Nicolaas Doelman is a financial advisor at Kestra Advisory with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at LPL Financial for 10 years before joining Kestra in 2019. Outside of advisory roles, he manages a farming sharecropping arrangement on a residential property he owns. 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-level investment advice, and employee education. The firm serves large institutional investors and offers multiple management platforms and third-party solutions within a supervisory framework.

Manuel Velasquez is a financial advisor with Kestra Advisory, holding a Series 66 credential and one year of industry experience. He has worked at Kestra Advisory and Kestra Investment Services, LLC since 2024 and is also engaged as a freight agent managing shipments across North America. Additionally, he has experience as a real estate agent, handling referrals and commissions in the property market. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers services including plan design, fiduciary consulting, employee education, and advisor-managed accounts, and serves a broad client base that includes large institutional investors and sovereign wealth funds.

Michelle Beyers is a financial advisor at Kestra Advisory with 30 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Commonwealth Financial Network, LPL Financial, and INVEST Financial Corp. Beyers is based in Austin, TX. 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 investment management supported by due diligence. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Jacob Paoletti is a financial advisor with Kestra Advisory, holding a Series 65 credential and four years of industry experience. Prior to joining Kestra, he worked at Fourth Piece, LLC and held positions at several country clubs and a high school. Outside of his advisory role, he also works as a food delivery courier. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Christopher Stallings is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 25 years of industry experience. Before joining Kestra Advisory in 2019, he worked at LPL Financial for 16 years. Outside of his advisory work, he serves on multiple nonprofit boards and is involved in coaching and counseling through various organizations he leads or supports. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse 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, managing approximately $79.8 billion in assets.

Richard Simms is a financial advisor with Kestra Advisory who holds the PFS™ credential and has four years of industry experience. He has been associated with Kestra Advisory Services LLC since 2011 and also operates Richard S. Simms PC, which has been in existence since 1985. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary services, plan-level investment advice, employee education, and pooled plan solutions, serving a diverse client base that includes large institutional investors such as sovereign wealth funds.

Robert Lang is a financial advisor with Kestra Advisory in Austin, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including ten years at National Planning Corporation and over three decades operating Lang & Associates Accounting Service, where he prepares individual and business tax returns and provides investment and insurance planning. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse range of institutional and individual clients, providing services such as fiduciary consulting, plan design, and employee education. The firm supports recommended investments with due diligence and serves large institutional investors, including sovereign wealth funds.

Jonathan Leis is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining Kestra in 2019, he worked at Citigroup Global Markets Inc. from 2012 to 2019. Outside of his advisory role, he is a member of JBL Holdings, LLC, where he manages real estate activities. 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 a diverse client base, including large institutional investors and sovereign wealth funds.

Dominick Vigliotti is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. His prior work includes roles at Morgan Stanley & Co. LLC and the Center For Wealth Preservation. Outside of finance, he was involved with Long Island Compost for three years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan design, and employee education, supported by due diligence on recommended investments and a broad platform of management solutions.

Kevin Thomas is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes previous roles at LPL Financial and Foresters Advisory Services. Outside of his advisory work, he leads trainings and marketing initiatives through a coaching role at The K2 Method. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional sponsors and individual investors. The firm provides fiduciary services, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management and clients ranging from private funds to sovereign wealth funds.

Kimberly Sartor is a Series 66-licensed financial advisor at Kestra Advisory with six years of industry experience. Her work history includes roles at Raymond James Financial Services and Extraco Banks prior to her current position. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and investment advice, supporting complex products within a supervisory framework.

Malcolm Pfenninger is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at New York Life Insurance Company, Eagle Strategies, Sagepoint Financial, and The Ameriflex Group. Outside of his advisory work, he is a registered representative at Park Place Financial and owner of Gulfgate, a real estate business. 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, investment advice, and employee education, serving clients such as sovereign wealth funds and delivering solutions through multiple management platforms.

Shawn Gallagher is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and seven years of industry experience. He has been affiliated with Kestra Investment Services and Kestra Advisory since 2018 and also serves as Service Director, transitioning into a portfolio manager role at Piatchek & Associates. Gallagher’s responsibilities include underwriting retirement analyses and customer service. 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, and employee education, with approximately $79.8 billion in assets under management and clients such as sovereign wealth funds.

Jeffrey Lown III is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 license and six years of industry experience. His prior roles include positions at Janney Montgomery Scott, Cherry Hill Mortgage Management, Rutgers Business School, and Bloomberg L.P. He also serves as an advisor with James Walter Wealth Management, focusing on insurance-related financial advisory services. Kestra Advisory 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 investment advice supported by due diligence. The firm serves large institutional investors, including sovereign wealth funds, and offers a range of platforms and third-party managed solutions.

Trace Udall is a CFP® with 30 years of experience in financial advisory services, currently with Kestra Advisory since 2025. He previously worked at Commonwealth Financial Network for 11 years and operated Udall Financial LLC for three decades. Outside of advisory work, he serves as managing member of BILTMORE TRAVEL LLC, a travel agency established to support personal travel needs for friends and family. Kestra Advisory 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 employs multiple management platforms and third-party solutions within a supervised framework.

Steven Sinclair is a financial advisor with Kestra Advisory, holding a Series 63 designation and over 35 years of industry experience. Prior to joining Kestra in 2021, he worked for 27 years at Cadaret, Grant & Co., Inc. He serves as board chairperson of Niagara Hospice Alliance and holds board positions with Eastern Niagara Hospital, Niagara County Community College Foundation, and Pinnacle Community Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals, offering a range of services including fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Nathan De Vaux is a financial advisor with Kestra Advisory holding CFP®, Series 63, 65, and 66 designations and four years of industry experience. His prior roles include positions at Kingdom Collective and Crossview Church. He is also involved with The Shelton Financial Group, where he provides financial planning and investment services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary consulting and plan-level investment advice. The firm serves large institutional investors and provides access to multiple management platforms and complex investment solutions.

Michael Radcliff is a CFP® with 24 years of experience in the financial services industry. He is currently with Kestra Advisory and Kestra Investment Services, having previously worked at Commonwealth Financial Network, Bank of America, and Merrill. Outside of his advisory work, he is principal of Radcliff Financial Group, an insurance business, and owns Financial Advisor Consultant, LLC, a consulting firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services that include fiduciary oversight, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves both large institutional investors and individual clients.

Jennifer Nelson is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has worked at Kestra Advisory and affiliated firms since 2020 and previously spent seven years at Sagepoint Financial. Nelson is the owner and principal of Pursuit Wealth Planning, where she manages operations and human resources alongside her advisory role. 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, compliance testing, and employee education, serving a diverse client base that includes large institutional investors.

Marc Wilkins is a financial advisor with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Lincoln Financial Securities Corporation, and Wells Fargo Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors and large institutional investors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.