William Gese is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 28 years of industry experience. He has been affiliated with Kestra Investment Services since 2005 and with Kestra Advisory since 2016. In addition to his advisory roles, Gese works as a financial planner and wealth manager and is involved in financial wellness advocacy. 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 fiduciary consulting, plan design and compliance testing, employee education, and access to multiple management platforms and third-party solutions.

Samuel Udall is an investment advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked with Commonwealth Financial Network and owns Udall Financial, LLC. Outside of his advisory role, he is involved in managing insurance business activities alongside a family member. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and due diligence-supported investment advice, serving clients such as large institutional investors and sovereign wealth funds.

Matthew Brown is a financial advisor with Kestra Advisory Services, holding a Series 63 designation and 18 years of industry experience. He has been affiliated with Kestra Investment Services since 2008 and Main Street Financial Group since 2007, where he serves as a financial advisor. Brown is also involved in insurance as a producer through a separate business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, and access to multiple management platforms and third-party solutions.

Andrew Prevost is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services since 2010. Outside his advisory role, he is the owner of Meltzer Management Company, a holding company unrelated to investment activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, and serves large institutional investors including sovereign wealth funds.

Philip Henry is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has been with Kestra Advisory since 2016 and has operated Henry Wealth Management, LLC since 2003. Outside of his advisory work, he is the creator of Phil Henry Ministries Inc., a charitable and educational organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide 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.

David Hamlin is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked for ProEquities, Inc. and Concourse Financial Group, contributing over three decades in those roles. Outside of his advisory duties, Hamlin serves as a board member of Sinclair Baptist Church in Milledgeville, GA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm serves a wide range of clients, including large institutional investors, and manages approximately $79.8 billion in assets.

Anthony Greene is a Series 66-licensed financial advisor with Kestra Advisory, where he has worked since 2016. He has 13 years of industry experience and also holds roles with Kestra Investment Services, LLC and Renaissance Benefit Advisers. Greene serves as a board member of the Joy of Learning Collaborative, providing business advice and assisting with fundraising efforts. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm provides services ranging from fiduciary consulting and plan design to employee education and pooled plan solutions.

Jeffrey Brown is a financial advisor with Kestra Advisory, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 44 years of industry experience, including roles at Kestra Advisory since 2016 and Kestra Investment Services since 2014. Outside his advisory duties, Brown serves as an honorary board member of Jewish Family Service and operates a consulting practice focused on defined benefit plan valuations. 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 services including fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving clients ranging from individual investors to sovereign wealth funds.

Jeremy Reese is a financial advisor at Kestra Advisory with 22 years of industry experience. He holds a Series 66 designation and previously worked for Ameriprise Financial Services, Inc. for 18 years. Reese also owns Mitman Reese and Associates, an independent planning practice based in Atlanta, and is involved in private equity and real estate investment holdings. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and utilizes multiple management platforms alongside third-party managed solutions.

Arthur Lavallie is a financial advisor at Kestra Advisory with 40 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Kestra Advisory since 2016, also affiliated with Kestra Investment Services since 2004. Outside of his advisory work, he owns AJ Lavallie, an insurance business, and Tecla Partners LLC, a real estate company. Kestra Advisory Services 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 advice supported by due diligence, serving clients that range from plan sponsors to sovereign wealth funds.

Michelle Gonzalez Vigil is a CFP®-certified financial advisor with 26 years of industry experience, currently with Kestra Advisory where she has served since 2016. Her prior roles include positions at Kestra Investment Services, LLC and Corporate Benefit Advisors, spanning over 19 and 20 years respectively. Outside of her advisory work, she is a communications specialist at NFP Corporate Services, assisting clients with benefits communication, and serves in leadership roles at the Park Road Montessori School PTO, including a term as president. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering comprehensive services such as fiduciary consulting, plan design, and employee education. The firm serves a wide range of clients including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Casey Sclar is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. Prior to joining Kestra Advisory Services, LLC and Kestra Investment Services, LLC in 2025, Casey held roles at Atrium Payroll Services, LLC, P3Works, LLC, and JVM Lending. Outside of financial services, Casey operates an online retail business focused on purchasing and reselling electronics and other goods. Kestra Advisory Services provides investment advisory and retirement-plan consulting primarily to plan sponsors and a diverse client base that includes institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled employer plan solutions, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Jack Schroeder is a financial advisor with Kestra Advisory in Troy, Michigan. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in various positions including service in the Michigan and United States House of Representatives. 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 such as fiduciary consulting, plan design, and employee education, supporting investments with due diligence and managing approximately $79.8 billion in assets.

Michael Cooper is a CFP® with 14 years of industry experience, currently serving as an advisor at Kestra Advisory. His prior roles include positions at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. 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, and manages approximately $79.8 billion in assets, serving clients that include large institutional investors and sovereign wealth funds.

Peter Donohoe is a CFP® with 28 years of experience in the financial services industry. He is currently with Kestra Advisory Services LLC and Kestra Investment Services LLC, having previously worked at Grandview Partners, Commonwealth Financial Network, LPL Financial, Webster Services, Cco Investment Services, PRW Wealth Management, and Nfp Securities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and operates multiple management platforms while acting as an ERISA fiduciary where applicable.

Corbin Jones is a financial advisor at Kestra Advisory with a Series 65 credential and one year of industry experience. His prior work includes roles at Buckley Financial Planning and N. Wasserstrom, as well as eight years at Vineyard Columbus Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary services, plan design, employee education, and access to multiple management platforms. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Collin Deysher is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with Kestra Advisory Services, LLC. He has held roles at firms including The Vanguard Group and Sei. Outside of his core advisory duties, he provides retirement plan services and assists with 401(k) plan management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, delivering fiduciary services, plan design, 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.

Carol Lanes is a financial advisor with Kestra Advisory, holding a Series 66 designation and 20 years of industry experience. She has worked with Kestra Advisory since 2016 and also operates Maleta Wealth Management, providing registered representative activities, insurance, and investment advisory services. Outside of her advisory roles, she is employed at Proplanco Management in a limited capacity. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing fiduciary services, plan design, compliance testing, and access to multiple management platforms and third-party solutions. The firm serves a wide range of clients, including large institutional investors such as sovereign wealth funds.

Michael Alessi Jr. is a financial advisor at Kestra Advisory with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Summit Investment Advisors. He is also involved with a fixed insurance business serving approximately 10 clients per year. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Isabelle Alexander is a CFP® professional with 11 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory since 2016. She also owns Big Picture Wealth, LLC, where she works as a sales person for insurance, generating income from personal clients separate from her other advisory roles. Her previous experience includes working with Signator Investors, Inc. and Dudum Financial & Insurance Services Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages multiple platforms and third-party solutions, serving both large institutional investors and individual plan sponsors.