Sean Russell is a financial advisor with Ganim Private Wealth, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at UBS Financial and Russell Wealth Management. Outside of his advisory work, he serves as a director on the Port Jefferson Business Improvement District board and participates in community charitable events. Ganim Private Wealth provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm uses a comprehensive investment process that incorporates multiple analytical methods and manages accounts under discretionary authority with regular reviews.

Denise Parker is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. Her prior roles include positions at Global Atlantic Financial Group and LPL Enterprise. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving a variety of clients, including sovereign wealth funds.

Javier Trevino is a CFP® professional with 11 years of experience in financial advisory. He currently works at Kestra Advisory and Kestra Investment Services, LLC, having joined in 2022. His prior experience includes roles at Charles Schwab Bank, Charles Schwab, and USAA Financial Planning Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a 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.

Yasmine Brooks is a financial advisor at Kestra Advisory with five years of industry experience. She holds the Series 66 designation and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill Lynch, Morgan Stanley Smith Barney, and Federated Investors. She has also been involved with the Arthur M Blank Foundation and IMPACT Clairton. 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 vendor searches, plan design and compliance testing, fiduciary consulting, and pooled plan solutions, managing approximately $79.8 billion in assets and serving large institutional investors such as sovereign wealth funds.

Thomas Reich is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently with Kestra Advisory and has held roles at Reich Asset Management, LLC and Kestra Investment Services, LLC. Reich serves on the boards of the AtlantiCare Foundation and the Atlantic Cape Community College Foundation and volunteers with St. Maximillian Kolbe Roman Catholic Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering fiduciary consulting, plan design, and a range of investment solutions supported by due diligence and multiple management platforms.

Paul Holjes is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Private Advisor Group, LLC and LPL Financial, LLC. He owns Peak Mountain Advisors, through which he provides financial advice and asset management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary services, plan design and compliance, and access to multiple management platforms, serving clients that include sovereign wealth funds and large institutional investors.

Kyle Mendelsohn is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. He is also a licensed insurance agent and serves as president of a consulting firm, K Mendelsohn Consulting Services Corp. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering fiduciary services, plan design, and investment solutions supported by comprehensive due diligence and multiple management platforms.

Thomas Sowers is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with Kestra Advisory and has prior experience at Dimensional Fund Advisors. Outside of his advisory role, he also works as an independent contractor dog walker. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including 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.

William Mcnair is a CFP® and CFA® with 25 years of industry experience, currently serving at Kestra Advisory since 2016. He also holds leadership roles in Preferred Pensions LLC and U.S. Financial Services, where he oversees retirement plan services and assists with wealth management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, and investment management supported by comprehensive due diligence. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Sean Obrien is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Kestra Advisory Services, LLC since 2016 and is the founder of O'Brien Wealth Management, LLC, which provides investment advisory services through Kestra. He serves on the endowment committee at Christian Brothers Academy, overseeing the management of their endowment fund. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms while serving clients such as large institutional investors and sovereign wealth funds.

Philip Olstein is a financial advisor at Kestra Advisory with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Principal Securities Inc. and Olstein Zutlas, LLC. Outside of advisory work, Olstein serves on the board of FlipSetter, Inc. and owns a business involved in insurance sales. 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-level investment advice, and access to multiple management platforms and third-party managed solutions.

Mary Glaser is a financial advisor at Kestra Advisory with Series 66 credentials and two years of industry experience. Her prior experience includes roles at Stern Financial, Commonwealth Financial Network, Stern Financial Services, and Trinity Investment Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Dalton Becker is an advisor at Kestra Advisory with Series 65 and Series 63 credentials and two years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services, LLC since 2024 and has prior experience with the University of Florida and Mars Area School District. 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, benchmarking, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

David Sebastian is a financial advisor at Kestra Advisory with 26 years of industry experience. He holds the Series 66 designation and has been involved with Kestra Advisory since 2016. Sebastian is also the president and owner of Sebastian Wealth Management Group, LLC, where he focuses on comprehensive wealth management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, 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.

Daniel Spagnolo is a financial advisor at Kestra Advisory with 25 years of industry experience. His prior roles include positions at Kingswood Wealth Advisors and American Portfolios Financial Services. Outside of advising, he is involved with the Crohn's & Colitis Foundation as a fundraising member and operates an insurance brokerage focusing on life, disability, health, and long-term care insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, serving clients that range from large institutional investors to sovereign wealth funds.

Mark Becker is an investment advisor representative with Kestra Advisory Services and has 31 years of industry experience. He has been with Kestra Advisory since 2016 and also owns Becker Brothers Insurance Services and The Bee Box, a partnership unrelated to investment services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors, offering fiduciary services and access to multiple management platforms and third-party solutions.

Charles Daniels III is a financial advisor with Kestra Advisory, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His career includes prior roles at Edward Jones and New York Life. He is currently a Senior Private Wealth Advisor involved in financial dashboard service production and administration. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including large plan sponsors. The firm offers fiduciary services, plan design, compliance support, and various investment solutions, serving a broad client base that includes sovereign wealth funds.

Paul Mcarthur is a financial advisor at Kestra Advisory with 22 years of industry experience. He holds the Series 66 credential and has worked at firms including Bank of America, Merrill, Citigroup Global Markets, and Legg Mason Wood Walker prior to joining Kestra in 2020. Outside of his advisory role, he is a partner in a real estate business, Putnam Homes, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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 a diverse client base that includes sovereign wealth funds.

Jeffrey Scott is an investment advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Kestra Advisory since 2016 and also associated with Kestra Investment Services since 2010. Outside of his advisory roles, he serves as secretary for a real estate entity, Hunts Co, providing occasional advice. 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 design, employee education, and utilizes multiple management platforms to support its investment recommendations.

Scott Tobe is a financial advisor with Kestra Advisory in Pittsburgh, PA, holding Series 63 and Series 66 licenses and has 25 years of industry experience. He has been associated with Kestra Advisory and affiliated firms since 2005 and serves as CEO of Signature Financial Planning. Outside of advisory work, he participates in private equity and angel investing through multiple ventures and serves on the board of Entrepreneurs Organization, a business networking group. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a broad client base that includes large institutional investors and sovereign wealth funds.