Greg Guardiano is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as a math instructor at Colorado Mountain College since 2011. Outside of his advisory role, Guardiano works as a canoe trip guide and performs magic shows. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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, serving clients such as large institutional investors and sovereign wealth funds.

Marcus Hernandez is a financial advisor at Kestra Advisory with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith, Inc. He is the owner and financial advisor of Cabot Family Office and serves as president of the board for the nonprofit Foundation Fuente De Amor. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, compliance testing, employee education, and advisor-managed accounts.

John Dodds is a financial advisor with Kestra Advisory Services who holds a Series 63 designation and has 44 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services since 2002. Outside of his advisory work, Dodds is involved in sports media, owning and hosting basketball-themed shows and writing stories about Marquette basketball. 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, employee education, and utilizes multiple management platforms, serving clients that include sovereign wealth funds and other large institutional investors.

Abbey Ledoux is a financial advisor at Kestra Advisory with 17 years of industry experience. She holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors and National Asset Management. Ledoux also serves as an operations manager at Wealth Empowerment Financial Strategies. 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 comprehensive services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients ranging from private funds to sovereign wealth funds.

Kenneth Anderson is a financial advisor with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has been with Kestra since 2016. Outside of his advisory role, he serves on the advisory board of the Threewide Foundation, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, compliance testing, and employee education. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Elizabeth Haynes is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 credentials and 18 years of industry experience. Her prior roles include positions at Edward Jones and UMB Financial Services. She serves as finance chairman on the Board of Trustees for BOTAR, where she oversees the organization’s budget and supports its leadership. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets under management.

Sanger Smith is a financial advisor at Kestra Advisory with seven years of industry experience, holding a Series 66 designation. Prior to joining Kestra Advisory in 2022, he spent 12 years at Ameriprise Financial Services. Outside of his advisory role, Smith co-hosts the Decidedly Podcast, an educational lifestyle show featuring interviews that explore decision-making frameworks and insights. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include sovereign wealth funds and other large institutional investors.

James Hill is a financial advisor at Kestra Advisory with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, Independent Financial Partners, and Cornerstone Wealth Management. Hill also manages client investments and provides retirement advice through Hill Wealth Management. Kestra Advisory Services delivers investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering a range of services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a diverse client base that includes very large institutional investors and sovereign wealth funds.

Susan Forman is a CFP® credentialed financial advisor with 41 years of industry experience. She has been with Kestra Advisory since 2016 and Kestra Investment Services since 2006. Outside of her advisory role, she serves as an administrative assistant at Wealth Preservation Solutions, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a 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.

Jaime Daggett is a financial advisor with Kestra Advisory and holds a Series 66 designation. Jaime has one year of industry experience and has worked at Kestra Advisory Services, Kestra Investment Services, Coastline Wealth Management, and held teaching positions at St. Joseph's University and Lockhaven University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including vendor searches, plan design and compliance testing, fiduciary consulting, and plan-level investment advice, serving clients such as sovereign wealth funds and large institutional investors.

Nathaniel Mcnulty is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Kestra Advisory since 2018. His prior work includes roles at LPL Financial and Meritrust Wealth Management, where he continues engagement as an investment representative. Outside of his advisory work, Mcnulty is involved in his local community through a school council membership and serves as co-chair of a capital campaign for his church and school. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm offers a broad range of services such as fiduciary consulting, plan design, and employee education, supporting its advice with due diligence on investments and utilizing multiple management platforms.

John Jacks is a CFP® with 38 years of experience in the financial services industry. He is currently an Investment Advisor Representative at Kestra Advisory Services, LLC, a role he has held since 2016. He is also the owner of Jacks & Associates Insurance Agency, a firm he has operated since 1991. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors, offering services such as plan design, fiduciary consulting, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional clients, including sovereign wealth funds.

Alfred Polizzotto III is a CFP®-certified financial advisor with 28 years of industry experience. He is currently affiliated with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2025. Prior to joining Kestra, he worked at Commonwealth Financial Network for nine years and managed his own firm, Polizzotto & Polizzotto, for nearly three decades. In addition to his advisory work, he manages a law firm and is involved in selling life and long-term care insurance. 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 investment advice, with a focus on large institutional investors and complex investment solutions.

Andrew Ellermann is a CFP® with 20 years of industry experience, currently serving with Kestra Advisory. He has previously worked with LPL Financial, Old National Bank, and Cetera Investment Services. Outside of his advisory role, he serves on the boards of Helping His Hands, a faith-based charity, and the South Knox Education Foundation, which reviews grant and scholarship applications. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a diverse client base, including large institutional investors, and supports a range of management platforms and third-party solutions.

Michael Cooley is a CFP® professional with 29 years of industry experience, currently with Kestra Advisory. He previously worked at Commonwealth Financial Network for over two decades before joining Kestra in 2025. Kestra Advisory Services provides investment advisory and retirement plan consulting to a broad range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers services from plan design and compliance to fiduciary consulting and supports multiple management platforms with a wide product access within its supervisory framework.

Jackson Sharp is a financial advisor at Kestra Advisory with five years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Kestra, he worked at J.P. Morgan Securities and JPMorgan Chase Bank. His other business activity includes serving as a Wealth Management Analyst supporting partners and advisors with client onboarding and account services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, and employee education among other services. The firm manages approximately $79.8 billion in assets and serves a broad client base that includes large institutional investors and sovereign wealth funds.

Joseph Carpenter is a financial advisor with Kestra Advisory, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has worked at Kestra Investment Services, Partners Securities, and Boone Brandon Johnston & Evans since the mid-1990s. Carpenter is also involved in business development activities related to executive benefits and investment advisory 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 advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Kristen Hemmings is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Kestra Advisory. She has previously worked with Commonwealth Financial Network and Coghill Investment Strategies. Hemmings also serves as chair of the Board Development & Partnerships Committee for Hello Neighbor, a nonprofit organization. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors as well as institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and a broad range of outsourced solutions.

Brett Cole is a CFP® with 34 years of experience in financial planning and investment advisory services. He is currently affiliated with Kestra Advisory and has held roles at Kestra Investment Services, Tycor Benefit Administrators, and Tycor Asset Management since 2007. He operates out of Wayne, PA. 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 design and compliance testing, plan-level investment advice, and manages various third-party platforms and pooled plan solutions.

Christopher Szem is a financial advisor with Kestra Advisory in Ft. Lauderdale, FL, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2016. Outside of his advisory role, he is involved in health insurance plan design and consulting through his ownership and partnership in related companies. 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 oversight, plan-level investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, with approximately $79.8 billion in assets under management.