Joshua Smith is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Cetera Advisor Networks, United Capital Financial Advisers, and Girard Securities. Smith is also the managing partner of Symphony Wealth Group, an independent insurance-related practice focusing on client relationships and financial planning. 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 client assets across a wide range of products and platforms, offering both discretionary and non-discretionary arrangements.

Craig Petrassi is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 65 and Series 63 licenses and bringing 25 years of industry experience. He has worked at Kestra entities since 2021 and previously spent five years at TIAA. Petrassi is the founder and portfolio manager of Evoke Wealth Management, an insurance-focused business. 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 provides access to a wide range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Christian Kiemele is a financial advisor at Kestra Private Wealth Services, LLC with six years of industry experience. He holds the Series 66 designation and has worked with firms including Kestra Investment Services, First Trust Portfolios, First Trust Advisors, and RBC Capital Markets. He is based in Austin, TX. 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 and offers a broad range of investment products and platforms within a structured oversight framework.

Anthony Watts is a CFP® and ChFC® with seven years of industry experience. He is currently with Kestra Private Wealth Services, LLC and has previous experience at Highland Rim Wealth Management and Raymond James Financial Services. Outside of his advisory role, Watts serves on the boards of Gospel Believers and Kenya Care as well as the Tullahoma Noon Rotary, where he has been involved in community fundraising and charitable grant activities. 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 serves both individual and institutional clients, offering a broad range of investment products and specialized services, while maintaining institutional relationships and operational capabilities distinctive within its category.

Jennifer Geertz is a financial advisor at Kestra Private Wealth Services, LLC with eight years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Global Atlantic Financial Group and Raymond James & Associates. Kestra Private Wealth Services, LLC delivers 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 wide range of investment products and platforms, combining discretionary and non-discretionary arrangements, and maintains several institutional and operational relationships to support diverse client needs.

Garren Decker is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Edward Jones for 14 years before joining Kestra in 2023. Outside of advisory work, Decker is involved in entrepreneurial ventures including ownership of a home inspection business and leadership roles in other financial and retirement services firms. 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 platforms within a framework that supports both discretionary and non-discretionary management.

Rocco Russo III is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 17 years of industry experience. He previously spent 17 years at Edward Jones before joining Kestra Private Wealth Services and Kestra Investment Services in 2026. 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, overseeing advisor recommendations while allowing flexibility in product selection within its approved menu.

David Combs is a financial advisor at Kestra Private Wealth Services, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Bank of America and Merrill. Outside of his advisory role, he is a managing partner at Canton Wealth Partners, an insurance-related business. 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.

Klinton Kennedy is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at Edward Jones for 14 years before joining Kestra in 2023. In addition to his advisory role, he is involved with Catalyst Retirement Solutions, where he provides retirement planning and insurance services. Kestra Private Wealth Services offers investment advisory through a network of independent advisors and multi-advisor teams, serving individual and institutional clients with access to a broad range of investment products and platforms. The firm manages approximately $13.45 billion in client assets across about 208 advisors and nearly 20,000 client relationships.

Lauren Davis is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC since 2023. She previously spent 22 years at Edward Jones. Outside her advisory role, Davis manages an LLC related to her DBA and works as a financial consultant assisting clients with financial planning and insurance. 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 wide range of investment products and platforms, with a focus on advisor-managed accounts and specialized services such as annuity subaccount and 529 plan management.

Luis Dolan is a financial advisor at Kestra Private Wealth Services, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Citizens Securities, Inc. for nine years. Dolan is also a managing partner and financial advisor at Northeast Investment Group, where he is involved in insurance-related financial planning and portfolio management. 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 a range of investment products and platforms, supporting discretionary and non-discretionary arrangements.

Rhonda Harwell is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones for 12 years before joining Kestra in 2025. Outside of advising, she serves as a registered associate at Inspired Wealth Planning and is a commissioned notary. 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 arrangements.

Benjamin Mc Donald is a financial advisor at Kestra Private Wealth Services, LLC with 10 years of industry experience. He previously worked at Edward Jones for six years and BGW Wealth Advisors, LLC for two years before joining Kestra in 2023. Outside of advisory work, he is the owner of a coffee shop business, Daily Ritual Coffee LLC. 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 serves individual and institutional clients with access to a broad range of investment products and offers both discretionary and non-discretionary advisory arrangements.

Breanne Polonia is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at multiple firms including Wells Fargo Advisors and Diversify Wealth Management. Outside of advisory work, she is involved in managing several real estate entities. 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, managing approximately $13.45 billion in client assets.

Jeffrey Boudjouk is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Kestra in 2018, he worked at UBS Financial Services for 11 years. He serves as parish council secretary for St. Basil's Melkite Catholic Church and is chairperson of the Paul G. Farley III Memorial Fund. 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 broad range of investment products and specialized services, with operational capabilities including an affiliated trust company and support for retirement plan and insurance-company work.

Ricardo Montejano is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and over 42 years of industry experience. He has been associated with Kestra Private Wealth Services since 2012 and Kestra Investment Services since 2014. Outside of his advisory work, Montejano is involved in an agricultural venture, Chubby Monkey, which he owns and oversees. 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 individuals and institutional clients with a wide range of investment products and specialized offerings, while providing advisors with operational support and access to approved investment platforms.

Marilyn Baggett is a financial advisor at Kestra Private Wealth Services, LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Additionally, she serves as a notary and assists advisors and clients as a registered associate with Dauphine Capital. 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 broad range of investment products and specializes in advisor-managed accounts, third-party manager platforms, wrap programs, and other specialized offerings.

Dylan Clement is a financial advisor at Kestra Private Wealth Services, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years. Outside of his advisory role, he is the managing partner of ARC Private Wealth, an insurance-related business, and owns a tax entity, Clement Financial LLC. 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 access to a wide range of investment products and platforms.

Nikolas Gernhard is a financial advisor at Kestra Private Wealth Services, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before joining Kestra in 2023. Outside of his advisory role, he co-owns a rental property with his wife and is involved with Destination Wealth Advisors, assisting clients with financial planning. 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 specialized services within a platform that supports discretionary and non-discretionary arrangements.

Jacob Evors is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at BYRT Financial Advisors LLC, Avantax Investment Services Inc., and Northwestern Mutual. He also served eight years on the Pierce County Board of Education. 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 December 2025. The firm serves both individual and institutional clients and offers a wide range of investment products and specialized services while overseeing advisor recommendations within an approved product menu.