Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Donald P
Series 63, Series 65, Series 66
Port Jefferson, NY
Kestra Advisory
Donald Pawluk is a financial advisor with Kestra Advisory Services, holding Series 63, 65, and 66 designations and bringing 22 years of industry experience. He has held prior roles at firms including Pinnacle Family Advisors and Northern Lights Distributors. In addition to his advisory work, he is an agency owner for Goosehead Insurance and DFP Insurance and Financial Services, focusing on property and casualty insurance brokerage. 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 serves large institutional investors and utilizes multiple management platforms, including third-party solutions, to support its investment offerings.
Kevin W
CFP®, Series 66
Cincinnati, OH
Kestra Advisory
Kevin Webb is a CFP® professional with 13 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory since 2016. He has been associated with Kestra Investment Services, LLC since 2003. Outside of his advisory role, Webb holds board positions in multiple homeowner associations and is involved in managing a real estate investment business. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm provides fiduciary consulting, plan design, and investment services supported by due diligence across multiple management platforms.
Curtis S
Series 63
Austin, TX
Kestra Advisory
Curtis Swenson is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding a Series 63 designation and bringing 29 years of industry experience. Prior to joining Kestra in 2022, he spent 12 years with Cambridge Investment Research Advisors. Outside of his advisory work, he serves as a council member for Mount Calvary Lutheran Church. 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 comprehensive services such as fiduciary consulting, plan design, employee education, and manages assets across various platforms while serving large institutional investors and sovereign wealth funds.
Rebecca H
Series 63, Series 66
Timonium, MD
Kestra Advisory
Rebecca Hartnett is a financial advisor at Kestra Advisory with 26 years of industry experience. Her prior roles include positions at UBS Financial Services and Morgan Stanley. She holds Series 63 and Series 66 credentials. 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-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves diverse clients including sovereign wealth funds.
Michael L
Series 63
Brentwood, TN
Kestra Advisory
Michael Levine is a financial advisor at Kestra Advisory with 32 years of industry experience. He holds a Series 63 designation and has been affiliated with Kestra Advisory and Kestra Investment Services since 2016. Levine is also the owner of Levine Group Inc, which he has operated since 1987. He serves as a broker of record in insurance sales and is involved with the Professional Advisory Council's Life and Legacy Committee, advising on tax-efficient charitable giving. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services that include 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.
Robert J
Series 63, Series 65
Hamilton, NJ
Kestra Advisory
Robert Johnson is a Senior Financial Consultant at Kestra Advisory with 26 years of industry experience. He has worked with Kestra Advisory since 2017 and was previously with Cadaret, Grant & Co., Inc. for eight years. Outside of advisory roles, he is involved with New Century Tax and Accounting LLC, providing income tax preparation services for individuals and small businesses. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, and investment advice, supporting recommended investments with due diligence and offering access to multiple management platforms and complex product solutions.
Donald A
CFP®, Series 66
Newtown, PA
Kestra Advisory
Donald Albacker is a CFP® professional with 19 years of experience in financial advising. He has held roles at Kestra Advisory and Kestra Investment Services since 2026, following over a decade at Jcl Financial Group and Commonwealth Financial Network. His background includes financial planning combined with risk assessment to develop investment plans and manage asset allocation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as plan design, fiduciary consulting, and advisor-managed accounts, supporting large institutional clients and utilizing multiple management platforms and third-party solutions.
Sean M
Series 63, Series 65
Wayne, PA
Kestra Advisory
Sean Menickella is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 13 years of industry experience. Prior to joining Kestra, he worked with Beacon Financial Services, Inc. and LPL Financial, LLC, and he has held roles involving wealth management and retirement plan services, including overseeing sales and service teams. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a broad range of clients including large institutional investors and sovereign wealth funds.
Joseph K
Series 66
Pittsburgh, PA
Kestra Advisory
Joseph Kamon is a financial advisor with Kestra Advisory in Pittsburgh, PA, holding a Series 66 designation and five years of industry experience. His work history includes roles at Kestra Advisory and Kestra Investment Services, as well as teaching positions at Strayer University and La Roche University. He serves as a board member for the ADGG Foundation, where he participates in fundraising and event facilitation. 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 fiduciary consulting, plan-level investment advice, and advisor-managed accounts, supporting various management platforms and third-party solutions.
