Joseph Battaglini is a CFP® with 26 years of industry experience, currently serving at Kestra Advisory since 2023. He previously worked at Private Advisor Group and LPL Financial for 11 years and has been CEO of Battaglini & Company, a tax and accounting firm, since 1989. Outside of his advisory roles, he manages a team of tax and investment professionals at his CPA firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms. The firm serves large institutional investors and maintains extensive affiliate and third-party relationships to support its broad offering.

Dixon Speaker is a financial advisor at Kestra Advisory Services with 12 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes roles at LPL Financial and The Vanguard Group, Inc. 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, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Glenn Hansen is a CFP® professional with 44 years of industry experience, currently affiliated with Kestra Advisory Services, LLC. His prior experience includes over three decades at FSC Securities Corporation and three years at OSAIC. In addition to his advisory work, he serves as a FINRA arbitrator and operates a sole proprietorship providing life insurance products. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm provides services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, serving clients as diverse as sovereign wealth funds.

Michael Wapner is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2017 and previously was with Utopia Green Consulting from 2011 to 2017. Outside of his advisory role, he serves as a member of the Board of Trustees and Board Secretary for Park Ridge Friends of the Parks. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base including institutional and individual investors. The firm offers services ranging from fiduciary consulting and plan design to advisor-managed accounts and acts as an ERISA fiduciary where applicable.

John Massey is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 41 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2020 and previously spent seven years with Raymond James Financial Services. Massey is also involved in business activities as president of Corporate Financial Services, LLC, where he focuses on selling retirement plans and working with companies to review annual reports. 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 plan design, fiduciary consulting, employee education, and access to multiple management platforms, serving clients that range from large institutional investors to sovereign wealth funds.

Samuel Gentry is a CFP® with 25 years of industry experience, currently serving as an investment advisor at Kestra Advisory. He has been with Kestra Advisory since 2016 and also holds roles related to retirement consulting through Kestra Investment Services and Firstwest Benefit Solutions. His professional activities include working as a retirement consultant, meeting with plan participants to assist with retirement goals. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional clients and plan sponsors. The firm offers services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts, serving clients ranging from individual investors to sovereign wealth funds.

Sylvia Linares Williams is a Certified Financial Planner® with 25 years of industry experience. She is currently an Investment Advisor Representative at Kestra Advisory Services LLC, where she has worked since 2022. Prior to joining Kestra, she spent 11 years with Proequities, Inc. In addition to her advisory role, Williams is involved in providing financial education through workshops focused on retirement planning and wealth creation. Kestra Advisory Services offers investment advisory and retirement plan consulting to institutional and individual clients, including large plan sponsors. The firm provides comprehensive services such as fiduciary consulting, plan design, investment advice, and employee education, supporting a broad range of clients with access to multiple management platforms and third-party solutions.

Ronald Wiser is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) at Kestra Advisory with 58 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2016 and has extensive prior experience at Western Reserve Life Insurance dating back to 1967. Outside of his advisory work, Wiser serves on the board of the Michigan Education Trust and is president of the Old Harbor Village Condo Association. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional investors and plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients with approximately $79.8 billion in assets under management.

Mary Jane Callaghan is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 30 years of industry experience. She previously worked at Commonwealth Financial Network from 2004 to 2025 before joining Kestra. Outside of her advisory role, she serves as a notary and advises on fixed life insurance products. 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, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Britt Hockenberry is a CFP® with 13 years of industry experience, currently affiliated with Kestra Advisory. Prior to joining Kestra in 2025, Hockenberry worked at LPL Financial and Ameriprise Financial Services. Outside of advisory roles, Hockenberry serves as a notary and is involved in managing invoicing and deposits for a preschool organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including services such as fiduciary consulting, plan design, and benchmarking. The firm manages approximately $79.8 billion in assets and serves a broad client base that includes sovereign wealth funds and large institutional investors.

Melissa Holt is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 66 credentials and 29 years of industry experience. Prior to joining Kestra in 2026, she worked at Morgan Stanley Smith Barney for 17 years. She also serves as a trustee and successor in various trust and estate roles. 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 and third-party solutions.

Eric Hauser is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Kestra Advisory since 2017 and previously spent seven years with Williams Financial Group. Hauser also operates KB Elliot Financial Advisors, conducting registered representative and independent insurance agent activities through Kestra entities under a DBA. 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 fiduciary consulting, plan design, investment advice, and employee education, serving large institutional investors including sovereign wealth funds and managing approximately $79.8 billion in assets.

Alexander Panas III is a CFP® professional with 33 years of industry experience, currently serving at Kestra Advisory since 2018. He previously worked for Summit Financial Resources and Summit Equities for 13 years. Panas is involved in financial education as an instructor for retirement planning seminars and holds a board position at Morris Rugby Corporation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and offers access to multiple management platforms and complex investment products within a supervisory framework.

Joseph Stone is a financial advisor with Kestra Advisory in Hingham, MA, holding Series 63 and Series 65 licenses and over 53 years of industry experience. He has worked with Kestra Advisory since 2016 and has prior experience with Kestra Investment Services, LLC and Berkshire Life dating back to 1981. Stone is also the owner of MSW Investment Related, a business involved in consulting, insurance, and investment advisory services. 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, investment advice, and employee education, and serves large clients including sovereign wealth funds, reflecting a broad and complex range of capabilities.

Peter Smith is a CFP® professional with 14 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory. He previously worked at Commonwealth Financial Network for 10 years. Outside of his advisory role, Smith is a founding partner of Grandview Partners, where he is involved in managing the company and client financial planning. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers fiduciary services, plan-level investment advice, and utilizes multiple management platforms and third-party solutions within a supervisory framework.

Christy Trudeau is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She has been with Kestra Advisory since 2016 and has prior experience with Charles Schwab and Charles Schwab Bank dating back to 2014. Outside of her advisory role, she works as an independent delivery service provider for Shipt. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering fiduciary consulting, plan design, compliance testing, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and offers access to multiple management platforms and third-party solutions.

Courtney Hicks is a financial advisor at Kestra Advisory with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for seven years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Richard Rydzik is a financial advisor with Kestra Advisory, holding a Series 66 designation and 13 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2019 and is also involved with Rydzik & Rydzik CPAs, where he provides accounting and analyst services. 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, vendor searches, and employee education, supporting large institutional investors and managing approximately $79.8 billion in assets.

Robert Roberts is a financial advisor with Kestra Advisory in Austin, TX, holding the Series 66 designation and nine years of industry experience. His prior roles include positions at Charles Schwab and Erben Associates. Outside of financial services, he owns Central Texas Drone Services, which provides photography and videography for property marketing. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Matthew Larmann is a ChFC®-designated financial advisor with 42 years of experience, currently practicing at Kestra Advisory. He has been with Kestra Advisory since 2016 and has operated Larmann Financial Corporation, through which he provides investment advisory and insurance services, since 1991. Outside of advisory work, he serves as a board member for a condominium association and acts as trustee for two life insurance trusts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms and third-party solutions, serving a broad spectrum of clients including very large institutional investors.