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John D
Series 66
Columbus, OH
Kestra Advisory
John Dobies is a financial advisor with Kestra Advisory in Columbus, OH, holding the Series 66 designation and having one year of industry experience. Prior to his current role, he worked at Merkel Wealth Management and Kestra Investment Services, LLC. Outside of his advisory work, he owns MostDobe LLC, a business that furnishes and rents units on Airbnb. 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 investment advice, serving clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.
Altair G
CFP®, Series 63
Highland Beach, FL
Kestra Advisory
Altair Gobo is a CFP® professional with 43 years of industry experience, currently affiliated with Kestra Advisory where he has worked since 2016. His prior work includes roles at Kestra Investment Services, LLC and U.S. Financial Services, LLC. Gobo serves as an advisor to the CFP program at Fairleigh Dickinson University and is a member of the Montclair State University Board of Advisors. He is also an author and has co-trustee responsibilities for the Petrocelli Trusts. 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-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.
Andre K
Series 63, Series 66
Las Vegas, NV
Kestra Advisory
Andre Kostylev is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at Cetera and AFIN Family Wealth Management. Outside of his advisory role, he manages a business entity, Fibonacci Enterprises Inc., used for transaction separation purposes. 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 plan design, fiduciary consulting, employee education, and discretionary investment management supported by due diligence on performance and fees.
Taylor W
CFP®, Series 66
Plymouth, MN
Kestra Advisory
Taylor Willox is a CFP® professional with 11 years of experience in the financial advisory industry. He has worked at Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016 and has been involved with The KNW Group since 2012. In addition to his advisory role, he serves as a trustee for a family irrevocable trust, managing decisions related to the financial care of young beneficiaries. 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 access to multiple management platforms and third-party solutions.
Anastasia M
Series 66
Austin, TX
Kestra Advisory
Anastasia Martino is a financial advisor with Kestra Advisory, holding a Series 66 designation and two years of industry experience. She has previously worked at Kestra Investment Services LLC and Chase Bank, with additional experience in the hospitality sector. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets with a focus on serving diverse clients, including sovereign wealth funds.
Edmund F
CFP®, Series 63, Series 65
Woodstock, GA
Kestra Advisory
Edmund Fortier is a CFP® with 27 years of experience in the financial services industry, currently serving as an Investment Advisor Representative at Kestra Advisory. He has worked with Kestra and affiliated firms since 2014 and has provided advisory services through his own financial advisory business since 2003. Outside of his advisory roles, Fortier applies the Value Builder System to coach business owners and serves on the stewardship team of Sanctuary Church, contributing to finance, facilities, and personnel oversight. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving some of the largest institutional investors.
Jacob L
CFP®, PFS™, Series 63
Bellaire, TX
Kestra Advisory
Jacob Leon is a CFP® and PFS™ credentialed advisor with 27 years of industry experience. He currently serves at Kestra Advisory and has prior experience with Tlc Wealth Management and Kestra Investment Services, LLC. In addition to his advisory work, Leon is active in community service through leadership roles with the Houston Jewish Community Foundation and Jewish Family Service, including past presidencies and board memberships. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm provides fiduciary services, plan design, compliance testing, and access to multiple management platforms, serving clients with over $79 billion in assets under management.
Lindsay F
Series 63
St. Charles, IL
Kestra Advisory
Lindsay Foster is a financial advisor at Kestra Advisory with 15 years of industry experience. She holds the Series 63 designation and previously worked at Calamos Financial Services LLC for 17 years before joining Kestra in 2026. 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 advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and offers multiple management platforms and third-party solutions within its supervisory framework.
James L
CFP®, Series 66
Austin, TX
Kestra Advisory
James La Brecque is a CFP® with six years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior work includes roles in tax preparation and financial planning, as well as consulting and teaching music for the Lake Highlands High School band. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services that range from plan design and fiduciary consulting to employee education and advisor-managed accounts.
Daniel F
CFP®, Series 66
Battle Creek, MI
Kestra Advisory
Daniel Faett is a CFP® with eight years of industry experience, currently serving as a financial advisor at Kestra Advisory Services, LLC. His prior experience includes roles at Ford Estates, LLC, Bank of America, N.A., Merrill, and Kestra Financial Services, Inc. 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, employee education, 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.
