James Luckey is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior work includes nine years at Commonwealth Financial Network and eight years at MSI Financial Services, Inc. He is also involved with the Luckey Agency, Inc., an insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design and compliance testing, and investment advice, serving large institutional investors and utilizing multiple management platforms and third-party solutions.

Margaret Myers is an advisor at Kestra Advisory with Series 63 and Series 66 licenses and seven years of industry experience. Her career includes roles at Kestra Advisory, Kestra Investment Services, Bridge Financial Technology, and Goldman Sachs & Co. She also works as an advisor at BlueLake Wealth Advisors, providing financial planning, investment management, and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides a range of services such as fiduciary consulting, plan-level investment advice, and employee education, supporting clients with a combination of proprietary and third-party managed solutions.

Jeffrey Fogle is a financial advisor at Kestra Advisory with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Massachusetts Mutual Life Insurance Company and Gwfs Equities, Inc. His other business activities include insurance services and participant retirement plan education through Schuster Driscoll, 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 such as fiduciary consulting, plan-level investment advice, employee education, and manages approximately $79.8 billion in assets.

Marc Menickella is a Series 66-credentialed financial advisor with one year of industry experience. He currently works at Kestra Advisory and previously held roles at LPL Financial and Beacon Financial Services. His background also includes marketing and advisor assistant responsibilities in the financial services sector. 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 fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors including sovereign wealth funds.

Richard Hana is a financial advisor with Kestra Advisory in Austin, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 51 years of industry experience, including 20 years at Commonwealth Financial Network and extensive work with various insurance companies. Outside of his advisory role, he is the owner of a real estate office space in Ponte Vedra Beach, FL. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves clients that include large institutional investors and sovereign wealth funds.

Robert Burns is an investment advisor representative at Kestra Advisory with over 43 years of industry experience. He holds the ChFC® designation and has been affiliated with Kestra Advisory since 2016, with prior roles at Kestra Investment Services, Partners Securities, Partners Group Cambridge, and Connecticut Mutual Life Insurance. Outside of his advisory work, he serves as a trustee overseeing budgetary and maintenance concerns for a condominium association and is involved in managing residential real estate investments. 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, employee education, and access to multiple management platforms and third-party solutions, serving clients that include large institutional investors and sovereign wealth funds.

Meri Mora is a ChFC® and Series 66-licensed advisor with Kestra Advisory, bringing 13 years of industry experience. She has been with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016. Outside of her advisory role, Mora serves on the City of Hurst Texas Neighborhood and Community Advisory Board. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Justin Bundza is a financial advisor at Kestra Advisory with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at LPL Financial for 20 years. Bundza serves as a board member of the West End Village Condo Association in Port Orange, FL. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary oversight and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Jeremiah Lorenz is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Fortis Investors for 19 years before joining Kestra Advisory and Partners Wealth Management in 2019. He is also involved in insurance product recommendations through BlueLake Wealth Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm supports a range of investment solutions including discretionary trading and serves large institutional investors, including sovereign wealth funds.

Marty Pereira is a financial advisor with Kestra Advisory, holding CFP®, Series 65, and Series 66 credentials and over 23 years of industry experience. He has worked at Kestra Advisory since 2016 and previously held roles at Morgan Stanley Smith Barney and CSMG International Ltd. Pereira is also the Investment Advisor and Director of Research & Analytics for Partners Wealth Management, where he focuses on asset allocation and investment research. 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 a broad client base including large institutional investors and sovereign wealth funds, and supports a range of investment platforms and third-party managed solutions.

Gary Madvin is an investment advisor with Kestra Advisory, holding the ChFC® and Series 63 designations and bringing 52 years of industry experience. He has held positions at multiple firms, including Kestra Investment Services and Financial Network Investment Corporation. Outside of advisory work, he is an author and co-wrote a published book with his cousin. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, serving clients that include large institutional investors and sovereign wealth funds.

Pamela Vanone is a financial advisor with Kestra Advisory, holding a Series 66 credential and bringing 23 years of industry experience. She has been with Kestra Advisory since 2016 and has also been associated with Kestra Investment Services, LLC since 2006. She serves as a financial advisor and retirement plan consultant through Magis Advisory Group, LLC, focusing on financial planning, retirement plan management, and related services. 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, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Alexander Hachiya is a financial advisor with Kestra Advisory, holding a Series 66 designation and 11 years of industry experience. He has been with Kestra Investment Services, Kestra Advisory, and The KNW Group since 2016. In addition to his advisory role, he serves as a Wealth Transfer Associate reviewing life insurance policies and as a Senior Analyst in Advanced Sales designing life insurance options. 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 fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors and has expertise with pooled employer plan arrangements and various management platforms.

Alexander Wallerich is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 11 years of industry experience. Prior to joining Kestra in 2017, he worked at New York Life Insurance Company and NYLIFE Securities LLC from 2014 to 2017. Outside of his advisory work, he has been involved with The Railhouse Grill since 2011. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, and investment advice, serving clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Samuel Yarian is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 credential and seven years of industry experience. His prior experience includes roles at Equity Services, Integrated Financial Concepts, Penn Mutual Life Insurance Company, Hornor Townsend & Kent, and Motley Fool. Yarian has ownership in a small insurance-related business that is currently inactive. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting clients with extensive due diligence and a broad range of third-party management platforms.

Stephen Bouslog is a financial advisor at Kestra Advisory with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kestra Advisory and Kestra Investment Services, LLC since 2017. Bouslog serves on the board of the Bureau County Historical Society and is president of CAMS Real Estate, Inc., in addition to his advisory role. He is also the president of the Princeton Rotary Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional investors and plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and utilizes multiple management platforms and third-party solutions.

Nicholas Lyon is a financial advisor at Kestra Advisory Services with a Series 66 designation and one year of industry experience. His prior work includes roles at MEXC and B. Riley, as well as academic positions from 2014 to 2023. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including large institutional investors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Charlie Hasel is a financial advisor at Kestra Advisory with two years of industry experience. He holds the Series 66 designation and previously worked at Element Wealth Advisors and in other financial planning support roles. He assists financial advisors in client relationship management and financial planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, and employee education. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions within a supervisory framework.

Tyler Ewen is a CFP® professional with nine years of industry experience, currently serving as a financial consultant at Kestra Advisory in Battle Creek, MI. He has worked within Kestra Advisory and affiliated entities since 2015. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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, including sovereign wealth funds.

Brian Nieuwlandt is a financial advisor at Kestra Advisory with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Shelton Financial Group, USA Financial Securities Corporation, and Comprehensive Asset Management & Servicing, Inc. Outside of his advisory work, he plays guitar in a local band named Fansler Kid Band. 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 fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.