Jonathan Lonske is a financial advisor with Kestra Advisory, holding Series 63 and 65 credentials and bringing 29 years of industry experience. He has worked at Kestra Advisory since 2020, following an 11-year tenure at Morgan Stanley. Lonske is also the managing partner of Windsor Private Wealth, LLC, an affiliated business involved in registered representative activities, insurance, and lending services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm serves a broad client base, including large institutional investors such as sovereign wealth funds, and manages approximately $79.8 billion in assets.

Elizabeth Moeller is an investment advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 32 years of industry experience. She has worked with Kestra Advisory and Kestra Investment Services since 2016 and has a long tenure dating back to 1998 at Royal Alliance Associates, Inc. Moeller is also involved with several other investment-related activities including owning Moeller Financial Services LLC, which assists clients with insurance needs. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include very large institutional investors.

Nicolas Grant is an investment advisor at Kestra Advisory with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kestra in various capacities since 2007. Outside of his advisory role, he serves as a deacon and youth leader in his church, contributing to community and charitable activities. 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, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Vincent Sturm is a financial advisor at Kestra Advisory with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. He serves on the board of the Perry Iowa Chamber of Commerce Foundation. 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 recommendations supported by due diligence, serving approximately $79.8 billion in assets under management.

Rainey Rogers Sr. is a financial advisor with Kestra Advisory, holding a Series 63 designation and bringing 38 years of industry experience. His work history includes roles at Principal Securities Inc., Rogers-Tate Financial Group, and Principal Life Insurance Company. Outside of advisory services, he is involved in selling health and fixed life insurance products. 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 employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Liza Firmin is a financial advisor with Kestra Advisory in Woodway, TX, holding the CFP® designation and a Series 66 license. She has 13 years of industry experience, including prior roles at Wayne Christian Financial Services and Calderwood Financial Strategies. Firmin serves on the board of Bears for Leadership Reform and is involved in several nonprofit and fundraising activities, including chairing the Saint Paul's Promise Fund. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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 a wide range of clients, including large institutional investors and sovereign wealth funds.

Leslie Evans Dunn is a financial advisor at Kestra Advisory with 37 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network for 11 years. Dunn is co-owner of Polaris Financial Strategies Group, LLC, a private entity facilitating securities, advisory, and insurance business. 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 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.

Mitchell Walk is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Kestra Advisory since 2016 and also has roles with Retirement Wealth Specialists Inc. and Kestra Investment Services, LLC. Outside of his advisory work, he serves on the Board of Trustees for Flagler College, participating in enrollment, facilities, and advancement committees. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers a range of fiduciary services and access to multiple management platforms while managing approximately $79.8 billion in assets, including relationships with sovereign wealth funds.

Grant Sharkey is a financial advisor at Kestra Advisory with Series 63 and Series 65 licenses and three years of industry experience. He has worked at Kestra Investment Services since 2021 and has prior experience across various roles including Extended Travel, Pharmaco, and Ulliance Inc. Sharkey is also the owner of a tax entity, Sharkey Capital LLC. 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, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Kathryn Cook is a financial advisor at Kestra Advisory with three years of industry experience. She previously worked at the Texas State Securities Board for five years before joining Kestra Investment Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design and compliance testing, employee education, and access to multiple management platforms and third-party managed solutions.

Lauren Summers is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. Her prior work history includes roles at Kestra Investment Services and ownership of Sisters Boutique & Gifts, Inc. for ten years. Outside of finance, she has experience in retail business management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms while serving large institutional investors including sovereign wealth funds.

Kaitlyn Rothaus is a CFP® professional at Kestra Advisory with one year of industry experience. Prior to joining Kestra Advisory, she worked at Mosaic Asset Partners for three years and has experience in educational institutions including Johns Hopkins University and The SEED School of Maryland. 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, employee education, and access to multiple management platforms and third-party managed solutions.

Shawn Corkery is a CFP® with four years of industry experience, currently serving as an advisor at Kestra Advisory Services, LLC. His previous roles include positions at Sagepoint Financial and independent contracting work. Outside of his advisory duties, he owns Genesis Training, a health coaching and training business, and teaches retirement planning classes for pre-retirees and retirees. 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 like fiduciary consulting, plan design, employee education, and access to multiple management platforms, supporting both discretionary and non-discretionary strategies.

Brendan Duggan is a financial advisor at Kestra Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kestra Advisory Services LLC and Kestra Investment Services, LLC since 2021, following five years at Wells Fargo Clearing and three years at Wells Fargo Advisors. Duggan is a managing partner and 50% owner of Prominent Peak Wealth Management and owns Prominent Peak Tax and Estate Services, which provides outsourced tax preparation and estate planning. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving a varied client base that includes large institutional investors and sovereign wealth funds.

Elizabeth Blanchard is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has worked at Kestra Advisory since 2016 and previously was with Sopher Financial Group for two decades. Blanchard is also the owner and president of Front Porch Financial LLC, where she continues to provide financial advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary services, employee education, and plan-level investment advice while managing approximately $79.8 billion in assets and serving a range of clients from plan sponsors to sovereign wealth funds.

Tera Myers is a financial advisor at Kestra Advisory with nine years of industry experience. She holds the Series 66 designation and has previously worked at Commonwealth Financial Network and Securities America. 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 and third-party solutions.

Daniel Wagner is a financial advisor with Kestra Advisory and Kestra Investment Services, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Commonwealth Financial Network, Boston Wealth Strategies, MassMutual, and Metlife Securities. He also serves as a senior advisor at NFP Corporate Services, providing investment reviews of corporate retirement plans. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving clients ranging from individual investors to sovereign wealth funds.

John Kugel is a financial advisor at Kestra Advisory with 21 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at LPL Financial, Trinity Solar, Arrow Investment Advisors, and Quasar Distributors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and manager-supported investment recommendations.

Brent Graham is a CFP® professional with 26 years of industry experience, currently serving at Kestra Advisory. Prior to joining Kestra in 2017, he held positions with LPL Financial and Argent Trust, among others. Outside of his advisory work, he is the treasurer of Fred's of Natchez, Inc., a real estate business. 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 and compliance, and employee education, managing approximately $79.8 billion in assets.

Jerry Korchak is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 36 years of industry experience. He has been with Kestra Advisory since 2016 and has also worked with Kestra Investment Services, LLC since 2004. In addition to his advisory role, he works as an insurance agent, assisting clients with insurance product selection. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers a range of services including fiduciary consulting, plan design, and employee education, serving both large institutional investors and other client segments.