Sandra S
Series 66
Springfield, IL
Kestra Advisory
Sandra Sampias is a financial advisor with Kestra Advisory who holds a Series 66 credential and has 28 years of industry experience. Prior to joining Kestra in 2024, she worked at Cetera and operated her own advisory business. She is president of SCS Financial Services, Inc., a registered representative entity affiliated with Kestra Investment Services. 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 fiduciary consulting, plan-level investment advice, and supports clients with due diligence and access to multiple management platforms and third-party solutions.
Aaron L
CFA®, Series 66
Pittsburgh, PA
Kestra Advisory
Aaron Leaman is a CFA® charterholder and holds a Series 66 license with over 20 years of industry experience. He is currently affiliated with Kestra Advisory and has held roles at Signature Select Wealth, Signature Financial Planning, and Kestra Investment Services. Outside of his advisory work, he serves on several boards including the Film Pittsburgh board as secretary, where he participates in film selection and speaks at screenings, and holds multiple finance committee positions for nonprofit organizations in Pittsburgh. 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 clients including large institutions and sovereign wealth funds.
Steven M
Series 66, Series 63
Omaha, NE
Kestra Advisory
Steven Meyer is a financial advisor at Kestra Advisory with eight years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TD Ameritrade. His background also includes roles outside finance, such as at Sprouting Minds Childcare and Park your Pawz. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a range of clients including large institutional investors.
Billy B
CFP®, Series 63
Tyler, TX
Kestra Advisory
Billy Braly is a CFP® with 30 years of industry experience, currently serving as an advisor at Kestra Advisory. He has been with Kestra Advisory and Kestra Investment Services since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutions, and individual investors. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, with an asset base of approximately $79.8 billion and clients that include sovereign wealth funds.
Jeffrey Z
Series 65, Series 63
Austin, TX
Kestra Advisory
Jeffrey Zufall is a financial advisor at Kestra Advisory with over 31 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at National Planning Corporation for 10 years before joining Kestra in 2017. Zufall is also involved with Capital Advisors Group, where he serves as president and assists with tax planning and preparation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, with a focus on due diligence and a diverse range of management platforms.
Thomas L
Series 63, Series 66
Austin, TX
Kestra Advisory
Thomas Lamb is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has been affiliated with Kestra and its related entities since 2009. Outside of his advisory work, Lamb is a musician involved with the Brandon Callies Band. 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, and plan-level investment advice, managing approximately $79.8 billion in assets and serving large clients like sovereign wealth funds.
Steven S
CFP®, ChFC®, Series 63
Harrisburg, PA
Kestra Advisory
Steven Spong is a CFP® and ChFC® with 39 years of industry experience, currently serving as an Investment Advisor Representative with Kestra Advisory Services. His prior experience includes over a decade at OSAIC. Outside of advisory services, he owns businesses involved in selling life insurance, fixed annuities, and long-term care policies, and serves as president of the Northwood Office Condo Association board. 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 fiduciary consulting, plan design, and investment due diligence, managing approximately $79.8 billion in assets and serving diverse clients including sovereign wealth funds.
Joseph S
CFP®, ChFC®, Series 63, Series 65
Austin, TX
Kestra Advisory
Joseph Silvestri is a CFP® and ChFC® associated with Kestra Advisory with 38 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. He is a co-owner of Arkhitekton, LLC, a private entity facilitating securities, advisory, and insurance business. 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 fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.
Connor H
CFP®, Series 66
Port Jefferson, NY
Kestra Advisory
Connor Hall is a CFP® and holds a Series 66 designation with one year of industry experience. He is currently an Investment Adviser Representative at Kestra Advisory Services, LLC and has prior experience at Coastline Wealth Management. Outside of his advisory role, he works part-time as an independent ice hockey official, officiating games from youth to adult levels. 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, and employee education, serving large institutional investors such as sovereign wealth funds.
Donald G
CFP®, Series 63, Series 65
Austin, TX
Kestra Advisory
Donald Grant is a CFP® with 24 years of experience in financial advisory services. He has been with Kestra Advisory Services, LLC since 2016. Grant serves on the board of the Wichita Wagonmasters, providing guidance to the organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.
Jamie G
CFP®, Series 63
Austin, TX
Kestra Advisory
Jamie Grupe is a CFP® professional with 27 years of experience in the financial services industry. He currently serves as an Investment Adviser Representative at Kestra Advisory Services LLC and has held prior roles at Ameriprise Financial Services Inc, LPL Financial, and Mid America Financial. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients. The firm provides services including fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, supporting clients such as large institutional investors and sovereign wealth funds.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters