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Craig S

CFP®, ChFC®, Series 63, Series 65

Paso Robles, CA

Kestra Advisory

Craig Skeels is a CFP® and ChFC® affiliated with Kestra Advisory Services LLC, bringing 45 years of industry experience. His prior roles include positions at Commonwealth Financial Network, United Capital Financial Advisers, Girard Securities, and Ameriprise. He is also co-owner and CEO of Skeels & Fox Wealth Management, which facilitates securities, advisory, and insurance business, and operates Skeels and Wheels, LLC, a business combining advisory services with car enthusiast activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers comprehensive plan design, fiduciary consulting, and employee education services, supporting investments with thorough due diligence and serving notable clients including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Steven D

CFP®, Series 66

Timonium, MD

Kestra Advisory

Steven Dengler is a CFP® professional with eight years of industry experience, currently serving at Kestra Advisory since 2018. Prior to this, he worked at Mariner Finance LLC for one year. In addition to his advisory role, Dengler is a non-credit instructor at Cecil Community College. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves a broad range of clients, including large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Amanda P

Series 66

Austin, TX

Kestra Advisory

Amanda Pryor is a financial advisor at Kestra Advisory with two years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise for eight years. 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-level investment advice, employee education, and access to multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Christopher F

Series 65, Series 66

Kings Park, NY

Kestra Advisory

Christopher Ferrara is a financial advisor with Kestra Advisory, holding Series 65 and Series 66 designations and 26 years of industry experience. He has worked with Kestra Advisory since 2016 and Kestra Investment Services since 2015. Outside of his advisory role, he serves as president of Bradford Solutions, Inc., a company involved in financial and tax reporting, and acts as a commissioned salesperson for Bartow Insurance Agency. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Thomas P

Series 63, Series 65

Austin, TX

Kestra Advisory

Thomas Paron is a financial advisor at Kestra Advisory with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kestra Advisory since 2017, with prior roles at Cetera Advisor Networks, Compass Capital Management, and L.A. Hertberg Associates. He serves as treasurer on the board of the Olde Crabs Hockey Club and holds board positions with several nonprofits, including The Carving Studio & Sculpture Center and Fiducius. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves a broad range of clients, including large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Brenda E

Series 66, Series 63

Austin, TX

Kestra Advisory

Brenda Engro is a financial advisor with Kestra Advisory in Austin, TX, holding Series 66 and Series 63 licenses and 13 years of industry experience. She has worked at Kestra Investment Services and Kestra Advisory since 2017 and previously worked at TD Ameritrade from 2014 to 2017. In addition to her advisory role, she holds a real estate license and operates as a licensed sales agent. 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, and manages approximately $79.8 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Elizabeth H

CFP®, Series 66

Canton, OH

Kestra Advisory

Elizabeth Hand is a CFP® with 15 years of experience in financial advisory services. She is currently with Kestra Advisory and has prior experience at The O.N. Equity Sales Company and Hummel Wealth Management, LLC. Outside of her advisory role, she is involved in ontological and group coaching and serves as a board member for Women’s Impact. 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 pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Anthony F

Series 66

Ellisville, MO

Kestra Advisory

Anthony Frazzetta is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and one year of industry experience. Prior to joining Kestra in 2025, he worked at Larson Financial Group from 2018 to 2025 and American Equity Mortgage from 2014 to 2018. 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 vendor searches, plan design and compliance, fiduciary consulting, plan-level investment advice, and pooled employer plan solutions, managing approximately $79.8 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Wilson R

Series 66

Cincinnati, OH

Kestra Advisory

Wilson Rosebraugh is a financial advisor with Kestra Advisory in Cincinnati, OH, holding a Series 66 designation and with 27 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2012. Outside of his advisory work, he is active as a musician and songwriter and is involved in the entertainment music group PSILOCIN BLUES BAND. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base of institutional and individual investors, offering services that include fiduciary consulting, plan design and compliance, and employee education. The firm manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors such as sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Alexandra C

Series 66

Northampton, MA

Kestra Advisory

Alexandra Collins Anderson is a financial advisor with Kestra Advisory, holding a Series 66 designation and beginning her advisory career in 2025. Prior to entering the financial industry, she completed law school at Suffolk University and worked at the United States Bankruptcy Court for the District of Massachusetts. 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 advisor-managed accounts, and serves a client base that includes large institutional investors such as sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Charles F

