Robert Idol is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 licenses and 22 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2021. Outside of his advisory role, he is a limited partner in Geneva Roth Properties, LLC, a real estate investment LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Benjamin Shaddox is a CFP® with 28 years of experience in financial services. He has been with Kestra Advisory since 2016 and also holds roles at Kestra Investment Services, LLC and Arvest Asset Management. In addition to his advisory work, Shaddox is involved in insurance product sales through Lion Street and owns Eastern Gate Financial LLC, where he manages both client relationships and business operations. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers a range of services including plan design, fiduciary consulting, and employee education, supporting recommendations with due diligence and serving large institutional investors alongside retail clients.

Willard Pugh is a financial advisor at Kestra Advisory with 38 years of industry experience. He holds a Series 63 designation and has worked previously at B. Riley Wealth Management and National Securities Corp. His other business activities include providing financial planning and portfolio management through Wealth Empowerment Financial. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides services such as fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets.

Chance Trafton is a Series 66-credentialed advisor with Kestra Advisory, bringing 15 years of industry experience. He has been with Kestra Advisory since 2016 and has prior experience with AXA Advisors. Outside of his advisory work, he serves as Events Chair for the Stewards of the Wild Texas Parks and Wildlife Foundation and holds a future board position at St. Andrews Episcopal School, where he will participate on the finance committee. Kestra Advisory Services provides investment advisory and retirement plan consulting to both institutional and individual clients, offering comprehensive services that include fiduciary consulting, plan design, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves a wide range of clients, including sovereign wealth funds.

Tayler Honeycutt is a financial advisor at Kestra Advisory with two years of industry experience. They hold a Series 66 designation and have previously been affiliated with Cetera Wealth Services, Ameriprise, and TMRW Wealth. Outside of financial services, Tayler is involved in small business retail as the owner of Dogwood Collar LLC, plays violin and sings with the Gipsy Danger Band, and operates a photography business specializing in family, wedding, couples, individual, and pet photography. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional, and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions.

Joshua Monk is a Series 66-credentialed financial advisor with 17 years of industry experience. He has been affiliated with Kestra Advisory Services, LLC since 2016, and with Kestra Investment Services, LLC since 2005. He serves retail clients as a financial advisor through Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving a diverse client base that includes large institutional investors.

Quentin Elliott is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 credentials and has 39 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Commonwealth Financial Network. Elliott is also associated with Ivory Wealth Management, where he serves as a financial advisor. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving notable clients such as sovereign wealth funds.

Kimberly Young is a financial advisor with Kestra Advisory Services holding a Series 66 license and eight years of industry experience. Her career includes roles at Commonwealth Financial Network and The Beran Group, as well as client management responsibilities at Connelly Financial Group. 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-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Min Sub Song is a financial advisor with Kestra Advisory in Austin, TX. He holds Series 65 and Series 66 licenses and has one year of industry experience. His prior roles include positions at Principal Financial Services and Colorado Financial Advisors. He also maintains an insurance license, providing sales and service of life, disability, long-term care, health, and group insurance. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets, including large institutional investors such as sovereign wealth funds.

Larry Krmpotich is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Kestra Advisory and affiliated firms since 2020, following an 11-year tenure at Stifel. He serves as an officer on the board of Crusader Holdings, a subsidiary of the Schola Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, and serves large institutional investors such as sovereign wealth funds.

Robert Cozart is a financial advisor with Kestra Advisory, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked for 25 years at Guitar Center Stores and is involved with Life Point Church. Outside of advising, he owns a sports card sales business and coordinates Financial Peace University classes at Life Point Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors and manages approximately $79.8 billion in assets.

Adam Hammer is a Series 66 licensed advisor with 12 years of industry experience. He currently works at Kestra Advisory Services, LLC, joining in 2026 after prior roles at Commonwealth Financial Network and Hammer Financial Group. Outside of advising, he is an author of investment-related books including *Learn Investing Now! How You Can Create an Effective Strategy in a World of Inflation, Volatility and War!*. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and access to multiple management platforms. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Jennifer Hatch is a CFP® professional with 36 years of experience in the financial services industry. She is affiliated with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016, and has been leading Christopher Street Financial since 2007. Hatch serves as a board member for the Rockland Pride Center and Making Gay History. 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, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Brooke Moore is a financial advisor at Kestra Advisory with 16 years of industry experience. She holds a Series 66 designation and has worked with Kestra Investment Services and Wells Fargo Advisors Financial Network. Outside of advising, she is involved in managing several real estate entities, handling property management, bookkeeping, and contracting. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix 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, serving clients that range from individual investors to sovereign wealth funds.

Michael Tievy is a financial advisor with Kestra Advisory Services, LLC, holding CFP® and Series 63 credentials and bringing 39 years of industry experience. He has been with Kestra Advisory since 2016 and has operated as a self-employed consultant specializing in insurance sales and retirement plan consulting since 1973. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base of institutional and individual investors. The firm offers a wide range of services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as plan sponsors and sovereign wealth funds.

Grant Brown is a CFP® with eight years of industry experience, currently serving as an Investment Advisor at Kestra Advisory Services, LLC. He has prior experience as Vice President at Compensation Planning Inc., where he focused on ERISA compliance and retirement plan consulting. Brown also holds a board position with the Estate Planning Council of Rhode Island. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Philip Marchese is a CFP® and CFA® with 23 years of experience in the financial industry. He currently serves as a representative at Kestra Advisory and has previously worked at Morgan Stanley and Citigroup Global Markets. Outside of his advisory role, he is the COO of Automation Distribution Inc and MDCI Automation, overseeing operations and finance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services that include plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves large institutional investors as well as individual clients.

Gina Hughes is a financial advisor at Kestra Advisory with 11 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eight years before joining Kestra in 2022. Outside of her advisory work, she manages a short-term rental property in San Antonio. 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, and employee education, and serves large institutional investors, including sovereign wealth funds.

Robert Sack is a CFP® professional with 55 years of industry experience, currently affiliated with Kestra Advisory Services, LLC since 2016. He has also been associated with Kestra Investment Services, LLC and Fusion Financial Group since 2003. Sack operates a registered representative business under the name Robert Sack Financial Services, focusing on financial planning activities. 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 fiduciary consulting, plan design, benchmarking, and employs multiple management platforms and third-party solutions within a supervisory framework.

Shawn Worman is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Old National Bank and LPL Financial from 2010 to 2020. Worman is also the owner of a tax preparation business and serves as Treasurer on the board of One New Harmony, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers various services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, and it serves some notably large clients such as sovereign wealth funds.