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Samuel W

ChFC®, Series 63

Eatonton, GA

Kestra Advisory

Samuel Wishon is a ChFC® credentialed financial advisor with 40 years of industry experience, currently with Kestra Advisory since 2016. He previously worked with Kestra Investment Services, LLC, where he has been active since 2003. Outside of his advisory roles, he serves as a board member for Frey-Moss Structures, Inc., providing strategic oversight and financial guidance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance testing, investment advice, and employee education, serving large institutional investors among others with access to multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Ted S

CFP®, Series 63

Dallas, TX

Kestra Advisory

Ted Snow is a Certified Financial Planner® with 39 years of experience, currently serving as an advisor at Kestra Advisory since 2016. He also leads Snow Financial Group, which he founded in 2006. Outside of his advisory work, Snow is co-owner of Snow Educational Resources Associates, LLC, which provides biblically based learning materials internationally, and he is an author. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Thomas K

CFP®, Series 63

Cincinnati, OH

Kestra Advisory

Thomas Keller is a CFP® professional with 26 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and has worked at Kestra Investment Services, LLC since 2003. Keller holds a partner role at Kehoe Financial Advisors, providing advisory and accounting services. He is also involved with the Donauschwaben Society, a community organization. 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 clients including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Lorraine F

CFP®, Series 63

Towson, MD

Kestra Advisory

Lorraine Flowers is a CERTIFIED FINANCIAL PLANNER™ professional with 38 years of industry experience. She is an Investment Advisor Representative at Kestra Advisory Services, LLC, where she has worked since 2016. In addition to her advisory role, she owns The Flowers Financial Group, through which she acts as a life and health insurance agent. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a range of clients from small plans to large institutional investors like sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Christopher M

CFP®, Series 63

Austin, TX

Kestra Advisory

Christopher Maurer is a CFP® professional with 37 years of experience in the financial services industry. He is currently with Kestra Advisory and has previously worked at firms including The Ameriflex Group, Inc., SAGEPOINT FINANCIAL, and practiced law as a self-employed attorney for 25 years. Maurer holds board positions with Tanglewood Condos and Intact America. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors along with a broad range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, serving large institutional investors including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Todd A

Series 63, Series 66

Austin, TX

Kestra Advisory

Todd Anderson is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Kestra Advisory and its affiliated entities since 2003 and also serves as treasurer for Beth Eden Baptist Church. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals, offering a range of services such as fiduciary consulting, plan design, and employee education. The firm supports complex investment solutions through multiple management platforms and serves clients including large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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John W

CFP®, ChFC®, Series 63, Series 66

Austin, TX

Kestra Advisory

John Wahl is a CFP® and ChFC® with 11 years of industry experience. He currently serves as a financial advisor at Kestra Advisory Services LLC and Kestra Investment Services LLC. Prior to joining Kestra, he worked seven years at One Bridge Wealth Management and Commonwealth Financial Network, following four years at Wunderlich Securities Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Daniel C

Series 63, Series 65

Naples, FL

Kestra Advisory

Daniel Cornwell is an investment advisor at Kestra Advisory with over 30 years of industry experience. He previously worked at AXA Advisors for 25 years and has been affiliated with Cambridge Financial Services since 1992. Cornwell serves on the board of the Children's Hospital of Michigan Foundation. 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 fiduciary consulting, plan design, benchmarking, employee education, and access to multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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David F

Series 66

St. Charles, IL

Kestra Advisory

David Floyd is a financial advisor at Kestra Advisory with a Series 66 designation and four years of industry experience. He previously worked at Riverstone Wealth Partners and Commonwealth Financial Network from 2021 to 2026, and held positions at UBS Asset Management from 2016 to 2020. 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 access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Brian S

Series 63, Series 65

New York, NY

Kestra Advisory

Brian Siano is an investment advisor representative at Kestra Advisory with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kestra Advisory Services, LLC since 2016 and Kestra Investment Services, LLC since 2014. He is also involved in business development at NFP Corporate Services in New York. Kestra Advisory Services provides investment advisory and retirement plan consulting to a range of institutional and individual clients, offering services such as vendor searches, 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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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David S

