James Cronin is a CFA® charterholder with 29 years of experience in the financial industry. He has been with Kestra Advisory and Kestra Investment Services, LLC since 2016 and serves as Chief Investment Officer at Integrity Wealth Management, overseeing investment policy and portfolio management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, benchmarking, and investment management supported by due diligence across multiple management platforms.

Criss Woodruff is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and over 23 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services in 2025, he was associated with Woodruff Financial Consultants, LLC and Commonwealth Financial Network for 21 years. In addition to his advisory role, he has involvement in insurance-related activities through Woodruff Financial Consultants. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional clients including sovereign wealth funds.

Dane Winter is a financial advisor at Kestra Advisory with 11 years of industry experience. He holds the CFP® and Series 63 credentials and has been with Kestra Advisory since 2018. Winter serves on the AssetMark Field Advisory Board, which involves providing feedback on platform initiatives and participating in strategic discussions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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 within its supervisory framework.

Kate Morstad is a financial advisor with Kestra Advisory in Denver, CO, holding a Series 66 credential and 15 years of industry experience. She has worked at Kestra Advisory and affiliated entities since 2017 and previously spent eight years with Ameriprise Financial Services. Outside of advisory work, she serves as a notary and has responsibilities supporting office administration. 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 and compliance, employee education, and advisor-managed accounts, supporting clients such as large institutional investors and sovereign wealth funds.

Anne Trinh is a CFP® professional with 23 years of experience in the financial services industry. She has worked at Kestra Advisory since 2021 and previously spent 13 years with M Holdings Securities, Inc. Trinh serves as a volunteer board member for the Christian Foundation of America and is the executive director of the 2Fish Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and employee education. The firm serves a broad client base that includes large institutional investors and employs multiple management platforms and third-party solutions within a supervisory framework.

Stephen Young is a financial advisor at Kestra Advisory with 19 years of industry experience. He holds the Series 66 designation and has previously worked at firms including ProEquities, Inc., Ameriprise, and UBS Financial Services. Outside of his work at Kestra, he provides financial planning and insurance services through a separate business, Security Financial Management. Kestra Advisory Services offers investment advisory and retirement plan consulting to a wide range of institutional and individual clients. The firm supports fiduciary services, utilizes multiple management platforms, and serves large institutional investors including sovereign wealth funds.

Kris Geary is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Kestra Advisory since 2016 and has worked with Kestra Investment Services, LLC since 2012. Outside of his advisory role, he owns Keystone Benefits Group, Inc., where he works as a benefits consultant. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing fiduciary services and a range of plan support including design, compliance, and employee education. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions.

John Cheung Jr. is a CFP® professional with 18 years of industry experience, currently serving as a senior financial planner at Kestra Advisory. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory duties, he is involved with JD Strategic Financial Services, LLC, where he acts as an insurance agent selling life insurance products. 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 employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors.

John Milligan is a financial advisor at Kestra Advisory with 27 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Kestra Advisory in 2026, he worked at Truist Securities and SunTrust Advisory Services. 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 including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Jodi Woodruff is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Commonwealth Financial Network and operated Woodruff Financial Consultants, LLC for over two decades. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds, utilizing multiple management platforms and third-party solutions.

Thomas Jones is a financial advisor with Kestra Advisory in New Albany, IN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at AssuredPartners and The Hartfield Company, Inc. Jones serves on the boards of the New Albany-Floyd County Education Foundation and the Floyd County Police Merit Board. 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, and investment management services, supporting recommendations with due diligence and serving some large institutional clients such as sovereign wealth funds.

Mark Mayer is a financial advisor at Kestra Advisory with 25 years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining Kestra Advisory in 2020, Mayer worked at Bank of America and Merrill for 11 years. Outside of his advisory role, he serves as Vice President of the Rotary Club of Carroll Creek and is an adjunct faculty member at Hood College. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

James Beverley is a CFP® and ChFC® with 29 years of experience in the financial industry. He is currently a financial advisor at Kestra Advisory and BlueLake Wealth Advisors, with prior experience at Partners Wealth Management. Outside of his advisory work, Beverley serves as an assistant wrestling coach at Montini Catholic High School and holds board positions with Reclaim 13 and his residential townhome association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, and employee education among other services. The firm serves a broad client base, including large institutional investors, and offers access to multiple management platforms and third-party solutions.

Cynthia Luna is a financial advisor with Kestra Advisory in Waxahachie, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at Edward Jones for 10 years before joining Kestra Advisory and Kestra Investment Services in 2024. Luna serves on the boards of the Exit Planning Institute Dallas Chapter and Hope Health, where she participates in finance committee leadership and strategic planning. She also owns Moonshot Value Advising, a consulting practice focused on value growth analysis for business owners. 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 fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients including large institutional investors and sovereign wealth funds.

Joseph Pagano is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior work includes 16 years at Woodbury Financial Services and 5 years at Commonwealth Financial Network. He also engages in fixed insurance sales, spending a small portion of his professional time in this activity. 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, and it manages a significant asset base with specialized offerings for large institutional clients.

Richard Barnes is a ChFC® with 44 years of experience in the financial services industry. He has been affiliated with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016, and has operated under his own practice, Richard W Barnes, since 2003. He serves as Secretary of Coastline Private Wealth Management, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers services such as fiduciary consulting, plan design, and investment management, serving large institutional investors including sovereign wealth funds.

Carl Flanagan III is a financial advisor at Kestra Advisory with Series 63 and Series 65 credentials and 44 years of industry experience. He previously worked at SII Investments before joining Kestra in 2018. Outside of his advisory role, Flanagan is actively involved in lacrosse officiating and administration, serving as a lacrosse official and as vice president of the San Antonio Lacrosse Officials Association. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design and compliance, as well as access to multiple management platforms and third-party solutions.

Seth Dresbold is a financial advisor with Kestra Advisory Services, holding CFP® and Series 66 designations and bringing 15 years of industry experience. He has worked with Signature Select Wealth, Kestra Advisory, Kestra Investment Services, and Signature Financial Planning. Outside of his advisory role, Seth owns a comedy production company, Not Your Turn Productions, which produces and promotes comedy shows. 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 fiduciary consulting, plan design, employee education, and manages complex investment solutions, serving clients that include large institutional investors and sovereign wealth funds.

Andrew Wyble is a financial advisor at Kestra Advisory with 11 years of industry experience. He previously worked at LPL Financial and Wells Fargo Clearing. Outside of his advisory role, Wyble serves as a track and field coach for children with special needs and disabilities through Kinetic Kids. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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 a diverse client base, including large institutional investors and sovereign wealth funds.

Frank Macgowan is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Kestra Advisory since 2016 and has longstanding affiliations with Kestra Investment Services LLC, Connecticut Mutual Life Insurance Company, and CG IRI. Outside of his advisory role, he is the owner of PFM Solutions, LLC, which provides cash flow management software with identity theft protection in the employee benefit marketplace. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including very large institutional investors. The firm provides fiduciary services, plan design, benchmarking, and investment due diligence, supporting multiple management platforms and third-party solutions.