Eric Brotman is a CFP® and ChFC® credentialed advisor with 30 years of industry experience. He has been with Kestra Advisory Services LLC since 2016. Outside of his advisory role, Brotman is an author and serves as chairman of Leadership Maryland, a membership organization. He also holds a position on the Board of Trustees at Stevenson University. 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 vendor searches, fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and offers access to multiple management platforms and complex investment solutions.

Paul Nadell is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Kestra Advisory since 2016 and is also the owner of Investment Planning Associates, through which he has provided advisory and registered representative services since 1991. Outside of his advisory work, Nadell is involved in authoring and coaching in personal development and operates a small landscaping business. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, individuals, and institutional investors. The firm provides comprehensive services such as fiduciary consulting, plan design, and employee education, and serves a range of clients including large institutional investors and sovereign wealth funds.

Jonathan Bartholomew is a financial advisor at Kestra Advisory with four years of industry experience. He holds the Series 66 designation and previously worked at Dimensional Fund Advisors and Starr Companies. He is also a master's candidate at Boston College. 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 investment advice. The firm manages approximately $79.8 billion in assets and serves diverse clients including sovereign wealth funds.

Terry Ford is a CFP® with 26 years of industry experience, currently serving at Kestra Advisory since 2016. He has been associated with Kestra Investment Services, LLC since 2003. In addition to his advisory role, Ford is the president of a local office condo association and is involved in a life settlement advisory business where he assists clients with evaluating the sale of life insurance policies. 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 clients that include large institutional investors and sovereign wealth funds.

John Servin is an investment advisor at Kestra Advisory with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kestra Advisory since 2016, also serving in related roles at Kestra Investment Services, LLC and Fleischer Jacobs Group. Outside of his advisory work, he serves as a board member of FSB Holdings LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm supports plan sponsors with services including fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, serving clients that include large institutional investors such as sovereign wealth funds.

Charles Roe is a CFP® professional with over 33 years of industry experience. He is currently with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, having previously worked at The Potter Financial Group and Commonwealth Financial Network. Outside of his advisory role, he is the sole owner of Aging Well Retirement Services LLC, which publishes the book Aging Well is a Family Affair. 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 and third-party solutions.

Chandler Batts is a financial advisor at Kestra Advisory with one year of industry experience. He holds a Series 66 designation and has worked with firms including Pacific Life Insurance, Meta Platforms, Inc., and Roseman Wealth Advisors. In addition to his advisory role, he works as a talent acquisition consultant for Bright Path Professionals, providing recruiting services unrelated to investments. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm provides 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.

Cecil Deas Jr. is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Cambridge Investment Research Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary services, plan-level investment advice, and access to multiple management platforms, serving some of the largest institutional investors, including sovereign wealth funds.

Lindsay Carey is a financial advisor at Kestra Advisory with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Kestra Investment Services, Carey worked at Ashford Securities LLC for four years and held roles at the State of Vermont, Cantor Fitzgerald & Co., W. P. Carey Inc., and Carey Financial, LLC. 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, compliance testing, and employee education, supporting both discretionary and non-discretionary advisory engagements.

Richard Tsoumas is a CFP® and PFS™ professional with 27 years of industry experience. He has worked with Kestra Advisory since 2016 and has been involved with Kestra Investment Services, LLC and The Planning Group since 1999. Tsoumas serves as a trustee and treasurer on the board of the Guido A. & Elizabeth H. Binda Foundation and is a co-trustee of the W. K. Kellogg Foundation Trust. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice supported by comprehensive due diligence, serving a client base that includes large institutional investors and sovereign wealth funds.

Wendy Potter is a financial advisor at Kestra Advisory with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Invest Financial Corporation. In addition to her advisory role, Potter assists clients with life, disability, and long-term care insurance as well as fixed annuities through multiple carriers. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients with complex needs such as pooled employer plan arrangements and large institutional portfolios.

Shane Hollenbeck is an advisor at Kestra Advisory with a Series 66 credential and four years of industry experience. His background includes roles at Kestra Investment Services, Amazon Logistics, Lowe's, and University of Massachusetts Amherst. He has also served as a registered field assistant managing administrative and data integrity tasks for Northampton Financial 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 manages approximately $79.8 billion in assets.

Easton Huddleston is a financial advisor with Kestra Advisory based in Austin, TX. He holds Series 63 and Series 65 credentials and has two years of industry experience. Prior to joining Kestra, Easton worked in insurance roles at State Farm VP Management Corp and Bronson Schubert Insurance Agency. He is also involved with Roche Wealth, where he provides financial planning and investment management services as a wealth advisor. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, employee education, and manages approximately $79.8 billion in assets, serving clients that include large institutional investors such as sovereign wealth funds.

Joseph Bragdon is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has worked with Kestra Advisory Services, LLC since 2016 and with Kestra Investment Services, LLC since 2014. He also serves as Vice President at Financial Architects Partners, where he focuses on integrating life insurance into clients’ financial plans. 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, benchmarking, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Phoenix Suskin is an investment advisor with Kestra Advisory and holds Series 63 and Series 65 credentials. He has six years of industry experience, including roles at Kestra Investment Services and Fleischer Jacobs Group. Outside of his advisory work, he is a co-owner of a real estate business. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a broad mix of institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Collin Boyd is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. He previously held roles at Merkel Wealth Management and has experience in consulting as a paraplanner. Boyd is currently involved in preparing investment information and plans to take a more active role in investments after completing the Series 7. 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 services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Justin Winchell is a financial advisor with Kestra Advisory who holds a Series 66 designation and has six years of industry experience. He previously worked at First Horizon Advisors, Inc. and Raymond James. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and advisor-managed accounts. The firm serves a wide range of clients, including large institutional investors and sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Tim Waterworth is a CFP® and ChFC® with 32 years of experience in the financial industry. He has been with Kestra Advisory since 2016 and has also served as the owner, founder, and president of Waterworth Wealth Advisors, LLC since 2008, where he manages general operations and leads client advisory services. Based in Austin, TX, Waterworth holds a Series 63 license and provides investment advisory services through Kestra Advisory Services, LLC. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.

Gregory Lamp is a financial advisor with Kestra Advisory in Newbury Park, CA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior roles include positions at Morgan Stanley and Sagepoint Financial, Inc. Lamp is also involved with FinancialPointe in an insurance capacity. Kestra Advisory provides investment advisory and retirement-plan consulting services to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and a range of managed solutions tailored to large plan sponsors and diverse investor types.

Laurie Gottlieb is a financial advisor at Kestra Advisory with over 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including UBS Financial Services and Banc of America Investment Services. Outside of advisory work, she serves as Secretary for Marin Holistic Health & Acupuncture, Inc., assisting with business matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary services, plan design, and access to multiple management platforms supported by comprehensive due diligence.