Mark Hamelmann is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 25 years and has owned and operated Circle City Wealth Advisors, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional plan sponsors and individual investors, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a range of clients, including sovereign wealth funds.

Michael Pedlow is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at H. Beck, Inc. since 2017 and has been with Kestra Advisory since 2016, with prior experience at Kestra Investment Services, LLC starting in 2010. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Aaron Connolly is a financial advisor at &PARTNERS with a Series 66 designation and six years of industry experience. He worked previously at Wells Fargo for four years and Stifel for two years before joining &PARTNERS in 2025. &PARTNERS serves a diverse client base including individual investors, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing a combination of proprietary and third-party strategies across fundamental, technical, and quantitative analyses, along with alternative investment products.

William Johnson Jr. is a financial advisor with Kestra Advisory, holding a Series 66 designation and 27 years of industry experience. His prior work includes roles at B. Riley Wealth Management, National Securities Corp, and Morgan Stanley, spanning both advisory and private banking capacities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves a broad client base that includes large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Elizabeth St Paul is a financial advisor with Empower Advisory Group in Austin, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Her work history includes tenure at New York Life and NYLife Securities before joining Empower. She serves as an unpaid member of the State Board of Directors for Texas CASA, a nonprofit focused on mentoring children in the foster care system. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Brian Hart is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with Inspire Financial Group in various capacities since 2007. Outside of his advisory role, he serves as an elder at the Saginaw Church of Christ. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Mireya Jimenez is a financial advisor at PlanMember Securities Corporation with two years of industry experience. She holds Series 65 and Series 63 registrations and has worked at Penwell Treta Wealth Management and as a self-employed agent providing sales and services of Medicare, life, and healthcare insurance. PlanMember Securities Corporation provides retirement-plan advisory services for employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process and manages unitized, risk-based mutual fund portfolios, offering education and support services such as seminars and personalized retirement planning.

Joseph Fishella is a financial advisor at Kestra Advisory with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Kestra since 2016 and at UBS Financial Services since 2005. Fishella is also president of Bluelake Wealth Advisors, where he manages a book of business and operates the office. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse 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 and third-party managed solutions.

Matthew Baldeck is a financial advisor with Hightower Advisors in Austin, TX, holding Series 63 and Series 65 licenses and 4 years of industry experience. His prior roles include positions at Hightower Securities, Securities America, Arbor Point Advisors, and experience in academic environments at Western Kentucky University and the University of Michigan. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and portfolio construction strategies.

Kurt Skvarla is a CFP® professional with 15 years of industry experience, currently affiliated with Kestra Advisory Services LLC since 2022. He previously worked at Wells Fargo Advisors for seven years. Skvarla is the sole owner of K2 Wealth Management, LLC, a business focused on investment-related activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and investment advice. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions within a supervisory framework.

Hunter Smith is a CFP® with eight years of industry experience, currently affiliated with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2023. Prior to joining Kestra, he worked for Securities America Advisors, Securities America, Inc., and LPL Financial LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers services such as fiduciary consulting, plan design, and investment advice, and serves a range of clients from individual investors to sovereign wealth funds.

Svante Rocabado is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at Edward Jones and Kestra Investment Services. Outside of finance, he has worked in various food service positions, including catering and serving at multiple Austin-area establishments. Kestra Advisory is an enterprise firm with over 1,200 advisors, providing financial services to a broad client base.

Noah Lee is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Voya, he worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer that serves individual clients, employer-sponsored retirement plans, and charitable and corporate entities. The firm offers financial planning, portfolio management, and brokerage services, delivering advice through model portfolios, affiliated strategies, and third-party managers.

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.