Olesya Reyenger is a CFA® charterholder and holds a Series 66 license with three years of industry experience. She is currently with Kestra Advisory Services, having joined in 2026, following prior roles at Morgan Stanley and MS Services Group. 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 design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Daniel Roth is a financial advisor at Kestra Advisory with 13 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Kestra Advisory in 2023, he worked for Cary Stamp & Company for 11 years. Roth also operates Roth Wealth Management, where he provides clients with insurance options and reviews policies annually. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm provides services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting recommended investments with due diligence and serving clients that include large institutional investors and sovereign wealth funds.

Anthony Remund is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior experience includes roles at Remund Financial, Commonwealth Financial Network, and Edward Jones. 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 employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Malcolm Walker Jr. is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 license, and has 29 years of industry experience. Prior to joining Kestra in 2025, he spent nine years with Commonwealth Financial Network. Walker is co-owner of a tax and accounting firm and serves on multiple homeowners association boards as treasurer. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, and advisor-managed accounts. The firm serves a diverse client base that includes very large institutional investors and sovereign wealth funds.

Patrick Williams is an investment advisor representative at Kestra Advisory with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kestra Advisory since 2017, previously affiliated with Kestra Investment Services and Washington Square Securities. Outside of his advisory work, he is involved with Honda Ambassadors, a community and charitable organization, and leads a marketing venture creating cartoons. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, benchmarking, and employee education, serving large institutional investors and utilizing multiple management platforms and third-party solutions.

Robert Roseman is a financial advisor with Kestra Advisory Services who holds a Series 66 credential and has 13 years of industry experience. He is also a partner at Prothro, Wilhelmi & Co. PLLC, where he has been involved in firm leadership and client accounting services since 2002. Roseman serves as board treasurer for Hospice of East Texas, a community charitable organization. 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 design, and investment advice supported by due diligence. The firm serves large institutional investors, including sovereign wealth funds, and offers multiple management platforms and third-party solutions within its supervisory framework.

Yanni Niebuhr is a CFP® with 14 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory Services LLC since 2016. He is also the owner of Brotman Financial Group, Inc., and serves on the board of LET'S GO Boys and Girls, Inc. Niebuhr’s experience includes roles at Kestra Investment Services, LLC and Brotman Financial. 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, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Daniel Schwamb is a financial advisor with Kestra Advisory, holding Series 63 and 65 licenses and bringing 29 years of industry experience. His career includes multiple roles within Kestra entities since 2013, as well as a prior position at Coatline Wealth Management. 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, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Michael Arp is a financial advisor at Kestra Advisory with 23 years of industry experience. He holds a Series 66 designation and has been with Kestra Advisory since 2016. Arp also acts as proprietor of Brookdale Investments, a registered representative entity operating under Kestra Investment Services. 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 fiduciary consulting, plan design, compliance testing, and employee education, serving large institutional investors alongside individual accounts.

John Freiburger is a financial advisor at Kestra Advisory with over 35 years of industry experience. He holds the CFP® and ChFC® designations and has been with Kestra since 2016, following a long tenure at Kestra Investment Services, LLC. Freiburger serves as Chairperson of the Board for the nonprofit organization Zero Matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse group of 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 broad client base that includes large institutional investors and sovereign wealth funds.

Craig Dean is an investment advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Kestra Advisory since 2016 and has been associated with Sterling Asset Management and Securities America since 2003. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving clients such as large institutional investors and sovereign wealth funds.

Robert Apple is a financial advisor at Kestra Advisory with one year of industry experience. He holds a Series 65 designation and previously worked for Apple Guerin Company LLC from 2011 to 2025. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, including sovereign wealth funds. The firm offers services such as fiduciary consulting, plan-level investment advice, employee education, and uses multiple management platforms and third-party solutions within a supervisory framework.

John Gustafson is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2016 and also operates Gustafson Wealth Management as an owner. His background includes a long tenure at Fusion Financial Group beginning in 2003. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, investment advice, and pooled plan solutions, with a platform supporting discretionary trading and third-party managed solutions.

Charles Allen is a financial advisor with Kestra Advisory, holding a Series 66 credential and 15 years of industry experience. Prior to joining Kestra Advisory in 2022, he worked for Concourse Financial Group Securities (formerly ProEquities, Inc.) from 2016 to 2022. Outside of his advisory role, he is involved in recruiting and advisor support and also owns a property management business in Indialantic, FL. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Edward Schuler Jr. is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with Kestra Advisory and has previous experience at Woodbury Financial Services Inc and OSAIC. Outside of advising, he serves on the board of a nonprofit organization, A Need We Feed, contributing to governance and oversight. 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, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

Travis White is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Kestra in 2017. 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 advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

Linda Vigil is a financial advisor at Kestra Advisory with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Vigil is also the managing director of Aero Wealth Management, an independent RIA specializing in customized portfolio construction and asset management. 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, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Emily Tonti is a financial advisor with Kestra Advisory in Santa Rosa, CA, holding a Series 66 credential and six years of industry experience. Her work history includes roles with The Business Resource, Oculus Insurance Solutions, and Oculus Financial Group. Outside of finance, she has experience coordinating events, including on-site wedding coordination. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of 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 clients including large institutional investors and sovereign wealth funds.

Anthony Lam is a financial advisor at Kestra Advisory with a Series 65 designation and two years of industry experience. He previously worked at Perpetual Limited for 15 years and had a brief tenure at Sayers Wealth before joining Kestra Advisory. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including vendor searches, plan design and compliance testing, fiduciary consulting, and plan-level investment advice, serving clients such as large institutional investors and sovereign wealth funds.

Adam Green is a financial advisor at Kestra Advisory with one year of industry experience. He holds the Series 66 designation and has worked in roles at several firms including Advanced Group Financial Services, Commonwealth Financial Network, and Northwestern Mutual. Outside of advising, he has been involved in fixed insurance sales. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional investors and plan sponsors. The firm offers fiduciary consulting, plan design, benchmarking, and employee education, supporting a range of investment platforms and third-party solutions.