William Tadio is a financial advisor at Kestra Advisory with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kestra Advisory since 2016 and Kestra Investment Services since 2015. 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, investment advice, and employee education, serving large institutional investors such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Marc Goldstein is a financial advisor with Kestra Advisory Services, LLC in Austin, TX, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior roles include positions at Principal Securities Inc. and Principal Life Insurance Company, as well as operating Marc Goldstein Associates since 2013. Outside of advisory activities, he is involved with Marc Goldstein Associates, LLC, a real estate business where he negotiates leases. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, benchmarking, employee education, and access to multiple management platforms, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Owen Freeman Daniels is a CFP®, CFA®, and ChFC® with 24 years of experience in financial advisory services. He has been with Kestra Advisory since 2016 and Kestra Investment Services since 2005. He also serves as president of a local condominium association board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients, with a broad range of services from fiduciary consulting to pooled plan solutions.

Brian Connelly is a financial advisor at Kestra Advisory with 34 years of industry experience. He previously operated Connelly Financial Group and worked with Commonwealth Financial Network. Connelly also manages a small book of health insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix 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 clients including large institutional investors and sovereign wealth funds.

Wendy Oliver is a financial advisor at Kestra Advisory with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Commonwealth Financial Network, Bank of America, and Merrill. Outside of finance, she is a co-owner of an HVAC business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets across diverse management platforms.

Rainey Rogers Jr. is a financial advisor at Kestra Advisory with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Principal Securities Inc. and Rogers-Tate Financial Group. Outside of his advisory role, he is a partner in a real estate venture focused on designing commercial spaces. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving large institutional investors such as sovereign wealth funds.

Frank Evangelist is an investment advisor with Kestra Advisory and holds Series 63 and Series 66 licenses. He has 17 years of industry experience and has been with Kestra Advisory Services, LLC since 2016. Prior to this, he has been associated with Kestra Investment Services, LLC since 2010. Evangelist also works with NFP CA Insurance Services, Inc., providing investment advisory, insurance, and business consulting 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, investment advice, and employee education, serving clients such as sovereign wealth funds and handling approximately $79.8 billion in assets under management.

James Freeman is a CFP® with 24 years of industry experience, currently affiliated with Kestra Advisory. His prior roles include positions at Commonwealth Financial Network and First Allied Advisory Services. He is also president of Freeman Financial, Inc., an S corporation he established and maintains for state filing purposes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services that include fiduciary consulting, plan design, and employee education. The firm supports multiple management platforms and serves a range of clients, including large institutional investors and sovereign wealth funds.

Anne Day Mccabe is a CFP® professional with 19 years of industry experience. She currently serves as a financial advisor at Kestra Advisory Services and Kestra Investment Services, LLC, where she has worked since 2021. Prior to that, she worked at LPL Financial and held a position at American University. Mccabe is also a member of the George Mason University FPWM Advisory Board and delivers paid speaking engagements. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and employee education, and serves clients such as plan sponsors, large institutional investors, and sovereign wealth funds.

Daniel Bendheim is a financial advisor at Kestra Advisory with a Series 66 designation and three years of industry experience. His prior roles include positions at Commonwealth Financial Network, Pillar Financial Group, Robinhood, The Vanguard Group, and Edward Jones. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Daniel Cavaretta is a financial advisor with Kestra Advisory, holding a Series 66 credential and 25 years of industry experience. Before joining Kestra Advisory in 2021, he worked at Nationwide Investment Services Corp for 15 years and had brief tenures at Cornerstone Capital Wealth Management and Geneos Wealth Management. Outside of advisory activities, he holds a board position as Serjeant-at-arms for the Good Government Club of Western New York. 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 serves large institutional investors and supports discretionary and non-discretionary fiduciary services with due diligence on recommended investments.

Arvinder Kochar is a financial advisor with Kestra Advisory in Glenview, IL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at GWFS Equities, Inc. for nine years before joining Kestra Advisory and related affiliated firms in 2019. Kochar also serves as a Registered Field Assistant for IPPFA Benefits, providing administrative and customer service support. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, providing services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and offers access to multiple management platforms and third-party solutions.

Ethan Mottla is a financial advisor with Kestra Advisory, holding Series 65 and Series 63 credentials and three years of industry experience. His prior roles include positions at Allianz Life Financial Services and Parady Financial Group. He is also involved as an Associate Advisor at NFP, assisting with client meetings and account management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Matthew Acheson is a financial advisor with Kestra Advisory Services and holds a Series 66 designation. He has 26 years of industry experience, including prior roles with Axa Advisors and Kestra Investment Services. Outside of his advisory work, Acheson is involved in real estate investment and ownership alongside his client-focused activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Jason Alicea is a financial advisor with Kestra Advisory, holding Series 65 and Series 63 credentials and 28 years of industry experience. His prior roles include positions at Farther Finance Advisors, Bank of America, Merrill, 13D Asset Management, Hycroft Advisors, Infinity Q Management, and Tocqueville Asset Management. Kestra Advisory Services provides investment advisory and retirement plan consulting to a range of institutional and individual clients, offering fiduciary consulting, plan design, and investment management services supported by due diligence across multiple management platforms.

Graeme Lee is a financial advisor at Kestra Advisory with 18 years of industry experience. He holds a Series 66 designation and has worked at Kestra Advisory Services, Kestra Investment Services, LPL Financial LLC, and Kestra Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, vendor searches, and employee education, serving a broad client base that includes large institutional investors such as sovereign wealth funds.

Brian Waiz is an investment representative with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2019 and previously was affiliated with Financial Wealth Management and Geneos Wealth Management. Outside of his advisory role, he is a member of a family real estate entity with no active management duties. 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-level investment advice, and employee education, and serves large institutional investors with approximately $79.8 billion in assets under management.

Brian Schmidt is a CFP® professional with 18 years of industry experience, currently serving at Kestra Advisory since 2016. He has held roles at Kestra Investment Services, LLC since 2010. Beyond his advisory work, Schmidt holds board positions including Chair of the Board for Catholic Schools of Broome County and Treasurer on the Board of Governance for Fortify Rights. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary oversight, plan design, and employee education. The firm serves a diverse client base including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

William Clifton is a CFP® professional with nine years of industry experience, currently serving as a financial planner at Kestra Advisory. His prior experience includes roles at Kestra Investment Services and ProEquities, Inc. In addition to his advisory work, he operates under the dba Protective Financial Services, providing financial planning and life insurance services in Milledgeville, GA. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

August Consiglio Jr. is a financial advisor with Kestra Advisory who holds the ChFC® and Series 63 designations and has 40 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services, LLC and Connecticut General Life Insurance Co. Consiglio is also president of Consiglio Financial Group, LLC, where he manages and oversees investment advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving large institutional clients such as sovereign wealth funds.