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David M
ChFC®, Series 63
Williamsville, NY
Kestra Advisory
David Mangano is a financial advisor with Kestra Advisory Services and holds the ChFC® and Series 63 designations. He has 37 years of industry experience, including 17 years at LPL Financial prior to joining Kestra in 2025. Outside of his advisory role, he serves as vice president of the Chapel Woods Homeowners Association board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and a range of managed account solutions. The firm serves large institutional investors, including sovereign wealth funds, and supports complex investment products within its supervisory framework.
Hugo M
Series 63, Series 65
Baton Rouge, LA
Kestra Advisory
Hugo Marrero Jr. is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 36 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Concourse Financial Group Securities Inc., as well as over two decades managing Marrero Wealth Management LLC. Marrero co-owns and manages financial oversight for family-owned real estate entities. 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 serves large institutional investors including sovereign wealth funds.
Thomas C
Series 66
Austin, TX
Kestra Advisory
Thomas Cromer is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Woodbury Financial Services and managing Cromer Family Financial. He is involved in customer service and administrative activities through his field assistant roles at both Kestra Advisory Services and Cromer Family Financial. 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.
Nathan S
ChFC®, Series 63, Series 65
Clarkston, MI
Kestra Advisory
Nathan Sealey is a financial advisor with Kestra Advisory who holds the ChFC® designation and has 28 years of industry experience. He has worked at Kestra Advisory since 2016 and is also the owner of Brass Ring Wealth Management, Inc., where he provides investment advisory, consulting, insurance, and securities services. Additionally, Sealey is a partner at Elga Wealth Management, offering similar services. 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 fiduciary consulting, plan design, investment advice, and manages assets using multiple management platforms and third-party solutions.
Lori S
Series 63
Port Jefferson, NY
Kestra Advisory
Lori Siro is a financial advisor at Kestra Advisory with 20 years of industry experience. She holds a Series 63 designation and has worked at Kestra Advisory Services since 2021, previously serving at Lincoln Investment and Legend Equities Corporation. In addition to her advisory role, she is president and sole shareholder of a CPA firm that provides tax and small business services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.
Todd M
Series 66
Austin, TX
Kestra Advisory
Todd Mitman is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 credential and 25 years of industry experience. Prior to joining Kestra in 2023, he spent 18 years with Ameriprise Financial Services. He is also president of Mitman, Reese and Associates, a business that assists with practice payroll management. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors as well as a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving clients that include very large institutional investors and sovereign wealth funds.
Vance B
Port Jefferson, NY
Kestra Advisory
Vance Brown is a financial advisor at Kestra Advisory with five years of industry experience. He previously worked at Williams Jones Wealth Management, LLC and Williams Jones & Associates, accumulating eight years across both firms. 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 that range from plan sponsors to sovereign wealth funds.
Lindsey M
Series 66
Louisville, KY
Kestra Advisory
Lindsey Miles is a financial advisor at Kestra Advisory with four years of industry experience. She holds a Series 66 designation and previously worked at Allstate Insurance Company and American Commercial Barge Line, where she is currently employed as a paralegal. Outside of her advisory role, she serves as Co-Chair of the Finance Committee and is a board member at Watkins United Methodist Church, assisting with financial oversight and budgeting. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan design, benchmarking, and access to multiple management platforms and third-party solutions.
Tyler H
CFP®, Series 65, Series 63
Austin, TX
Kestra Advisory
Tyler Herndon is a CFP® with 12 years of experience in the financial industry. He is currently a financial advisor at Kestra Advisory and Kestra Investment Services, LLC, where he has worked since 2022. Prior to that, he spent seven years at Edward Jones. Outside of his advisory role, he is the owner of Herndon Holdings, a real estate business. Kestra Advisory Services 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 services such as fiduciary consulting, plan design, and employee education, and supports its recommendations with due diligence on investment options.
Vincent N
Series 63
Port Jefferson, NY
Kestra Advisory
Vincent Napolitano is a financial advisor with Kestra Advisory in Port Jefferson, NY, holding a Series 63 designation and 11 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Equities Corporation, and CA Technologies. He is also involved with Coastline Wealth Management, providing insurance products such as life insurance and annuities to clients. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, with services including fiduciary consulting, plan-level investment advice, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves clients such as sovereign wealth funds.
