Yehuda Gross is a financial advisor at Kestra Advisory with 11 years of industry experience and holds the CFP® and Series 66 designations. Prior to joining Kestra in 2020, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2020. Gross is active in community organizations, serving on the board of the Jewish Federation of South Palm Beach County and chairing the Professional Advisory Committee at the Jacobson Jewish Community Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services that include 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.

Joshua Donofry is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 10 years of industry experience. Prior to joining Kestra Advisory in 2020, he worked at Merrill and Bank of America. He serves on the Investment Committee and Board of Directors for The Community Foundation of Frederick County and teaches as an adjunct professor at Hood College. 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 services such as fiduciary consulting, plan design, and advisor-managed accounts, supporting recommended investments with due diligence across multiple management platforms.

Gregory Sheehan is a financial advisor at Kestra Advisory with 25 years of industry experience. He previously worked at The Wealth Transition Collective and Commonwealth Financial Network for 17 years. Outside of his advisory role, he serves on the board of the nonprofit RVCC and founded The Collective Companies, a coaching and leadership development organization. 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, and employee education. The firm serves large institutional investors and employs multiple management platforms to support its investment solutions.

Lena Nebel is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Kestra Advisory. She previously worked at Keeney Financial Group and Triad Advisors. Nebel is also president and COO of Brotman Financial Group, where she oversees operations and acts as lead advisor. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, vendor benchmarking, and utilizes multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Peter Damico is a financial advisor with Kestra Advisory, holding a Series 66 credential and 23 years of industry experience. His prior work includes roles at Commonwealth Financial Network and Equitable Advisors. Outside of his advisory work, he serves as Board Chair of Youth Action, a nonprofit organization. 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 employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Erin Mccain is a financial advisor with Kestra Advisory in Ridgeland, MS, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has worked with Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2014. Outside of advisory duties, she serves as a Registered Field Assistant with WealthPartners, focusing on operational responsibilities. 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 employee education, and manages approximately $79.8 billion in assets with capabilities that include serving large institutional clients and offering pooled employer plan arrangements.

Richard Swanson is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 40 years of industry experience. He has worked with Kestra Advisory since 2016 and previously held roles at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. In addition to his advisory role, Swanson serves as a Regional Director at P&A Group, focusing on corporate retirement plans and individual financial services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan design, employee education, and investment advice, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Lindsey Hardy is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Lightship Wealth Strategies, Bank of America, Merrill, and Federated Global Investment Management Corp. She also serves as Director of Operations for Grandview Partners, overseeing client service functions and staff management. 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 clients including large institutional investors and sovereign wealth funds.

Robert Williams is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Security Financial Management and CONCOURSE FINANCIAL GROUP SECURITIES, as well as a long tenure at Kaplan. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors and provides access to multiple management platforms and third-party solutions.

James Waninger is a CFP® with five years of industry experience, currently serving as an advisor at Kestra Advisory. His prior experience includes seven years at Onyx Private Wealth and four years managing his own advisory practice. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm provides fiduciary services, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clientele that include large institutional investors such as sovereign wealth funds.

Madeline Dauby is a CFP® and Series 66 credentialed advisor with four years of industry experience. She is currently with Kestra Advisory and has prior experience at Commonwealth Financial Network and Onyx Private Wealth. 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, supported by thorough investment due diligence.

Martin Ferguson is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Kestra Advisory since 2018, previously serving at Kestra Investment Services and Investment Professional Inc. Ferguson is also an owner of Kestra Advisory Services, LLC. 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 fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting its clients with due diligence across a variety of investment solutions.

Mack Farley is a Certified Financial Planner (CFP®) with nine years of industry experience. He has worked at Kestra Advisory since 2018, following prior roles at Ameriprise Financial Advisors and Northwestern Mutual. He is involved in financial planning, client reviews, and due diligence through his position as a Registered Field Assistant. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving notable clients such as sovereign wealth funds.

Amanda Mc Kenna is a CFP® professional with experience at Kestra Advisory, Coghill Investment Strategies, and PNC Bank NA. She has held positions in both financial services and public health sectors. Mc Kenna has additional work history at The University of Pittsburgh School of Public Health and experience in the food service industry. 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 serves large institutional investors and manages approximately $79.8 billion in assets.

John O'Keeffe is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has held roles at Kestra Investment Services, Trust Financial Services, Capitas Financial, O'Keeffe Financial Partners, and Raymond James Financial Services. O'Keeffe is the owner of O'Keeffe Financial Partners LLC and serves as an independent contractor specializing in life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms and third-party solutions to support its services.

Charlotte Campbell is a financial advisor at Kestra Advisory with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Hancock Bank, and Cetera. Outside of her advisory role, she consults on an educational channel focused on financial literacy content for teens and provides strategic input on content and branding. Kestra Advisory offers investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients, supporting fiduciary services and utilizing multiple management platforms to serve very large institutional investors, including sovereign wealth funds.

Jonathan Pope is a Series 66-licensed financial advisor with Kestra Advisory in Royal Oak, MI, bringing 19 years of industry experience. He previously worked at AXA Advisors and Cambridge Financial Services before joining Kestra in 2019. Pope serves on the boards of Integrated Living, Inc. and Make-A-Wish Michigan. 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-level investment advice, and employee education, supporting large institutional investors and employing multiple management platforms.

Timothy Buzzini is an investment advisor representative with Kestra Advisory and holds a Series 63 designation. He has 32 years of experience in the financial services industry, including roles at Kestra Advisory since 2016 and Kestra Investment Services since 2014. Outside of advisory work, he has been involved with Jack Tone Golf since 1996. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving a range of clients including sovereign wealth funds.

Kenneth Benedict is a CFP® professional with 27 years of industry experience, currently affiliated with Kestra Advisory Services, LLC. His prior roles include positions at Sagepoint Financial, Pure Financial Advisors, Charles Schwab, and DAAT Asset Management. He is an IRS Enrolled Agent and conducts retirement planning training seminars through his educational business, Retirement Planning Today. 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 large institutional investors, including sovereign wealth funds, and supports various management platforms and third-party solutions.

Diane Greer is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 registrations and bringing 18 years of industry experience. Her prior roles include positions at KDI Wealth Management and Commonwealth Financial Network. 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 plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds, utilizing multiple management platforms and third-party solutions.