in 2002. Outside of his advisory work, he owns Stiba Wealth Management LLC and participates in an Estate Planning Team that offers strategies such as Deferred Sales Trusts. Integrity Alliance serves a broad client base including individuals, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets through a network of over 300 advisors. The firm offers portfolio management, financial planning, and third-party manager referrals with various discretionary and non-discretionary investment approaches.

Andrew Beltz is a financial advisor with Kestra Advisory, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Janney Montgomery Scott and First Trust Advisors L.P. He operates from Austin, TX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and employee education, serving both large institutional investors and individual clients with access to multiple management platforms and third-party solutions.

Jennifer Bachino is a financial advisor with SPC in Austin, TX, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at JP Morgan Securities LLC, Frost Bank, and Wells Fargo Advisors LLC. She serves on the board of The Rise School of Austin, participating on the Development Committee. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with both discretionary and nondiscretionary options tailored to client needs.