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.

Gary Delorenzo is a financial advisor at Kestra Advisory with 43 years of industry experience. He holds the CFP® designation and has previously worked at American Portfolios Financial Services, Inc. for ten years. Delorenzo is also involved in insurance through his roles as owner and executive of several related firms, and he engages in consulting and instructing individuals and groups through his consulting company. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Joel Shomaker is a CFP® with 23 years of experience in the financial advisory industry. He is currently with Kestra Advisory and has prior experience at Resources Investment Advisors, Independent Financial Partners, and LPL Financial Corporation. He also serves as a director at Fiduciary Advisors, LLC. 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 design, employee education, and advisor-managed accounts, supporting investments with due diligence and managing assets for large institutional investors.

Robert Iannaccone is a financial advisor with Kestra Advisory, holding a Series 66 credential and beginning his industry career in 2024. Prior to joining Kestra Advisory and Kestra Investment Services, LLC, he was affiliated with Coastline Wealth Management. Outside of his advisory role, he has served in educational positions at Bentley University and the Eastport South Manor School District. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including plan design, fiduciary consulting, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports complex products and discretionary trading through multiple management platforms.

Derrick Jackson is a financial advisor with Kestra Advisory, holding a Series 66 designation and 22 years of industry experience. He previously worked at Edward Jones from 2008 to 2020 before joining Kestra Advisory in 2020. Jackson is also the managing advisor and sole investment representative of Ryleigh Wealth Management, where he operates as a business owner. 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, compliance testing, and employee education, supporting its recommendations with thorough due diligence and serving clients that include very large institutional investors.

John Anderson Jr. is a financial advisor with Kestra Advisory and holds Series 63 and Series 65 credentials. He has 39 years of industry experience, including roles at Kestra Advisory since 2016 and Kestra Investment Services since 2006. Anderson is also the owner of Tempewick Wealth Management, which provides consulting, insurance, and investment advisory services. Kestra Advisory Services delivers investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm serves a diverse client base including large institutional investors and provides both discretionary and non-discretionary fiduciary services.

William Ozburn is a CFP® and ChFC® with 42 years of industry experience. He has been with Kestra Advisory since 2017 and also maintains a longstanding affiliation with National Planning Corp since 2000. Ozburn is the owner of Ozburn Financial Services Inc., through which he provides consulting and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm provides services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Theodore Chibnall is a financial advisor at Kestra Advisory Services with 40 years of industry experience. He holds CFP® and Series 63 credentials and has held prior positions at Cetera and Prosperity Network, Inc. He is also involved as the Association Membership Director for the Financial Planning Association. 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-level investment advice, and uses multiple management platforms while serving clients ranging from individual investors to sovereign wealth funds.

Robert Bensman is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses. He has 49 years of industry experience and has been with Kestra Advisory since 2016, also working at Kestra Investment Services, LLC and Bensman Associates Ltd. Outside of his advisory roles, he is a founding member of a consulting firm, Schemata, L.L.C., and serves as a limited partner evaluating private equity opportunities with RJT, LLC. 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 design, and employee education, and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds and offering various third-party managed solutions within a supervisory framework.

Jack Dvir is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has previously worked at SagePoint Financial and Edward Jones. In addition to his advisory role, he is involved with Financial Pointe, where he provides consulting services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm delivers fiduciary services, plan-level investment advice, employee education, and manages multiple investment platforms, serving large clients such as sovereign wealth funds.

Andrew Pollack is a financial advisor with Kestra Advisory, holding a Series 65 credential and three years of industry experience. He has previously worked at Offit Capital and Tortoise Investment Management, LLC, and attended Northwestern University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional clients, and individuals. The firm offers services such as fiduciary consulting, plan design, due diligence-supported investment advice, and access to multiple management platforms and third-party solutions.

Erin Luise is a financial advisor at Kestra Advisory with one year of industry experience. She holds the Series 66 designation and has worked at Kestra Investment Services LLC since 2025. Luise is also involved with Coastline Wealth Management, where she serves as an advisor and assistant, helping clients meet financial goals and supporting office management. 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, employee education, and access to multiple management platforms and third-party solutions.

Charles Crilly is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2020 and serves as President and Financial Advisor at Ivory Wealth Management. Outside of financial services, he is involved in musical performance through a related business entity. 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 design, investment advice, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Douglas Ackerman is a financial advisor at Kestra Advisory with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Ackerman's career at Kestra began in 2016, and he is involved in securing disability insurance and writing individual health and term insurance policies through multiple insurance-related activities. He also contributes to the design of a financial planning app targeted at younger adults. 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 services such as fiduciary consulting, plan design, and employee education, utilizing multiple management platforms and third-party solutions within a supervisory framework.

Susan Clime is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. She previously worked at Merrill from 2013 to 2020 before joining Kestra Advisory and affiliated entities in 2020. Clime also serves as a Field Assistant in client service and customer service roles through Kestra Advisory Services LLC and RS Will Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients ranging from plan sponsors to sovereign wealth funds.

Selena Krampota is a financial advisor with Kestra Advisory in Houston, TX, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has been with Kestra Advisory and Kestra Investment Services since 2016 and previously worked at VOYA Financial Advisors. Krampota also maintains a role as a financial advisor with Lifebridge Financial Group since 2013. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional clients. The firm offers fiduciary consulting, plan design, employee education, and manages substantial assets across multiple platforms and third-party solutions.

Christian Frey is a Series 65-licensed advisor at Kestra Advisory with one year of industry experience. He has been with Kestra since 2018 and previously worked at Beau Chene Condos from 2014 to 2018. 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 a variety of services including fiduciary consulting, plan design, and employee education while utilizing multiple management platforms and third-party solutions.

William Gallegos is a financial advisor at Kestra Advisory with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Kestra Advisory since 2016. Prior to this, he worked at Kestra Investment Services, LLC beginning in 2011. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and manages multiple third-party platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Stephanie Lee is a financial advisor at Kestra Advisory with three years of industry experience. She holds Series 63 and Series 65 registrations and has worked previously at JP Morgan Chase, CX Institutional, 1st Source Bank, and Woodforest National Bank. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and employee education, serving large institutional investors including sovereign wealth funds.

Robert Kline is a CFP® professional with 32 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and has also worked with Kestra Investment Services, LLC since 2010. In addition to his advisory role, he provides notary public services to his clients. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides services including plan design, fiduciary consulting, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.