Gregory Anderson is a financial advisor with Kestra Advisory in Naperville, IL, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He previously worked at Axa Advisors, LLC from 1999 to 2016 before joining Kestra Advisory. Outside of his advisory role, he is a member of The Income Benefits Group Holdings, LLC, a real estate business. Kestra Advisory provides investment advisory and retirement plan consulting services to institutional and individual clients, including vendor searches, plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Matthew Defelice is a CFP® with 33 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory. He has been with Kestra since 2012, holding multiple roles including financial advisor and insurance agent, specializing in life, disability, and long-term care insurance. Outside of his advisory work, he is involved with Preferred Pensions, LLC as a member. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of clients including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets under management.

Todd Reno is a financial advisor with Kestra Advisory Services and Kestra Investment Services, LLC, holding Series 63 and Series 65 credentials and nearly three decades of industry experience. He previously worked at LPL Financial for nine years before joining Kestra in 2017. Reno also owns and operates Houghton Lake Financial, providing investment services from an office building he owns. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Jayavardhan Kota is a CFA® charterholder with 13 years of industry experience, currently serving at Kestra Advisory since 2016. He has been involved with Kestra Investment Services, LLC since 2013. His responsibilities include data entry, performance measurement, financial planning, investment selection, due diligence, and monitoring. 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, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Stephen Arnold is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at SagePoint Financial for a decade before joining Kestra in 2023. Outside of advisory services, he owns a business focused on selling and servicing insurance clients. 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 pooled plan solutions, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

Tanisha Wilson is a financial advisor at Kestra Advisory with 15 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 16 years before joining Kestra Advisory Services, LLC in 2026. 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, compliance testing, and employee education, managing approximately $79.8 billion in assets and serving large institutional investors such as sovereign wealth funds.

Paul Hammer is a ChFC® with 34 years of industry experience, currently serving as a financial advisor at Kestra Advisory. He previously spent 23 years at Commonwealth Financial Network and operated the Hammer Financial Group during the same period. Outside of advising, he is involved in fixed insurance sales through Hammer Financial Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers comprehensive services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, serving large institutional investors including sovereign wealth funds.

Consuelo Lopez is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 16 years of industry experience. Prior to joining Kestra in 2021, she worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she owns VALSBAT LLC, a baseball coaching business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutions, and individuals. The firm offers fiduciary services, plan-level investment advice, and access to various management platforms, serving clients including large institutional investors and sovereign wealth funds.

Ivan Magalhaes Dos Santos is a CFP® with three years of industry experience, currently affiliated with Kestra Advisory Services, LLC. He has prior experience at Northwestern Mutual Wealth Management Company and Fidelity Investments. Outside of finance, he has a background that includes involvement with professional soccer organizations such as the Richmond Kickers and Tampa Bay Rowdies. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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 sovereign wealth funds, and supports a range of investment platforms and third-party solutions.

Eric Rosenberger is a CFP® professional with over 22 years of experience in financial planning and investment advisory services. He has been with Kestra Advisory since 2018 and previously worked at Summit Financial Resources, Inc. and Summit Equities, Inc. Rosenberger serves on the board of the Smoke Rise Tennis Club, where he contributes to organizing events and social activities. 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 access to multiple management platforms and third-party managed solutions.

David Rottschafer is a CFP® with 32 years of industry experience, currently serving at Kestra Advisory. His prior experience includes roles at Cetera Advisors LLC and RWS Business Consulting, LLC. Outside of his advisory work, he is involved with a business that facilitates life settlements and participates in a health insurance cost-saving arrangement through Population Science Management, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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 a diverse client base including large institutional investors and sovereign wealth funds.

Donald Settina is a CFP® with 43 years of experience in the financial services industry. He is currently with Kestra Advisory Services LLC and Kestra Investment Services LLC, where he has worked since 2022. Prior to Kestra, he spent 12 years at LPL Financial. Settina is also involved in consulting and insurance advisory roles related to executive benefits through multiple entities. 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 advisor-managed accounts. The firm serves a broad client base that includes large institutional investors and utilizes multiple management platforms and third-party solutions.

James Waninger is a CFP® with over 32 years of industry experience, currently serving at Kestra Advisory. His prior roles include positions at Onyx Private Wealth, Commonwealth Financial Network, and Ameriprise Financial Services. Waninger is a board member of the Perry County Sheriff's Merit Board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Timothy Ryan is a financial advisor with Kestra Advisory, holding a Series 66 license and 22 years of industry experience. He previously spent 10 years at Commonwealth Financial Network before joining Kestra in 2025. In addition to his advisory role, Ryan is a founding partner of Grandview Partners, where he manages day-to-day operations and provides financial planning and investment management to clients. 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, and employee education, supporting its investment recommendations with due diligence across multiple management platforms and third-party solutions.

Randi Howard is an advisor at Kestra Advisory with Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at Thrivent Financial, Stifel Nicolaus & Co., Bank of America, and Merrill. She is also registered as a Client Service Specialist with CD Wealth Management. 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 advisor-managed accounts, serving clients such as large institutional investors and sovereign wealth funds.

Carlos Rosado is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Kestra, he was associated with Trinity Wealth Securities, LLC, and operated under Florida Financial Advisors (DBA Texas Financial Advisors) as a financial consultant. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include fiduciary consulting, plan design, investment advice, and employee education. The firm manages a substantial asset base and serves various clients, including large institutional investors and sovereign wealth funds.

Natalie Trouw is a CFP®-credentialed financial advisor with seven years of industry experience, currently affiliated with Kestra Advisory. She has held roles at Kestra Investment Services, Elevation Wealth Partners, Waddell & Reed, and Britannia Inc. based in Santa Fe, NM. 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 manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

Margaret Sullivan is a financial advisor at Kestra Advisory with 19 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Her prior experience includes roles at Commonwealth Financial Network and Thomas Savone & Associates. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary services, plan design and compliance consulting, and access to multiple management platforms and third-party solutions.

James Davos Jr. is a CFP® with 25 years of industry experience, currently serving at Kestra Advisory. His prior experience includes roles at Charted Wealth, LLC, Commonwealth Financial Network, and Capital Management Partners, LLC. He is also co-owner of Charted Wealth, LLC, a private entity facilitating securities, advisory, and insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, education, and access to multiple management platforms with discretionary and non-discretionary services.

David Drake is a financial advisor with Kestra Advisory in Doylestown, PA, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Kestra Advisory since 2016 and maintains longstanding roles with Kestra Investment Services, Drake, Lehner & Morgan LLC, and The Drake Company LLC. Outside of his advisory duties, he serves as an elder in his local community. 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 access to multiple management platforms and third-party solutions, managing approximately $79.8 billion in assets.