Brock Johns is a financial advisor with Voya Financial Advisors, Inc. based in Austin, TX, holding the Series 63 and Series 66 designations and bringing 11 years of industry experience. His prior roles include positions at First Trust Advisors L.P., Charles Schwab, and The Vanguard Group, among others. He also manages a rental property in Dripping Springs, TX. Voya Financial Advisors, Inc. serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services. The firm employs a combination of in-house and external strategists and utilizes technology-enabled tools to deliver both discretionary and non-discretionary investment management through a large network of advisers.

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 at &PARTNERS in Austin, TX, holding a Series 66 designation with 16 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years before joining &PARTNERS in 2026. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a range of analytical approaches and both proprietary and third-party strategies.

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.

Keith Green is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He previously worked at LPL Financial for 21 years. Green serves as Chairman of the Board for God's Love Foundation, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and a range of investment platforms, serving a diverse client base that includes large institutional investors.

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 with 26 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Rockefeller Financial in 2024, she worked for UBS Financial Services for 11 years. 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 offers discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Michael Carter is a financial advisor with Valic Financial Advisors in Austin, TX, holding Series 63 and Series 66 designations and having four years of industry experience. His prior roles include positions at Agia and Angi Services, and he is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

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 holds a Series 63 designation, bringing 33 years of industry experience. He has worked with Guardian Life and Park Avenue Securities since 2010, with prior roles at Sunset Financial Services, DFC Investor Services, and New England Securities. In addition to his advisory work, he is licensed to sell property and casualty insurance, including auto and home coverage. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, businesses, and charitable organizations through brokerage and advisory services. The firm offers customized financial planning, discretionary and model-based management strategies, and access to insurance and alternative investment products.

Lily Ku is a CFP® with 22 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at Pillar Pacific Capital Management and PACWEST Financial Management. She operates out of Austin, TX. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee.

Tristan Boyd is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Fisher Investments, Charles Schwab and Co., Inc., and TD Ameritrade. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds.

Amy Bonzon is a CFP®-certified financial advisor with four years of industry experience, currently with Kestra Advisory in Austin, TX. Before joining Kestra in 2026, she worked at Ameriprise Financial Services for several years and has a background in nonprofit work, having spent 18 years with Young Life. Outside of her advisory role, she is involved with Ubuntu Operations LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers a range of services such as fiduciary consulting, plan design, and advisor-managed accounts, supporting recommendations through detailed due diligence and serving clients that include sovereign wealth funds.

James Durand is a CFA® charterholder with 25 years of industry experience. He is currently with Kestra Advisory Services LLC and Kestra Investment Services LLC and has previously worked at MountainOne Investment Group and Commonwealth Financial Network. Durand serves on the finance committee of Northern Berkshire United Way and is a board member and race director for BURCS, Inc., a nonprofit focused on charitable fundraising through ultrarunning events. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary services, plan design and compliance, and access to multiple management platforms and third-party solutions. The firm serves a wide range of client types, including large institutional investors and sovereign wealth funds.

Garrett Taylor is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and over 22 years of industry experience. He has been with Kestra Advisory Services since 2016 and is also associated with Kestra Investment Services and IDS Life Insurance Company. Outside of his advisory role, he is involved in consulting on acquisition and succession planning through Advisor Successions and provides consulting on property and casualty insurance matters at Coastline Insurance 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, employee education, and plan-level investment advice, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Keith Traffican is a financial advisor at Kestra Advisory with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citizens Securities, Inc. and PNC Bank. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a variety of clients including sovereign wealth funds.