Zachariah Curry is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Inc, and OneAmerica Securities. In addition to his advisory work at Kestra, he owns Christian Financial Services, an insurance practice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving some large institutional clients, including sovereign wealth funds.

Walter Allen is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 41 years of industry experience. He previously worked at Linsco/Private Ledger Corp. for 20 years before joining Kestra in 2017. Allen operates his own practice, Wally Allen Wealth Management, through which he provides securities recommendations to clients. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm provides a range of services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting its recommendations with due diligence and offering access to multiple management platforms and third-party solutions.

John Stockton Jr. is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses. He has 48 years of industry experience, including over two decades at World Choice Securities Inc. Stockton is based in Austin, TX. 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 a diverse client base that includes very large institutional investors.

John Kallis is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds the Series 66 designation and has held roles at Kestra Advisory, Kestra Investment Services, LLC, Mwm Advisory, Meritrust Wealth Management, and LPL Financial. Outside of his advisory work, he is a 50/50 owner of an LLC involved in real estate but is not active in the business operations. 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, employee education, and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds and utilizing multiple management platforms.

Melanie Gagliano is a financial advisor with Kestra Advisory, holding a Series 63 designation and eight years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. and Exile East LLC before joining Kestra in 2021. In addition to her advisory role, she is involved in designing 401(k) plans and sells health insurance plans to small businesses. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services including plan design, fiduciary consulting, and advisor-managed accounts. The firm serves large institutional investors and operates diverse programs such as pooled employer plans and private fund placements.

Mark Dormire is a financial advisor at Kestra Advisory with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 10 years. Dormire is also involved as a registered representative and owner of TUTSCHULTE FINANCIAL PLANNING. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and supports large institutional investors like sovereign wealth funds.

Ryan Griswold is a financial advisor at Kestra Advisory with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Invesco and Axa Advisors, LLC. His background also includes roles outside the financial industry at Samuels Jewelers and Texas Christian University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Keith Roberts is a CFP® certificant affiliated with Kestra Advisory with two years of industry experience. His prior work history includes roles at Christopher Street Financial, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and CCS Fundraising, as well as nine years with the American Ballet Theatre. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm delivers services such as fiduciary consulting, plan design, investment advice, and employee education, serving a client base that includes large institutional investors and sovereign wealth funds.

Jeffrey Thiede is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He previously worked at J.W. Cole Advisors, Inc. and NPB Financial Group, LLC. Outside of his advisory role, he is the owner of a property management business in Scottsdale, Arizona. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, including very large institutional investors such as sovereign wealth funds. The firm offers a range of services including fiduciary consulting, plan design, investment advice, and utilizes multiple management platforms and third-party solutions.

Austen Karr is a financial advisor at Kestra Advisory with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Raymond James Financial Services from 2015 to 2026. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering services that include fiduciary consulting, plan design, and advisor-managed accounts. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Jeffrey Bronner is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Valic Financial Advisors, Agia, and Sojourn Wealth Management. Outside of his advisory work, he serves as a deacon and treasurer for Covenant Baptist Church. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan design, compliance testing, and access to multiple management platforms and third-party solutions.

Kathleen Graham is a ChFC® credentialed financial advisor with 41 years of industry experience, currently affiliated with Kestra Advisory. Her career includes roles at LPL Financial and Wells Fargo, among others. She is a managing partner at Wyble Graham Garcia Wealth Management, which provides a full range of investment services to clients. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm supports a broad array of services such as fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that range from individual investors to large institutional entities like sovereign wealth funds.

Michael Cecchine is a financial advisor with Kestra Advisory Services, holding Series 66 and Series 63 credentials. He has been in the financial services industry since at least 2016, with prior roles at Ally Invest Securities, JPMorgan Chase Bank, Citizens Bank, and AXA Advisors. 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, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets.

Grayson Palmer is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Kestra Advisory. He has been with Kestra since 2016 and also works through Jim Morrison Financial, where he holds an associate role. Outside of financial advising, Palmer works as a sous chef and bartender in Waco, Texas. 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 range of clients including large institutional investors and sovereign wealth funds.

Brent Arnold is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Kestra Advisory and has prior experience with LPL Financial and Templar Financial Services. Outside of his advisory work, Arnold is involved in family farming operations and holds leadership roles in nonprofit organizations, including serving as Vice President of the Colusa Masonic Lodge and Chief Rabban of the Nile Shriners. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors and large investors such as sovereign wealth funds. The firm offers various services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions within a supervisory framework.

Bradley Books is a financial advisor with Kestra Advisory Services, holding a Series 66 credential and 25 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2003. Outside of his advisory role, he serves as corporate secretary and treasurer for Ahh Yoga, Inc., a yoga and personal training business, is a minority partner in a family business, Capital Blue Print, and is president of the CJK Charitable Foundation, Ltd., where he helps organize an annual golf outing. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions. The firm serves large institutional investors, including sovereign wealth funds, and supports recommended investments with due diligence on performance, fees, and manager tenure.

Marietta Payne is a financial advisor with Kestra Advisory in Hudson, WI, holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior roles include positions at Ameriprise and Northwestern Mutual Investment Services, as well as involvement with YogaFit. She also works as a tax assistant at River Birch Tax LLC, supporting tax preparers with document management. Kestra Advisory 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 employee education, supporting a broad selection of investment platforms and serving large institutional investors.

Brandon Kee is a financial advisor at Kestra Advisory with 12 years of industry experience. He holds a Series 66 designation and has been with Kestra Advisory since 2016, also working with Kestra Investment Services, LLC since 2013. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse mix of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a range of clients, including sovereign wealth funds, through multiple management platforms and third-party solutions.

Morgan Kelly is a CFP® professional with 13 years of industry experience, currently serving as a partner at Kestra Advisory. Prior to joining Kestra in 2020, he worked at Bank of America and Merrill from 2014 to 2020. Kelly is also a board member of the Rotary Club of Carroll Creek. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary consulting, plan design, and access to multiple management platforms and third-party solutions.

Mark Schoenbeck is a CFP® professional with 31 years of industry experience, currently serving at Kestra Advisory since 2016. He holds Series 63 and Series 65 licenses and is based in Austin, TX. Schoenbeck serves on the board of the True Circle Organization, a charitable group where he participates in strategy and idea generation. He is also co-founder of FinDaxstic Properties LLC, a real estate investment venture managed with external support. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and retirement solutions backed by due diligence processes and manages approximately $79.8 billion in assets.