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Robert M

Series 63, Series 66

Perry, GA

Kestra Private Wealth Services, LLC

Robert Mc Cullough is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 credentials and 30 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 27 years before joining Kestra in 2023. Outside of his advisory work, he serves as a deacon at HLPC Church, where he assists with church outreach efforts. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in assets. The firm offers a range of investment products and specialized services, supporting both discretionary and non-discretionary account management.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Tf J

Series 66

Austin, TX

Kestra Private Wealth Services, LLC

Tf Jenkins is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding a Series 66 designation and 19 years of industry experience. He has previously worked at Merrill and Bank of America, and has been with Kestra since 2019. Outside of his advisory role, Jenkins owns and manages an Airbnb property in Ponte Vedra Beach, FL. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers access to a broad range of investment products and delivers services primarily through advisor-managed accounts, third-party manager platforms, and wrap programs.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Brandi P

Series 63, Series 66

San Diego, CA

Kestra Private Wealth Services, LLC

Brandi Pugh is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Kestra and its affiliated entities since 2014 and maintains a senior licensed sales associate role at California Wealth Transitions, an independent RIA. Pugh also provides operational support for Oxygen Wealth Management in San Diego. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and provides a broad range of investment products and specialized offerings through both discretionary and non-discretionary arrangements.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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John P

Series 66

Chesterfield, MO

Kestra Private Wealth Services, LLC

John Pettis is a Series 66-licensed financial advisor with six years of industry experience, currently with Kestra Private Wealth Services, LLC. His prior experience includes roles at Edward Jones and Wells Fargo Advisors. He serves as a board member and secretary of Missouri Kids Org and coaches lacrosse for the Fort Zumwalt Lacrosse Club. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms with both discretionary and non-discretionary arrangements, supporting individual and institutional clients.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Matthew W

CFP®, Series 63, Series 65

Roswell, GA

Kestra Private Wealth Services, LLC

Matthew West is a CFP® professional at Kestra Private Wealth Services, LLC with 30 years of industry experience. Prior to joining Kestra in 2022, he held roles at Bank of America and Merrill. Outside of his advisory work, he is the managing partner of Canton Wealth Partners, an insurance business. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams serving individual and institutional clients, managing approximately $13.45 billion in client assets. The firm provides a broad range of investment products and platforms, with both discretionary and non-discretionary arrangements, and supports specialized offerings such as annuity subaccount and 529 plan services.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Andrew W

CFP®, Series 63, Series 66

Boca Raton, FL

Kestra Private Wealth Services, LLC

Andrew Wilkins is a CFP® professional with 14 years of experience in financial advisory roles. He currently serves at Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC since 2021, following six years with Bank of America and Merrill. He is a partner at Eagle Harbor Advisors, where he holds the role of Director of Wealth Planning and client acquisition and is an approved financial advisor for the NFL Players Association. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, including discretionary and non-discretionary account management, supported by institutional and operational resources such as a trust company affiliation and third-party adviser relationships.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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William B

Series 66

Austin, TX

Kestra Private Wealth Services, LLC

William Brown is a Series 66-credentialed financial advisor at Kestra Private Wealth Services, LLC with eight years of industry experience. Prior to joining Kestra in 2024, he worked at UBS Financial Services for seven years and held various roles including music performance and board memberships in nonprofit organizations. Outside of advisory, he is a paid singer involved in church music and serves on multiple nonprofit boards, including the Community Foundation of Northwest Mississippi and Kudzu Playhouse. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm offers access to a broad range of investment products and platforms, delivering services via both discretionary and non-discretionary arrangements.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Marcelo T

Series 66

Boca Raton, FL

Kestra Private Wealth Services, LLC

Marcelo Tresierra is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Kanen Wealth Management LLC, Rockefeller Financial LLC, and The Keyes Company. Outside of finance, he has worked as a bartender at Trattoria Romana in Boca Raton. Kestra Private Wealth Services, LLC provides investment advisory services through independent advisors and multi-advisor teams to individuals and institutions, managing approximately $13.45 billion in client assets. The firm offers a wide range of investment products and specialized services, including annuity subaccount and 529 plan management, supported by institutional affiliations and operational capabilities.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Wesley O

CFP®, Series 63, Series 66

Greenville, SC

Kestra Private Wealth Services, LLC

Wesley Oglesby is a Certified Financial Planner® with 24 years of industry experience. He is currently with Kestra Private Wealth Services, LLC and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He serves as Director of Investment Strategy at Provista Wealth Advisors and is involved in a health insurance analysis service with Caribou. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, supporting individual and institutional clients with both discretionary and non-discretionary account management.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Joshua P

