Mark Grosky is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and over 21 years of industry experience. He is also the owner and managing partner of Grosky Law Firm, where he has practiced law for more than 30 years. In addition to his advisory role, Grosky is involved in several business activities, including ownership and development within the real estate sector. 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 and compliance, and employee education, supporting investments with due diligence and utilizing multiple management platforms and third-party solutions.

Kathleen Collins is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 25 years of industry experience. She has been with Kestra Advisory since 2016 and also operates Collins Wealth Management, where she provides registered representative and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, with services including fiduciary consulting, plan design, and investment advice supported by due diligence. The firm serves large institutional investors and manages approximately $79.8 billion in assets.

Chester Gordon IV is a CFP® and Series 66-registered advisor with nine years of industry experience. He is currently with Kestra Advisory Services, LLC, having joined in 2026, following prior roles at Commonwealth Financial Network, Arkhitekton Financial Group, MML Investors Services, LLC, and Massachusetts Mutual Life Insurance Company. He also has experience in fixed insurance sales, spending a minor portion of his time on this activity. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Wen Qin Luisi is a financial advisor at Kestra Advisory with four years of industry experience. She holds the Series 66 designation and has previously worked with Raymond James Financial and Southern Methodist University. Outside of advisory work, she manages a consulting business that provides services to a small restaurant. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, and access to multiple management platforms, serving clients such as plan sponsors and sovereign wealth funds.

Ronald Lottridge is a CFP® professional with 24 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory. He has been with Kestra Advisory Services, LLC since 2016 and Kestra Investment Services, LLC since 2009. In addition to his advisory role, he is the managing member of Catalyst Retirement Advisors, LLC and serves as a committee member on the board of the Denver Waldorf School. 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 access to multiple management platforms, serving clients that range from individual investors to sovereign wealth funds.

Brett Boyer is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. He is currently with Kestra Advisory and has previously worked at Commonwealth Financial Network, Edward Jones, and other financial firms. Outside of advising, he is involved in fixed insurance sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance, employee education, and manages substantial assets across various platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Frank Jarboe is a CFP® with nine years of industry experience, currently serving as a financial planner at Kestra Advisory in Austin, TX. He previously worked at Merrill from 2014 to 2020. In addition to his advisory role, Jarboe is an adjunct professor at Hood College, where he instructs a course related to his field. 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 fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.

Hunter Anderson is a financial advisor with Kestra Advisory in Fort Worth, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Kestra Investment Services, Chevron, and experience in the hospitality and event staffing sectors. Hunter has also been involved with Trinity Event Staffing for several years. 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, employee education, and manages diverse investment platforms with a range of client types, including large institutional investors.

Carrie Coghill is a financial advisor at Kestra Advisory with 39 years of industry experience. She holds the CFP® designation and Series 63 and 65 licenses. Her career includes roles at Commonwealth Financial Network, Coghill Investment Strategies, LLC, and Commonwealth Equity Services, Inc. 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 services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients including large institutional investors and sovereign wealth funds.

Stacy Hollender is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Kestra Advisory Services LLC and Kestra Investment Services LLC in 2021, Hollender worked at Spc and Sigma Financial Corporation from 2012 to 2019. She also serves as a registered field assistant with Parthenon Wealth Advisors and Kestra Advisory Services, focusing on operational duties and client service. 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 fiduciary consulting, plan design, compliance testing, and a range of investment solutions, managing approximately $79.8 billion in assets and serving unique clients such as sovereign wealth funds.

Douglas Kish is a financial advisor with Kestra Advisory who holds the Series 66 designation and has 15 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and LPL Financial. Outside of his advisory work, he owns and maintains a rental property in Corolla, North Carolina. 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, employee education, and access to multiple management platforms and third-party solutions.

Onterio Graham is a financial advisor with Kestra Advisory, holding a Series 65 designation and seven years of industry experience. Prior to joining Kestra Advisory in 2025, he worked at EY/Tapfin for seven years and USF Federal Credit Union for two years. 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 spanning fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Stephen Smith is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Avantax and 1ST Global Advisors prior to joining Kestra Advisory and its affiliated entities in 2020. 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 design, and investment management supported by due diligence, serving approximately $79.8 billion in assets under management and including large institutional clients like sovereign wealth funds.

Timothy Swickard is a financial advisor with Kestra Advisory Services, holding the CFP® designation and Series 63 and 65 licenses, and has 27 years of industry experience. Prior to joining Kestra in 2025, he worked for LPL Financial, LLC and Old National Bank for 16 years. He is also the principal and financial advisor of Everstream Wealth, which he manages as the owner and sole investment advisor. 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 fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Robert Iola Jr. is a financial advisor with Kestra Advisory in Austin, TX, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 35 years of industry experience, including prior roles at Commonwealth Financial Network. Outside of his advisory work, he hosts workshops through Power of Zero. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services like plan design, fiduciary consulting, and employee education. The firm serves a diverse client base, including large institutional investors, and supports multiple management platforms and third-party solutions.

Thomas Schwab is a financial advisor with Kestra Advisory in Centerville, OH, holding a Series 63 designation and 24 years of industry experience. His prior roles include positions at NewEdge Advisors LLC, Mid Atlantic Capital Corporation, and Raymond James Financial. Outside of advisory work, he provides term life insurance quotes and sales through Business Underwriters Associates and Resolute Wealth Management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving clients such as sovereign wealth funds and offering pooled employer plan arrangements.

Nihad Basic is a CFP® professional with three years of industry experience currently affiliated with Kestra Advisory. Prior to joining Kestra, he worked at Raymond James Financial and has held roles outside the financial sector, including teaching positions at Castleton University and involvement with Special Olympics Vermont. He is also employed with Hickok & Boardman Capital Management, a support company for a financial branch. Kestra Advisory Services provides 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 offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, supported by extensive due diligence and multiple management platforms.

Michael Allen is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Kestra Advisory, having joined in 2022 after 24 years at Concourse Financial Group Securities Inc. He serves as a committee member on the finance committee for the Down Syndrome Association of Brevard. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages a broad range of client types, including large institutional investors and sovereign wealth funds.

Ryan Cooper is a financial advisor with Kestra Advisory in Austin, TX. He holds a Series 66 designation and has four years of industry experience. His background includes roles at Kestra Advisory and Kestra Investment Services, LLC, as well as a five-year period at Texas State University. 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 services including fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Mary Quinn is a CFP® with 37 years of experience in the financial services industry. She is currently affiliated with Kestra Advisory and Signature Select Wealth and has worked with Kestra Investment Services since 2010. Quinn is also the sole shareholder and managing member of Peregrine Management Co. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, including large institutional investors. The firm offers a range of services such as fiduciary consulting, plan design, and advisor-managed accounts, supporting recommended investments with due diligence and multiple management platforms.