Julian Saldana is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at firms such as Lion Street Financial, Kestra Investment Services, Mass Mutual Investors Services, Metlife Securities, New England Securities, and Equitable Advisors. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm supports a network of over 300 independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and a variety of advisory program options.

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 with Goldman Sachs Wealth Services in Austin, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Goldman Sachs & Co. LLC since 2018, including a prior role at AYCO, a Goldman Sachs company, and has experience at Union College. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm uses strategic allocation models and a range of fee arrangements, leveraging the broader Goldman Sachs ecosystem and affiliated capabilities to deliver tailored wealth management solutions.

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.

Patricia O’Leary is a Series 66-registered advisor with seven years of industry experience. She is currently with Fifth Third Securities, Inc. and Fifth Third Bank since 2026. Her prior experience includes roles at Comerica Securities, Inc., Kestra Investment Services, LLC, and Lowenberg Group, LLC. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account Platform, featuring advisor-directed models, SMA strategies, tax-overlay services, and direct indexing options.

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.

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 at SPC with 19 years of industry experience and holds a Series 66 designation. She has worked previously at JP Morgan Securities LLC, Wells Fargo Advisors LLC, and Frost Bank. She serves on the board of The Rise School of Austin and participates on its Development Committee. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through various managed account programs and partnerships.

Robert Neigert is a financial advisor at Mariner with eight years of industry experience. He holds a Series 65 designation and has worked at Mariner Wealth Advisors since 2018, following prior roles at Callan Capital, LLC and Northern Trust. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and offers integrated tax and accounting services alongside traditional portfolio management.

Jack Kelley is a CFP®, CFA®, and holds a Series 66 license with five years of industry experience. He is currently with Mercer Global Advisors Inc. in Austin, TX, where he has worked since 2025. His prior experience includes roles at Dimensional Fund Advisors, Edward Jones, and Accenture, among others. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios using a variety of investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.