Robert Neigert is a financial advisor at Mariner with seven years of industry experience. He holds the Series 65 designation and has previously worked at Northern Trust and Callan Capital, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm implements customized portfolios through a combination of in-house research and third-party managers, with a notable focus on tax and accounting integration and specialized operational capabilities.

Jack Kelley is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently with Mercer Global Advisors Inc. in Austin, TX, having previously worked at Dimensional Fund Advisors, Edward Jones, and several other firms. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofits. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and uses a range of implementation options such as ETFs, DFA mutual funds, and separate accounts.

Sandra Burg is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and three years of industry experience. She has been affiliated with Kestra Investment Services, LLC since 2012. Outside of her advisory role, Burg owns tax and accounting businesses that provide tax return preparation and bookkeeping services for nonprofits and small businesses. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm provides services including fiduciary consulting, plan-level investment advice, and employee education, and manages significant assets with a focus on extensive due diligence and proprietary management platforms.

Ryan Kiley is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with VALIC Financial Advisors, Inc. and AGIA, where he is also appointed as an agent to sell non-securities insurance products. His prior experience includes roles at Spire Wealth Management, Spire Securities, and Cupbearer Financial Services. VALIC Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, managing roughly $29.2 billion across approximately 300,000 clients.

Joseph Maleszyk is a financial advisor with Kestra Advisory, holding a Series 66 designation and four years of industry experience. His prior roles include positions at LPL Financial, Plante Moran, and Morgan Stanley. He also maintains a CPA license, though he does not engage in tax or accounting activities outside of his advisory work. 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 complex investors including sovereign wealth funds.

Paul Schreiber is a financial advisor with Principal Financial Services in Austin, TX, holding a Series 66 designation and 27 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2004. Outside of his advisory role, Schreiber serves on the Board of Directors for the Rocky Creek Municipal Utility District in Travis County and holds a bank officer position with Principal Bank and Principal Trust Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various adviser and promoter arrangements.

Kenneth Matney is a financial advisor at Kestra Advisory with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years. Outside of Kestra, he is the owner of Matney Wealth Management, an insurance and financial planning business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, serving a diverse client base that includes large institutional investors.

Bret Whiteley is a financial advisor with Kestra Advisory Services in Austin, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining Kestra in 2024, he spent eight years at Principal Securities and 15 years with Principal Life Insurance Company. He also serves as a registered representative assisting clients with insurance and financial needs. 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 fiduciary services, plan-level investment advice, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

David Shoemaker is a CFP® and PFS™ with 38 years of industry experience. He is currently affiliated with Kestra Advisory and has previously worked at ProEquities, Inc. Shoemaker is also the owner of Executive Benefit Solutions, LLC, a consulting and insurance business he founded in 1995. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include plan design, fiduciary consulting, and investment advice, with a focus on large institutional investors and complex investment solutions.

John Pomeroy is a financial advisor with Kestra Advisory Services in Austin, TX, holding Series 63 and Series 65 licenses and with 27 years of industry experience. Prior to joining Kestra in 2022, he worked at Wells Fargo Advisors Financial Network for 12 years. Outside of his advisory role, he is president of MJP Wealth Strategies Inc., which manages the financial operations of his investment practice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a broad client base that includes large institutional investors and sovereign wealth funds.

Steven Worrel is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with TIAA-CREF in Austin, TX, where he has worked since 2025 and was previously employed by Tiaa starting in 2007. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised funds.

Shanti Ponce is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses. Ponce has one year of industry experience and previously worked at BOLT Company and Trellis Company. Outside of advisory roles, Ponce has been involved with World Financial Group Insurance Agency since 2017. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers advisory and broker-dealer services featuring proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Brent Ramsey is a Series 66 credentialed financial advisor with 18 years of industry experience. He currently works at Kestra Advisory and has previous experience with ProEquities, Inc. and Wells Fargo Advisors. He also operates Security Financial Management, an independent financial advisory business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and due diligence-supported investment recommendations. The firm manages significant assets, serves large institutional investors including sovereign wealth funds, and utilizes multiple management platforms alongside extensive affiliate and third-party relationships.

Marissa Griebel is a financial advisor at Kestra Advisory in Austin, TX, with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Kestra Advisory and its affiliated firm since 2015. Outside of her advisory role, she is the owner of a personal insurance-related business, managing term life insurance policies. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan design, and investment management, and serves notable clients including sovereign wealth funds.

Scott Kuharski is a financial advisor with GWN Securities Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with GWN Securities since 2005 and also has a longstanding role at Quantum Pension Services since 1995. Outside of his advisory work, Kuharski owns a business involved in selling life insurance and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Jason Cunningham is a financial advisor at Kestra Advisory with 18 years of industry experience. He previously worked for LPL Financial for 15 years before joining Kestra in 2022. Cunningham serves as a board member for the Sanderson High School Foundation and Hearts Cry Children's Ministry. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan design, and investment advice supported by due diligence, serving clients that include large institutional investors and sovereign wealth funds.

Philip Scrofani Jr. is a financial advisor at Sanctuary Advisors, LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Sanctuary Advisors in 2020, he worked at MML Investors Services and Mass Mutual Life Insurance Company from 2018 to 2020. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various managed account platforms, employing multiple investment approaches and acting as a fiduciary when an advisory agreement is in place.

Jennie Sanders is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at TIAA-CREF in Austin, TX. Her prior experience includes roles at Ellevest and WealthEdge. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans.

Michael Milbee is a CFP® with 19 years of experience in financial services. He is currently with Kestra Advisory and Kestra Investment Services, LLC and previously worked at Define Wealth Financial Group, LLC and LPL Financial, LLC. Milbee has also served as president of Define Wealth Financial Group and has involvement in community organizations such as the Hartsville Boys & Girls Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and investment advice supported by due diligence. The firm manages approximately $79.8 billion in assets and serves a broad range of clients, including large institutional investors.

James Lynch is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Kestra Advisory in 2026, he worked at JCL Financial Group, LLC and Commonwealth Financial Network for 17 years. Lynch serves as President of the St. Martin of Tours Finance Council, where he participates in budget reviews and endowment oversight. 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 fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients ranging from plan sponsors to sovereign wealth funds.