John Ross is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has been with Kestra Advisory since 2016 and has a long tenure with Kestra Investment Services, LLC dating back to 2003. Ross co-owns National Investment Advisors, Inc., a registered representative business affiliated with Kestra. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional and individual investors. The firm offers a range of fiduciary services and access to multiple management platforms and third-party solutions, serving large institutional clients alongside retail investors.

Madeline Weber is a financial advisor with Kestra Advisory in Wilmington, DE, holding a Series 66 credential and over a year of experience at Kestra. Her prior roles include work at Black Cactus and involvement with Deer Park Tavern and Goodness Bowls. She also served at the University of Delaware and Avalon Yacht Club in recent years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and various 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 a diverse client base, including sovereign wealth funds.

Joseph Vartanian is an Investment Advisor Representative with Kestra Advisory Services, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as an advisor at Gate City Advisors, where he is associated with the book "The Retirement Income Toolkit." Outside of his advisory roles, he is a partner at Gate City Property Group, a real estate business in Greensboro, NC. 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 a range of services such as fiduciary consulting, plan design, and investment advice, supporting complex products and discretionary trading within its supervisory framework.

Mark Mann is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Before joining Kestra Advisory and Kestra Investment Services, LLC in 2021, he worked at Waddell & Reed, Inc. for 14 years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, serving clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Adam Horde is a financial advisor at Kestra Advisory with 14 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network, Cabrillo Mortgage, and Monarch Retirement Group. He is a 16.5% owner/member of Monarch Retirement & Investments LLC, which facilitates securities, advisory, and insurance business. 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, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds.

Brandon Grocki is a CFP® with 11 years of industry experience, currently serving at Kestra Advisory. He has held positions with firms including Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, Grocki is involved in political service as a district representative for the Millstone Township Republican Committee. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a broad range of services such as fiduciary consulting, plan-level investment advice, and employee education, supported by due diligence and multiple management platforms.

Elijah Desmond is a Series 66-licensed advisor at Kestra Advisory with one year of industry experience. Prior to his financial advisory role, he held various positions in the food service industry and worked in academic settings including Arizona State University and Yavapai College. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, including relationships with large institutional investors and sovereign wealth funds.

Paisley Jones is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Kestra Advisory since 2016 and also works with KESTRA Investment Services, LLC since 2015. 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 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.

Samuel Collins is a financial advisor at Kestra Advisory with three years of industry experience. He holds the Series 66 designation and has worked at Kestra Investment Services since 2023 and Ameriprise prior to that. His background includes education roles and retail experience before entering the financial services industry. 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 fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

James Mahoney III is a CFP® professional with 24 years of experience currently serving as an Investment Advisor Representative at Kestra Advisory Services, LLC since 2016. He is also the principal of Northampton Financial Services, where he provides consulting and financial planning for individuals and small businesses. Outside of his advisory roles, he coaches competitive skiing at Berkshire East, a ski resort, and serves as an assistant coach for the Northampton High School ski team. 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, benchmarking, and employee education, and manages approximately $79.8 billion in assets with a client base that includes large institutional investors and sovereign wealth funds.

Jillian Hefner is a financial advisor at Kestra Advisory with a Series 66 designation and four years of industry experience. Her prior roles include positions at Dimensional Fund Advisors and Bluespring Wealth Management. She has also worked in educational settings, including Abilene Christian University and Westlake High School. 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 consulting, plan design, and investment advice. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Eric Galloway is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 17 years of industry experience, including 16 years at Edward Jones before joining Kestra in 2024. Galloway also operates Galloway Wealth Management, where he provides financial planning and insurance services. Kestra Advisory Services delivers investment advisory and retirement-plan consulting to a diverse 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 provides access to multiple management platforms and complex investment products.

Richard Lynch Jr. is a financial advisor at Kestra Advisory with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kestra Advisory since 2016. He is also the owner of Retirement Analytics, overseeing operations and sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and investment advice. The firm serves a wide range of clients, including large institutional investors, and manages approximately $79.8 billion in assets.

Miriam Lopez is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 33 years of industry experience. She has worked with Kestra Advisory since 2016 and has been associated with Kestra Investment Services, LLC since 2010. Outside of her advisory role, she serves as a Zoom classroom host for the Osher Lifelong Learning Institute at the University of North Carolina at Wilmington. 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, employee education, and manages approximately $79.8 billion in assets under management, serving clients such as sovereign wealth funds and large institutional investors.

Jason Colin Patrick is an investment advisor affiliated with Kestra Advisory, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as owner and CEO of Fiduciary Advisors, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Keith Burgess is a financial advisor at Kestra Advisory with 11 years of industry experience. He holds Series 63, Series 66, and Series 65 designations and has been affiliated with Nfp Securities Inc. since 2010. Outside of his advisory work, Burgess coaches his daughter’s 10-year-old soccer team. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors as well as institutional and individual clients, offering a range of solutions including fiduciary consulting, plan design, employee education, and advisor-managed accounts.

Jason Mcdonald is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has been with Kestra Advisory since 2016 and has previous experience at Kestra Investment Services, LLC and Principal Mutual Life Insurance Company. He also holds a part-time teaching position related to investment topics at UMBC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, and serves large institutional investors, including sovereign wealth funds, through a variety of management platforms and third-party solutions.

Michael Dipiero is a financial advisor at Kestra Advisory with 16 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Hornor Townsend & Kent, Penn Mutual Life Insurance Company, AssetMark Brokerage, Centurion Capital Group, and Capital Brokerage Corporation. He serves as Director of Investments at Coltiva Wealth Planning Partners, focusing on financial planning and 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, and employee education, managing approximately $79.8 billion in assets and serving notable clients such as sovereign wealth funds.

Shaun Kimball is a financial advisor with Kestra Advisory Services in Austin, TX, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He previously worked for CUSO Financial Services, LP and Empower Federal Credit Union over a span of 10 years. Outside of his advisory role, Kimball owns Momentum Strategic Wealth, LLC, which provides investment advice and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, providing services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including sovereign wealth funds.

Sara Norell is a CFP® professional with 14 years of experience in financial advising. She has been with Kestra Advisory since 2017 and previously worked at Northwestern Mutual Wealth Management Company. In addition to her advisory role, she is involved in client management and advisory activities related to NFP and THE KNW GROUP. 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 manages assets through multiple platforms, serving clients that include large institutional investors and sovereign wealth funds.