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Gary K

Series 66

Austin, TX

Kestra Private Wealth Services, LLC

Gary Kiemele is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services LLC, where he has worked since 2021. Prior to this, he was with RBC Capital Markets for nine years. Outside of his advisory role, he serves as President of Westpeak Private Wealth and owns Koda Holdings, LLC, a commercial real estate 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 assets. The firm offers a broad range 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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Jason L

Series 63, Series 66

Austin, TX

Kestra Private Wealth Services, LLC

Jason Lindner is a financial advisor with Kestra Private Wealth Services, LLC in Austin, Texas, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He previously worked at Bank of America, N.A. and Merrill for eight years. Lindner is also the co-founder and COO of Campus Private Wealth, an investment advisory firm where he oversees client relations and investment activity. Kestra Private Wealth Services 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 wide range of products and platforms, including discretionary and non-discretionary arrangements with 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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Samuel C

Series 65

Westlake Village, CA

Kestra Private Wealth Services, LLC

Samuel Covert is a financial advisor at Kestra Private Wealth Services, LLC with 19 years of industry experience. He holds a Series 65 designation and has worked at Kestra since 2025. Prior to that, he was with Alti Wealth Management (US International), Inc. for one year and Noctua International WMG, LLC for 12 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. The firm manages approximately $13.45 billion in client assets across about 208 advisors and offers services through various platforms and investment products, supporting 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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Bryan H

Series 66

Charleston, SC

Kestra Private Wealth Services, LLC

Bryan Heilman is a financial advisor at Kestra Private Wealth Services, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2023 to 2025. Outside of his advisory role, Heilman is the owner of Heilman Heritage Wealth, LLC, a tax-dedicated entity associated with his compensation structure. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in assets and offers a wide range of investment products and specialized services across discretionary and non-discretionary account 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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Jesse B

CFP®, Series 63, Series 65

Austin, TX

Kestra Private Wealth Services, LLC

Jesse Bayarena is a CFP® professional with 26 years of industry experience, currently serving with Kestra Private Wealth Services, LLC. His prior roles include positions at Avantax Advisory Services and 1ST Global Advisors, Inc. He is also the founder of Kaizen Tax Planning and owner of Ronin Wealth, where he provides financial planning and tax reduction services. Kestra Private Wealth Services, LLC delivers investment advisory services through independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets across 208 advisors. The firm offers a wide range of investment products and specialized services to 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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Kimberly P

Series 66

Chesterfield, MO

Kestra Private Wealth Services, LLC

Kimberly Peaker is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked with Kestra since 2018 and previously spent seven years at Wells Fargo Advisors. Outside of her advisory role, Peaker is the sole owner of Absolute Construction Services, LLC, a general contracting business, and serves as Fundraising Coordinator on the board of the Daniel Boone PTO. 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 wide range of investment products and specialized services, serving both 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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Craig B

Series 66

Roanoke, VA

Kestra Private Wealth Services, LLC

Craig Brigman is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include five years at Edward Jones and various positions in education and film. Outside of advisory work, Brigman owns multiple businesses related to tax, consulting, and education. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams, managing over $13 billion in client assets. The firm serves both individual and institutional clients, offering a broad range of investment products and specialized services via multiple 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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Brendan H

Series 66

Roswell, GA

Kestra Private Wealth Services, LLC

Brendan Hunt is a financial advisor with Kestra Private Wealth Services, LLC holding a Series 66 designation. He has been in the industry since 2023, with experience at firms including Canton Wealth Partners and Chatham Capital Management. Before entering the financial sector, he attended Mercer University and held various roles outside the industry, including positions at Lifetime Fitness and Elite Hoops Basketball. 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 offers access to a wide range of investment products and specialized programs, while supporting advisors with institutional and operational resources such as an affiliated trust company and third-party manager 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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Melissa H

Series 63, Series 66

Auburn Hills, MI

Kestra Private Wealth Services, LLC

Melissa Hintz is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has previously worked at Merrill and J.P. Morgan, and she holds a notary public position through which she may perform notary services for clients. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing over $13 billion in client assets. The firm offers a broad range of investment products and specialized services, supporting 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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Stewart W

CFP®, Series 63, Series 66

Austin, TX

Kestra Private Wealth Services, LLC

Stewart Werner is a CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. He previously worked at Charles Schwab and Charles Schwab Bank for over a decade. Outside of his advisory role, he serves as Managing Director of Planwell Private Wealth Services, providing financial guidance and investment management. Kestra Private Wealth Services, LLC offers 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 wide 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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Jack W

