Kimberley Holcomb is a CFA® charterholder with 29 years of industry experience, currently serving as an investment advisor at Kestra Advisory since 2016. She has been involved with Kestra Investment Services since 2005 and owns Holcomb Wealth Management, where she provides advisory and insurance services. Outside of her advisory roles, she also performs fiduciary duties in a legal capacity. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and access to multiple management platforms. The firm serves a diverse client base, including large institutional investors, and supports complex investment solutions within a comprehensive supervisory framework.

Jaclyn Harvey is a Certified Financial Planner® with nine years of industry experience, currently serving as a financial advisor with Kestra Advisory. She previously worked at Lincoln Investment and Legend. Harvey is also active as a social media content creator focused on financial planning topics. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base including institutional plan sponsors and individual investors, offering fiduciary services, plan design, and investment management supported by comprehensive due diligence.

Austin Smith is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 registrations and five years of industry experience. His career includes roles at LPL Financial LLC, Independent Financial Group, LLC, and Lusardi Construction Company. 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, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within a comprehensive supervisory framework.

Todd Guerin is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Kestra Advisory since 2016 and concurrently operates a CPA firm, Apple Guerin Company LLC, where he is a partner. Outside of his advisory and accounting roles, he is involved in several business ventures, including managing real estate entities and overseeing tax and bookkeeping activities for multiple partnerships. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and complex product solutions. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Karel Story is a financial advisor with Kestra Advisory in Arlington, TX, holding Series 63 and Series 66 designations and totaling 30 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services LLC in 2022, he spent 20 years with World Choice Securities, Inc. He is also involved in financial coaching, providing client relationship management and support services to Representatives and RIAs. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm provides fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients ranging from plan sponsors to sovereign wealth funds.

David Scher is a CFP® and ChFC® professional with 25 years of experience in the financial industry. He has been with Kestra Advisory since 2016 and also maintains a role at Applied High Voltage, LLC. Scher serves on the board of the Ridgewood AM Rotary Club, where the board allocates funds to community-oriented charitable projects and scholarships. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad client base including institutional and individual investors. The firm offers fiduciary consulting, plan design, and diverse investment solutions, serving large institutional clients and delivering specialized services such as pooled employer plans and discretionary trading.

Samuel Hulse is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked with Kestra Advisory since 2019 and also holds a long-standing role as director at Higginbotham, where he has been involved since 1999. Outside of advisory services, he is an investor with 4A Capital, LLC, a real estate business. 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 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.

Jeremy Soboleski is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 16 years of industry experience, including prior roles at Commonwealth Financial Network and Ivory Wealth Management. He serves as an executive board member for CT Sports Management Group/Nutmeg State Games, a nonprofit organization. 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 manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Tom Cates is a financial advisor with Kestra Advisory and holds a Series 63 designation. He has 41 years of industry experience, including extensive tenure at Cornerstone Financial Advisors, Inc. since 2001. Outside of finance, he is president and a 25% owner of C Clips Corporation, a hair care service provider. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm provides fiduciary consulting, plan design, benchmarking, and manages a range of investment platforms and third-party solutions.

Lawrance Johnson is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of advisory work, he is a 50% partner in BLACK DIAMOND EXCLUSIVE LLC, a business involved with vehicle and venue rentals for social events. 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 services such as fiduciary consulting, plan design, and advisor-managed accounts, supporting investments with due diligence and serving large institutional clients, including sovereign wealth funds.

Todd Bellistri is a ChFC®-designated financial advisor with Kestra Advisory, bringing 33 years of industry experience. He has been with Kestra Advisory and its affiliated entities since 2008. Outside of his advisory role, Bellistri serves as President and CEO of August Benefits, Inc., a consulting and insurance services firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving a broad client base that includes large institutional investors.

Dana Mazzarella is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked with Kestra Advisory and related entities since 2015. Outside of her advisory role, she serves as an administrative assistant at Asher Financial Services, supporting tax and accounting operations. 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-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving large institutional investors such as sovereign wealth funds.

Andrew Langford is a financial advisor with Kestra Advisory who holds the Series 66 designation and has recently begun his advisory career. He previously worked for TriGate Capital for nine years before joining Kestra and Roseman Wealth Advisors in 2025. In addition to his advisory role, he assists lead advisors with financial planning and client relationships. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors and manages approximately $79.8 billion in assets, providing access to multiple management platforms and third-party solutions.

Christopher Battle is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and possessing 24 years of industry experience. His career includes prior roles at LPL Financial and SII Investments, Inc. He is a co-owner and financial advisor at New Wall Street, LLC, a fee-based advisory firm that also provides retirement plan management and insurance solutions. 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 services including plan design, fiduciary consulting, and employee education, managing approximately $79.8 billion in assets with a client base that includes large institutional investors.

Ernest Hui is a ChFC® credentialed financial advisor with 26 years of industry experience. He is currently with Kestra Advisory Services and has prior experience at Gbs Insurance And Financial Services, Inc. and M. Holdings Securities, Inc. Since 2022, he has been involved as a co-founder and partner of Bald Eagle City, a local basketball club focused on organizing leagues and coaching youth teams in his community. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, and employee education. The firm serves large institutional investors and employs a rigorous investment due diligence process while offering access to multiple management platforms and third-party solutions.

Steven Heifetz is a CFP® professional based in Denver, Colorado, with 36 years of industry experience. He has been with Kestra Financial Services, Inc. since 2016 and has a longstanding tenure at Texas Instruments dating back to 1984. Outside of his financial advisory work, Heifetz serves on the boards of Colorado Feeding Kids and the South Denver Kiwanis Foundation. 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 fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.

Scott Fanatico is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at ROYAL ALLIANCE/Osaic Wealth, Inc. and SEI Investments Management Corp. Fanatico also operates as a Registered Representative through The Financial Services Center, providing client-focused financial services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and large institutional investors. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Aleksandar Krakovic is a financial advisor at Kestra Advisory with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial Advisors and OSAIC. Krakovic is also the owner of Biscayne Wealth Management, Inc., a pass-through entity involved in banking and credit activities for the business. 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, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Matthew Childs is a CFP® professional with 17 years of experience, currently serving with Kestra Advisory. He has worked with Kestra Advisory since 2016 and has been involved with Kestra Investment Services, LLC since 2008. Childs is the managing member of Childs Company, LLC, which he founded in 2001. He serves on the advisory board of The Intersect Group and holds board positions with several nonprofit organizations. 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 fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving large institutional investors including sovereign wealth funds.

Steven Goldstein is a CFP® professional with 23 years of experience in financial advisory services. He has been with Kestra Advisory and its affiliated entities since 2015 and holds a vice president role at oXYGen Financial, Inc., where he provides financial planning, advice, and investment services. Goldstein also participates in insurance sales and the administration of financial dashboard services through related businesses. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing a range of services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors and provides access to multiple management platforms and third-party managed solutions.