Joshua Holden is a financial advisor at Kestra Advisory Services, LLC with 28 years of industry experience. He holds Series 65 and Series 63 credentials and has been affiliated with Kestra since 2001. Outside of his advisory role, he serves as chair of the finance committee at Westside Community Church and presents educational seminars on social security and retirement planning through Retirement Educators of Bloomington LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Allison Baines is a CFP® professional with nine years of industry experience, currently serving at Kestra Advisory since 2016. She also holds roles with oXYGen Financial and provides financial dashboard services through Oxygen Financial as an independent contractor. Her work includes advising on insurance solutions such as life, disability, and long-term care coverage for families and business owners. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm provides fiduciary consulting, plan design, and investment management services supported by due diligence and access to multiple management platforms and third-party solutions.

James Gerard is a CFA® charterholder and holds the Series 66 license, with nine years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2017 and has been associated with Evans Financial Partners since 2015, where he also serves as an insurance agent. Gerard’s responsibilities include financial planning, investment advisory, portfolio construction, and retirement plan consulting. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services such as fiduciary consulting, employee education, and plan design. The firm manages approximately $79.8 billion in assets and serves a range of clients, including large institutional investors and sovereign wealth funds.

Robert Roland is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and over 16 years of industry experience. His prior roles include positions at LPL Financial and Raymond James Financial. He is also the owner of Blecca, Inc., an individual S corporation related to his financial advisory work. 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 serves a diverse client base, including large institutional investors, and manages approximately $79.8 billion in assets.

Erin Savage Weaver is a CFP® professional with 10 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory since 2018. She previously worked at ValMark Advisers, Inc. from 2016 to 2018. Outside of her advisory role, Erin serves as a board member and treasurer for the Senior Advocate Action Group, a nonprofit organization, and volunteers as a tax counselor for the AARP Tax Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers comprehensive fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Kelly Kovasic is a financial advisor with Kestra Advisory, holding Series 65 and Series 66 credentials. Kelly has experience at firms including Leelyn Smith, LLC and LPL Financial, both from 2021 to 2026. Outside of advisory roles, Kelly provides administrative support to Leelyn Smith, LLC, an independent investment advisory firm. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms, serving clients including large institutions and sovereign wealth funds.

Kristine Anile is a CFP® with seven years of industry experience, currently serving as a financial advisor at Kestra Advisory Services, LLC since 2021. Her prior experience includes roles at Ameritas Investment Corp, David White and Associates, and Insight Wealth Strategies. She operates a registered representative business under the name Dudum Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Jon Holden is a financial advisor with Kestra Advisory who holds the ChFC® and Series 63 designations and has 56 years of industry experience. He has worked at Kestra Advisory since 2016 and has a long career spanning roles at Kestra Investment Services, New England Life, and his own firm, John Holden Associates, Inc. Outside of his advisory work, he owns Holden Wealth Management, operating under a DBA through Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Sharla Rountree is a CFP® with 37 years of experience in the financial services industry. She has worked with Kestra Advisory since 2018 and previously spent 26 years at Royal Alliance Associates, INC. Outside of her advisory role, she is involved in delivering financial seminars and co-owns a real estate business with family. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional plan sponsors and individual investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a range of clients from large institutional investors to sovereign wealth funds.

Nina Preston is a CFP® professional with 41 years of industry experience, currently serving at Kestra Advisory Services LLC since 2022. She previously worked at LPL Financial and Invest Financial Corporation, accumulating over 19 years at these firms. In addition to her advisory role, she is an agent for fixed life insurance, term insurance, and fixed annuities, and serves as Executive Vice President of the Society for Lifetime Planning. 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 fiduciary consulting, plan-level investment advice, and employs multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Gerald Denney Jr. is a financial advisor with Kestra Advisory, holding the CFP® and ChFC® designations and bringing 37 years of industry experience. His prior roles include positions with LPL Financial, Ameriprise Financial Services, and Private Advisor Group. He serves as an Emeritus Board Director for the Loaves & Fishes Food Pantry and is President of the Board for his condominium association. 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 fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors including sovereign wealth funds.

Davis Green is a financial advisor at Kestra Advisory with 16 years of industry experience. He has held positions at Kestra Advisory and Kestra Investment Services since 2018 and previously worked at Dimensional Fund Advisors from 2015 to 2018. Green also serves as Director of Strategy and Financial Advisor at Partners Wealth Management, where he manages firm initiatives including technology and marketing. 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 plan design, compliance testing, fiduciary consulting, and investment advice, supporting clients with multiple management platforms and third-party solutions.

John Koester is a CFP® professional with 33 years of industry experience, currently serving with Kestra Advisory. He has been affiliated with Kestra Investment Services and Kestra Advisory since 2016. Outside of his advisory role, he serves as treasurer for the Corbitt By the Lake Association and secretary for the Kappa Phi Chapter Housing Association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, and it manages approximately $79.8 billion in assets across diverse client types including large institutional investors.

Michael Renner is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at Kestra Advisory since 2017 and at Kestra Investment Services, LLC since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional clients, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management and including clients such as sovereign wealth funds.

David Rathgeb is a CFP® certificant with 24 years of experience in financial advisory services. He has worked at Kestra Advisory Services LLC since 2017 and previously spent eight years at Cadaret, Grant & Co., Inc. Rathgeb is involved in community organizations, serving as Vice President and Treasurer of LeTip of Greater Reading and as a Director of the Amity Township Lions Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and manages approximately $79.8 billion in assets.

Dannielle Maldonado is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and seven years of industry experience. She previously worked at ProEquities, Inc. before joining Kestra in 2022. Maldonado also has client service experience supporting financial advisors through Protective Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers fiduciary consulting, plan design, investment advice, and utilizes multiple management platforms, serving a broad range of clients including large institutional investors.

Pranish Kantesaria is a financial advisor at Kestra Advisory with a Series 66 designation and no prior industry experience. His background includes roles outside of finance, such as positions at Optum Home Infusion, UConn Health Center, and Baylor Scott & White Institute for Rehabilitation. 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 investment management, serving clients that include large institutional investors and sovereign wealth funds.

Johanna Bathurst is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Kestra Advisory since 2016 and Kestra Investment Services since 2010. Bathurst is the owner of JLB Wealth Management Group, LLC, through which she provides client advising on investment strategies, retirement income planning, budgeting, and savings. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving a range of clients including large institutional investors and sovereign wealth funds.

David Marcus is a CFP® professional with 41 years of experience in financial services. He has been with Kestra Advisory since 2016 and has operated his own firm, David A. Marcus & Associates, Inc., since 1984. Marcus also engages in insurance brokerage and trust management activities outside his advisory role. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design, compliance testing, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Christopher Crisanti is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has experience working at Kestra Investment Services, Ameriprise Financial Services, and in legislative offices, including roles with State Senator Steven Landek and State Representative Michael J. Zalewski. Prior to his advisory career, he was involved with various organizations such as Bill Brennan State Farm Agency and FinTech Ranger LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a broad range of services such as fiduciary consulting, plan design, investment due diligence, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.