Camryn Brown is a Series 65-licensed financial advisor with Kestra Private Wealth Services, LLC, based in Austin, TX, and has one year of industry experience. Prior to joining Kestra, Brown worked at Symphony Wealth Group and Fidelity Investments. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients, managing approximately $13.45 billion in client assets across roughly 208 advisors. The firm offers a broad range of investment products and specialized services while supporting discretionary and non-discretionary account management.

Michael Sharber is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 license and nine years of industry experience. He previously worked at Bank of America and Merrill before joining Kestra in 2022. Outside of his advisory role, he serves as Managing Partner at Polaris Private Wealth and owns Sharber Investments Inc., both entities involved in providing investment and financial advisory services. Kestra Private Wealth Services, LLC offers investment advisory through a network of independent advisors and multi-advisor teams, serving individuals and institutions. The firm manages approximately $13.45 billion in client assets and provides access to a wide range of investment products and platforms within a model that supports both discretionary and non-discretionary arrangements.

Keith Stabasefski is a CFP® professional with 14 years of experience in financial advisory services. He is currently with Kestra Private Wealth Services, LLC and has previously worked at BGW Wealth Advisors, BGW CPA, Capital One Investing, United Income, Secrest Blakey & Associates, and Cavok Wealth Consulting. 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 client assets and offers a wide range of investment products and platforms with both discretionary and non-discretionary arrangements.

Nicholas Riotto is a CFP® professional with four years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. He has previously worked at Morgan Stanley Smith Barney LLC and Research Underwriters. Outside of financial advising, he is a member of PRM Holdings LLC, an online retail business. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutions. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and specialized services.

Jeremy Wood is an investment advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Kestra and affiliated firms since 2019 and has been involved with Parkland Securities since 2014. Outside of his advisory role, he is a licensed insurance agent writing life and disability insurance policies and is a managing partner in related investment advisory and insurance businesses. 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 offers a broad range of investment products and specialized services, supporting discretionary and non-discretionary arrangements across approximately 208 advisors and nearly 20,000 client relationships.

Charles Smith is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Kestra Private Wealth Services, LLC, having joined in 2022 after roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he owns an RV rental business where he prepares trailers for rental and educates renters on their use. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutions. The firm manages a broad range of investment products and offers both discretionary and non-discretionary arrangements, supporting approximately 208 advisors and nearly 20,000 client relationships.

Dennis Laughlin is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2019 before joining Kestra in 2019. Outside of his advisory role, he serves on the finance committee of Calvary Chapel Melbourne, where he advises on budgeting and financial matters. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with access to a broad range of investment products and platforms.

Serena Tam is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked with Kestra Private Wealth Services and Kestra Investment Services since 2014 and has been affiliated with Washington Wealth Management, LLC since 2012. 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 broad range of investment products and specialized services within a regulated framework.

Gray Way is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and two years of industry experience. He previously worked at Planters First Bank and Canton Wealth Partners. Outside of his advisory role, he owns a business entity used for accounting purposes. Kestra Private Wealth Services, LLC offers investment advisory services through independent advisors and multi-advisor teams, serving individual and institutional clients with a broad range of investment products and specialized offerings. The firm manages approximately $13.45 billion in client assets across around 208 advisors.

Sandi Hickman is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her career includes roles at Truist Advisory Services and SunTrust Bank, where she worked from 2002 to 2021. Outside of her advisory role, she is a registered assistant at Freedom Fiduciary Advisors and is authorized as a notary in Virginia. 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 broad range of investment products and platforms. The firm oversees advisor recommendations while allowing flexibility in product and platform selection within an approved menu.

Jody Zirn is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Kestra and its affiliated Kestra Investment Services since 2015. Zirn is involved in private wealth management through related businesses where she handles client service, operational support, and manages portfolios. Kestra Private Wealth Services, LLC provides investment advisory services via a network of independent advisors and multi-advisor teams serving individuals and institutional clients. The firm oversees advisor recommendations while allowing access to a broad range of investment products and platforms, managing approximately $13.45 billion in client assets as of the end of 2025.

Francine Olsen is a financial advisor with Kestra Private Wealth Services, LLC based in Memphis, TN. She holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Kestra in 2025, she worked at UBS Financial Services and Waddell and Associates. Outside of advising, she has worked as a delivery driver for Uber Eats. 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 offers a broad range of investment products and specialized services, including annuity subaccount management and 529 plan services, while overseeing advisor recommendations within an approved product menu.

Jordan Cantrell is a Certified Financial Planner® with 12 years of industry experience. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2026 after a 12-year tenure at Edward Jones. Outside of his advisory role, he is a part owner of a marina expansion project in Washington, NC. 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 as of the end of 2025. The firm serves individuals and institutions, offering a wide range of investment products and specialized services while overseeing advisor recommendations within an approved platform menu.

Rance Swinford is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior work includes positions at Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC, and Girard Securities. He is also a co-founder and wealth advisor at Symphony Wealth Group, an insurance-related business. 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 wide range of investment products and platforms, delivering services through advisor-managed accounts, third-party manager platforms, and specialized offerings such as annuity subaccount and 529 plan services.

Worth Trainor is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked for UBS Financial Services for ten years before joining Kestra Advisory and Kestra Investment Services, LLC. Trainor is also a managing director at Riverside PWS, where he provides wealth management services. Kestra Private Wealth Services operates as a multi-team firm serving individuals and institutional clients through a network of independent advisors. The firm manages approximately $13.45 billion in client assets, offering access to a wide range of investment products and platforms with both discretionary and non-discretionary arrangements.

Zachary Butler is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 designations and possessing 24 years of industry experience. His career includes roles at Merrill and Bank of America, alongside his current positions at Kestra Investment Services and Kestra Private Wealth Management. Outside of financial advising, he is a managing partner of an investment group focused on expanding medspas. 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 specializes in advisor-managed accounts, third-party manager platforms, and wrap programs.

Kella Bell is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Kestra, she worked at Avantax Advisory Services and Avantax Investment Services Inc., and she has over a decade of experience as a partner at BYRT CPAs, LLC, where she specializes in tax preparation and planning. Outside of her advisory role, she serves as secretary of Southeast Bolt Company, a hardware store owned by her family, assisting occasionally with bookkeeping. 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 manages approximately $13.45 billion in client assets and offers a range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Guy Kosov is a CFA® charterholder based in San Diego, CA, with four years of industry experience. He currently works at Kestra Private Wealth Services, LLC and has previously been employed at Private Asset Management Inc, Pimco, and CEA. Kosov has spent the majority of his career in investment advisory roles. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual 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, with an emphasis on advisor-managed accounts and specialized services.

Jannine Barbosa is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at Kestra Private Wealth Services and Kestra Investment Services since 2019 and previously was with Bruderman Brothers LLC and Bruderman Asset Management, LLC from 2015 to 2019. Outside of her advisory role, Barbosa serves as President of the Orange County Soccer League, an organization providing a venue for women to play soccer. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams to individual and institutional clients, managing approximately $13.45 billion in client assets across about 208 advisors. The firm supports a broad range of investment products and platforms and provides specialized offerings including annuity subaccount and 529 plan services.

Craig Martucci is a financial advisor with Kestra Private Wealth Services, LLC in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Kestra since 2014. Outside of his advisory work, he is involved with the Boys and Girls Club, helping to raise awareness and funds for the charity, and serves as a defensive coach for a high school girls football team. 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 platforms and supports both discretionary and non-discretionary account arrangements.