Ray Olson Jr. is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Kestra Investment Services, Kestra Advisory, and Signator Investors since 2016 and previously at Transamerica Financial Advisors since 1998. Olson serves as president of Ray Olson, LLC and is a board member of the Eagle Court Homeowners Association. 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 design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Megan Caulfield is a CFP®-certified financial advisor with 19 years of industry experience. She currently serves at Kestra Advisory, having joined the firm in 2023 after a 17-year tenure at Ameriprise Financial Services, Inc. Outside of finance, she owns several businesses including a luxury denim company, a fashion and art company, and a media production company, and she is involved in acting, directing, and producing films. 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, investment advice, and employee education, and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds and large institutional investors.

David Hill is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Brightway Wealth Management, and Wells Fargo Advisors Financial Network. Outside of his advisory work, he is the owner of Clad and Cordon Vineyard, a winery. 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 services such as fiduciary consulting, plan-level investment advice, and employee education, supporting recommended investments with due diligence and serving clients with complex investment needs and a wide array of management platforms.

Elad Goren is a CFP® professional with 26 years of industry experience, currently serving at Kestra Advisory Services. His prior experience includes 12 years at Sagepoint Financial Advisors. He is involved in teaching retirement planning classes aimed at pre-retirees and retirees. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional clients and plan sponsors, with services spanning fiduciary oversight, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves unique clients such as sovereign wealth funds.

Brett Jacobs is a financial advisor with Kestra Advisory, holding Series 63 and 65 credentials and bringing 18 years of industry experience. He has been with Kestra Advisory since 2016 and also operates Cormac Benefits Group, where he serves as owner and registered representative. Jacobs serves on the Dean’s Advisory Board for the Indiana University Northwest School of Business. Kestra Advisory 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 vendor benchmarking. The firm supports complex investment solutions and serves large institutional investors, including sovereign wealth funds.

Harrison Heffley is an advisor at Kestra Advisory with Series 65 and Series 63 credentials and no prior industry experience. His work history includes roles at Kestra Investment Services, Harding University, and various positions outside the financial industry. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and access to multiple management platforms and third-party solutions.

Thomas Prothro is a Series 66 licensed advisor with Kestra Advisory, based in Tyler, TX, and has 20 years of experience with Kestra and over 30 years in the financial services industry. He is also a partner at Prothro, Wilhelmi & Company, PLLC, a consulting and tax/accounting firm. In addition to his advisory work, he serves as managing member of TWB Real Estate, LLC. 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 investment advice. The firm serves a diverse client base, including large institutional investors, and supports multiple management platforms and third-party solutions.

Lori Mezzetti is a financial advisor at Kestra Advisory with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Myles Wealth Management, Sii, and Myles Financial Services. 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, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

James Martinus is a CFP® and ChFC® with 16 years of experience in the financial services industry. He is currently with Kestra Advisory and previously worked at Heritage Wealth Management, Commonwealth Financial Network, Eagle Strategies, and NYLife Securities. He holds Series 66 and Series 63 licenses. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, employee education, and manages a range of investment platforms, serving clients such as sovereign wealth funds and other large institutional investors.

Eric Pucciarelli is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and over 20 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2015. Outside of his advisory role, he is a member of EDP Consulting, LLC, which provides coaching to advisors on business systematization and client communication. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors as well as individual and institutional clients. The firm provides a range of services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.

John Sokol is a CFA® charterholder affiliated with Kestra Advisory, where he has worked since 2016. He has 20 years of industry experience and also provides investment consulting for Roseman Wealth Advisors Insight Portfolio Management, a financial planning firm in Tyler, TX. Additionally, he serves as a committee member with the Tyler Economic Development Council, contributing to investment oversight for the nonprofit. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides a broad range of fiduciary and consulting services supported by due diligence and manages approximately $79.8 billion in assets with a focus that includes large institutional investors such as sovereign wealth funds.

James Maguire IV is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at LPL Financial, J.P. Morgan Securities, and JP Morgan Chase Bank. He is also president and sole operator of Ivy Advisor Group, Inc., a corporation he uses to conduct business and for tax purposes. 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-level investment advice, and pooled plan solutions. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party managed solutions.

Scott Raab is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior experience includes roles at Lincoln Financial Advisors Corporation, Cadaret, Grant & Co., Inc., and his own firm, Smolins & Raab Financial Group. Outside of Kestra, he is involved as a registered representative with COASTLINE WEALTH, providing financial advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional clients, and individuals. The firm provides a broad range of services from fiduciary consulting to plan design and investment management, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Colleen Mcnulty is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has been with Kestra Advisory since 2017 and previously worked at Voya Financial Partners and Voya Retirement Advisors. Outside of her advisory role, she serves as a referral agent in real estate. Kestra Advisory provides investment advisory and retirement-plan consulting services to a wide range of institutional and individual clients, including plan sponsors, with offerings that include fiduciary consulting, plan design, and employee education.

Daniel Garfin is a financial advisor at Kestra Advisory with over 23 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Garfin has been with Kestra Advisory since 2016 and has worked at Kestra Investment Services, LLC since 2005. Outside of advisory work, he is a property owner and landlord. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services including plan design, fiduciary consulting, investment advice, and employee education. The firm serves large institutional investors, managing approximately $79.8 billion in assets and supporting complex investment solutions.

David Peerboom is a CFP® with 15 years of experience in the financial services industry. He is currently an advisor at Kestra Advisory and previously worked with Heritage Wealth Management, Commonwealth Financial Network, Eagle Strategies, and New York Life. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional clients, including sovereign wealth funds.

Michelle Merkel is a CFP® professional with 33 years of experience in financial advising. She currently works with Kestra Advisory and founded Merkel Financial Services, where she has provided investment and insurance advisory services since 1992. Merkel is also involved in community activities as a committee member of the Childhood League Center. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, employee education, and manages multiple investment platforms, serving clients that include large institutional investors and sovereign wealth funds.

Atricia Roberts is a CFP® and Series 66-licensed financial advisor with Kestra Advisory, bringing 10 years of industry experience. She has worked with Kestra Advisory since 2019 and previously at Bank of America. In addition to her advisory role, Roberts serves as COO and Partner at Curo Private Wealth, overseeing client service operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving clients such as sovereign wealth funds and other large institutional investors.

Ronald Dickey is a financial advisor with Kestra Advisory Services who holds Series 63 and Series 66 credentials and has 39 years of industry experience. His career includes prior roles at Cetera Advisors, First Allied Advisory Services, and other affiliated firms. He is a co-trustee of the Carl Dickey Living Trust and the Janet Dickey Living Trust and serves as a financial consultant for Burgdorf and Associates Wealth Managers, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm supports complex investment solutions and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Howard Perlroth is a financial advisor with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, LLC and Kestra Financial Services, Inc. He is the owner of Gartenhaus Wealth Management, where he provides investment advisory services and manages business operations. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving large institutional clients such as sovereign wealth funds.