Kip Reagor is a financial advisor at Oppenheimer with 33 years of industry experience. He has been with Oppenheimer & Co since 2002 and holds Series 63, 65, and 66 licenses. Outside of his advisory role, he owns a water cooler rental business. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment vehicles tailored to client objectives.

Ramona Dalton is a financial advisor at Valic Financial Advisors in Houston, TX, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2014. In addition to her advisory role, she is an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Thomas Cromer is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Woodbury Financial Services and managing Cromer Family Financial. He is involved in customer service and administrative activities through his field assistant roles at both Kestra Advisory Services and Cromer Family Financial. 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. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Todd Mitman is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 credential and 25 years of industry experience. Prior to joining Kestra in 2023, he spent 18 years with Ameriprise Financial Services. He is also president of Mitman, Reese and Associates, a business that assists with practice payroll management. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors as well as a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving clients that include very large institutional investors and sovereign wealth funds.

James Mc Kinley is a financial advisor at Savant Wealth Management in Austin, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining Savant, he worked at Exencial Wealth Advisors and has experience at Spirit Ice Arena. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Tyler Herndon is a CFP® with 12 years of experience in the financial industry. He is currently a financial advisor at Kestra Advisory and Kestra Investment Services, LLC, where he has worked since 2022. Prior to that, he spent seven years at Edward Jones. Outside of his advisory role, he is the owner of Herndon Holdings, a real estate business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers services such as fiduciary consulting, plan design, and employee education, and supports its recommendations with due diligence on investment options.

Hayley Swaim is a CFP® with four years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Her prior experience includes roles at Austin Private Wealth, Northwestern Mutual Life Insurance Company, and United Capital Financial Life Management. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, and access to alternative and private-market investments.

George Sinnott is a financial advisor at Kestra Advisory with 45 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Sinnott has been associated with Kestra Advisory Services since 2016 and has also been involved with Kestra Investment Services and Fusion Financial Group since 2003. He is the president of Sinnott Wealth Management, Inc., where he oversees company activities and financial planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional investors, and individual clients. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and investment advice, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.

Bradley Hubbard is a financial advisor at Hornor, Townsend & Kent, LLC in Austin, TX, with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Hornor Townsend & Kent since 2017. He also has a background in life insurance brokerage through his role at Penn Mutual Life Insurance Company, where he has worked since 2016. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with a range of advisory programs, financial planning services, and retirement plan consulting. The firm combines advisory and broker-dealer services, including access to third-party asset managers and both discretionary and non-discretionary accounts.

Zachary Nogra is a financial advisor with Bankers Life Advisory Services, Inc. in Austin, TX, holding Series 63 and Series 66 licenses and two years of industry experience. He has worked in various roles within Bankers Life and related entities since 2024. Outside of finance, Nogra serves as a Special Advisor for Esther's Follies, a longstanding Austin-based comedy theatre, where he provides insight into operations, hospitality, and vendor relations. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients' goals and risk tolerances.

John Wesley is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 15 years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports discretionary trading within a broad supervisory framework.

Michael Westbrooks is a financial advisor at Kestra Advisory with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Cetera Advisor Networks and the City of Plano. Westbrooks is CEO and partner at Westbrooks Dugger & Westbrooks Financial, Inc., and serves on the board of the Dallas Life Foundation. He is also involved in tax and accounting services through ownership of WDW Tax Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary services, plan design, and investment management. The firm serves a broad client base including large institutional investors and sovereign wealth funds, with access to multiple management platforms and third-party solutions.

Michael Pemberton is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Kestra Advisory and has been with the Kestra organization since 2018. He previously worked with Kovack Advisors, Inc. and Kovack Securities, Inc. Pemberton is also involved with Strategic Stewardship, conducting registered representative activities and investment advisory services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance testing, and access to multiple management platforms and third-party solutions.

Jaeson Lister is a financial advisor at Steward Partners Investment Advisory, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Kestra Advisory and Kestra Investment Services, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through a range of investment advisory, financial planning, and managed account programs.

Lawrence Brown is a financial advisor with PNC Wealth Management in Austin, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Stone Oak Wealth Management and Charles Schwab (including the Schwab Bank subsidiary). PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to PNC Bank employees. The firm employs algorithm-driven portfolio construction using mutual funds and ETFs, with implementation and oversight delegated to third parties.

Timothy Webster is a financial advisor with Planmember Securities Corporation based in Austin, TX. He holds a Series 63 designation and has 30 years of industry experience. His work history includes roles at Compass Financial Services, Irm Distributors, Inc., and Horizon Financial. Webster is also the proprietor of Educators Financial Seminars, an investment-related business offering insurance and financial education. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education, support, and separation counseling to plan sponsors and participants.

Dimitrian Jimenez is a CFP® professional with one year of industry experience, currently serving at Cerity Partners LLC. Prior to joining Cerity Partners, he held positions at Austin Private Wealth, LLC, SFMG Wealth Advisors, and Cypress Point Wealth Management. He also spent seven years at Texas Tech University early in his career. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screening, and operates multiple private-market investment programs alongside affiliated pension consulting and insurance services.

Tobias Bekele is a Series 65-licensed advisor at Cerity Partners LLC with one year of industry experience. He has previously worked at Charles Schwab & Co., Inc and Evensky & Katz / Foldes Wealth Management. Tobias has also been involved with the Aaron Family Jewish Community Center of Dallas. Cerity Partners provides customized wealth management services to a national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Glen Ellis Jr. is a financial advisor with Voya Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of advising, he derives author royalty income and is also a licensed independent insurance agent and notary public. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm provides financial planning, portfolio management, and plan-sponsor consulting through various program structures, emphasizing recommendation-based, non-discretionary arrangements.

Christopher Maurer is a CFP® professional with 37 years of experience in the financial services industry. He is currently with Kestra Advisory and has previously worked at firms including The Ameriflex Group, Inc., SAGEPOINT FINANCIAL, and practiced law as a self-employed attorney for 25 years. Maurer holds board positions with Tanglewood Condos and Intact America. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors along with a broad range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, serving large institutional investors including sovereign wealth funds.