Bennett G
Amherst, NY
Kestra Advisory
Bennett Gagliano is a financial advisor with Kestra Advisory who holds extensive industry experience spanning 45 years. Prior to joining Kestra in 2021, he spent two decades at Cadaret, Grant & Co., Inc. and G & C Pension Services LLC. Outside of his advisory role, he serves as president of Bennett A Gagliano Inc., focusing on the design and sale of benefit plans, and manages multiple third-party administration firms related to retirement plan services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, serving large institutional investors with assets under management of approximately $79.8 billion.
Sarah H
Series 66
Wentzville, MO
Kestra Advisory
Sarah Hillis is a financial advisor with Kestra Advisory in Wentzville, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Kestra in 2022, she worked at Stifel Nicolaus & Co Inc and Edward Jones. Outside of her advisory role, she works as an independent contractor for Instacart. 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, investment due diligence, and access to multiple management platforms and pooled plan solutions.
David B
CFP®, Series 63, Series 65
Wilton, CT
Kestra Advisory
David Bunin is a CFP® with 25 years of industry experience, currently serving as a Principal Advisor at Kestra Advisory. He has been with Kestra Advisory and Kestra Investment Services, LLC since 2016. Outside of his advisory role, he is the sole member of DB3 Management, LLC, an operating account business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services from fiduciary consulting to employee education and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors such as sovereign wealth funds.
Howard A
Series 63, Series 65
Tampa, FL
Kestra Advisory
Howard Adcock is a financial advisor with Kestra Advisory in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Kestra Advisory and related entities since 1997 and leads The Adcock Financial Group, which he founded in 1996. Outside of his advisory work, Adcock serves on the boards of St. Joseph's Children's Hospital Foundation, St. Joseph's Baptist Hospital, and the Florida Aquarium, and he is chair of the Greater Tampa Bay Chamber. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, and investment advice supported by in-depth due diligence. The firm serves large institutional investors and offers access to multiple management platforms and pooled employer plan arrangements.
Jason D
Series 63, Series 65
Austin, TX
Kestra Advisory
Jason Dudum is an investment advisor at Kestra Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kestra Advisory and Kestra Investment Services since 2016. Dudum is also the founder and co-owner of 1925 Life Brokerage, an insurance business he operates with his brother. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.
Thomas M
Series 66
Centerville, OH
Kestra Advisory
Thomas Montavon is a financial advisor at Kestra Advisory with one year of industry experience. His prior roles include positions at NewEdge Advisors, Fifth Third Financial, and Resolute Wealth Management. Before entering the financial industry, he worked in education and hospitality, including at Kettering Middle School and Cooper's Hawk Winery and Restaurant. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary services, plan design, compliance testing, and access to multiple management platforms and third-party solutions.
Stephen T
CFP®, Series 63, Series 65
Austin, TX
Kestra Advisory
Stephen Thomas is a CFP® with 28 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory. Prior to joining Kestra Advisory in 2023, he worked for Sagepoint Financial Advisors for 12 years. He teaches retirement planning classes to pre-retirees at local colleges. 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, and employee education. The firm manages approximately $79.8 billion in assets and serves notable clients such as sovereign wealth funds.
Jarret C
CFP®, Series 66
Austin, TX
Kestra Advisory
Jarret Carter is a CFP® professional with 10 years of experience in the financial services industry. He is currently affiliated with Kestra Advisory and Griffin Financial Group, where he holds roles that include partner and registered field assistant. Outside of finance, Jarret owns CASA WASHA, an exterior cleaning business based in Austin, TX. 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, employee education, and access to multiple management platforms. The firm manages approximately $79.8 billion in assets and serves large clients including sovereign wealth funds.
Jeffrey S
PFS™, Series 63, Series 65
Wheaton, IL
Kestra Advisory
Jeffrey Stensland is a financial advisor with Kestra Advisory who holds the PFS™ designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including over 20 years with Kestra Investment Services and a decade at Kestra Advisory. Outside of his advisory role, he serves as president of AFS Group Ltd., which provides administrative support. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors. The firm provides services such as fiduciary consulting, plan design, and investment advisory, with a client base that includes sovereign wealth funds and other large investors.
Christopher R
Series 63, Series 65
Excelsior, MN
Kestra Advisory
Christopher Rouse is a financial advisor with Kestra Advisory in Excelsior, MN, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Kestra Advisory since 2016 and has over 20 years affiliated with Kestra Investment Services, LLC and The KNW Group. Outside of his advisory role, Rouse is CEO of Rouse Executive Solutions and president of Rouse & Company, through which he engages in consulting, insurance, and executive benefits services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and manages approximately $79.8 billion in assets, serving notable clients such as sovereign wealth funds.
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