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Ryne H
Series 66
Austin, TX
Kestra Advisory
Ryne Hays is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has one year of industry experience, previously working at Ameriprise and Seattle University. Outside of his advisory role, he provides private baseball instruction to youth at Southfork Sports Complex. Kestra Advisory Services offers 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 provides fiduciary consulting, plan-level investment advice, and multiple management platforms supported by extensive third-party relationships.
Kathleen H
Series 66
Brookeville, MD
Kestra Advisory
Kathleen Hinman is a financial advisor at Kestra Advisory with 18 years of industry experience. She holds the Series 66 designation and previously worked at H. Beck, Inc. for 10 years before joining Kestra in 2020. Outside of her advisory role, she is also a real estate agent, providing administrative support for a real estate business. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm serves large institutional investors, including sovereign wealth funds, and provides services such as fiduciary consulting, plan design, and third-party managed solutions.
Stuart B
ChFC®, Series 63, Series 65
Austin, TX
Kestra Advisory
Stuart Benjamin is a financial advisor with Kestra Advisory in Austin, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including 19 years with The Benjamin Group and Commonwealth Financial Network. Benjamin is also the owner of The Benjamin Group, which focuses on investment management, client relations, and retirement planning. 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, serving clients that include large institutional investors and sovereign wealth funds.
Arron M
Series 66
Marysville, OH
Kestra Advisory
Arron Miller is a financial advisor with Kestra Advisory in Marysville, Ohio, holding a Series 66 designation and 1 year of industry experience. Prior to joining Kestra Advisory in 2025, he worked in pharmaceutical sales and various roles in the healthcare industry. Outside of advisory work, Miller is involved in real estate investment through several private investment groups focused on property acquisition and rehabilitation. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan design, and investment management solutions, serving large institutional clients and utilizing a range of investment platforms and third-party relationships.
Carolyn L
ChFC®, Series 63, Series 65
Fairfield, NJ
Kestra Advisory
Carolyn Lloyd Turbett is a financial advisor with Kestra Advisory who holds the ChFC® designation and holds Series 63 and Series 65 licenses. She has 38 years of industry experience, including long-term roles at Kestra Investment Services and her own firm, Carolyn Lloyd-Cohen LLC. In addition to her advisory work, she serves as a trustee in legal and fiduciary capacities and is involved in insurance sales and client relations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.
Todd S
Series 66
Austin, TX
Kestra Advisory
Todd Summers is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 14 years before joining Kestra Advisory in 2025. Outside of his advisory role, Summers is involved in several community organizations, serving as president of the Medina County Emergency Services District #2 and Mission Devine, as well as chaplain for the Devine Masonic Lodge #590. 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 include large institutional investors and sovereign wealth funds.
Darlene G
Series 63, Series 66
Fairfield, NJ
Kestra Advisory
Darlene Giz is a financial advisor with Kestra Advisory and holds Series 63 and Series 66 licenses. She has 21 years of industry experience, having previously worked at Principal Securities, Principal Life Insurance Company, Invesco Distributors, Oppenheimerfunds Distributor, and Blackrock Investments. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, serving clients that include large institutional investors and sovereign wealth funds.
Paul G
Series 66
South Burlington, VT
Kestra Advisory
Paul Garwood is a financial advisor at Kestra Advisory with a Series 66 designation and two years of industry experience. His prior roles include positions at NFP and Liberty Mutual Insurance, along with several years working with YMCA organizations. He serves as Treasurer on the board of The Children’s School in South Burlington, Vermont. 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, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.
Noah G
Series 66
Austin, TX
Kestra Advisory
Noah Griffin is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. Prior to his advisory roles, he worked at Texas A&M University for nine years. 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-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.
Kevin A
Series 65, Series 63
Austin, TX
Kestra Advisory
Kevin Adleman is a financial advisor at Kestra Advisory with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial and Foresters Advisory Services. Outside of his advisory role, he owns Ignite Wealth Planning, a company providing financial planning, investment advisory services, and insurance and annuity sales. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.
