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.

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.

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.