Dylan Hansen is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Kestra Advisory and previously worked at OSAIC, FSC Securities Corporation, Bank of America, and Merrill. Hansen serves as a non-public arbitrator for FINRA and operates as an independent insurance agent offering products through Osaic Wealth. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including 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 large institutional investors and diverse investment solutions.

Jamie Stone is a financial advisor at Kestra Advisory with 23 years of industry experience. He holds the ChFC® designation and the Series 66 license. Stone has been with Kestra Advisory since 2016 and has also been associated with Kestra Investment Services, LLC since 2007. Outside of his advisory role, he is a member of PeachPi LLC, where he is involved in investment activities and hiring to resolve property-related issues. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse client base, including institutional and individual clients. The firm provides services such as fiduciary consulting, plan design, benchmarking, and access to multiple management platforms, serving a range of clients from plan sponsors to sovereign wealth funds.

Kenneth Graber is a CFP® with 35 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory. He has worked with Kestra Advisory since 2016 and previously with Kestra Investment Services, LLC and Graber Financial Services, Inc. Outside of his advisory role, he is a trustee for The Mathias Washington County Charitable Trust, where he manages investment funds and oversees disbursements to charities. He also serves on the boards of local nonprofit organizations including Tabitha's Table Inc. and HOPE Prison Ministry. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management and including large institutional investors such as sovereign wealth funds.

Cory Mccune is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and 65 designations and bringing 17 years of industry experience. He previously worked for Principal Life Insurance and Principal Securities Inc. for 15 years. Outside of his advisory role, he is also involved in real estate as a landlord and serves as an advisor at Mccune Whiteley Wealth Management, focusing on insurance and client practice management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and investment advice. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds and supports its recommendations with due diligence on investment options.

Jeffrey Southern is a CFP® and CFA® with three years of industry experience, currently serving as a financial advisor at Kestra Advisory in Denver, CO. Prior to joining Kestra, he worked at Charles Schwab for five years and was affiliated with Colorado State University for four years. Outside of his advisory role, Jeffrey is the owner of Grayson Capital LLC, a company focused on assisting landlords with property management tasks. 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 a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets.

William Bernhardt is a CFA® charterholder with 22 years of experience in the financial services industry. He has worked at Kestra Advisory since 2016 and has been associated with Kestra Investment Services, LLC and Renaissance Benefit Advisors, Inc. since the early 2000s. 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 serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions within its supervisory framework.

Joshua Roche is a financial advisor with Kestra Advisory who holds a Series 66 designation and has seven years of industry experience. He previously worked at Edward Jones and Paycom before joining Kestra Advisory and Kestra Investment Services, LLC in 2023. Outside of his advisory role, he serves as the Treasurer and a board member of the Mustang Public Schools Foundation. 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 advisor-managed accounts, and it manages approximately $79.8 billion in assets.

Dustin Willing is a financial advisor with Kestra Advisory, holding a Series 66 designation and five years of industry experience. He has worked at firms including The Vanguard Group and Wealth CMT before joining Kestra Advisory Services in 2023. Willing provides investment advice to participants of 401(k) plans as part of his role. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual 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.

Kevin Ellman is a CFP® with 35 years of experience in financial advisory services. He is currently with Kestra Advisory and has been associated with Kestra Investment Services, LLC and Wealth Preservation Solutions since 2006. Outside of his advisory work, Ellman performs as a drummer and serves on the finance committee of a golf club, in addition to his role as a director of the Spirit of Harmony Foundation where he participates in event hosting and fundraising. 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 access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Joel White is a financial advisor with Kestra Advisory Services LLC in Austin, Texas, holding CFP® and ChFC® designations and over 32 years of industry experience. His prior roles include positions at LPL Financial, Cincinnati Life Insurance, Athene, Jackson National Life Insurance, Raymond James Financial Services, Securities America, Kansas City Life Insurance, and Mass Mutual Life Insurance. He is also owner of an insurance-related business, JCW CO LLC. 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 fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management and including large institutional investors such as sovereign wealth funds among its clients.

Christopher Ganim is a CFP® and ChFC® with 11 years of experience in financial advisory roles. He is currently with Kestra Advisory Services, LLC and has held leadership positions at Ganim Financial and GFS Wealth Management Advisors. Outside of his advisory work, he serves as a notary public and is involved as an assistant den leader and treasurer for a local Cub Scout pack. 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, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Brian Kinney is a CFP® certified financial advisor with 42 years of industry experience, currently practicing at Kestra Advisory since 2017. Prior to joining Kestra, he worked at WFG Investments Inc from 2011 to 2017. He operates under the business name Dominion Partners Private Wealth Management within Kestra’s network. 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, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Mitchell Everett is a financial advisor at Kestra Advisory with 15 years of industry experience. He holds a Series 66 designation and has worked at Kestra Advisory and related entities since 2017. Prior to that, he was with Waddell & Reed, Inc. and various insurance carriers from 2010 to 2017. He serves on the board of Menistry, a nonprofit involved in mission trip planning and logistics. 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-level investment advice, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Kim Luthy is a CFP® with 37 years of industry experience, currently serving at Kestra Advisory since 2020. Her prior roles include positions at Allied Wealth Partners and Securian Financial Services. Outside her advisory work, she teaches financial education courses and founded The Vision Network, which connects women through vision board activities. 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 manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Douglas Walter is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 38 years of industry experience. He has been with Kestra Advisory since 2016 and with Kestra Investment Services, LLC since 2004. Walter is also the owner of Walter and Company Financial Services Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a 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.

Chad Roland is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and bringing 26 years of industry experience. His prior affiliations include LPL Financial and Raymond James Financial. He is also the owner of Clara, Inc., a business entity related to his advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad 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 notable clients including sovereign wealth funds.

Susan Trass is a financial advisor with Kestra Advisory in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Kestra Advisory and Kestra Investment Services since 2023, with prior roles at Ameriprise, PNC Investments, Chelsea Financial Services, and Fountainhead Capital Management. Outside of her advisory duties, she serves as a client service specialist supporting financial planning and asset management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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 a diverse client base, including large institutional investors and sovereign wealth funds.

Sam Javanmard is a Series 66-licensed financial advisor with Kestra Advisory, based in Austin, TX, and has eight years of industry experience. His prior work includes roles at Morgan Stanley and Merrill Lynch, as well as involvement with Goodwill Home Health Services, Inc. Outside his advisory work, he serves as CEO of Bloom Home Health Care, Inc. and holds a treasurer position with Blessing Community Health Center. 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-level investment advice, and employee education, supporting both discretionary and non-discretionary arrangements.

Frank Lovaglio is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Kestra Advisory in 2022, he worked for 28 years at CONCOURSE FINANCIAL GROUP SECURITIES INC (formerly PROEQUITIES, INC). Outside of advising, he is a part owner and member of real estate investment and management ventures. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, compliance testing, and utilizes multiple management platforms to support a wide range of investment solutions.

Pamela Basse is a Certified Financial Planner® (CFP®) with 28 years of industry experience. She has been with Kestra Advisory since 2016 and also works with Kestra Investment Services, LLC, where she has been active since 2008. Basse serves on the board of Be Inspired Together, a nonprofit focused on fundraising and providing mental health services. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm provides comprehensive services such as plan design, compliance, fiduciary consulting, and investment management, serving large clients including sovereign wealth funds.