Salvatore Labarbera is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and bringing 12 years of industry experience. He has been affiliated with Kestra Investment Services and Kestra Advisory Services since 2016. Labarbera operates under the DBA BlueLake Wealth Advisors for certain registered representative and advisory activities. 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 investment management, serving clients with more than $79 billion in assets under management and catering to large institutional investors including sovereign wealth funds.

James Smith is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His prior roles include positions at Cetera, Indigo LLC, and Voya Financial Advisors. He is also an independent insurance agent involved in the sale of fixed insurance products. 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 plan design, fiduciary consulting, employee education, and advisor-managed accounts, with approximately $79.8 billion in assets under management and a notable client base that includes sovereign wealth funds.

Daniel Sparta is a CFP® with 20 years of industry experience, currently serving at Kestra Advisory. He previously worked at Axial Financial Group and Commonwealth Financial Network. Outside of his advisory role, he owns Sparta Financial, a business focused on fixed insurance sales and service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, benchmarking, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Eric Duncan is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Moloney Securities Asset Management LLC and Berthel, Fisher & Company Financial Services, Inc. In addition to his advisory work, he is involved in managing small office properties and related business entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers comprehensive services such as fiduciary consulting, plan design, and vendor benchmarking, and manages approximately $79.8 billion in assets, serving notably large institutional clients including sovereign wealth funds.

Robert Bush is a financial advisor at Kestra Advisory with over 56 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes long-term roles at Kestra Investment Services, LLC and Atlantic Pension Planning Corp. Outside of advisory work, he is involved in marine dockage and boat ownership through entities he organizes and manages. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, and supports complex investment solutions and discretionary trading within a robust supervisory framework.

Javier Bento is a financial advisor at Kestra Advisory with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and BankFive. He also has experience in financial planning and insurance services through his role at Financial Planning Alternatives. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm delivers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Christopher Opper is a financial advisor with Kestra Advisory Services, LLC, holding the ChFC® designation and a Series 66 license. He has 22 years of industry experience and serves as a financial advisor and Director of Research at Regent Financial Group. His career includes roles at Kestra Investment Services, LLC and Regent Financial Group, with involvement in investment advisory services and insurance recommendations as part of client financial plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, and manages approximately $79.8 billion in assets with a focus that includes large institutional clients and pooled employer plan arrangements.

Brandon Morris is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Kestra Advisory Services LLC. He previously worked at LPL Financial and INVEST Financial Corporation. Outside of his advisory work, he operates an eBay business selling collectible cards. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional investors, and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and investment management supported by due diligence and various management platforms.

Nancy Hayes is a financial advisor at Kestra Advisory with 43 years of industry experience. She previously worked at Commonwealth Financial Network for eight years and INVEST Financial Corp for thirty years. She holds Series 63 and Series 65 licenses. 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 advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Thomas Biadas is a financial advisor at Kestra Advisory with 38 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Biadas provides investment advisory services and portfolio management through Kestra Advisory and registered representative activities via Kestra Investment Services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and manages multiple platforms and third-party solutions to serve large institutional investors, including sovereign wealth funds.

Michael Moleski is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Kestra Advisory since 2016 and with Kestra Investment Services, LLC since 2014. Moleski is also a partner and agent at Brass Ring Wealth Management and ELGA Wealth Management, where he provides investment advice. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm provides a range of services including plan design, fiduciary consulting, employee education, and manages multiple third-party platforms with a client base that includes large institutional investors such as sovereign wealth funds.

Christopher Lo Sardo is a financial advisor with Kestra Advisory holding a Series 66 designation. He has prior experience at LoSardo Solutions, LLC and Septodont before joining Kestra Advisor Services, LLC and Kestra Investment Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse group of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a range of clients including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Giulio Cannatello is a CFP® professional with 13 years of experience in financial advisory. He currently works at Kestra Advisory and has prior experience with Fidelity Investments, LPL Financial, Strategic Wealth Advisors Group, UnionBanc Investment Services, and MUFG Union Bank. Giulio also provides financial planning and insurance advice through Transitions Wealth Advisors. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm provides services such as fiduciary consulting, plan design and compliance, investment advice, and manages approximately $79.8 billion in assets.

Abigail Lovaglio is a Series 66 credentialed advisor with Kestra Advisory, based in Orlando, FL. She has experience working at Kestra Investment Services and Kestra Advisory Services since 2024 and 2026 respectively, following roles at Dynamic Equipment Group and Mondelez International. 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, vendor benchmarking, and access to multiple management platforms, serving a range of clients from large institutions to sovereign wealth funds.

Kathryn Medeiros is a CFP® with 12 years of experience in financial services, currently affiliated with Kestra Advisory. Her prior roles include positions at Bank of America and Merrill. She is a principal member of TORCH Family Office, providing consulting services related to family office and executive support, and serves on the boards of Advisors in Philanthropy and the Special Needs Support Center. Kestra Advisory provides investment advisory and retirement-plan consulting services to a range of institutional and individual clients, offering fiduciary consulting, plan design, benchmarking, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Philip Morgan Jr. is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 33 years of industry experience. He has worked with Kestra Investment Services, LLC and Principal Life Insurance Co since 2004. Morgan is also the owner of Drake, Lehner & Morgan, LLC, operating registered representative activities and insurance services under a DBA name. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, compliance testing, fiduciary consulting, and plan-level investment advice. The firm serves large institutional investors, including sovereign wealth funds, and offers a range of management platforms and third-party solutions within a supervisory framework.

Ronald Bagley is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He previously worked at Wells Fargo Advisors from 2016 to 2021. Bagley is also a member of The Paluxy Ponderosa LLC, where he is involved in coin collection and general maintenance activities. 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 such as sovereign wealth funds and other large institutional investors.

Curtis Mazer is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and over 50 years of industry experience. He has previously worked at American Portfolios Financial Services and OSAIC. Mazer provides advisory services that include tax and retirement planning and is also the owner of a firm specializing in qualified retirement plans. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, providing services such as plan design, fiduciary consulting, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors and manages approximately $79.8 billion in assets.

Jeremy Pomer is a CFP® with 17 years of industry experience, currently serving at Kestra Advisory Services, LLC since 2016. He has also worked with Kestra Investment Services, NFP Advisor Services, 401 K Advisors, and Financial Telesis Inc. In addition to his advisory role, Pomer is a Senior Plan Consultant involved in retirement plan consulting and fiduciary services. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including plan design, compliance testing, fiduciary consulting, and plan-level investment advice. The firm serves large institutional investors and offers access to multiple management platforms and third-party solutions.

Robert Hassmann is a financial advisor with Kestra Advisory in Powell, Ohio, holding a Series 63 credential and bringing 31 years of industry experience. He has been with Kestra Advisory and its affiliated entities since 2016. Outside of his advisory work, Hassmann also works as a driver for a ridesharing service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, serving clients that include large institutional investors and sovereign wealth funds.