Noah Lee is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 66 credentials and has six years of industry experience. His prior roles include positions at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. Noah also has experience outside traditional advisory roles, having worked at The University of Texas at Rio Grande Valley and engaged with Favor. Voya Financial Advisors serves a broad client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services including financial planning, portfolio management, wrap programs, and plan-sponsor consulting, often delivering advice through non-discretionary recommendation-based arrangements.

Nicole Granger is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc. in Austin, TX. She has been with CIBC Private Wealth Management since 2015 and has four years of industry experience. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a combination of proprietary offerings and external managers within a structured governance framework.

William Berg is a Certified Financial Planner (CFP®) with 10 years of experience in the financial services industry. He is currently affiliated with Kestra Advisory, where he has served since 2024. Prior to Kestra, he held positions at firms including Woodbury Financial Services, RoundAngle Advisors, and Commonwealth Financial Network. Outside of his advisory role, he coaches CrossFit classes. 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 discretionary investment management, serving large-scale clients including sovereign wealth funds.

John Burmeister II is a financial advisor with Integrity Alliance, LLC in Austin, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Lion Street Advisors and Lion Street Financial, LLC since 2013 before joining Integrity Alliance in 2025. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing various portfolio management approaches across multiple custodial platforms.

Barron Branch is a financial advisor with Kestra Advisory Services holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Fidelity Brokerage Services, CUSO Financial Services, and OneAmerica Securities. He operates as a registered investment advisor and financial representative through Kestra’s affiliated entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and offers a wide range of management platforms and third-party solutions.

William Coffey is a CFP® with 30 years of industry experience, currently serving as a senior advisor partner at Kestra Advisory. His prior experience includes roles at Bank of America and Merrill. He is also a partner in RS Will Wealth Management and participates in a real estate venture as a partner. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Kenneth Anton is a financial advisor with CWM, LLC based in Austin, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Collective Advisors and Sigma Planning Corporation, among others. In addition to advisory services, he is involved in the sale of non-variable insurance products including term and permanent life insurance policies. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers a range of financial planning and retirement-plan services with an emphasis on fiduciary processes and operational transparency.

Shawn Thompson is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Kestra since 2012, including 10 years at Kestra Advisory. Outside of his advisory role, he is involved in registered representative activities and holds term life insurance policies on himself and his spouse. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

Amy Duncan is a CFP® with 26 years of industry experience, currently serving at Kestra Advisory Services, LLC. Her prior experience includes roles at Moloney Securities Asset Management LLC and Berthel, Fisher & Company Financial Services, Inc. Outside of her advisory work, she is involved in managing Candlelight Capital, LLC and Candlelight Ventures, Inc., entities related to commercial property ownership. 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 manages approximately $79.8 billion in assets and serves a diverse client base, including sovereign wealth funds.

Brian Campos is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His career includes roles at Kestra Advisory since 2020, self-employment from 2018 to 2020, and SCOTTRADE, Inc. from 2016 to 2018. 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, employee education, and access to multiple management platforms and third-party solutions.

Timothy Cors is a financial advisor with &PARTNERS in Austin, TX, holding a Series 66 designation and with 16 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 18 years. Outside of advising, he is involved with Tangelina Properties, LLC, an investment-related business based in Dallas, TX. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a mix of proprietary and third-party models on the Envestnet platform, and combines roles as an RIA, broker-dealer, and municipal advisor.

Robert Borham is a financial advisor with TIAA-CREF in Austin, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, as well as extended tenure at TIAA and TIAA-CREF. Outside of his advisory work, he serves as a soccer referee for youth and adult leagues and is a voting member of the board of trustees at The Griffin School College Prep. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and institutions, often those affiliated with TIAA retirement plans. The firm operates a vertically integrated advisory model that includes both point-in-time planning and ongoing portfolio management through customized and model-based approaches.

Justin Snowden is a CFP® with seven years of industry experience, currently with Kestra Advisory in Austin, TX. He previously worked at Ameriprise Financial Services for six years and has experience managing an advisory business through Ubuntu LLC. 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, offering services such as fiduciary consulting, plan design, and advisor-managed accounts.

Jae I Kim is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 65 credential and one year of industry experience. Prior to joining Kestra Advisory, Kim worked at Texas Financial Advisors and Fidelity, and is also involved with UTea Pho LLC, a business he has managed since 2022. 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 advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions to support its advisory services.

Stephen Muro is an investment advisor at Kestra Advisory with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Kestra Advisory and Kestra Investment Services since 2016. Outside of his advisory role, he owns an insurance business focused on assisting clients with obtaining coverage. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, pooled plan solutions, and advisor-managed accounts, serving clients such as large institutional investors and sovereign wealth funds.

Nora Rocha is a financial advisor at Rockefeller Financial LLC in Austin, TX, with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 11 years before joining Rockefeller Financial in 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Michael Carter is a financial advisor at Valic Financial Advisors in Austin, TX, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Agia, Angi Services, Equitable Advisors, and Quest Trust Company. He is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors 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 using Envestnet’s platform and third-party UMA model managers.

Lance Nelson is a financial advisor with Kestra Advisory in Austin, TX, holding the ChFC® designation and a Series 63 license. He has 36 years of industry experience, including 11 years with Commonwealth Financial Network. He is also involved with Nelson and Nelson Wealth Management, providing financial planning and wealth management consulting. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, 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 and sovereign wealth funds.

Gordon Willoughby is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 33 years of industry experience. His work history includes long-term roles at both Guardian Life Insurance Company and Park Avenue Securities since 2010. In addition to his advisory duties, he is licensed in property and casualty insurance and occasionally reviews and sells auto and home coverage. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser and a subsidiary of The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and advisory programs, offering both discretionary and non-discretionary investment management through proprietary and third-party models.

Lily Ku is a CFP® professional with 21 years of experience in the financial advisory industry. She is currently with Wealth Enhancement Advisory Services, LLC, where she has worked since 2021, following a 14-year tenure at Pillar Pacific Capital Management, LLC. Ku holds a Series 65 license and is based in Austin, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.