James Williams is a financial advisor at Kestra Advisory with seven years of experience. He holds Series 66 and Series 63 designations and has worked at Kestra Investment Services since 2021. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities. 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 pooled plan solutions, managing approximately $79.8 billion in assets.

Anthony Locascio is a CFP® with 43 years of industry experience, currently serving as an investment advisor at Kestra Advisory since 2016. He has been affiliated with Kestra Investment Services since 2001 and has operated Bishop, Ortiz & LoCascio Associates since 1984. Locascio is also a board member of E.C. Apartments and a member of the Winter Haven Rotary Club. 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, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Don White Jr. is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Kestra Advisory since 2016 and has prior experience at Kestra Investment Services, Equity Services, Inc., and National Life of Vermont. White serves on the board of visitors for the North Carolina Children’s Hospital, advising on community outreach and supporter engagement. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including plan sponsors, institutions, and individuals. 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.

George Bowen is a CFP® professional with 24 years of industry experience, currently with Kestra Advisory. His prior roles include positions at Charted Wealth, LLC, Commonwealth Financial Network, and Capital Management Partners, LLC. Bowen is a managing member of Alta Vista Wealth Management LLC, a business focused on securities and insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm offers fiduciary consulting, plan design and compliance, and access to multiple management platforms, serving notable clients including sovereign wealth funds.

Roberto Guzman is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and 22 years of industry experience. He has worked with Kestra Advisory since 2017 and previously spent seven years at LPL Financial. Guzman also operates New Growth Financial, providing financial planning and investment services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, vendor searches, and employee education, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Daniel Barry is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Kestra Advisory Services and Kestra Investment Services since 2019 and at Lockton Companies since 2015. Outside of his advisory roles, Barry serves in leadership positions on political committees and nonprofit boards, including as President of the Hornet's Nest Republican Men's Club and Moderator of the Presbytery of the Central Carolinas. 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 serves a diverse client base, including very large institutional investors, and offers multiple management platforms and third-party solutions within a supervisory framework.

Jared Mc Coy is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining Kestra, he worked at Edward Jones for five years and Bankers Life and Casualty for three years. He also spent seven years with Hair Family Farms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and employs due diligence-supported investment recommendations across multiple management platforms.

Trevor Harkness is a CFP® professional with 30 years of industry experience, currently serving with Kestra Advisory. He has worked with Kestra Advisory since 2016 and Kestra Investment Services since 2010, and more recently joined The Baldwin Group Securities, LLC. Outside of his advisory roles, he provides employee benefits consulting through Montoya Benefits Group and participates in insurance-related activities as a partner at BKS-Partners. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers fiduciary services, plan design and compliance support, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Jason Duffaut is a CFP® with 25 years of experience in the financial services industry. He is currently a financial advisor at Kestra Advisory Services, LLC, having joined in 2023. Prior to Kestra, he worked at Heritage Family Office and LPL Financial. Outside of his advisory role, Duffaut owns Broadway Insurance Agency, LLC, which provides insurance services to clients. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors. The firm provides services such as fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets under management.

Carrie Dick is a financial advisor with Kestra Advisory, holding a Series 66 designation and 14 years of industry experience. She previously worked with Kevin Dick Investment Management Group and Commonwealth Financial Network. In addition to her advisory work, she owns a tax and accounting business, Integrated Tax Solutions, where she provides tax preparation and planning services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, with services including fiduciary consulting, plan design, and employee education. The firm manages significant institutional assets and provides access to multiple management platforms and third-party solutions.

William Kitchel is a financial advisor with Kestra Advisory Services who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He serves as Chief Investment Officer and Financial Planner and has held roles at Kestra Advisory since 2016, with prior experience in consulting and insurance. Outside of his advisory work, he is the owner of a consulting firm, Value Group, Inc., involved in management, operations, and financial forecasting. 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, vendor benchmarking, and advisor-managed accounts, catering to both large institutional investors and individual plans.

Thomas Furlong is a financial advisor at Kestra Advisory with 34 years of industry experience. He has previously worked at LPL Financial and Meritrust Wealth Management, where he also serves as a registered representative. Outside of his advisory role, he is the sole member of SIX FURLONGS LLC, a music-related business. 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 fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors among others.

Chelsey Wahlman is a financial advisor at Kestra Advisory with 10 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Merrill and Beacon Capital Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, serving notable clients including large institutional investors and sovereign wealth funds.

Todd Jakubik is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with Kestra Advisory in Austin, TX, having previously spent 25 years at Penn Mutual Life Insurance Company and Hornor Townsend & Kent, Inc. Outside of his advisory role, he serves as Vice President and agent/broker for Total Financial Concepts, Inc., where he is involved in investment, life insurance, and annuity sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers a range of services such as fiduciary consulting, plan design, and due diligence-supported investment advice, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Matthew Cox is a CFP® professional with five years of industry experience, currently serving at Kestra Advisory Services, LLC. His prior experience includes roles at Cetera Advisors LLC, Burgdorf Wealth Managers, and the U.S. Army. Outside of financial advising, he is licensed as an insurance agent specializing in disability insurance. Kestra Advisory Services provides 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 and third-party solutions. The firm serves a wide range of clients, including large institutional investors, and manages approximately $79.8 billion in assets.

Alfredo Dipinto is an investment advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has worked at Kestra since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, Alfredo owns and operates Alfredo's Ristorante Italianò, a full-service restaurant. 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 and third-party solutions, serving clients that include large institutional investors.

Yesenia Beckmann is a CFP® professional with 16 years of industry experience. She is currently an Investment Advisor Representative at Kestra Advisory and has worked with Kestra-affiliated firms since 2016. She is also a partner at Well-Traveled Wealth, an insurance-focused advisory business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and manages significant assets including those of large institutional investors.

Mason Howard is a CFA® charterholder with 27 years of industry experience, currently serving as an advisor at Kestra Advisory. He has been with Kestra Advisory since 2018 and has worked with Kestra Investment Services, LLC since 2008. Howard holds a state insurance license and is involved with The KNW Group LLC as Director of Investments, focusing on investment due diligence and asset allocation support. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including 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.

Wilson Wise is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 credential and seven years of industry experience. His prior work includes five years at Edward Jones and service in the United States Air Force and Air Force Reserves since 2013. Outside of advising, he owns and leads a homeschool band that provides music lessons and serves as a Public Affairs Officer for the Air Force Reserves. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan-level investment advice, and access to multiple management platforms, serving a range of clients from large institutional investors to sovereign wealth funds.

Nicholas Cerullo is a financial advisor at Kestra Advisory with a Series 65 credential and one year of industry experience. His work history includes roles at RBMuha, Morgan Stanley, and E*Trade Securities LLC. Prior to his advisory career, he held positions in the hospitality industry and various educational institutions. 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, investment advice, and employee education, serving large institutional investors and managing approximately $79.8 billion in assets.