Shannon Harris is a CFP® certificant and holds a Series 66 license with 26 years of industry experience. She has worked with Kestra Advisory Services LLC since 2026 and previously spent over 20 years at Ameriprise Financial Services in various roles. Harris is the owner of Ubuntu Operations LLC, a consulting business, and also leads Lucy on the Loose, a business coaching venture focused on integrating values-based advice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual plan sponsors. The firm offers fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients ranging from large institutions to sovereign wealth funds.

Matthew Waldman is a financial advisor with Kestra Advisory, holding the ChFC® and Series 63 designations and bringing 12 years of industry experience. Prior to joining Kestra in 2022, he worked with Northwestern Mutual from 2016 to 2021. In addition to his advisory role, he manages an insurance business under his own name, focusing on life, disability, long-term care, and health insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves a wide client base, including large institutional investors, and supports multiple management platforms and third-party solutions.

Steven Burkhart is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Kestra, he was involved with First City Wealth and operated a DJ service for several years. He has also contributed to community activities through his work with Helping His Hands. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm supports fiduciary roles and utilizes multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Oscar Salgado is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 designations and has nine years of industry experience. His prior experience includes roles at Fidelity Investments, Morgan Stanley, Bank of America, Merrill Lynch, and T. Rowe Price. Outside of advising, he is the owner of a sneaker resale business called SOLE SELLER LLC. 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 discretionary investment management, serving a client base that includes sovereign wealth funds and other large institutional investors.

Cheryl Casey is a CFP® professional with 35 years of industry experience, currently serving at Kestra Advisory since 2017. She previously worked at MBSC Securities Corporation for 10 years. Casey is a board director for the Auburn University Foundation, where she serves on various committees. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Steven Curry is a financial advisor with Kestra Advisory Services, holding CFP® and Series 66 designations and bringing 16 years of industry experience. His prior roles include positions at Woodbury Financial Services, Securian Financial Services, and Mid-Atlantic Resource Group. He is also the owner of Obsidian Wealth Advisors, providing insurance services. 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 fiduciary consulting, plan-level investment advice, and manages multiple platforms and third-party solutions, serving clients such as sovereign wealth funds and large institutional investors.

Russel Sands is a financial advisor at Kestra Advisory with 44 years of industry experience. He holds a Series 63 designation and has worked previously at Lincoln Investment and Legend Advisory Corporation. In addition to his advisory role, Sands is an insurance agent involved in selling insurance products tailored to clients' needs. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services that include plan design, fiduciary consulting, employee education, and access to multiple management platforms and third-party managed solutions.

Alec Showen is a financial advisor with Kestra Advisory, holding a Series 66 designation and five years of industry experience. He has been associated with Kestra Advisory since 2022 and holds an operational leadership role at Nesbit Financial, where he manages day-to-day administrative functions. His background also includes prior roles at Ross Nesbit Agencies and the University of Minnesota – Twin Cities. 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, employee education, and supports discretionary and non-discretionary services, serving a client base that includes large institutional investors and sovereign wealth funds.

Terrence Vause is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Metlife Securities, MassMutual, Commonwealth Financial Network, and Pillar Financial Group. He is also the owner of Invest Northwest Financial, LLC, a private entity involved in securities, advisory, and insurance business. 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.

Daniel Halle is an investment advisor representative with Kestra Advisory Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Kestra Advisory and affiliated firms since 2015 and previously spent a year at Fragasso Wealth Advisors. Outside his advisory role, Halle serves on the board of Pittsburgh Retirement Professionals and provides voluntary consulting support to Hospice of Warren County. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm provides services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving clients that include sovereign wealth funds and large institutional investors.

Joseph Jiovenetta is a financial advisor at Kestra Advisory with Series 63 and Series 65 credentials and 41 years of industry experience. His prior roles include positions at Morgan Stanley, Commonwealth Financial Network, Alma Wealth, ValMark Advisers, and LPL Financial. He is based in Islamorada, Florida, and has experience assessing clients’ insurance needs as an agent. 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 plan design, fiduciary consulting, investment advice, and employee education, serving large institutional clients and maintaining extensive third-party relationships.

Matthew Donaghue is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior experience includes roles at Cetera and Foresters Financial Services. Outside of advisory work, he is a managing member and agent at Mission Insurance Planners, LLC, where he sells fixed life, health, disability, long-term care, and annuity products, and he serves as an instructor for CLTC training courses. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Daniel Sommers is a Certified Financial Planner® with 26 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and has a long tenure at Kestra Investment Services, LLC, as well as Freiburger Financial Group. Outside of his advisory work, he serves as director of an education loan trust established by his family to assist grandchildren with secondary education funding and acts as a trustee for a 401(k) plan. 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, employee education, and access to multiple management platforms, serving large institutional investors and specialized clients such as sovereign wealth funds.

Shawn Smith is a CFP® and ChFC® with 36 years of experience in financial services. He currently works at Kestra Advisory and Kestra Investment Services, LLC, joining in 2026 after 36 years with Ameriprise Financial Services. Outside of his advisory role, Smith hosts the Decidedly Podcast, coaches business owners, and is a Kolbe Certified Consultant. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms to serve complex client needs, including large institutional investors.

Brian Jarosinski is a CFP® and ChFC® with 19 years of industry experience, currently serving as an advisor at Kestra Advisory. He has worked with Kestra since 2013 and has also been associated with MetLife Securities Inc. since 2009. Outside of financial advising, he engages in contract modeling and acting. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a variety of institutional and individual clients. The firm supports fiduciary responsibilities, offers discretionary and non-discretionary services, and manages approximately $79.8 billion in assets, including relationships with sovereign wealth funds.

Stephen Varley is an advisor with Kestra Advisory in Vadnais Heights, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been affiliated with Kestra Advisory and related entities since 1999 and is the owner of an insurance business specializing in non-variable products. Varley also serves on the board of the Hill Murray School Foundation, a private Catholic school foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and various managed solutions. The firm serves large institutional investors, including sovereign wealth funds, and supports a broad range of investment platforms and third-party relationships.

Kathleen Sweeney is a Series 65-registered advisor with Kestra Advisory, based in Fairfield, NJ, and has three years of industry experience. She has been with Kestra Advisory Services LLC since 2022 and also runs KSC Professional Services Inc. Outside of her advisory role, she is involved with several other business ventures including MAJR Professional Services, CSKZ Consulting Inc, BBU Books Inc, and KBC Management Services Inc. 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 services such as vendor searches, plan design, fiduciary consulting, and plan-level investment advice, serving clients that range from individual investors to sovereign wealth funds.

Christopher Wasson is a CFP® professional with 30 years of industry experience. He has been with Kestra Advisory Services since 2016 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Wasson serves on the board of LifeBridge Health/Sinai Hospital and is involved in real estate ownership. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional investors and plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets.

Heidi Oakley is a financial advisor at Kestra Advisory with 10 years of industry experience. She has previously worked at Kevin Dick Investment Management Group and A&M Desert Financial Services. Oakley holds Series 63 and Series 65 licenses. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a 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.

Antoinette Yock is a financial advisor at Kestra Advisory with 30 years of industry experience. She holds the Series 63 and Series 66 credentials. Her background includes long-term roles at Foresters Financial Services from 1994 to 2019 and subsequent positions within Kestra Investment Services and Kestra Advisory Services. 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.