James Hebets II is a financial advisor with Kestra Advisory in Phoenix, AZ, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2012. Outside of advisory work, Hebets serves on multiple nonprofit boards including Future For Kids, Honor Health Foundation, and Finseca Foundation, and he is the owner and CEO of Life Masters Classes, a lead generation and education content 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, employee education, and access to multiple management platforms, serving large clients such as sovereign wealth funds and pooled employer plans.

Ronald Mcneese Jr. is a financial advisor at Kestra Advisory with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at BCG Securities, Inc. from 2015 to 2022. Outside of his advisory role, he is a Brazilian Jiu Jitsu black belt and trains law enforcement officers in the discipline. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and portfolio management, and manages approximately $79.8 billion in assets, serving large institutional clients including sovereign wealth funds.

Herbert Smith is a CFP® and ChFC® credentialed financial advisor with 58 years of industry experience, currently affiliated with Kestra Advisory. He has been with Kestra Advisory since 2016 and has a longer tenure at Kestra Investment Services, LLC since 2001. Outside of his advisory role, he serves as a SCORE mentor, providing guidance to small business owners. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm’s services include fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving a client base that ranges from individual investors to large institutional entities such as sovereign wealth funds.

Juan Garcia is a financial advisor at Kestra Advisory Services with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Raymond James, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Lone Star National Bank, and North Capital Inc. He is also licensed to practice law and advises clients on estate planning and business matters as an attorney. 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, employee education, and access to multiple management platforms, and it serves large institutional investors such as sovereign wealth funds.

Sarah Mulcahy is a financial advisor at Kestra Advisory with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Putnam Retail Management for six years before joining Kestra in 2021. 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 advisor-managed accounts, and serves a diverse client base that includes large institutional investors such as sovereign wealth funds.

Lucas Johnson is a financial advisor with Kestra Advisory, holding the Series 66 designation and bringing 12 years of industry experience. Prior to joining Kestra Advisory in 2017, he worked at National Planning Corporation from 2014 to 2017. In addition to his advisory role, Johnson is the president of St. Jordan Creek, Incorporated, a wine production and alcohol sales business. He also provides consulting services related to divorce financial analysis and asset tracing. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary services, plan design, compliance testing, investment due diligence, and employee education, serving large institutional investors and managing approximately $79.8 billion in assets under management.

Mark Aridgides is a CFP® professional with 24 years of experience in financial advisory. He has been with Kestra Advisory since 2016 and also holds roles with Kestra Investment Services, LLC and Fleischer Jacobs Group since 2011. Outside of his advisory work, he is the owner of CATMARK ENTERPRISES LLC, which involves plane ownership. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and manages substantial assets with a focus on large institutional investors.

Thomas Delaney II is a financial advisor at Kestra Advisory with over 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Command Advisory Services and First Command Financial Services. Delaney also serves as a research assistant and facilitator at Boston University and provides compliance consulting for Peter Elish Investment Securities. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and manages multiple investment platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Jeremy Patin is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services, LLC in 2021, he worked at LPL Financial for seven years. He is also the owner and advisor of First Investment Services, LLC, where he engages in insurance and managerial activities. 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-level investment advice, and access to multiple management platforms, serving clients such as sovereign wealth funds and providing complex investment solutions within a structured supervisory framework.

Sara Zappani is a financial advisor at Kestra Advisory with 10 years of industry experience and holds a Series 66 designation. She has worked at Kestra Advisory and Kestra Investment Services since 2016 and also serves as Office Manager at Partners Wealth Management, where she manages day-to-day headquarters operations. Outside of her advisory role, she is a member of SORELLE Development, LLC, where she assists in real estate research and property development management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, benchmarking, and employee education, and manages approximately $79.8 billion in assets under management.

Trenton Williams is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 65 credential. He has one year of industry experience, including prior roles at Edward Jones and Paychex. 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 such as fiduciary consulting, plan design, investment advice, and employee education, supporting multiple management platforms and serving large institutional investors, including sovereign wealth funds.

Deborah Yurchak is a financial advisor at Kestra Advisory Services with 26 years of industry experience. She holds a Series 63 designation and has worked at firms including LPL Financial, Beacon Financial Services, and Minnesota Life Insurance. 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 services, plan design, and investment solutions supported by due diligence, serving approximately $79.8 billion in assets under management.

Amber Eldorrado is a financial advisor at Kestra Advisory with 11 years of industry experience and holds a Series 66 designation. Her prior work includes positions at Wells Fargo Advisors, OSAIC, and Sagepoint Financial, Inc. based in Atlanta, GA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Jacqueline Debenedictis is a Series 66 licensed financial advisor with 17 years of industry experience, currently with Kestra Advisory since 2019. She also holds roles at The Browning Group II, Inc., where she serves as Chief Operating Officer and Junior Adviser, focusing on client support and financial planning rather than product sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services from fiduciary oversight to plan design and utilizes multiple management platforms, serving large investors such as sovereign wealth funds.

Michael Levy is a CFP® with more than 31 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory since 2016. He is also the president of TLC Wealth Management, Inc., where he has been involved in insurance product placement since 1997. Levy holds a Series 63 designation and is a member of the Board of Trustees for the Jewish Federation of Greater Houston. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets with specialized solutions for large institutional clients.

Dolores White is an investment advisor representative at Kestra Advisory with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Kestra Financial Services since 2016. In addition to her advisory role, she serves as Director of Asset Management and assists with registered representative activities through Wealth Preservation Solutions, LLC. 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 investment solutions supported by rigorous due diligence. The firm manages approximately $79.8 billion in assets and serves notable clients including large institutional investors and sovereign wealth funds.

Dennis Page is a ChFC® credentialed advisor with over 32 years of experience, currently with Kestra Advisory since 2016. He has held longstanding roles with multiple firms including Kestra Investment Services, LLC and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as president of the Ozark Mountain Parrot Heads, a community and charitable organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Christopher Gurnee is an investment advisor with Kestra Advisory Services in Austin, Texas, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Kestra Advisory since 2018 and previously at Foresters Equity Services, Inc. and Cornerstone Financial & Associates, Inc., where he also serves as president. Gurnee holds a board member position with Cornerstone Management Group, Inc. 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 employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Stephen Zelcer is a financial advisor at Kestra Advisory with 11 years of industry experience. He holds Series 65 and Series 66 designations. His prior work includes roles at National Planning Corporation, Shober Zelcer, and running his own advisory firms. 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, and advisor-managed accounts, and serves large institutional investors such as sovereign wealth funds.

Mark Burgdorf is a financial advisor at Kestra Advisory with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Cetera and First Allied Advisory Services. Outside of his advisory role, he serves as a volunteer board member for Helping Hands Midwest and operates a business consulting practice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm manages complex investment solutions and serves notable clients including large institutional investors and sovereign wealth funds.