Mary Flanigan is a CFP® with 21 years of experience in the financial services industry. She is currently with Kestra Advisory, LLC, where she has worked since 2020, and previously spent over a decade at Morgan Stanley in various capacities. Flanigan also serves as a Wealth Strategist at Windsor Private Wealth, LLC, focusing on financial planning and client service. 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 diverse client types, including large institutional investors.

Paul Scileppi is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. His career includes tenures at Merrill, UBS Financial Services, and Ameriprise Financial Services. 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-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.

Michael Borders is a financial advisor at Kestra Advisory with Series 66, Series 63, and Series 65 credentials and three years of industry experience. Before joining Kestra, he worked in various school districts and held roles at Securities America Advisors, Inc., Sunset Financial Services, Inc., and Insphere Securities, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and employee education among other services.

Benjamin Dobson is a financial advisor with Kestra Advisory who holds the Series 66 designation and has 20 years of industry experience. He has been with Kestra Advisory since 2016 and has also worked with Kestra Investment Services, LLC and Corporate Benefit Advisors. Outside of his advisory work, Dobson serves as a board member for the ACC Championship/Belk Bowl, supporting the selling of corporate packages. 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 that include fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, serving clients such as large institutional investors and sovereign wealth funds.

Hunter Smith is a CFP® with eight years of industry experience, currently affiliated with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2023. Prior to joining Kestra, he worked for Securities America Advisors, Securities America, Inc., and LPL Financial LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers services such as fiduciary consulting, plan design, and investment advice, and serves a range of clients from individual investors to sovereign wealth funds.

Joshua Quail is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Stifel for nine years. Quail serves on the finance council for St. Gall Parish and is involved as a chancellor with the Knights of Columbus. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors, institutional clients, and individuals. The firm offers a range of services including fiduciary consulting, plan design, due diligence-supported investment recommendations, and access to multiple management platforms and third-party solutions.

James De Kruif is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Franklin Templeton Distributors and LPL Financial. Outside of advising, he is involved as a chapter leader for a senior advocacy group and serves as an ambassador for a tax relief education 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, supporting investments with thorough due diligence and servicing large-scale clients including sovereign wealth funds.

Svante Rocabado is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at Edward Jones and Kestra Investment Services. Outside of finance, he has worked in various food service positions, including catering and serving at multiple Austin-area establishments. Kestra Advisory is an enterprise firm with over 1,200 advisors, providing financial services to a broad client base.

Paul Miller is a financial advisor with Kestra Advisory in Paramus, NJ, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Kestra Advisory since 2016 and has a longer tenure with Kestra Investment Services, LLC dating back to 2006. Outside of his advisory role, he is a member of Wealth Preservation Solutions, LLC, which provides consulting, insurance, and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm provides services ranging from fiduciary consulting and plan design to employee education and pooled plan solutions, and manages approximately $79.8 billion in assets including privately managed funds and pooled employer plans.

Brian Menickella is a financial advisor at Kestra Advisory with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Beacon Financial Services, Inc., and TFS Securities, Inc. Menickella is the owner and managing partner of Beacon Financial Services and a silent partner in The Beacon Group of Companies. 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-level investment advice, and access to multiple management platforms and third-party managed solutions, serving large institutional investors and complex client needs.

Eric Kee is a financial advisor at Kestra Advisory with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Kestra Advisory and Kestra Investment Services since 2018. Prior to that, he was affiliated with Royal Alliance Associates. Kee is also a professional speaker providing information on federal retirement benefits. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, employee education, plan-level investment advice, and utilizes multiple management platforms and third-party solutions, serving both large institutional investors and individual clients.

Jacqueline Stirling is a CFP® professional with 35 years of experience in the financial services industry. She is currently with Kestra Advisory, where she has worked since 2016, and also owns Benefit Consultants and Administrators, Inc., a firm providing retirement plan recordkeeping and consulting services. Stirling is a partner in Beacon Properties, a real estate partnership based in Columbia, SC. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm provides services such as fiduciary oversight, plan design, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets.

Jay Cavanagh is a financial advisor at Kestra Advisory with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Kestra Advisory Services since 2016. Cavanagh also serves as a partner at The KNW Group and holds a senior vice president position at NFP, engaging in investment advisory services and business management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and advisor-managed accounts, serving clients that include large institutional investors such as sovereign wealth funds.

Bryan Sherwood is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and 15 years of industry experience. His prior work includes a decade at Cetera ADVISORS LLC and two years at Cetera. Sherwood is also the operations manager for Wealth Plan Advisors Group, a financial services business he has been involved with since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and manages assets for a range of clients including sovereign wealth funds.

Zachary Reichenbach is a CFA® charterholder with experience at Kestra Advisory Services LLC since 2025. His prior roles include positions at Paradigm Forensics, LLC, Vallit Advisors, LLC, and Ellin & Tucker. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix 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 a diverse client base that includes sovereign wealth funds.

William Berg is a Certified Financial Planner (CFP®) with 10 years of experience in the financial services industry. He is currently affiliated with Kestra Advisory, where he has served since 2024. Prior to Kestra, he held positions at firms including Woodbury Financial Services, RoundAngle Advisors, and Commonwealth Financial Network. Outside of his advisory role, he coaches CrossFit classes. 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 discretionary investment management, serving large-scale clients including sovereign wealth funds.

Michael Milarski is a CFP® with 24 years of industry experience based in Pittsburgh, PA. He currently serves as a senior advisor and partner at Kestra Advisory and Signature Financial Planning, with prior experience at Kestra Investment Services dating back to 2005. Milarski is a board member of the American Heart Association and participates in angel investing through networks such as Active Angels Network. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers a range of services including fiduciary consulting, plan design, compliance testing, and supports a variety of investment platforms and third-party solutions.

Barron Branch is a financial advisor with Kestra Advisory Services holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Fidelity Brokerage Services, CUSO Financial Services, and OneAmerica Securities. He operates as a registered investment advisor and financial representative through Kestra’s affiliated entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and offers a wide range of management platforms and third-party solutions.

Brandy Friend is a ChFC® and Series 66–licensed financial advisor with seven years of industry experience, currently with Kestra Advisory. Her prior work includes roles at Edward Jones and State Farm Mutual Automobile Insurance Company. She is the owner of Bfriend Development LLC, an entity intended for book sales and career coaching services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services from plan design to fiduciary consulting and employee education. The firm serves large institutional investors, including sovereign wealth funds, and employs a range of management platforms and third-party solutions.

Jennifer Kane is an advisor at Kestra Advisory with 16 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Greenwich Associates and Hawkshaw, LLC. Outside of her advisory role, Kane serves as president of Green Mountain Media Group LLC, a local publishing business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, compliance testing, and employee education. The firm manages a diverse client base including large institutional investors and sovereign wealth funds, utilizing multiple management platforms and third-party solutions.