Series 63, Series 65

Austin, TX

Kestra Private Wealth Services, LLC

Jack West is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and with 36 years of industry experience. He has been with Kestra Private Wealth Services and Kestra Investment Services since 2015. West is also president of J.C. West & Associates, Inc., where he provides financial and wealth management consulting services, including retirement and financial planning. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with approximately $13.45 billion in assets under management. The firm supports a broad range of investment products and platforms, providing both discretionary and non-discretionary 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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Andres Y

CFP®, Series 66

Melbourne, FL

Kestra Private Wealth Services, LLC

Andres Yepes is a CFP® with 10 years of industry experience currently serving at Kestra Private Wealth Services, LLC. His prior experience includes roles at J.W. Cole Advisors, INC. and Raymond James & Associates, Inc. He serves as treasurer and board member for the Brevard Alzheimer’s Foundation and volunteers as an ambassador for the Melbourne Regional Chamber. 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 while overseeing advisor recommendations within an approved product 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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Adam L

Series 63, Series 66

Austin, TX

Kestra Private Wealth Services, LLC

Adam Lublin is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked at Edward Jones for 13 years before joining Kestra. Outside of his advisory role, he is involved in managing real estate properties and owns an independent financial business entity. 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 offers a broad range of investment products and platforms, 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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Sierra B

Series 66

Austin, TX

Kestra Private Wealth Services, LLC

Sierra Baker is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining Kestra, she worked at Bank of America and Merrill Lynch from 2020 to 2024. In addition to her advisory role, she serves on the board of a local welfare organization and owns SMB Financial Holdings, LLC for tax management purposes. Kestra Private Wealth Services, LLC offers investment advisory services through independent advisors and multi-advisor teams to individual and institutional clients. The firm manages approximately $13.45 billion in client assets and provides access to a wide range of investment products and platforms, with a focus on 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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Kelli M

Series 66

Sewickley, PA

Kestra Private Wealth Services, LLC

Kelli Mc Ginnis is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and over 10 years of industry experience. Her prior roles include positions at Morgan Stanley, PNC Capital Markets, and Merrill. Outside of her advisory work, she operates an Etsy shop where she designs and sells handmade jewelry. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams serving both individuals and institutional clients. The firm provides access to a wide range of investment products and platforms, with a focus on advisor-managed accounts and 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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Deborah S

Series 63, Series 66

Cranston, RI

Kestra Private Wealth Services, LLC

Deborah Shuster is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 designations and bringing 45 years of industry experience. She previously worked at UBS Financial Services for 13 years before joining Kestra in 2018. Outside of her advisory role, she serves on the board of a family foundation. Kestra Private Wealth Services provides investment advisory services through 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 platforms, overseeing advisor recommendations while allowing flexibility 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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Elizabeth S

CFP®, Series 66

Sandusky, OH

Kestra Private Wealth Services, LLC

Elizabeth Skrinak is a financial advisor with Kestra Private Wealth Services, LLC, holding CFP® and Series 66 credentials and bringing 23 years of industry experience. Her prior roles include positions at Bank of America and Merrill. Outside of her advisory work, she is involved in real estate management as an owner and landlord. 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 a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements, with approximately $13.45 billion in client assets under 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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William M

CFP®, Series 63, Series 65

Austin, TX

Kestra Private Wealth Services, LLC

William Milby is a Certified Financial Planner (CFP®) affiliated with Kestra Private Wealth Services, LLC, with 40 years of experience in the financial industry. His prior roles include positions at Merrill and Bank of America, where he worked for over two decades combined. Outside of his advisory work, he is the founder and owner of REDOOS INC., a private ride share software company, and he also serves as founder, CEO, and CIO of Campus Private Wealth, an insurance-related firm. Kestra Private Wealth Services 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, including 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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Nazneen K

Series 66

Austin, TX

Kestra Private Wealth Services, LLC

Nazneen Kaka is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX. She holds a Series 66 designation and has four years of industry experience. Prior to Kestra, she worked at Bank of America and Merrill. Kaka is also involved in holistic financial planning through her role with Attain Wealth Partners. 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 over $13 billion in client assets and offers access to a wide range of investment products and platforms within an 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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Robert B

Series 63, Series 65, Series 66

Austin, TX

Kestra Private Wealth Services, LLC

Robert Bartenstein is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63, 65, and 66 designations and bringing 28 years of industry experience. He has been affiliated with Kestra Investment Services, LLC since 2014 and with Kestra Private Wealth Management, LLC since 2011. Outside of his advisory role, he serves as a trustee on the Board of Hargrave Military Academy. 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 offers a broad range of investment products and specialized services, including annuity subaccount management and 529 plans, with an emphasis on 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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