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Gregory D

Series 63

Shawnee, KS

Kestra Advisory

Gregory Day is a financial advisor with Kestra Advisory in Shawnee, Kansas, holding a Series 63 designation and over 44 years of industry experience. He has been with Kestra Investment Services, LLC since 2001 and Kestra Advisory since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors and employs multiple management platforms alongside 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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Deborah S

Series 63, Series 65

New York, NY

Kestra Advisory

Deborah Sharp is a financial advisor at Kestra Advisory with Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Alliant Retirement Services, Cetera Advisor Networks, Willis Towers Watson, and Fidelity Investments. She also serves as a registered field assistant supporting 401(k) plan sponsors with plan design, compliance, and employee education. 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-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets 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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Austin S

Series 63, Series 65

Austin, TX

Kestra Advisory

Austin Somers is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Kestra Advisory since 2020 and has also been associated with Higginbotham since 2016, where he focuses on retirement plan services including fund due diligence and employee education. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education, supported by due diligence and discretionary investment management.

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

Series 63, Series 66

Austin, TX

Kestra Advisory

Casey Fry is a financial advisor at Kestra Advisory with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Symonds Wealth Management, Principal Life Insurance Company, Principal Securities Inc., Raymond James Financial Services Advisors Inc., and Southside Bank. Fry is based in Austin, TX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a range of 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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Jon V

Series 63, Series 65

Seattle, WA

Kestra Advisory

Jon Vinge is a financial advisor with Kestra Advisory in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes sixteen years at Intervest International Equities Corp and ongoing roles at Centara Capital Management Group and Centara Capital. Outside of finance, he participates in The Cycle Sanctuary, an indoor cycling and fitness studio founded by his wife. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and advisor-managed accounts. The firm serves a broad client base including large institutional investors and sovereign wealth funds, managing 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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Michael W

Series 63, Series 66

Austin, TX

Kestra Advisory

Michael Wren is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His prior roles include positions at LPL Financial and KMS Financial Services, Inc. Outside of his advisory work, he owns a hand tool distributorship. 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 such as fiduciary consulting, plan design, 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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John H

CFP®, Series 63

Ridgeland, MS

Kestra Advisory

John Hill is a CFP® with 35 years of experience in financial services. He is currently affiliated with Kestra Advisory, where he has worked since 2016, and has held roles at Wealthpartners and Kestra Investment Services, LLC. Hill serves as managing partner and CEO of Wealthpartners, which provides comprehensive planning and product solutions. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing fiduciary oversight, plan design, and employee education among other services. The firm serves a diverse client base that includes 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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Turner S

CFP®, Series 66

Austin, TX

Kestra Advisory

Turner Schuster is a CFP® professional with three years of industry experience, currently serving as an advisor at Kestra Advisory. Prior to this role, he worked at Schuster Financial Services and spent over a decade with the Columbia Police Department. He serves on an advisory panel that addresses the needs and mental health challenges of first responders in Boone County. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages investment solutions supported by thorough due diligence.

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

Series 66

Austin, TX

Kestra Advisory

Pamela Espinosa is a Series 66 licensed advisor with Kestra Advisory who has 15 years of industry experience. She has worked at Kestra Advisory and Kestra Investment Services since 2017 and previously spent seven years at SII Investments. Pamela is also the manager and member of Davis Advisory Group, LLC, where she provides financial planning, investment management, and insurance services. Kestra Advisory Services offers investment advisory and retirement plan consulting to institutional and individual clients, with services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves a broad client base, including large institutional investors, and supports a range of investment 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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Thomas W

Series 63, Series 65

Green Valley, AZ

Kestra Advisory

Thomas Wilson is a financial advisor at Kestra Advisory with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Sagepoint Financial, VOYA Financial Advisors, and operated his own insurance agency for 37 years. 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 fiduciary consulting, plan design, 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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