Dean Dipierro is a financial advisor with Kestra Advisory Services, holding a Series 63 designation and 16 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, LPL Financial, and Ameritas Investment Corp. He is also the owner and president of Great Helm Corp. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers comprehensive services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Steven Gehl is an investment advisor representative with Kestra Advisory Services, LLC, based in Kalamazoo, MI. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, including roles at Kestra Investment Services since 2016. Outside of his advisory work, he holds a minority ownership in a board game creation and sales company and serves as an unpaid board member for a local condo association. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, serving large institutional investors including sovereign wealth funds.

Raymond Luce III is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 31 years of industry experience. His prior work includes roles at LPL Financial, Reliance Capital Management, and Cadaret, Grant & Co., Inc. Outside of his advisory work, he is involved as a sports and fitness coach in Central Square, NY. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design and compliance, and employee education, supported by due diligence processes and a range of management platforms.

Luke Washburn is a financial advisor with Kestra Advisory in Cleveland, OH, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Washburn Asset Management LLC and Ameriprise Financial Services, Inc., as well as service in the United States Army Reserve for over two decades. Outside of finance, he works intermittently as a freelance musician and trumpet player. 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, serving clients such as sovereign wealth funds and other large institutional investors.

Jodie Booth is a financial advisor with Kestra Advisory who holds a Series 66 credential and has 23 years of industry experience. Her career includes roles at MML Investors Services Inc and MassMutual from 2003 to 2021, followed by positions at LPL Financial, LLC and Private Advisor Group, LLC before joining Kestra in 2023. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, and serves large institutional investors such as sovereign wealth funds.

Tyler Trombetta is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at Lincoln Financial Securities, International Assets Advisory, LLC, and Jackson National Life Distributors LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including sovereign wealth funds.

David Haldeman is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has four years of industry experience, including roles at Commonwealth Financial, Wells Fargo Advisors, and Suncast Corporation. In addition to his advisory work, he provides financial direction and insurance analysis through Brightway Wealth Management. 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 fiduciary consulting, plan-level investment advice, and a range of managed solutions, serving approximately $79.8 billion in assets under management.

Jason Priebe is a CFP® with 12 years of industry experience, currently serving as an advisor at Kestra Advisory. He previously worked at LPL Financial and has operated several wealth management and advisory firms, including Priebe Wealth, LLC and Magnetic North Advisors. Outside of investment advisory, he manages a tax and accounting firm and an insurance practice. 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, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

James Hertzler is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. His prior roles include positions at Royal Alliance and Brand Asset Management Group, Inc. He is president and managing member of Hertzler Wealth Management, LLC, and serves as an elder on the board of Chesterfield Community Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutions, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, and it manages approximately $79.8 billion in assets.

Alexander Les is a CFP® and holds a Series 63 license with 25 years of industry experience. He is currently with Kestra Advisory, having joined in 2024, and previously worked at Barclays Capital Inc. for 14 years. In addition to his advisory role, he is licensed as an insurance agent selling life, disability, and long-term care insurance. 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 advice, and access to multiple management platforms, serving approximately $79.8 billion in assets under management and clients such as sovereign wealth funds.

Gary Sagarnaga is a financial advisor with Kestra Advisory Services, LLC, holding a Series 63 designation and bringing 40 years of industry experience. His prior work includes 13 years at Girard Securities, Inc. He also operates as a sole proprietor managing insurance and investment recommendations. 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, and supports complex investment solutions through multiple management platforms.

Jason Hoover is a CFP® professional with 11 years of experience in the financial services industry. He has worked at Kestra Advisory and Kestra Investment Services, LLC since 2018 and was previously with George K. Baum & Company from 2016 to 2018. Outside of his advisory role, he is involved with the Cohlmia Hoover Group as a licensed sales agent for life and long-term care insurance products and serves as a registered field assistant with Fortis 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-level investment advice, and multiple management platforms, serving clients such as sovereign wealth funds and utilizing extensive third-party relationships.

Luis Neely is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His previous roles include leadership at Neely Consulting Inc and Myles Wealth Management, as well as a position at J.P. Morgan Securities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse clientele, including institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, and employee education, supporting its recommendations with thorough due diligence and serving large institutional investors among others.

Marty Nanne is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been affiliated with Kestra since 2016 and previously worked at UBS Paine Webber. Nanne also serves as a managing director at The KNW Group, where he is involved in insurance-related activities, and holds a board position with Partners Financial. 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, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds.

Kristin Merrick is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes roles at Morgan Stanley Bank and Raymond James Financial Services before joining Kestra in 2020. She is co-founder of Women Work F#cking Hard, a platform focused on connecting women with resources through events and webinars, and serves on the boards of the Ridgewood YMCA and House of Puff, providing strategic and fundraising guidance. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm provides fiduciary services, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Sharyl Morris is a CFP® and Series 66-licensed financial advisor with six years of industry experience. She began her career with Raymond James Financial Advisors and Tinker Federal Credit Union before joining Kestra Advisory. Outside of advising, Morris owns a micro farm where she grows vegetables and manages small livestock. 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, employee education, and investment advice, supporting a client base that includes large institutional investors.

Jonelle Allen is a financial advisor at Kestra Advisory with five years of industry experience. She holds a Series 66 designation and has worked previously at Commonwealth Financial Network and Beacon Dental Group. Outside of her advisory role, she is involved with the non-profit Rescuing Leftover Cuisine and works as an independent dog walker. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers fiduciary consulting, plan design, and access to multiple management platforms and third-party managed solutions.

Kile Lewis is a financial advisor at Kestra Advisory with 31 years of industry experience. He holds a Series 63 designation and has been with Kestra Advisory since 2016. Lewis is the co-CEO and founder of oXYGen Financial, a firm through which he manages his financial practice. He also serves as Community Service Director and board secretary for the Alpharetta Rotary, participating in local charitable activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan design, compliance testing, fiduciary consulting, and employee education. The firm serves large institutional investors and offers access to multiple management platforms and third-party managed solutions.

Frederick Latcham IV is a financial advisor at Kestra Advisory with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Kestra Advisory since 2018, having also worked with Kestra Investment Services, LLC since 2014. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, investment advice, and employee education, serving large institutional investors as well as individual clients.

Dominic Todarello is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services and Sopher Financial Group. Outside of his advisory role, he is involved in selling and servicing life and medical insurance through various affiliated insurance businesses. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including plan design, fiduciary consulting, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and offers multiple management platforms and third-party solutions within a supervisory framework.