Series 63

Port Jefferson, NY

Kestra Advisory

David Schnall is a financial advisor with Kestra Advisory, holding a Series 63 designation and 39 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Kestra in 2024. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and 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, serving clients that include large institutional investors such as sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Garrett F

CFP®, Series 66

Pittsburgh, PA

Kestra Advisory

Garrett Frey is a CFP® with eight years of industry experience, currently serving as an advisor at Kestra Advisory. His prior experience includes roles at Waldron Private Wealth and Bank of New York Mellon. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions. The firm serves a diverse client base, including large institutional investors such as sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Eli D

CFP®, Series 65, Series 63

Anacortes, WA

Kestra Advisory

Eli De Jong is a CFP®-certified financial advisor with one year of industry experience. He is currently with Kestra Advisory Services LLC and Kestra Investment Services LLC. Prior to Kestra, he held roles at Ameriprise and Wells Fargo in addition to various other positions, including work with Summit Ministries and educational institutions. 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 such as fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Edward R

CFP®, Series 63, Series 66

Encino, CA

Kestra Advisory

Edward Rusowicz is a CFP® certificant with 27 years of industry experience. He has worked at Kestra Advisory since 2016 and has been with Kestra Investment Services, LLC since 2005. Outside of his advisory role, he is a recording artist who owns master recordings and publishing rights for his music compositions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm supports ERISA fiduciary services, offers multiple management platforms and third-party solutions, and serves large institutional investors including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Ashby P

CFA®, Series 63, Series 65

Richmond, VA

Kestra Advisory

Ashby Price is a CFA® charterholder with 16 years of experience in financial advising, currently with Kestra Advisory since 2016. He serves on the board of the CFA Society Virginia and The Community Tax Law Project, contributing to organizational growth and investment policy guidance. Price is also involved in local networking groups and operates Ashby W. Price & Associates. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design, employee education, and access to multiple management platforms and complex investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Jason W

Series 66

Austin, TX

Kestra Advisory

Jason White is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds a Series 66 designation and has been with Kestra Advisory since 2008, including roles at Kestra Investment Services and prior employment at Charles Schwab. Outside of his advisory work, he participates as a user testing participant, providing feedback to improve digital products. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary consulting, plan design, vendor benchmarking, and employee education, managing approximately $79.8 billion in assets and serving clients that include large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Brendan L

Series 66

Orlando, FL

Kestra Advisory

Brendan Loflin is a Series 66-licensed financial advisor with 13 years of industry experience, currently affiliated with Kestra Advisory since 2024. His prior experience includes roles at Agia and Valic Financial Advisors. He is also involved in life insurance sales alongside his advisory duties. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers services such as plan design, fiduciary consulting, and investment advice, managing approximately $79.8 billion in assets and serving clients that include large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Zachary B

Series 66

Austin, TX

Kestra Advisory

Zachary Brady is a financial advisor at Kestra Advisory with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Morgan Stanley, Dominos, FedEx, and Weis. 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, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Brian D

Series 66

Jamison, PA

Kestra Advisory

Brian Donofry Jr. is a financial advisor with Kestra Advisory who holds a Series 66 designation and has nine years of industry experience. He has been associated with Kestra Advisory since 2017 and also works with Renaissance Benefit Advisors as an executive benefits design and consulting specialist, focusing on nonqualified deferred compensation, SERPs, bonus plans, and life insurance. 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 plan design, fiduciary consulting, employee education, and advisor-managed accounts, serving approximately $79.8 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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James M

ChFC®, Series 63

Louisville, CO

Kestra Advisory

James Mcmanus is a financial advisor with Kestra Advisory who holds the ChFC® designation and Series 63 license, bringing 32 years of industry experience. He has been with Kestra Advisory since 2016 and also operates his own financial services company, McManus Wealth Bldg & Mgmt, which provides insurance and investment advisory services. Mcmanus is a notary public, occasionally witnessing client signatures for convenience. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary services, plan design, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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