CFP®, Series 66

Vestavia Hills, AL

Kestra Advisory

Charles Fetner is a CFP® with 25 years of industry experience. He is currently associated with Kestra Advisory and Kestra Investment Services and has prior experience at Securities America Advisors, Securities America, and TDAmeritrade. He serves on the board of the St. Stephens Episcopal Church Endowment Fund, where he reviews portfolio allocation and account performance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Diego V

Series 63, Series 65

Austin, TX

Kestra Advisory

Diego Velasquez is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining Kestra in 2023. Outside of his advisory role, he manages D&L Velasquez LLC, an entity created for tax purposes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services from fiduciary consulting to plan-level investment advice and employee education.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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William C

Series 63, Series 66

Waukesha, WI

Kestra Advisory

William Cronin is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been associated with Kestra Investment Services, LLC since 2012 and Kestra Advisory Services, LLC since 2016. Outside his advisory roles, he owns Integrity Retirement Plan Services, LLC, where he oversees employee administrators. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including plan design, compliance testing, fiduciary consulting, and employee education, serving significant institutional investors such as sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Roan S

Series 66

Old Saybrook, CT

Kestra Advisory

Roan Sullivan is a financial advisor with Kestra Advisory Services LLC who holds a Series 66 designation and has three years of industry experience. Prior to joining Kestra, he was associated with Sullivan Financial Group, LLC and Commonwealth Financial Network for six years. Outside of his advisory role, Sullivan owns Apres Ski, LLC, a private entity established to create a dating app. 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 advisor-managed accounts, serving large institutional investors and managing approximately $79.8 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Shaun D

Series 63, Series 66

Austin, TX

Kestra Advisory

Shaun Dumaine is a financial advisor with Kestra Advisory Services in Austin, TX, holding Series 63 and Series 66 registrations and bringing 14 years of industry experience. His previous work includes roles at Merrill and Mass Mutual Life Insurance Company. Outside of finance, he has worked in the restaurant industry as a server and 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 clients including large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Jared K

CFP®, Series 66

Wyckoff, NJ

Kestra Advisory

Jared Krim is a CFP® with five years of industry experience, currently serving as a financial advisor at Kestra Advisory. He previously worked at Bank of America, Merrill, Robert Half International, and Grant Thornton LLP. His work includes financial planning and managing investments, as well as involvement in retirement, estate, business, and insurance planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large institutional investors. The firm offers fiduciary consulting, plan design, employee education, and multiple management platforms, supporting both discretionary and non-discretionary services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Jeffrey H

Series 66, Series 63

Glenview, IL

Kestra Advisory

Jeffrey Hackman is a financial advisor at Kestra Advisory with 33 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at firms including Icba Securities and Vining Sparks. Hackman also served the Deerfield Bannockburn Fire Protection District for over two decades. In addition to his advisory role, he assists with life insurance business through an affiliated insurance activity. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, compliance testing, and investment advice. The firm serves a broad client base including large institutional investors and employs a comprehensive due diligence process for recommended investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Charles B

ChFC®, Series 63

Houston, TX

Kestra Advisory

Charles Bracht is a ChFC® credentialed financial advisor with over 54 years of industry experience. He is currently with Kestra Advisory Services, LLC and NFP Wealth Management, having also held roles at USI Consulting Group and NFP Executive Benefits. Bracht serves as president of both the Delacroix Building Condominium Association and the Bracht-Verlander Family Foundation, reflecting his involvement in community and charitable organizations. 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-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves notable clients including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Robert D

Series 63, Series 66

Beaver, PA

Kestra Advisory

Robert Donnelly is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services, LLC since 2016. 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 advisor-managed accounts, managing approximately $79.8 billion in assets with clients that include sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Chelsey M

Series 66

Austin, TX

Kestra Advisory

Chelsey Munn is a Series 66-licensed financial advisor with eight years of industry experience. She currently works at Kestra Advisory Services LLC and Kestra Investment Services LLC, having joined in 2025. Prior to Kestra, she was affiliated with LPL Financial and the Michael M. Milbee practice, where she also served as a licensed assistant. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, supporting both discretionary and non-discretionary services with due diligence processes. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds, offering multiple management platforms and pooled employer plan arrangements.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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