Janice S
Series 63, Series 66
Pagosa Springs, CO
Kestra Advisory
Janice Swickard is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 credentials and 36 years of industry experience. Her prior work includes roles at LPL Financial, Old National Bank, and Merrill. Outside of her advisory role, she is a member of Finch Farms LLC, participating in its annual meetings. 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 serves a wide range of clients, including large institutional investors and sovereign wealth funds, with approximately $79.8 billion in assets under management.
George S
ChFC®, Series 63, Series 65
Austin, TX
Kestra Advisory
George Sinnott is a financial advisor at Kestra Advisory with 45 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Sinnott has been associated with Kestra Advisory Services since 2016 and has also been involved with Kestra Investment Services and Fusion Financial Group since 2003. He is the president of Sinnott Wealth Management, Inc., where he oversees company activities and financial planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional investors, and individual clients. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and investment advice, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.
Keith L
CFP®, Series 66
Harrisburg, PA
Kestra Advisory
Keith Long is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently affiliated with Kestra Advisory Services LLC and Kestra Investment Services, having previously worked at OSAIC for 12 years. In addition to his advisory roles, he is also an insurance agent. 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 employee education, and manages approximately $79.8 billion in assets, including clients like sovereign wealth funds.
John W
Series 63, Series 65
Austin, TX
Kestra Advisory
John Wesley is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 15 years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports discretionary trading within a broad supervisory framework.
Charles M
Series 65, Series 63
Worcester, MA
Kestra Advisory
Charles Manoog is a financial advisor at Kestra Advisory with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with Kestra Investment Services since 2007. 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, serving clients such as sovereign wealth funds and large institutional investors.
Michael W
Series 63, Series 65
Austin, TX
Kestra Advisory
Michael Westbrooks is a financial advisor at Kestra Advisory with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Cetera Advisor Networks and the City of Plano. Westbrooks is CEO and partner at Westbrooks Dugger & Westbrooks Financial, Inc., and serves on the board of the Dallas Life Foundation. He is also involved in tax and accounting services through ownership of WDW Tax Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary services, plan design, and investment management. The firm serves a broad client base including large institutional investors and sovereign wealth funds, with access to multiple management platforms and third-party solutions.
John V
Series 66
Avon, CT
Kestra Advisory
John Vassello is a financial advisor at Kestra Advisory with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at Infinex, Symmetry Partners, Carson Wealth, and Wealth Enhancement Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including very large institutional investors such as sovereign wealth funds. The firm offers fiduciary consulting, plan design, and oversight services, utilising multiple management platforms and third-party solutions within a supervisory framework.
Michael P
CFP®, Series 63, Series 65
Austin, TX
Kestra Advisory
Michael Pemberton is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Kestra Advisory and has been with the Kestra organization since 2018. He previously worked with Kovack Advisors, Inc. and Kovack Securities, Inc. Pemberton is also involved with Strategic Stewardship, conducting registered representative activities and investment advisory services. 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 and compliance testing, and access to multiple management platforms and third-party solutions.
Wayne T
Series 63, Series 66
Wayne, PA
Kestra Advisory
Wayne Thompson is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at The Beacon Group of Companies, LPL Financial, and Ascensus, LLC. In addition to his advisory work, he has been involved in consulting on employer-sponsored retirement plan design, vendor selection, investment oversight, and employee education. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including plan sponsors and large institutional investors. The firm offers a variety of solutions such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.
Kurt E
CFP®, Series 63, Series 66
San Diego, CA
Kestra Advisory
Kurt Eakin is a CFP® with 26 years of industry experience, currently serving as an advisor at Kestra Advisory. He previously spent 13 years at Commonwealth Financial Network. Outside of his advisory work, he is the owner and president of Coastal Life Ventures Inc., a firm involved in investment management and financial planning. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a broad mix of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors such as sovereign wealth funds.
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