Gustavo Chaves is a financial advisor with Kestra Advisory Services LLC, holding Series 63, 65, and 66 designations and bringing 29 years of industry experience. His previous roles include positions at B. Riley Wealth Advisors and Abel. Outside of his advisory work, he is involved in bookkeeping for a speech and language services business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and utilizes multiple management platforms, serving large-scale investors such as sovereign wealth funds.

Rody Nunez is a financial advisor with Kestra Advisory Services and holds a Series 66 designation. He has three years of industry experience and previously worked at ALSI, Inc for 14 years. Outside of his advisory role, he serves as a consultant for various companies. 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.

Ryan Hoover is a CFP® with two years of industry experience, currently serving as an investment advisor representative at Kestra Advisory. Before his current role, he worked at Koch Industries Inc. for seven years and spent a year with Kansas State Athletics. Outside of his advisory work, he owns Limestone Capital, LLC, a business focused on payroll and taxes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes sovereign wealth funds.

Tara Carlson is a CFP®-certified financial advisor with 11 years of industry experience, currently with Kestra Advisory Services, LLC. Her prior experience includes roles at Bank of America and Merrill from 2018 to 2025, as well as Waddell & Associates from 2016 to 2018. She serves as a board member and financial committee participant for the nonprofit Renewal House. 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 design, employee education, and access to multiple management platforms and third-party managed solutions.

Elias Martinez is a financial advisor at Kestra Advisory with six years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Edward Jones, TekSystems, LPL Enterprise LLC, and Glendale Securities Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and manages approximately $79.8 billion in assets.

Daniel Courson is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 credential and 17 years of industry experience. He previously worked for CONCOURSE FINANCIAL (formerly ProEquities, Inc.) for 12 years before joining Kestra Advisory in 2022. Outside of his advisory role, he has been involved in teaching free retirement planning seminars through FMT Solutions, LLC. Kestra Advisory provides investment advisory and retirement-plan consulting services to a wide range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions, serving clients that include large institutional investors and sovereign wealth funds.

Davis Long is a Series 66 licensed financial advisor with Kestra Advisory, based in Wilmington, Delaware. He has three years of industry experience, including prior roles at The Vanguard Group and experience as a contact person for DoorDash. In addition to his advisory work, he provides comprehensive financial planning and advice through MidAtlantic Retirement Planning Specialists. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm provides services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Michael Feeney is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Mass Mutual Investors Services and Commonwealth Financial Network. Outside of his advisory role, Feeney is a Personal Development Coach through his own business in Manalapan, NJ. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan design, and employee education, supporting recommended investments with thorough due diligence and serving significant institutional clients such as sovereign wealth funds.

Henry Coker III is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently with Kestra Advisory, where he has been since 2021. Prior to that, he held roles at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank dating back to 1997. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions.

Michael Kidd is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and totaling seven years of industry experience. His prior work includes roles at Principal Life Insurance Company, Principal Securities Inc, and Northwestern Mutual, as well as earlier experience outside finance at Cimarron Hills Golf and Country Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix 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, including sovereign wealth funds, and supports a variety of management platforms and third-party solutions.

Jacqueline Harvey is a financial advisor at Kestra Advisory with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Integrity Wealth Management and National Business Services, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Bart Bryant is a financial advisor with Kestra Advisory in Myrtle Beach, SC, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Kestra Advisory since 2016 and has a background that includes roles at multiple firms dating back to 1995. Bryant serves as vice president of the board of a community charitable organization, Grace Ministries. 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, compliance testing, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Reetika Agarwal is a financial advisor at Kestra Advisory with eight years of industry experience. She holds a Series 66 designation and has been with Kestra Investment Services, LLC since 2017. 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 employee education, serving a variety of clients including large institutional investors and sovereign wealth funds.

Emilia Bailey is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and two years of industry experience. Before joining Kestra, she held roles at SSM Health and Hobby Lobby Inc. She serves as Vice Chair of the Plate Collective board, where she supports community and advocacy initiatives. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad 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.

David Propes is an Investment Advisory Representative at Kestra Advisory Services with 19 years of industry experience. He has worked at Kestra Advisory since 2017 and previously held roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Outside of his financial advisory work, he is a partner and operator of The Family Farm on Avent Ferry, which involves farm management and seasonal sales of pumpkins, Christmas trees, and cattle. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, serving clients such as large institutional investors and sovereign wealth funds.

Robert Abel is a financial advisor at Kestra Advisory with 24 years of industry experience. He previously worked at MountainOne Bank and Commonwealth Financial Network. He serves as president of the board for Taconic Golf Club. Kestra Advisory Services provides investment advisory and retirement plan consulting to a broad mix of institutional and individual clients, including fiduciary consulting and plan-level investment advice. The firm offers multiple management platforms and serves large institutional investors such as sovereign wealth funds.

Kathryn Clark is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. Her prior work includes roles at LPL Financial and Morgan Stanley. She also serves as a paraplanner and client manager within Kestra Advisory Services. 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 serves large institutional investors and employs multiple management platforms alongside third-party managed solutions.

Alexander Cochran is a financial advisor with Kestra Advisory, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Seia LLC, Royal Alliance, Wealth Enhancement Advisory Services, and LPL Financial, among others. He also serves as a Planning & Investment Associate at CURO Private Wealth, where he manages client service operations and supports financial planning and trading activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of 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 large institutional investors and diverse client types.

Joseph Masino is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and four years of industry experience. His prior roles include positions at JFG Family Office, Pennington Partners & Co., Rios Partners, and JPMorgan. Masino is based in Williamsville, NY. 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 fiduciary services, plan design, compliance testing, and access to multiple management platforms and third-party solutions, serving a range of clients from large institutional investors to sovereign wealth funds.

Christopher Cannon is a CFP® professional with 18 years of industry experience, currently serving as a financial planner at Kestra Advisory in Austin, TX. He previously spent nine years at LPL Financial, LLC before joining Kestra in 2022. Outside of his advisory role, he owns Excellent Ventures LLC and RetireRight Financial Planning, through which he manages client relationships and oversees a wealth management division. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers various services such as fiduciary consulting, plan-level investment advice, and employee education, and is notable for managing approximately $79.8 billion in assets and serving large institutional clients including sovereign wealth funds.