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 in Austin, TX, with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Sanctuary Advisors since 2020, following roles at MML Investors Services and Mass Mutual Life Insurance Company. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm operates a large network of independent advisors and offers a variety of discretionary and non-discretionary investment solutions supported by an integrated service platform.

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.

Stephen Falk is a CFP® with 21 years of industry experience, currently serving as an advisor with Kestra Advisory Services, LLC since 2018. He has prior experience at Cetera Advisor Networks and has been a partner and advisor at Westbrooks Financial Services since 2002. Falk holds board positions, including serving as president and board chair of Hillels of North Texas and treasurer for Temple Shalom. 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 plan design, fiduciary consulting, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Jennifer Hope is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Kestra Advisory Services and Kestra Investment Services since 2020 and previously held positions at CUSO Financial Services and Amplify Federal Credit Union. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary oversight, compliance testing, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves diverse clients including sovereign wealth funds.

Stuart Smith is a financial advisor at Creative Planning with 21 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Creative Planning in 2024, he worked at ML & R Wealth Management LLC and Maxwell Locke & Ritter LLP. Outside of his advisory role, he is the managing member of A'Moose Bouche, LLC, a real estate holding partnership. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning–led investment process with low-cost indexing and buy-and-hold strategies, supplemented by tactical approaches and comprehensive retirement plan services.

Andrew Schwartz III is a financial advisor with Hightower Advisors, holding a Series 63 designation and 30 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is a partner for tax matters at Landpoor Ltd. and operates as an independent insurance agent specializing in long-term care and life/accident/health insurance through Hart Financial Group. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers and proprietary research to construct diversified portfolios that include mutual funds, ETFs, alternative investments, and custom indexing.

Steven Maurer is a financial advisor at Kestra Advisory with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at B. Riley Wealth Management, B. Riley Wealth Advisors, and National Securities Corporation. Outside of his advisory role, he serves as president of Z.Pug.com, Inc., a passthrough S-Corp. Kestra Advisory provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice, supporting a variety of management platforms and serving a diverse client base that includes sovereign wealth funds.

Michelle Bender is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Kestra Advisory since 2017. She previously worked at INVEST Financial Corp. for seven years. Bender also holds board trustee positions with the Greater Washington Community Foundation and the MDRT Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large institutional investors. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, supported by due diligence on recommended investments and a variety of management platforms.

Steven Cox is a financial advisor at Kestra Advisory with 21 years of industry experience. He holds a Series 66 designation and previously worked for LPL Financial from 2006 to 2023 before joining Kestra in 2023. Cox is the managing member and 50% owner of SHC Financial, LLC, where he oversees financial operations and tax compliance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers fiduciary consulting, plan design and compliance, employee education, and access to multiple management platforms and third-party solutions, serving clients that include large institutional investors and sovereign wealth funds.

Kelly Apple is a financial advisor with Kestra Advisory, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. Prior to joining Kestra in 2026, Apple worked at BlackRock Investments, LLC for 14 years. Outside of advising, Apple serves as a board member for the Expect Miracles Foundation, participating in governance and fundraising activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors.