Patrick Atwood is a financial advisor at Kestra Advisory with a Series 66 credential and one year of industry experience. His prior work history includes roles at Kestra Investment Services, LLC, the University of Delaware, and the Gilman School. 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 such as fiduciary consulting, plan design, employee education, and uses multiple management platforms and third-party solutions, serving clients that range from large institutional investors to sovereign wealth funds.

Christopher Carver is a financial advisor with Kestra Advisory, holding a Series 66 designation and one year of industry experience. Prior to joining Kestra Advisory, he worked at River Bank & Trust for 11 years. Outside of his advisory role, Carver serves as an ordained part-time associate pastor and trustee at Reformation Presbyterian Church and holds board positions including chairman of the River Region United Way and treasurer of the Alabama Law Foundation. Kestra Advisory Services 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.

Brandi Palermo is a financial advisor at Kestra Advisory with 25 years of industry experience. She holds a Series 66 designation and has been with Kestra since 2008 in various capacities. Outside of her advisory role, she serves as a contractor providing a property and casualty license for pet insurance sales with Pawsome Pet Company and is a director at Financial Architects Partners. 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, compliance testing, and investment advice, serving clients such as large institutional investors and sovereign wealth funds.

Shane Maer is a financial advisor with Kestra Advisory Services, LLC, holding a Series 63 designation and 22 years of industry experience. He has been associated with Main Street Financial Group and Kestra Advisory Services since 2007. Outside of advisory work, he owns a business called MSFG The Deuce Inc. and is appointed with insurance companies through Access Brokerage to provide insurance solutions. 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 plan design, fiduciary consulting, investment advice, and employee education, managing approximately $79.8 billion in assets and serving some large institutional investors such as sovereign wealth funds.

Claudia Glover is a CFP® professional with 22 years of experience in the financial advisory industry. She currently works at Kestra Advisory and has previous experience with Wells Fargo Advisors and Wells Fargo Clearing. She holds an associate role focused on investment advisory and client services and serves as Chief Investment Officer at Brotman Financial Group. 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 manages significant assets including engagements with large institutional clients and sovereign wealth funds.

James Kozik is a financial advisor at Kestra Advisory with five years of industry experience. He holds a Series 66 designation and also operates Kozik CPA Tax Services, LLC, where he provides tax and accounting services. Kozik has been affiliated with Kestra Advisory Services LLC and Kestra Investment Services LLC since 2020. 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 clients such as large institutional investors and sovereign wealth funds.

John Langford is a financial advisor at Kestra Advisory with 18 years of industry experience. He holds the ChFC® designation and Series 66 license. Langford has been with Kestra Advisory since 2016 and also owns PWRR, LLC, doing business as Roseman Wealth Advisors. He serves as chairman of the board for the Alzheimer's Alliance of Smith County and is a board member of the Bethesda Foundation. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, and employee education, and manages approximately $79.8 billion in assets, serving clients that include sovereign wealth funds.

Craig Richman is a financial advisor at Kestra Advisory with 42 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Commonwealth Equity Services, Inc. for 27 years. Outside of finance, he is a registered yoga teacher. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms to support client needs.

Alan Roseman is a CFP® professional with 20 years of experience in the financial services industry. He has been affiliated with Kestra Advisory since 2016 and has held roles at Kestra Investment Services, LLC and Prothro, Wilhelmi & Co. since 2006. Roseman also owns Roseman Wealth Advisors, a firm providing financial and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals, providing 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 sovereign wealth funds and large institutional investors.

Scott Thompson is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones for 22 years before joining Kestra Advisory and Kestra Investment Services, LLC in 2024. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and multiple management platform solutions. The firm manages approximately $79.8 billion in assets and serves a broad client base including large institutional investors such as sovereign wealth funds.

Andrew Zoll is a financial advisor with Kestra Advisory, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones and has a background that includes roles with Christ's Church of Flagstaff and Colony Christian Church. Outside of his advisory work, Zoll is the founder and owner of a software development business focused on product development and customer onboarding. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional clients and plan sponsors. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets.

Neil Gendreau is a CFP® and ChFC® with 33 years of experience in financial services. He has been with Kestra Advisory since 2016 and is also associated with Kestra Investment Services, LLC and Fusion Financial Group. In addition to his advisory role, he is an insurance agent recommending fixed insurance products including annuities and life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers a range of services including plan design, fiduciary consulting, investment due diligence, and supports complex products and discretionary trading within its supervisory framework.

Steven Long is a Series 66-registered advisor with Kestra Advisory in Austin, TX, where he has worked since 2022. He has 4 years of industry experience and previously held roles at Lockheed Martin and Texas State University. Outside of advisory work, he has been involved as an owner of an LLC and holds insurance agent positions related and unrelated to investment activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm offers fiduciary services, plan design, employee education, and access to multiple management platforms, serving clients including large institutional investors such as sovereign wealth funds.

Michael Pankaskie is a financial advisor with Kestra Advisory, holding a Series 66 designation and 19 years of industry experience. His prior experience includes 15 years at Boeing Employee Credit Union and LPL Financial. He is also involved with CHA Wealth Management, where he provides investment advice and portfolio management. 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 such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets with access to multiple management platforms and third-party solutions.

Justin Duncombe is a financial advisor at Kestra Advisory with 13 years of industry experience. He holds a Series 66 credential and has been with Kestra and related entities since 2016, including Duncombe Financial Group. Outside of his advisory work, he is the author and owner of College Bound Strategies, a guide focused on higher education financing, and he founded the College Bound Strategies Foundation, which raises funds to provide books to disadvantaged students. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, supporting a wide range of services including fiduciary consulting, plan design, and access to institutional-level investment solutions.

Warren Schneider is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include over a decade at Commonwealth Financial Network and ownership of New Jersey Photoworks LLC, a photography business. He also has a background in tax and forensic accounting through various CPA-related entities. 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 from fiduciary consulting to plan design and uses multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Elliott Jordan is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has seven years of industry experience, including prior roles at Bank of America and Merrill. Outside of investing, he is involved with Wealth Management & Benefit Partners, LLC, supporting insurance sales and operations. 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 serves large institutional investors and offers various management platforms and third-party solutions.

Joseph Ryan is a financial advisor with Kestra Advisory who holds Series 63, 65, and 66 licenses and has 35 years of industry experience. He has been with Kestra Advisory since 2016 and is also the owner of J E Ryan Wealth Management, operating as a registered representative. Ryan serves as a committee member on the Chester Finance Committee. 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 fiduciary consulting, plan design, employee education, and discretionary investment management supported by due diligence, serving clients including large institutional investors and sovereign wealth funds.

Rian Morrissey is a CFP® with 18 years of industry experience, currently serving as a wealth manager at Kestra Advisory since 2019. He previously worked at Edward Jones and Oppenheimer Funds. Outside of advisory work, he co-owns and manages an Airbnb rental property in Tabernash, Colorado. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers comprehensive services including plan design, fiduciary consulting, and pooled plan solutions, supported by extensive third-party relationships and multiple management platforms.

James Audas is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently affiliated with Kestra Advisory and Kestra Investment Services. His prior experience includes roles at Harbor Capital Advisors, Nuveen Asset Management, Macquarie Investment Management, Ivy Distributors, and Waddell & Reed. Outside of his advisory work, he is an owner of two self-serve car wash businesses, which are operated by his spouse. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base of institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.