Shannon Hughes is a financial advisor at Kestra Advisory with seven years of industry experience. Hughes holds the Series 66 designation and has worked at various firms, including Kestra Advisory Services LLC and Kestra Investment Services LLC since 2021. Outside of finance, Hughes works as a part-time delivery driver for Shipt several nights per week. 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 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.

John O’Keeffe is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Raymond James Financial Services. Outside of his advisory role, he owns and operates Big Nose & Company LLC, which involves entertainment activities such as stand-up comedy and podcast appearances, as well as managing snack and beverage vending machines. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms to support its clients.

Jennifer Barrett is a Series 66-licensed financial advisor with 13 years of industry experience. She currently serves as Director of Investment Planning at Kestra Advisory, where she has worked since 2023. Prior to joining Kestra, Barrett was with UBS Financial Services for nine years and briefly worked at Morgan Stanley Smith Barney. She is also a director at Claris Advisors LLC, focusing on investment reviews, modeling, and implementation. Kestra Advisory Services provides investment advisory and retirement plan consulting to a broad range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary consulting, plan-level investment advice, and access to various management platforms and third-party solutions within a comprehensive supervisory framework.

Susan Cevette is a financial advisor with Kestra Advisory in Minneapolis, MN, holding Series 63, 65, and 66 licenses and totaling 21 years of industry experience. Her prior roles include positions at Edward Jones and LPL Financial. She is also the owner and registered representative of Watersedge Wealth Management, an independent insurance firm. 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, compliance testing, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Genevieve Zeletz is a financial advisor at Kestra Advisory in Houston, TX, holding a Series 66 designation with 18 years of industry experience. Her prior experience includes roles at Mosaic Advisors and Ameriprise Financial Services, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix 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.

Brittany Scherer is a financial advisor with Kestra Advisory in Waterford, CT, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at LPL Financial, Stratos Wealth Partners, Mass Mutual Investors Services, and Barnum Wealth Management. Outside of advisory work, she holds a real estate license but is not actively selling. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions within a supervisory framework.

Michael Challe is a CFP® with eight years of industry experience, currently serving as an advisor at Kestra Advisory. His prior roles include positions at JPMorgan Securities LLC, LPL Financial, and Priebe Wealth Holdings, LLC, where he continues to maintain an affiliation. Based in Maple Grove, MN, he is involved in advisory services through Kestra Advisory and manages wealth management business operations under Magnetic North Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as 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.

Robert Webb is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with Kestra Advisory and previously worked at Ameriprise Financial Services for 18 years. Outside of advising, he has worked part-time in catering event support. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm serves large plan sponsors and offers fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets including relationships with sovereign wealth funds.

Shiraz Zaidi is a financial advisor with Kestra Advisory in Rockville Centre, NY, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Kestra Advisory since 2016 and is also associated with Coastline Wealth Management as a financial advisor. Outside of his advisory roles, Zaidi is involved in various business ventures including consulting and logistics, and he holds ownership interests in several real estate entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting recommended investments through comprehensive due diligence and serving large institutional investors, including sovereign wealth funds.

Kevin Held is a CFP® and ChFC® with 30 years of industry experience, currently serving at Kestra Advisory since 2016. He has been affiliated with Kestra Investment Services, LLC since 2008. Additionally, he owns a business focused on selling and servicing insurance products to individuals and group policyholders. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers services including fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving a diverse client base that includes sovereign wealth funds.

Jacob Davidson is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining Kestra in 2025, he worked at LPL Financial and Michael Milbee. He is also involved with Define Wealth Financial Group, where he provides wealth advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving a diverse client base that includes large institutional investors.

Kenneth Koppitz is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and over 35 years of industry experience. His career includes prior roles at Commonwealth Financial Network and INVEST Financial Corp. Outside of his advisory work, he serves as a high-performance driving instructor with L.A.P.S., Inc. and Audi Club North America. 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 clients including large institutional investors and sovereign wealth funds.

Rickey Ernzen is a CFP® with 30 years of industry experience, currently serving as an advisor at Kestra Advisory since 2019. He previously worked with Oppenheimerfunds Distributor, Inc. beginning in 2008. Ernzen holds a leadership role as Vice President Retirement Plan Specialist, assisting business owners with retirement plans and executive benefits. 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, with approximately $79.8 billion in assets under management.

Daniel Greer is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for eight years before joining Kestra in 2021. Outside of his advisory work, Greer co-owns a property management company with his sister. 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 fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Eric Cohen is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior experience includes roles at B. Riley Wealth Advisors, Stoever Glass Wealth Management, Herbert J. Sims & Co., and The GMS Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, compliance testing, and employee education, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

William Symonds is a financial advisor with Kestra Advisory, holding a Series 63 designation and 29 years of industry experience. He previously operated Symonds Wealth Management and has longstanding ties with Principal Life Insurance Company and Princor Financial Services Corporation. Outside of his advisory work, he owns a youth athletic facility in Fort Worth, Texas. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large institutional investors. The firm offers fiduciary consulting, plan design, benchmarking, employee education, and access to multiple management platforms and third-party solutions.

Frank Hill is a CFP® professional with 34 years of industry experience, currently serving as a Senior Financial Advisor and Partner at Kestra Advisory. His career includes previous roles at LPL Financial and Meritrust Wealth Management, where he also acts as sole owner and president of Synergy Wealth Management. In addition to his advisory work, Hill serves as President of the Board of Trustees at Louisville Collegiate School. 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 diverse management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Monisha Potter is a CFP®-certified financial advisor with 21 years of industry experience. She currently works at Kestra Advisory Services LLC and Kestra Investment Services LLC, having previously been with Lincoln Investment and Capital Analysts, Incorporated. Potter also serves as a consultant for Guidepoint, focusing on financial planning and aging-related family planning issues. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range 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 large institutional investors such as sovereign wealth funds.

Darrell Haytaian is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services since 2007. Outside of his advisory role, he serves as a board member and coach for the Fusion Youth Basketball Team, a travel basketball program. 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, investment advice, and employee education, supporting large institutional investors and utilizing multiple management platforms and third-party solutions.

Joseph Peterson is a financial advisor at Kestra Advisory with one year of industry experience. He holds the Series 66 designation and has prior experience with Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory roles, he has worked in various positions related to athletics and golf, including at Saint John's University Athletic Department and Braemar Golf Course. 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 fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving a client base that includes sovereign wealth funds.