William Grundig is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Commonwealth Financial Network and EverBank. He is the owner of Dynasty Advisors LLC, where he manages operational activities alongside his advisory work. 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-level investment advice, and employee education, serving approximately $79.8 billion in assets under management and including large institutional investors such as sovereign wealth funds.

Anthony Corea is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 26 years of industry experience. He has been with Kestra Advisory since 2016 and affiliated with Kestra Investment Services, LLC since 2009. Corea also conducts financial planning through a registered representative capacity operating under the name Justin Retirement Capital Advisory. 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 serves a broad client base including large institutional investors and sovereign wealth funds, supports multiple management platforms, and provides both discretionary and non-discretionary advisory services.

Christina Garland is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She previously worked at LPL Financial for 12 years before joining Kestra Advisory in 2025. Garland is also the owner and advisor of The Garland Financial Group LLC, where she oversees strategic direction and client relationships, in addition to serving on the Governance Committee of Amoco Federal Credit Union. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and distributes multiple management platforms with access to complex products within a supervisory framework.

Donald Baker is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Kestra Advisory since 2016 and has longstanding involvement with related entities including The Baker Group and Executive Compensation Plans, Inc., where he provides consulting and financial planning services. Outside of his advisory role, he owns The Baker Group, offering insurance, financial and estate planning, and business financing consulting. 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, employee education, and manages various investment platforms, serving large investors such as sovereign wealth funds and offering a range of third-party managed solutions.

Lynae Douthit is a financial advisor with Kestra Advisory in Lakewood, CO, holding Series 66 and Series 63 licenses and two years of industry experience. She previously spent 12 years at Personal Benefit Financial and is a partial owner of a cattle business, though she does not actively participate in its operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design, employee education, and access to multiple management platforms and third-party solutions.

Thomas Campbell is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Kestra Advisory since 2016 and has operated Campbell Wealth Management LLC since 2009. Campbell serves as a director of the Crippled Childrens Foundation, a community and charitable organization. Kestra Advisory Services provides investment advisory and retirement plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages nearly $80 billion in assets and serves large institutional investors, including sovereign wealth funds.

Stephen Jans is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 65 licenses and nearly three decades of experience in the financial industry. He has been with Kestra Advisory since 2016 and also has a long tenure with Kestra Investment Services. Outside of his advisory role, Jans serves as treasurer for the St. Michael-Albertville High School Boys Basketball Board. 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, employee education, and access to multiple management platforms, serving large institutional clients such as sovereign wealth funds alongside other plan sponsors.

Cameron Koplik is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior roles include positions at Preferred Financial Partners, Commonwealth Financial Network, and MassMutual, among others. 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, employee education, and access to multiple management platforms and third-party solutions.

Sam Kaplan is a Series 65-licensed advisor with Kestra Advisory and has three years of industry experience. He is also the president of Sam H. Kaplan Management Consultants, an accounting consulting firm he has led since 2014. Prior to joining Kestra Advisory in 2023, Kaplan managed his consulting business starting in 2013. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including large plan sponsors. The firm offers a range of services such as fiduciary consulting, vendor benchmarking, plan design, and discretionary investment management, serving a diverse client base that includes sovereign wealth funds.

Dylan Kolarcik is a financial advisor with Kestra Advisory and holds a Series 63 designation. He has 10 years of industry experience and has been with Kestra Advisory since 2016. In addition to his advisory role, he owns a tax preparation business and works occasionally as a bartender. 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 large institutional investors including sovereign wealth funds.

Richard Norkin is a financial advisor at Kestra Advisory with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including SagePoint Financial and Western International Securities. Outside of advisory services, he operates a sole proprietorship focused on insurance sales and service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm serves a range of clients including large institutional investors and offers multiple management platforms supported by due diligence processes.

Nicole Taggart is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Kestra, she held roles at MassMutual Life Insurance Company and Blue Ocean Wealth Solutions, LLC. Outside of her advisory work, she is also engaged in financial planning activities through Coastline Wealth Management. 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 managed account solutions, serving large institutional investors and utilizing multiple management platforms and third-party solutions.

Matthew Swanson is an investment advisor representative at Kestra Advisory with 20 years of industry experience. He has been with Kestra Advisory since 2016 and has prior experience at LPL Financial beginning in 2010. Outside his advisory role, he is involved in insurance-related activities as a producer and representative through affiliated entities. 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 serves large institutional investors and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Kevin Hutnik is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at Commonwealth Financial Network for nine years. Outside of advisory services, he serves as the director of group benefits at Dynasty Advisors LLC, managing employee benefit plans including medical, dental, vision, group life, and long-term disability coverages. 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, benchmarking, and investment due diligence, managing approximately $79.8 billion in assets with clients that include sovereign wealth funds and large institutional investors.

Saranto Calamas is a financial advisor at Kestra Advisory with four years of industry experience. He holds Series 63 and Series 65 licenses and operates an accounting firm, Saranto Calamas, CPA, PC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, including sovereign wealth funds. The firm offers fiduciary consulting, plan-level investment advice, and uses multiple management platforms and third-party solutions within a supervisory framework.

Eric Lyon is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, Inc. and National Asset Management Inc. Lyon is also an owner of Wealth Empowerment Financial Strategies, an insurance business branch. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering fiduciary services, plan design, and access to multiple management platforms.

Austen Jacks is a CFP®-certified financial advisor with 11 years of industry experience, currently with Kestra Advisory since 2022. Prior to Kestra, he worked at Proequities from 2015 to 2022. Outside of his advisory role, he is involved with United Healthcare, enrolling customers in suitable Medicare plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Brian Danelian is a financial advisor with Kestra Advisory based in Austin, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Kestra Advisory since 2018 and has held roles at affiliated entities since 2012. He is also CEO and president of Domari Wealth Management and Domari Wealth, LLC, providing investment advisory services and financial advice through these independent entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, such as sovereign wealth funds, and offers a range of managed solutions through multiple platforms.

Tara Schutz is a CFP® and Series 66 credentialed financial advisor with 16 years of industry experience. She has worked at Kestra Advisory, LLC and Kestra Investment Services, LLC since 2020 and was previously with Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2020. Schutz also operates Windsor Private Wealth, LLC, where she provides financial planning, asset allocation, and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing services such as fiduciary consulting, plan design, and employee education. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Peter Cohlmia is a Series 66-licensed financial advisor with Kestra Advisory in Austin, TX, where he has worked since 2016. He has 16 years of industry experience, including six years at Carey, Thomas, Hoover & Breault Advisors. 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 services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, and manages approximately $79.8 billion in assets, including serving large institutional investors.