George Threadgill IV is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 license and 11 years of industry experience. He has been with Kestra Advisory since 2018 and affiliated with Kestra Investment Services, LLC since 2014. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, supporting fiduciary advice and offering multiple management platforms and third-party solutions. The firm serves very large institutional investors, including sovereign wealth funds, and offers pooled employer plan arrangements.

Robert Pryhocki is a financial advisor at Kestra Advisory with Series 65 and Series 66 credentials and two years of industry experience. Prior to joining Kestra in 2024, he worked at Waldron Private Wealth, LLC and has experience in both private wealth and academic settings. He is a co-owner of Bent Tree Capital, a business focused on social media account creation and growth. Kestra Advisory provides investment advisory and retirement-plan consulting services to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors and has approximately $79.8 billion in assets under management.

Scott Crawford 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 has worked at Kestra Advisory since 2021 and previously spent over two decades with Hornor Townsend & Kent Inc. Outside of his advisory role, he serves on the board of Delaware Wildlands, contributing to land conservation efforts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm supports both discretionary and non-discretionary fiduciary roles and manages a broad set of investment platforms and third-party solutions.

Russell Herman is a financial advisor at Kestra Advisory with 56 years of industry experience. He holds a Series 63 designation and has worked at firms including UBS Financial Services, National Securities Corp, and B. Riley Wealth Advisors. In addition to his advisory role, he is involved with Wealth Empowerment Financial, which includes insurance-related activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving clients that include large institutional investors and sovereign wealth funds.

Matthew Heinz is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 credential and 21 years of industry experience. He has been with Kestra Advisory since 2016 and also operates EA Financial Group, LLC. Outside of his advisory work, he serves as a deacon and member of the CARE Team at The Chapel and is a board member and treasurer for the Louisiana Sports Hall of Fame. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and employs a range of management platforms and third-party solutions within its supervisory framework.

Brent Carlson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Kestra Advisory. He has worked at Kestra Advisory Services, Kestra Investment Services, and WFG Investments. In addition to his advisory role, he is a public notary. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering fiduciary services, plan design and compliance, and access to multiple management platforms and third-party solutions.

Douglas Mavilia is a Certified Financial Planner® with 23 years of industry experience. He is currently with Kestra Advisory and Kestra Investment Services, having previously worked at Commonwealth Financial Network and Lightship Wealth Strategies. He is a partner at Grandview Financial Group LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a mix of institutional and individual clients, offering services including 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.

Nicholas Kreuzer is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. Prior to joining Kestra, he held roles at LPL Enterprise and has diverse work experience including positions in education and retail. 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 access to multiple management platforms and third-party solutions. The firm serves a wide range of clients, including large institutional investors and sovereign wealth funds.

Tyler Groh is a financial advisor at Kestra Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab & Co., Inc. and Kestra Investment Services, LLC. Tyler is based in Austin, TX. 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, and employee education, and serves large institutional investors such as sovereign wealth funds.

Auguste Hanna is a financial advisor at Kestra Advisory with one year of industry experience. He holds the Series 66 designation and has worked at Kestra-related firms since 2020. Outside of his advisory role, Hanna is the founder of AllStarSpecial, a trading card and sports memorabilia sales business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and plan-level investment advice. The firm serves a broad range of clients including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Kenneth Morris is a financial advisor with Kestra Advisory, holding a ChFC® designation and Series 63 license, with 46 years of industry experience. His career includes prior roles at LPL Financial and INVEST Financial Corporation. He serves as Vice President of the Society for Lifetime Planning and is the author of the book *A Thought for Your Pennies*. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design, compliance testing, and access to a broad range of management platforms and third-party solutions.

James Havell is a financial advisor with Kestra Advisory who holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Raymond James & Associates, Wells Fargo, and Handelsbanken Wealth Management. He is also involved with Coastline Wealth Management, where he serves as a financial advisor. 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-level investment advice, and utilizes multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Seth Shepard is a financial advisor with Kestra Advisory and holds the Series 66 designation. He has four years of industry experience with prior roles at Commonwealth Financial Network and Girardi Distributors. Based in Williamstown, MA, he provides investment advisory services and portfolio management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm supports its recommendations with due diligence and serves large investors, including sovereign wealth funds, under a comprehensive supervisory framework.

Claudia Herrera is a financial advisor with Kestra Advisory in San Diego, CA. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to joining Kestra Advisory in 2019, she worked with Foresters Advisory Services and Foresters Financial Services. Herrera also conducts advisory and insurance activities under the DBA Well Traveled Wealth. Kestra Advisory 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 a diverse client base including large institutional investors and offers access to multiple management platforms and third-party solutions.

Kevin Mcphee is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at American Capital Partners, LLC and LH Ross & Company, Inc. He conducts registered representative activities and provides insurance services including life, health, and fixed annuities. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including large institutional investors and sovereign wealth funds.

Michael Wessel is a CFP®, CFA®, and Series 63 credentialed advisor with nine years of industry experience. He is currently with Kestra Advisory and has previously worked at Commonwealth Financial Network, Buckley Financial Planning, Inc, National Financial Services LLC, and FIDELITY Brokerage Services LLC. 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, serving notable clients such as sovereign wealth funds.

Robert Campbell is a CFP® professional with 23 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory Services, LLC since 2016. He is also the owner of The Wiser Financial Group, through which he provides financial planning and investment advisory services. Additionally, Campbell operates a tax preparation business and serves as a trustee for a business partner’s trust. 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, serving clients such as sovereign wealth funds and other large institutional investors.

Daniel Graber is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 10 years of industry experience. He has been with Kestra Advisory since 2017 and also serves as Vice President of Graber Financial Services, Inc., a firm he founded in 2004. In addition to his advisory work, he is involved in an investment partnership that focuses on publicly traded stocks. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors and sovereign wealth funds.

Eric Bergenn is a financial advisor with Kestra Advisory in West Hartford, CT, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior work includes roles at Mass Mutual Life Insurance Company and Foresters Financial Services. He serves on the Board of Directors of the West Hartford Chamber of Commerce. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

James Studinger is a financial advisor with Kestra Advisory, holding the ChFC® designation and a Series 63 license. He has 30 years of industry experience, including over two decades with Kestra Investment Services and a decade with Kestra Advisory Services. Outside of his advisory role, he serves as chair of the community organization Michigan Jumpstart and is an event speaker on topics related to wealth mindset. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary consulting, plan design, investment advice, and manages a range of platforms and third-party solutions, serving clients such as sovereign wealth funds and large institutional investors.