Adam Tolle is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 credential and over eight years of industry experience. He previously worked at Avantax Investment Services and 1st Global Advisors, among other firms. Outside of his advisory role, Tolle holds leadership positions including chairmanship of the Clinch County Board of Assessors and president of the Clinch County Lions Club. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients with access to a wide range of investment products and specialized offerings such as annuity subaccount management and 529 plan services.

Ross Weinberg is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America and Merrill from 2019 to 2024. Outside of his advisory role, Weinberg serves on the steering committee for Muskingum County Emerging Leaders and owns a real estate business focused on property rehabilitation and management. Kestra Private Wealth Services 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 range of investment products and platforms with discretionary and non-discretionary arrangements, serving both individual and institutional clients.

Donovan Martucci is a CFP® and Series 66-registered advisor at Kestra Private Wealth Services, LLC with three years of industry experience. Prior to joining Kestra, he worked in various roles including positions at the University of Utah and Costco Wholesale. He serves as a managing partner of Elevated Private Wealth Advisors and is the treasurer and a board member for Wasatch Community Gardens. 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 broad range of investment products and specialized services while overseeing advisor recommendations within an approved product menu.

Kristoffer Fu is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. He previously worked for J.P. Morgan Securities for nine years before joining Kestra in 2021. Fu is also the founder and strategic business advisor of DayOne Strategic Advisers, where he consults with business owners on valuation and wealth gap strategies. Kestra Private Wealth Services, LLC provides 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 offers access to a broad range of investment products and specialized service platforms.

David Johnston is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining Kestra in 2017. Johnston is also the CEO of White Cap Wealth Management, an independent registered investment advisory firm operating under Kestra Investment Services. 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 offers a broad range of investment products and specialized services within a platform that supports discretionary and non-discretionary arrangements.

Andrew George is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at MAU Workforce Solutions for 13 years. In addition to his advisory role, he serves as an Operations Administrator at PROVISTA WEALTH ADVISORS, where he supports daily operations including money movement, trades, account openings, and financial plan development. Kestra Private Wealth Services, LLC provides investment advisory services to individuals and institutional clients through independent advisors and multi-advisor teams. The firm offers access to a wide range of investment products and platforms and manages approximately $13.45 billion in client assets across over 200 advisors.

Kelly Almonte is a financial advisor at Kestra Private Wealth Services, LLC with 20 years of industry experience. She previously worked at UBS Financial Services for 11 years before joining Kestra in 2018. Almonte holds Series 63 and Series 66 licenses. 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 manages approximately $13.45 billion in client assets and offers a range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Michael Frandsen is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for seven years and at Nucor Steel for five years. 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, supporting both discretionary and non-discretionary arrangements.

Gregory Billow is an investment advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing, and has been with Kestra since 2018. Outside of his advisory role, he is involved in managing back-office operations through Cloudbase Inc and serves as an officer of the corporation. Kestra Private Wealth Services delivers investment advisory services via a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets across about 208 advisors. The firm offers a range of investment products and platforms, serving individuals and institutions with both discretionary and non-discretionary account arrangements.

Tyler Mckean is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2020 before joining Kestra in 2020. Outside of his advisory role, he is a sole member of Tyler Mckean Enterprises LLC, which he uses for tax purposes. Kestra Private Wealth Services 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 client assets and offers a range of investment products and platforms, with an emphasis on advisor-managed accounts and specialized services.

Steven Battel is a financial advisor at Kestra Private Wealth Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kestra since 2018, following roles at Wells Fargo Advisors and Wells Fargo Clearing. He serves as Managing Director and Wealth Manager at Liberty Wealth Solutions, a business involved in insurance and investment advisory services. Kestra Private Wealth Services provides investment advisory 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 offers a broad range of investment products and specialized services, supporting both discretionary and non-discretionary account management.

Anthony Landi Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at UBS Financial Services from 2007 to 2018 before joining Kestra. Outside of his advisory role, he serves on the boards of Providence Rotary and Bradley Hospital and is involved in community fundraising and youth program initiatives. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutions, offering access to a broad range of investment products and platforms along with specialized services such as annuity subaccount management and 529 plan administration.

Gary Baker is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Kestra in 2018, he worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as an adjunct instructor at Washington University and is involved in consulting work focused on leadership and coaching for advisors. Kestra Private Wealth Services, LLC offers 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 and provides access to a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Natalie Phillips is a CFP® professional with 18 years of industry experience. She currently works at Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC. Prior to joining Kestra in 2024, she spent 17 years at Edward Jones and took a two-year hiatus as a homemaker. Outside of her advisory role, Natalie owns and manages a real estate property through JLCCJ Properties, LLC. 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 serves both individual and institutional clients with access to a broad range of investment products and specialized offerings.

Jordan Beard is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Merrill Lynch and Kestra Investment Services, LLC, as well as experience outside finance with Piedmont Hardware and the YMCA. Beard is involved in several real estate ventures, including ownership and management activities. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a wide range of investment products and personalized account management.

Dillon Hakes is a Certified Financial Planner® with 11 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC since 2023. His prior experience includes roles at Private Asset Management Inc and UBS Financial Services. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets across 208 advisors. The firm serves both individual and institutional clients with a wide range of investment products and specialized offerings, including discretionary and non-discretionary account management.

Amy Fredritz is a Series 66-credentialed financial advisor with nine years of industry experience. She currently works at Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having previously spent eight years at Edward Jones. Outside of her advisory work, she serves as Treasurer of the Marion Foundation and Vice President of the Marion Technical College Foundation Board. 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 across 208 advisors. The firm offers a broad range of investment products and platforms, emphasizing both discretionary and non-discretionary arrangements along with specialized offerings.

Amber Andregg is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked previously at Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. Andregg is also the managing partner and wealth adviser at Symphony Wealth Group, where she leads the office team and advises clients on financial planning and investments. 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 manages approximately $13.45 billion in client assets and offers access to a broad range of investment products and platforms within a structured oversight framework.

Alec Perschon is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked with Kestra since 2023 and has prior experience with Blockchain at Utah, the University of Utah, and Costco Wholesale. Outside of advisory work, Alec is a managing partner at Elevated Private Wealth Advisors and also models for McCarty's Talent Agency. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with approximately $13.45 billion in client assets under management. The firm offers a broad range of investment products and specializes in both discretionary and non-discretionary account management.

David Brandt is a CFP® professional with 27 years of industry experience. He has worked at Kestra Private Wealth Services, LLC since 2020 and previously spent 11 years with Ameriprise Financial Services, Inc. Brandt serves as Vice President on the board of the Highline Educational Foundation. 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 range of investment products and platforms with both discretionary and non-discretionary arrangements, and it supports specialized services such as annuity subaccount management and 529 plan services.