Marissa Griebel is a financial advisor at Kestra Advisory in Austin, TX, with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Kestra Advisory and its affiliated firm since 2015. Outside of her advisory role, she is the owner of a personal insurance-related business, managing term life insurance policies. Kestra Advisory provides investment advisory and retirement-plan consulting services 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 management, and serves notable clients including sovereign wealth funds.

Scott Lomes is a financial advisor with Kestra Advisory and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Kestra Advisory since 2016. In addition to his advisory role, Lomes serves as Vice President at Financial Architects Partners, focusing on business development. 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 services such as plan design, fiduciary consulting, investment advice, and employee education, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

Jason Cunningham is a financial advisor at Kestra Advisory with 18 years of industry experience. He previously worked for LPL Financial for 15 years before joining Kestra in 2022. Cunningham serves as a board member for the Sanderson High School Foundation and Hearts Cry Children's Ministry. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan design, and investment advice supported by due diligence, serving clients that include large institutional investors and sovereign wealth funds.

Christie Caliva is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and bringing 17 years of industry experience. She previously spent 10 years at Commonwealth Financial Network before joining Kestra in 2025. Caliva also owns an administrative entity, Christie Caliva Inc., which she maintains for corporate filings. 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, and investment advice, managing approximately $79.8 billion in assets and serving large institutional clients including sovereign wealth funds.

Kai Swick is a financial advisor with Kestra Advisory, holding a Series 66 designation and two years of industry experience. Prior to joining Kestra Advisory in 2025, he worked at Solomon Retirement Services and Independent Financial Group, and has experience in tax preparation and filing through an independent contractor role with Solomon Wealth Management. Outside of advisory services, he has worked in the tax planning and accounting field. Kestra Advisory provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as plan sponsors and sovereign wealth funds.

Philip Amos is a financial advisor with Kestra Advisory Services, LLC, holding the ChFC® designation and Series 66 license, and has 26 years of industry experience. He has been with Kestra Advisory and its affiliated entities since 2006 and is co-founder and president of Magis Advisory Group, LLC. Outside of his advisory work, Amos serves as treasurer of the Lorain County Community College Foundation Board, chairs the One Lorain County board, and is a regional emeritus soccer referee for OHSAA and USSF. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering services including fiduciary oversight, plan design, investment advice, and employee education. The firm serves a broad client base that includes large institutional investors and sovereign wealth funds, utilizing multiple management platforms and third-party solutions.

Michael Milbee is a CFP® with 19 years of experience in financial services. He is currently with Kestra Advisory and Kestra Investment Services, LLC and previously worked at Define Wealth Financial Group, LLC and LPL Financial, LLC. Milbee has also served as president of Define Wealth Financial Group and has involvement in community organizations such as the Hartsville Boys & Girls Club. 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 supported by due diligence. The firm manages approximately $79.8 billion in assets and serves a broad range of clients, including large institutional investors.

James Lynch is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Kestra Advisory in 2026, he worked at JCL Financial Group, LLC and Commonwealth Financial Network for 17 years. Lynch serves as President of the St. Martin of Tours Finance Council, where he participates in budget reviews and endowment oversight. 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 clients ranging from plan sponsors to sovereign wealth funds.

Jarrod Moreau is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and over 23 years of industry experience. His prior roles include positions at Lincoln Investment and Capital Analysts Inc. He serves as a city councilman for Artesia, New Mexico, and is chairman of the Artesia Special Hospital District Board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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 range of clients including large institutional investors and sovereign wealth funds.

Stephen Falk is a CFP® with 21 years of industry experience, currently serving as an advisor with Kestra Advisory Services, LLC since 2018. He has prior experience at Cetera Advisor Networks and has been a partner and advisor at Westbrooks Financial Services since 2002. Falk holds board positions, including serving as president and board chair of Hillels of North Texas and treasurer for Temple Shalom. 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 employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Jennifer Hope is a financial advisor at Kestra Advisory with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Kestra Advisory Services, Kestra Investment Services, CUSO Financial Services, and Amplify Federal Credit Union. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors, with services that include 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.

Patricia Smagin is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. Her prior roles include positions at UBS Financial Services and Merrill. She is also involved with Kentra Advisory Services LLC, providing fee-based investment advisory services and client reviews. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides services ranging from fiduciary consulting and plan design to employee education and pooled plan solutions, managing approximately $79.8 billion in assets with a focus that includes large institutional investors such as sovereign wealth funds.

Rw Barnes Jr. is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds a Series 66 designation and has worked at Kestra Advisory since 2018, with prior experience at MassMutual and MetLife Securities. Barnes Jr. also serves as president of his own wealth management firm established for tax reporting purposes. 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 advisor-managed accounts. The firm serves large institutional investors and utilizes multiple management platforms, supporting discretionary trading within its supervisory framework.

Jason Heller is an investment advisor representative at Kestra Advisory Services with 28 years of industry experience. He has worked at Kestra Investment Services and Harris & Murray since 2004 and has been with Kestra Advisory Services since 2016. He is also a general partner at Stage 2 Planning Partners of NY, LLC. 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 fiduciary consulting, plan design, compliance testing, and investment advice supported by due diligence, serving clients with assets under management totaling approximately $79.8 billion.

Steven Maurer is a financial advisor at Kestra Advisory with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at B. Riley Wealth Management, B. Riley Wealth Advisors, and National Securities Corporation. Outside of his advisory role, he serves as president of Z.Pug.com, Inc., a passthrough S-Corp. Kestra Advisory provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice, supporting a variety of management platforms and serving a diverse client base that includes sovereign wealth funds.

Edward Davies is a financial advisor at Kestra Advisory with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Paychex Securities Corporation and Paychex Inc. 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 fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Michelle Bender is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Kestra Advisory since 2017. She previously worked at INVEST Financial Corp. for seven years. Bender also holds board trustee positions with the Greater Washington Community Foundation and the MDRT Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large institutional investors. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, supported by due diligence on recommended investments and a variety of management platforms.

Steven Cox is a financial advisor at Kestra Advisory with 21 years of industry experience. He holds a Series 66 designation and previously worked for LPL Financial from 2006 to 2023 before joining Kestra in 2023. Cox is the managing member and 50% owner of SHC Financial, LLC, where he oversees financial operations and tax compliance. 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 fiduciary consulting, plan design and compliance, employee education, and access to multiple management platforms and third-party solutions, serving clients that include large institutional investors and sovereign wealth funds.

Christopher Bafus is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He previously worked at MSI Financial Services, Inc., Commonwealth Financial Network, Pillar Financial Group, LLC, and BAFUS Financial Group. He is also co-owner of BAFUS Financial Group Inc. and is involved in fixed insurance sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, investment advice, 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.

Kathryn Blake is a financial advisor at Kestra Advisory with a Series 65 designation and two years of industry experience. She has worked at Kestra Advisory since 2024 and previously spent 18 years at Charlotte Hungerford Hospital. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.