Eduardo Saenz Cano is a financial advisor with Kestra Advisory, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Edward Jones, Rinchem, Albuquerque Public Schools, and Apple. 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, compliance testing, fiduciary consulting, and employee education, managing approximately $79.8 billion in assets with a focus that includes large institutional investors like sovereign wealth funds.

Patrice Rizzo is a CFP® with four years of industry experience, currently affiliated with Kestra Advisory. Prior to joining Kestra, Patrice held roles at Commonwealth Financial Network, Arkhitekton Financial Group, and Northwestern Mutual, as well as a five-year tenure at Amazon. Outside of advising, Patrice is involved in fixed insurance sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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.

Kent Griffiths is a financial advisor with Kestra Advisory, holding Series 66 and Series 63 credentials and 28 years of industry experience. He previously worked at MFS Fund Distributors, Inc. from 1997 to 2025 before joining Kestra in 2025. Kent also supports client-facing activities related to portfolio explanations and investment questions within The Wealth Transition Collective. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and plan-level investment advice, and manages approximately $79.8 billion in assets, serving clients that include sovereign wealth funds.

Skylar Wright is a CFP® professional with 10 years of industry experience, currently advising at Kestra Advisory. His prior experience includes roles at LPL Financial and Waddell & Reed. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of 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 large institutional investors, including sovereign wealth funds.

Corey Akins is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 registrations and seven years of industry experience. He previously worked with Valic Financial Advisors, Agia, and Northwestern Mutual. Outside of his advisory role, Akins serves as a deacon at Christ the King Church, where he supports the church’s physical and benevolence needs. Kestra Advisory 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, investment advice, and uses multiple management platforms and third-party solutions to support its clients.

William King is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2017 and was previously with WFG Investments Inc from 2009 to 2017. King serves as Managing Director at KB Elliott Financial Advisors and is active in portfolio management and client advisory roles. 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 fiduciary consulting, plan design, employee education, and utilizes multiple management platforms to support tailored investment solutions.

Julie Nored is a financial advisor at Kestra Advisory with a Series 66 designation and three years of industry experience. She previously worked at Morgan Stanley for 19 years before joining Kestra Advisory Services LLC and Kestra Investment Services LLC. 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, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

David Roper is a financial advisor with Kestra Advisory in Germantown, MD, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Kestra Advisory since 2016, additionally maintaining a role at Roper & Roper, P.C., where he serves as President in the tax and accounting field. Outside of financial advising, he is involved as a tax matters partner in a real estate business and holds a leadership position in a recycling company. 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 large institutional investors, including sovereign wealth funds, through a range of proprietary and third-party managed solutions.

Thomas Nickol is a financial advisor with Kestra Advisory and holds Series 63 and Series 65 licenses. He has 41 years of experience in the financial services industry, including longstanding roles at Capitol Financial Services since 1984 and Kestra Advisory since 2016. Nickol is also involved in the sales and service of employee benefits and fixed insurance products through related business activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and investment advice, and manages approximately $79.8 billion in assets, including serving large institutional investors and sovereign wealth funds.

Robert Henry is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2014. His work focuses on business development, client service, portfolio management, and financial planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as plan design, fiduciary oversight, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports a range of investment platforms and third-party managed solutions.

Porter Cunningham is a financial advisor at Kestra Advisory with nine years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Kestra Advisory in 2017, he worked at Nortek Air Solutions from 2013 to 2017. Outside of his advisory role, Cunningham serves as Vice President of the Casady School Alumni Association board and is the founder and host of the Scissortail Podcast. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse 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 large institutional investors such as sovereign wealth funds.

Jonathan Stein is a financial advisor with Kestra Advisory Services LLC, holding a Series 63 designation and bringing 44 years of industry experience. He previously worked at Prospera Financial Services, Inc. for 24 years before joining Kestra in 2024. Stein is also involved with Optima Wealth Management, Inc. providing financial advice on commissioned and fee-based accounts. 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 plan design, fiduciary consulting, plan-level investment advice, and employee education, supporting recommendations with due diligence on performance, fees, and investment process.

Daniel Avnaim is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Kestra Investment Services and involvement with the Associated Students at San Diego State University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves clients that include large institutional investors and sovereign wealth funds.

Roy Greer is a CFP® with 35 years of industry experience, currently serving at Kestra Advisory since 2016. He has been affiliated with Kestra Investment Services and INVEST Financial Corporation for over a decade and nearly two decades respectively. Greer is the owner of Gate City Advisors, an investment advisory firm, and Gate City Insurance, which offers fixed annuities and life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, vendor benchmarking, and manages approximately $79.8 billion in assets, serving clients including sovereign wealth funds and offering multiple management platforms.

Todd Evans is a financial advisor at Kestra Advisory with 11 years of industry experience. He previously worked at Hornor Townsend and Kent, Inc. and Penn Mutual Life Insurance Company. Outside of his advisory role, Evans is an owner of JHT Ventures, LLC, an investment in a carwash franchise. 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, employee education, and access to multiple management platforms and third-party managed solutions.

Kelly Edwards is a financial advisor at Kestra Advisory with 26 years of industry experience. He holds the Series 66 designation and has been with Kestra Advisory since 2016, having worked at Kestra Investment Services, LLC since 2000. He also serves as Director of Operations for 1925 Financial, overseeing daily operations and personnel. 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-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Rocio Derodriguez is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Kestra Advisory and Kestra Investment Services, LLC since 2017 and previously worked at Centaurus Financial, Inc. Since 2017, she has provided financial planning services to corporations and individuals. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm provides a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Erik Huff is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Kestra Advisory since 2016 and also associated with Kestra Investment Services, LLC since 2015. 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, benchmarking, and investment advice, serving large institutional investors including sovereign wealth funds while utilizing multiple management platforms and third-party solutions.

Elizabeth Kietzman is a CFP® with 29 years of industry experience, currently serving as an investment adviser representative at Kestra Advisory Services LLC. Prior to joining Kestra, she spent nine years with Commonwealth Financial Network. She also works as a tax preparer through Treowth Wealth Advisors during tax season. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering a range of fiduciary and plan-level services supported by due diligence and access to multiple management platforms.

Todd Eichman is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Kestra Advisory Services since 2016 and has prior experience at Sterling Asset Management and Securities America. Eichman is also involved with Sterling Benefits Holdings, Inc., a holding company related to the administrative operations of his affiliated firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a broad client base, including large institutional investors, and employs a range of management platforms and third-party solutions.