John Wilhoit is an investment advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Kestra Advisory Services since 2016 and is also the owner and operator of Wolf Pen Lawn Care. Outside of his advisory work, he serves as president of the board for the Tom Sawyer Swim Team, a community and charitable organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that range from large institutional investors to sovereign wealth funds.

Lauren Richardson is a CFP® with eight years of industry experience, currently serving as an advisor at Kestra Advisory. She has held advisory roles at Kestra Advisory Services and Kestra Investment Services, among other positions, since 2017. Outside of her advisory work, she is involved with PROPLANCO MANAGEMENT LLC, focusing on insurance client management, and manages a real estate property in Denver. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors such as sovereign wealth funds.

Christopher Clark is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Prior to joining Kestra in 2023, he spent 11 years at LPL Financial. Clark is president of C.A. Clark Wealth Management, through which he manages client investment accounts and advisory services under Kestra. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving large clients such as sovereign wealth funds and utilizing extensive third-party relationships.

Philip Johnson is a financial advisor with Kestra Advisory in Austin, TX, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. He joined Kestra Advisory in 2019 after previous roles at Durbin Bennett Private Wealth Management and Nfp Securities. Johnson serves as treasurer for a Boy Scout troop and assists with the financial audit for the Lake Travis High School Band. Kestra Advisory 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 manages approximately $79.8 billion in assets and serves a diverse client base including large institutional investors and sovereign wealth funds.

Thomas Knoell is a financial advisor at Kestra Advisory with one year of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at Charles Schwab & Co., Inc. and various positions outside the financial industry, including in home improvements and the food service sector. 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, employee education, and access to multiple management platforms, serving a diverse client base that includes large institutional investors.

Mitchell Mailloux is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Edward Jones, Georgia-Pacific, and UPS. He is also affiliated with ACFN of Wichita outside of his advisory work. 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, benchmarking, employee education, and advisor-managed accounts, managing approximately $79.8 billion in assets.

Kerry Hoffman is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding Series 63 and Series 65 credentials and 33 years of industry experience. His background includes roles at Morgan Stanley Private Bank and B. Riley Wealth Management. 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, and advisor-managed accounts.

Timothy Mclaughlin is a financial advisor with Kestra Advisory and holds the CFP® designation, along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member of the Murray Ridge Housing Corporation. 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 design, and a range of investment solutions, managing approximately $79.8 billion in assets and serving clients such as large institutional investors and sovereign wealth funds.

Marc Fragola is a CFP® with 29 years of industry experience, currently serving at Kestra Advisory. He has been with Kestra Advisory since 2016 and has worked with Kestra Investment Services and Dean Witter Reynolds throughout his career. 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 compliance, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors such as sovereign wealth funds.

Benjamin Tutschulte is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Kestra Advisory. He previously worked for Woodbury Financial Services, Inc. for 22 years. He is also involved with Tutschulte Financial Planning, LLC, where he serves as a registered representative. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include very large institutional investors.

Preston Hart is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 23 years of industry experience. He previously worked at LPL Financial for 17 years before joining Kestra Advisory Services and Kestra Investment Services in 2023. Hart is a partner and owner of SHC Financial, where he manages financial operations and oversees administrative functions. 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 fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Jodi Manthei is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She previously worked at Commonwealth Financial Network for eight years and INVEST Financial Corporation for 30 years. Manthei is a member of the St. Charles Cultural Commission, a nonprofit community organization. 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, and employee education, with a focus on due diligence and access to multiple management platforms.

Michael Hoch is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Kestra Advisory since 2016 and also has a long tenure at Kestra Investment Services, LLC and MLH Financial Services. He serves on the board of Maryland Hillel. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, delivering services such as fiduciary consulting and plan-level investment advice supported by due diligence on investments.

Betty Schuster is a CFP® with 39 years of industry experience, currently serving with Kestra Advisory. She has held roles at Principal Securities, Schuster Financial Services, and Principal Life Insurance Company. Schuster also chairs the board of directors for Columbia Insurance Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, compliance testing, and multiple management platforms, managing approximately $79.8 billion in assets.

Steven Gallo Sr. is a financial advisor with Kestra Advisory who holds the PFS™ and Series 63 credentials and has 30 years of industry experience. He has been with Kestra Advisory since 2016 and also has longstanding roles at Kestra Investment Services, LLC and US Financial Services, LLC. Outside of his advisory work, he is a partner in a real estate business and serves as a trustee for a family trust. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan design, investment advice, and employee education, serving clients that include sovereign wealth funds and other institutional investors.

Trevor Coe is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with Kestra Advisory since 2016. He also holds roles with Kestra Investment Services, LLC, and Levine Group, Inc., where he has been active since 2005. Outside of advisory work, Coe serves as a director for the Kelly Russell Scholarship Fund, overseeing scholarship recipient selection and fund management. 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 large institutional clients including sovereign wealth funds.

Russell Fox is a CFP® and ChFC® with 34 years of industry experience. He is currently affiliated with Kestra Advisory Services LLC and Kestra Investment Services LLC. His prior experience includes significant tenures at Commonwealth Financial Network, United Capital Financial Advisers, Girard Securities, and Ameriprise. Outside of his advisory work, he is a partner and president of Skeels & Fox Wealth Management, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and investment advice, serving a range of clients that includes sovereign wealth funds and large institutional investors.

Robert Loeb is a CFP® professional with 40 years of industry experience, currently affiliated with Kestra Advisory Services. He has been with Kestra since 2016 and also leads Westchester Benefit Group, where he has served since 2003. Outside of his advisory roles, Loeb is active in community service as President of the N. Salem Lions Club and serves as a trustee for the Thomas J. Kaplan Estate. 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 plan design, fiduciary consulting, and employee education, supporting investments with due diligence and serving large institutional clients, including sovereign wealth funds.

Morgan Smith is a financial advisor with Kestra Advisory, holding a Series 66 designation and six years of industry experience. Prior to joining Kestra Advisory in 2023, Morgan worked at Bank of America and Merrill. Morgan serves on the board of directors for the New England School of the Arts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual plan sponsors. The firm offers comprehensive fiduciary consulting, plan-level investment advice, and manages various investment platforms, serving clients with approximately $79.8 billion in assets under management.

Jason Dohaney is a financial advisor at Kestra Advisory with 18 years of industry experience. He holds a Series 66 designation and previously worked for MountainOne Bank and Commonwealth Financial Network for 15 years. He serves on the board of the Southwestern Vermont Health Care Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages a broad range of assets and serves large institutional investors, including sovereign wealth funds.