Series 63, Series 66

Austin, TX

Kestra Private Wealth Services, LLC

Joshua Paddock is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as CFO of the Carlos Rodn Foundation, a nonprofit board position involving financial oversight and governance responsibilities. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages a broad range of investment products and offers both discretionary and non-discretionary arrangements, with a focus on advisor-managed accounts and specialized offerings such as annuity subaccount and 529 plan services.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Jonathan T

Series 63, Series 65

Auburn Hills, MI

Kestra Private Wealth Services, LLC

Jonathan Teal is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 designations and over 22 years of industry experience. He previously worked at Merrill and Bank of America, N.A. He is the owner of Teal Capital Incorporated and Polaris Private Wealth, the latter providing investment management and insurance services. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements with specialized offerings such as annuity subaccount management and 529 plan services.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Shawn G

Series 66

Auburn Hills, MI

Kestra Private Wealth Services, LLC

Shawn Glasgow is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Kestra Private Wealth Services, LLC and has previously worked at Bank of America, N.A. and Merrill. Outside of his advisory role, Shawn serves as a firefighter for the City of Lapeer and is a managing partner at Polaris Private Wealth LLC. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers access to a broad range of investment products and platforms, supporting both discretionary and non-discretionary accounts.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Jeffrey M

Series 66

Suite 300, CA

Kestra Private Wealth Services, LLC

Jeffrey Mramor is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked at Kestra Investment Services LLC since 2014 and Kestra Private Wealth Services, LLC since 2012. He is an officer and consultant at Pacific Point Asset Management, an independent RIA, where he is involved in money management. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with a broad range of investment products and specialized offerings.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Scott S

Series 63, Series 65

West Jefferson, NC

Kestra Private Wealth Services, LLC

Scott Sade is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Kestra since 2015. Outside of his advisory role, he is active in real estate through multiple ownership and management positions and serves on various community boards including the Martin County Estate Planning Council and the Martin County Chamber of Commerce. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm manages over $13 billion in client assets and provides access to a broad range of investment products and platforms, with operational support including affiliations with a trust company and specialized retirement and insurance-related services.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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James A

Series 63, Series 65

Mobile, AL

Kestra Private Wealth Services, LLC

James Ashbee is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors before joining Kestra in 2024. In addition to his advisory role, he is involved with Dauphine Capital, where he provides insurance-related client services. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm manages approximately $13.45 billion in client assets across about 208 advisors and delivers a broad range of investment products and specialized services through advisor-managed accounts and third-party platforms.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Samantha V

Series 66

Melbourne, FL

Kestra Private Wealth Services, LLC

Samantha Verzi is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at UBS Financial Services before joining Kestra in 2019. Outside of her advisory role, she is a sales representative for Mary Kay Cosmetics and assists with her spouse’s car restoration business. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a broad range of investment products and platforms. The firm manages approximately $13.45 billion in client assets across over 200 advisors.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Tessa S

CFP®, Series 63, Series 66

Sandusky, OH

Kestra Private Wealth Services, LLC

Tessa Steinemann is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. Her prior experience includes roles at LPL Financial, JPMorgan Asset and Wealth Management, and Beachbody LLC. She holds several board positions in nonprofit organizations, including Treasurer of the Sandusky Education Foundation and President of The Assembly of Erie County, where she is involved in financial oversight and community event coordination. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm offers access to a diverse range of investment products and platforms while overseeing advisor recommendations within its approved menu.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Christopher H

Series 66

Austin, TX

Kestra Private Wealth Services, LLC

Christopher Hamilton is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 credential and 16 years of industry experience. He previously worked at Edward Jones for 10 years and Alliance Global Partners for 2 years. Outside of advising, Hamilton teaches fitness and kickboxing classes and serves on the board of a charitable organization supporting veterans. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms with both discretionary and non-discretionary arrangements, serving individual and institutional clients.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Derek D

Series 66

Middletown, NY

Kestra Private Wealth Services, LLC

Derek Dimino is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Kestra, he worked at Merrill for five years and has held roles in education and media. He currently assists senior advisors and provides investment advisory services. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a range of investment products and platforms, serving both individual and institutional clients through discretionary and non-discretionary arrangements.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Ronald K

Series 63, Series 66

Virginia Beach, VA

Kestra Private Wealth Services, LLC

Ronald Kiser Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and having 25 years of industry experience. His prior roles include positions at SunTrust Investment Services and Suntrust Advisory Services, where he worked for over a decade combined. Outside of advising, he is involved as a sales manager consulting on cabinet sales and holds ownership roles in several real estate ventures. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in assets across more than 208 advisors, offering a broad selection of investment products and platforms with both discretionary and non-discretionary arrangements.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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