Ryan F
Series 66
Austin, TX
Kestra Advisory
Ryan Fanizza is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Commonwealth Financial Network, KDI Wealth, Desert Financial Credit Union, Chaparral Pines Golf Club, and Arizona Respiratory Services. 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 such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, serving clients including sovereign wealth funds.
John D
Series 63, Series 65
San Diego, CA
Kestra Advisory
John Doney is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Intervest International Equities Corp for five years and served in the United States Navy from 1989 to 2018. Outside of his advisory role, he operates a consulting business providing expert advice and assessments to U.S. military and government clients. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm provides fiduciary services, plan design, employee education, and access to multiple management platforms, serving a diverse client base that includes large institutional investors such as sovereign wealth funds.
Joshua B
Series 65, Series 63
Matthews, NC
Kestra Advisory
Joshua Bartholomew is a financial advisor with Kestra Advisory in Matthews, NC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His prior roles include positions at Fortune Financial Services, Quasar Distributors, LLC, and two decades with Horizon Investments. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and supports complex investment solutions while managing approximately $79.8 billion in assets.
Harry G
Series 66
Aledo, TX
Kestra Advisory
Harry Goolsby Jr. is a Senior Financial Advisor at Kestra Advisory with 19 years of industry experience. He previously worked at Wells Fargo Advisors from 2016 to 2021 before joining Kestra in 2021. His credentials include the Series 66 designation. Outside of his advisory role, he is a member of The Paluxy Ponderosa, where he participates in general maintenance and manages a coin collection. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and advisor-managed accounts, serving clients such as large institutional investors and sovereign wealth funds.
Michael F
CFP®, Series 63, Series 65
Willoughby Hills, OH
Kestra Advisory
Michael Friedlander is a CFP® professional with 23 years of experience in the financial services industry. He has worked with Kestra Advisory since 2019 and previously held roles at The Prudential Insurance Company of America and Trustmont Financial Group. Friedlander serves as a board member at Otium Financial Planners, where he provides oversight to the company’s operations and strategic direction. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, compliance testing, and access to multiple management platforms and third-party solutions, serving clients such as sovereign wealth funds and other large institutional investors.
Roger M
Series 66
Asheboro, NC
Kestra Advisory
Roger Mabe Jr. is a financial advisor with Kestra Advisory, holding a Series 66 designation and 22 years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2016 and was previously associated with LPL Financial. Outside of his advisory role, he serves as a director on the board of the local YMCA. 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 a range of services including fiduciary consulting, plan-level investment advice, and employee education, serving a client base that includes large institutional investors.
Max A
Series 63, Series 66
Springfield, IL
Kestra Advisory
Max Aten is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Kestra since 2017 and previously worked at WFG Investments Inc. from 2009 to 2017. Aten is the managing partner and principal of KB Elliott Financial Advisors in Springfield, IL. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions within its supervisory framework.
Bruce C
CFP®, Series 63, Series 65
North Oaks, MN
Kestra Advisory
Bruce Carlson is a CFP®-certified financial advisor with over 41 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2017 and previously worked for WFG Investments, Inc., WFG Advisors, LP, and Williams Financial Group from 2003 to 2017. He also serves with the Lake Johanna Fire Department. Carlson is president of Carlson Asset Management and provides investment advisory services while managing client portfolios. 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, compliance testing, employee education, and access to multiple management platforms and third-party managed solutions.
John B
Series 65, Series 63
Englewood, CO
Kestra Advisory
John Browning III is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and three years of industry experience. He previously worked at AssetMark Brokerage, LLC and AssetMark Financial Holdings, Inc. Browning also assists partners at his firm with client meetings and financial planning as part of his role with The Browning Group II, LLC. 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, with a focus on large institutional investors and complex investment solutions.
Eric J
Series 63, Series 66
Austin, TX
Kestra Advisory
Eric Johnson is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Truist Investment Services and BB&T in various investment and advisory capacities. Outside of his advisory work, he is a partner in a real estate business where he assists with loan approvals, though he has no management responsibilities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services that include fiduciary consulting, plan design, and employee education. The firm manages significant assets and serves a variety of clients, including large institutional investors and sovereign wealth funds.
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