Rosemarie Robinson is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Kestra Advisory since 2019 and has worked with Kestra Investment Services, LLC since 2006. Outside of her advisory role, she is involved in insurance through Roth & Robinson Insurance Services Inc. and serves as trustee for the Terrence & Rosemarie Robinson Trust. 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 large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

John Amore is a Series 66-licensed financial advisor with Kestra Advisory in Austin, TX, where he has worked since 2019. He has 18 years of industry experience, including six years at UBS Financial Services Inc. prior to joining Kestra. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, benchmarking, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutions and sovereign wealth funds.

Kyle Deatherage is a financial advisor with Kestra Advisory, holding the CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. He has been affiliated with Kestra Advisory since 2016 and also owns Deatherage Financial Consulting, through which he provides advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large institutional investors. The firm provides fiduciary services, plan design, compliance testing, and employee education, leveraging multiple management platforms and extensive third-party relationships.

Lewis Martin is a CFP® with nine years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior experience includes roles at Bank of America, Merrill, Legion Insurance Group, and Axa Advisors. 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 advisor-managed accounts, managing approximately $79.8 billion in assets.

Richard Gannett is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and one year of industry experience. Prior to joining Kestra, he worked at Mid-Atlantic Retirement Planning Specialists and has been involved in coaching high school baseball. At Kestra, he provides advisory services as part of a large enterprise firm. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides a range of services such as fiduciary consulting, employee education, and plan-level investment advice, managing approximately $79.8 billion in assets.

Craig Eilers is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Kestra Advisory since 2016 and has a long career including roles at Kestra Investment Services, Nathan & Lewis Securities, and Jamieson Eilers Inc. Outside of his advisory duties, he is involved with the Friends of the Moretown Memorial Library and serves as a delinquent tax collector for the Town of Moretown. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a 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 clients that include large institutional investors and sovereign wealth funds.

Robert Calabretta is a financial advisor at Kestra Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Waypoint Capital Management for 21 years. He is also the Chief Investment Officer of Coastline Wealth Management, where he advises clients on investment matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Michael Wertheim is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Kestra Advisory since 2016 and has been a partner at MainStreet Financial Group since 2003. Outside of his advisory roles, he is involved in selling life and health insurance and works in tax preparation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers services such as fiduciary consulting, plan design, and employee education, supported by due diligence and access to multiple management platforms and third-party solutions.

Gabriel Umana is a financial advisor with Kestra Advisory Services in Ocala, FL, holding a Series 66 designation and less than one year of industry experience. Prior to entering the financial sector, he worked at Principal Financial Group and held roles outside finance including positions at Nike and Ross Inc., as well as self-employment in reselling. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of 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 supports its advice with due diligence on investment options.

Allen Horak is a financial advisor at Kestra Advisory with one year of industry experience. He holds the Series 66 designation and has professional experience at firms including Applied Systems, Inc., EZLynx, and NetSuite/Oracle. Outside of his advisory role, Horak serves as a board member of Infinix Global and operates a CPA consultancy focused on business, financial, and accounting services. 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 services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, with a client roster that includes sovereign wealth funds.

Kyle Vaughan is a financial advisor at Kestra Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mercer and NFP. Outside of his advisory role, Vaughan volunteers as a judge for the SIFMA Foundation's InvestWrite program and works as an independent dog walker. 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 plan design, compliance testing, fiduciary consulting, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

J Corle is a CFP® with 30 years of experience in the financial services industry. He is currently with Kestra Advisory and has been associated with Kestra Investment Services, LLC, Tycor Asset Management, Inc., and Tycor Benefit Administrators, Inc. since the early 1990s. Corle holds ownership in Tycor Financial Group and serves in senior roles within affiliated firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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 a diverse client base that includes large institutional investors and sovereign wealth funds.

Jeffrey Artherholt is a CFP® with 27 years of industry experience. He is currently affiliated with Kestra Advisory and Kestra Investment Services, having joined in 2024. Prior to this, he worked at Woodbury Financial Services Inc and Securian Financial Services Inc., among other firms. He is also involved with Obsidian Wealth Advisors in a financial advisor capacity focusing on financial planning and portfolio management. 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 fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Zale Crawford is a financial advisor at Kestra Advisory with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Pillar Financial Group and Commonwealth Financial Network. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services including plan design, fiduciary consulting, and employee education. The firm manages significant institutional assets and serves clients such as sovereign wealth funds.

Amy Hong is a CFP®-designated financial advisor with Kestra Advisory who has six years of industry experience. She has been affiliated with Kestra Advisory since 2020 and also works with Kestra Investment Services, LLC. Outside of her advisory role, she holds several community and nonprofit positions, including serving on the Economic Development Alliance of Skagit County board and participating in local school district advisory activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving large investors such as sovereign wealth funds and providing access to multiple management platforms.

Suzanne Stopa is a financial advisor with Kestra Advisory, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. She previously worked at Proequities, Inc. for over a decade before joining Kestra Advisory in 2022. 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 manages approximately $79.8 billion in assets and serves a wide range of clients, including large institutional investors and sovereign wealth funds.

Samuel Legamaro is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Kestra, he worked at T. Rowe Price and has held roles in education and nonprofit sectors. He is a co-founder and co-executive director of Keeping It Austin, a nonprofit dedicated to promoting and preserving local culture in Austin, Texas. 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 advice supported by due diligence, serving clients ranging from large institutional investors to sovereign wealth funds.

Kevin Tolsma is a CFP® with 37 years of industry experience, currently serving at Kestra Advisory. He previously worked at SagePoint Financial for ten years. Outside of his financial advisory role, he is the Camarillo Area Director for Young Life, a faith-based ministry focused on teenagers in his community. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse mix of institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors and utilizes multiple management platforms with access to complex investment products.

Phoebe O'Keeffe is a financial advisor at Kestra Advisory with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America. Outside of finance, she has experience in the food service industry, having worked at The Pie Bar. 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, investment advice, and employee education, supporting clients with extensive due diligence and a range of management platforms.

Mark Small is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 20 years of industry experience. He has been with Kestra Advisory since 2016 and also maintains a tax and accounting practice where he prepares tax returns and provides consulting. 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, serving clients such as large institutional investors and sovereign wealth funds.