Jacob Rinvelt is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Kestra Advisory. He has been with Kestra since 2016 and also operates Rinvelt & David, LLC, a registered representative entity. Outside of his advisory role, Rinvelt is a member of a parish council, participating in board meetings focused on ministry operations and charitable initiatives. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Clinton Van Linder is a financial advisor with Kestra Advisory, holding a Series 63 credential and bringing 27 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2016 and has previously worked with Ron Wiser & Associates since 1999. Van Linder also provides tax advice as a CPA and is involved in real estate through a property management business. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, employee education, and manages a range of investment platforms and third-party solutions.

Yin Yin is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and bringing 27 years of industry experience. She has been associated with Kestra Advisory since 2016 and also has longstanding roles at Kestra Investment Services, LLC and Partners Securities, Inc. Outside of her advisory work, she maintains a real estate sales agent license through Keller Williams Realty. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad client base including plan sponsors, institutional, and individual clients. The firm offers services such as fiduciary consulting, plan design, and investment advice while serving large institutional investors and utilizing multiple management platforms and third-party solutions.

Nicholas Ellis is a financial advisor at Kestra Advisory with 42 years of industry experience. He previously spent 25 years at Centaurus Financial, Inc. In addition to his advisory role, Ellis is president of Ellis Advisory Group, where he prepares tax returns. Kestra Advisory provides investment advisory and retirement-plan consulting services to institutional and individual clients, offering a range of solutions including fiduciary consulting, plan design, and manager due diligence.

Matthew Borders is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes roles at LPL Financial, Raymond James Financial, and Securities America. Borders is also president of a business entity established for liability protection and tax optimization. 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 utilizes multiple management platforms while serving large institutional clients such as sovereign wealth funds.

Piercen Harnish is a CFP® professional with seven years of industry experience, currently serving as an investment advisor representative at Kestra Advisory Services. Prior to joining Kestra in 2023, he worked at Shelton Financial Group and USA Financial Securities. He is a board member of Family Centered Services, a nonprofit organization involved in community fundraising activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and offers access to multiple management platforms and third-party managed solutions.

Gregory Ochinero is a financial advisor with Kestra Advisory, holding a Series 66 designation and seven years of industry experience. He has worked at Kestra Advisory since 2019 and concurrently holds roles with Sanmina Corporation and Kestra Investment Services, LLC. His other business activities include serving as a registered field assistant, providing backup support and client outreach. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm provides services such as fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

Steven Massey is a CFP® with 21 years of industry experience and has served as an advisor at Kestra Advisory since 2016. He is also a partner at WealthPartners, LLP, where he focuses on investment management and due diligence. Massey serves as a board member of The Catholic Foundation of the Diocese of Jackson, MS, participating in the foundation’s investment committee. 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 investment due diligence, managing approximately $79.8 billion in assets and serving large institutional clients, including sovereign wealth funds.

Joseph Sarnecki is a CFP® professional with 17 years of experience, currently serving as an Investment Advisor Representative at Kestra Advisory Services, LLC since 2016. He has been affiliated with Kestra Investment Services, LLC since 2011. Outside of his advisory role, he serves as an executive board member for the Clark Soccer Club, overseeing the town recreation soccer program. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and vendor benchmarking, and manages approximately $79.8 billion in assets with a client base that includes large institutional investors.

Jacob Richter is a financial advisor with Kestra Advisory based in Fort Worth, TX, holding Series 63 and Series 66 credentials and with 19 years of industry experience. He previously worked at Edward Jones for 15 years before joining Kestra in 2021. Outside of his advisory role, he serves on multiple nonprofit boards, including the Fort Worth Stock Show & Rodeo and Junior Achievement of the Chisholm Trail. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, with capabilities that extend to large institutional investors including sovereign wealth funds.

John Mullett is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and 16 years of industry experience. Prior to joining Kestra in 2019, he worked at Hummel Wealth Management, O.N. Investment Management Company, The O.N. Equity Sales Company, and Ohio National Financial Services. He is also the owner of Counterpoint Wealth, LLC, a pass-through entity used for business record keeping and cash flows. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and plan-level investment advice. The firm serves a diverse client base ranging from plan sponsors to sovereign wealth funds and utilizes multiple management platforms and third-party managed solutions within its supervisory framework.

Rollin Schuster Jr. is an advisor with Kestra Advisory in West Hartford, CT, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Kestra Advisory since 2016 and is also the owner of Schuster Driscoll, LLC. Schuster serves on the board of Franklin Pierce University and is president of The Alliance for Non Profit Growth and Opportunities, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, and supports multiple management platforms and third-party solutions.

Matthew Hetrick is a CFP® and CFA® with 22 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and is also a minority partner and wealth advisor at Insight Wealth Advisors LLC, a registered representative business affiliated with Kestra Investment Services. Outside of his advisory work, he serves as secretary and a member of the board of directors for the Woodland Hills Sunrise Baseball Little League. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a wide range of clients, including large institutional investors and sovereign wealth funds.

George Alexander is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including long-term roles at Ifg/Russell Advisors, Kestra Investment Services, and MassMutual. In addition to his advisory work, he is involved in insurance services through ownership and leadership positions in related firms. 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, including sovereign wealth funds, and supports a broad range of investment platforms and third-party solutions.

Brian Donofry is a financial advisor with Kestra Advisory, holding a Series 63 designation and 29 years of industry experience. He has worked at Kestra Advisory since 2016 and also holds roles with Renaissance Benefit Advisors and Kestra Investment Services. Donofry serves as Senior Vice President of Operations at NFP Executive Benefits, overseeing daily firm operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide 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 diverse clients including large institutional investors and sovereign wealth funds.

Alicija Dearth is a CFP® and Series 66 credentialed advisor with 12 years of industry experience. She is currently with Kestra Advisory and Kestra Investment Services, LLC, having previously held roles at Cardone Wealth Advisors, Domain Money Advisors, Fidelity Investments, TIAA-CREF, and Merrill. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and 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, serving clients that range from typical institutional investors to sovereign wealth funds.

Dennis Whyte is a CFP®-certified financial advisor with 32 years of industry experience. He is currently with Kestra Advisory Services, LLC, where he has worked since 2016, and has been involved with related Kestra entities since 2008. Dennis also serves as a youth deacon at the University Church of Christ, where he participates in mentoring and youth activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting recommended investments through thorough due diligence.

Jake Karp is a financial advisor at Kestra Advisory with eight years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney, JPMorgan Chase Bank, and Merrill Lynch. Karp also serves as a Senior Wealth Manager at Wealth Preservation Solutions, advising clients on wealth planning and investment strategy in coordination with estate plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide 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.

David Dugger is a CFP® professional with 25 years of experience in financial advisory roles. He is currently with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, where he has worked since 2018, following prior experience at Summit National Partners and Cetera Advisor Networks. Dugger is also an adjunct professor at the University of North Texas and is involved in tax and accounting services through his ownership of WDW Financial and WDW Tax Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and serves large institutional investors with approximately $79.8 billion in assets under management.

D. Keefe is a financial advisor with Kestra Advisory, holding nearly five decades of industry experience. He has been affiliated with Kestra Advisory since 2016 and operates as a senior advisor at FMS Financial Partners, where he provides consulting on insurance, investments, and tax planning. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm provides 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.