David Weinstock is a CFP® professional with over 32 years of industry experience, currently affiliated with Kestra Advisory. He has previously worked at Comprehensive Asset Management & Servicing, Inc. and WeiserMazars Wealth Advisors. He also serves as president of the Harbor House Condominium board of directors in Hewlett, NY. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves a wide range of clients, including large institutional investors.

Kyle Vaughan is a financial advisor at Kestra Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mercer. Outside of his advisory role, he volunteers as a judge for the SIFMA Foundation’s InvestWrite Program, providing feedback on student investment essays. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

James Mc Gill III is a CFP® professional with 18 years of experience in the financial services industry. He currently serves as a financial advisor at Kestra Advisory, where he has worked since 2021. Prior to joining Kestra, he held positions at Charles Schwab and Prudential Insurance Company of America. Outside of his advisory role, he serves as treasurer for a limited liability company involved in real estate. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, and manages approximately $79.8 billion in assets.

Matthew Defelice is a Certified Financial Planner (CFP®) with 33 years of industry experience. He is an investment advisor representative at Kestra Advisory, where he has worked since 2016. His background includes roles at Kestra Investment Services LLC and various other financial and consulting businesses. In addition to his advisory work, he is active as an insurance agent selling life, disability, and long-term care insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, and plan-level investment advice, and serves large institutional investors including sovereign wealth funds.

Jayavardhan Kota is a CFA® charterholder and financial advisor with Kestra Advisory, where he has worked since 2016. He has 13 years of industry experience, including his role at Kestra Investment Services, LLC since 2013. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers comprehensive services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, including relationships with large institutional investors like sovereign wealth funds.

William Mcnair is a CFP® and CFA® with 24 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and has been affiliated with Kestra Investment Services, LLC since 2010. In addition to his advisory role, he serves as Director of Investment Services at Preferred Pensions LLC, where he evaluates investment options for retirement plan participants. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers fiduciary consulting, plan design, compliance testing, and a range of investment solutions including discretionary management and pooled plan options.

Jennifer Hatch is a CFP® with 36 years of experience in the financial services industry. She is currently with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, where she has worked since 2016, and she is also the owner of Christopher Street Financial, operating since 2000. Hatch holds board positions with the Rockland Pride Center and Making Gay History, indicating involvement in nonprofit and community organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan design, employee education, and investment advice, managing approximately $79.8 billion in assets and serving clients ranging from individual investors to sovereign wealth funds.

Mark Franczyk is a CFP® professional with eight years of experience in the financial advisory industry. He is currently CEO of Christopher Street Financial and serves in senior operational roles at Kestra Advisory, where he has worked since 2021. His prior experience includes positions at Austin Hatch & Smith, LLC and Heat Watch LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Anthony Lam is a financial advisor at Kestra Advisory with a Series 65 designation and two years of industry experience. He previously worked at Perpetual Limited for 15 years and had a brief tenure at Sayers Wealth before joining Kestra Advisory. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including vendor searches, plan design and compliance testing, fiduciary consulting, and plan-level investment advice, serving clients such as large institutional investors and sovereign wealth funds.

Keith Roberts is a CFP® certificant affiliated with Kestra Advisory with two years of industry experience. His prior work history includes roles at Christopher Street Financial, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and CCS Fundraising, as well as nine years with the American Ballet Theatre. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm delivers services such as fiduciary consulting, plan design, investment advice, and employee education, serving a client base that includes large institutional investors and sovereign wealth funds.

Alexander Les is a CFP® and holds a Series 63 license with 25 years of industry experience. He is currently with Kestra Advisory, having joined in 2024, and previously worked at Barclays Capital Inc. for 14 years. In addition to his advisory role, he is licensed as an insurance agent selling life, disability, and long-term care insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving approximately $79.8 billion in assets under management and clients such as sovereign wealth funds.

Kevin Ellman is a CFP® with 35 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory since 2016. He has also been associated with Kestra Investment Services, LLC and Wealth Preservation Solutions since 2006. Outside of his advisory work, Ellman is a drummer and participates in community activities including serving as a director of the Spirit of Harmony Foundation and as a member of a finance committee for a local golf club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan design, benchmarking, and investment advice, supporting recommendations with due diligence and servicing a range of clients including sovereign wealth funds.

Ben Kronish is a financial advisor at Kestra Advisory with 40 years of industry experience. He holds a Series 63 designation and has worked with Kestra Advisory Services and Kestra Investment Services since 2016, while maintaining his own firm, Kronish Associates, since 1992. He also serves as a board member for an insurance-related company and is involved in developing relationships to support life insurance sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Jake Karp is a financial advisor at Kestra Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney LLC, JPMorgan Chase Bank, and Bank of America. Karp is also a Senior Wealth Manager at Wealth Preservation Solutions, LLC, providing wealth planning and investment strategy advice in coordination with estate plans. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutions, and individuals. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving large institutional investors such as sovereign wealth funds.

Carolyn Lloyd Turbett is a financial advisor at Kestra Advisory with 37 years of industry experience. She holds the ChFC® designation and has worked with Kestra Investment Services, LLC since 1999 and her own entities Carolyn Lloyd-Cohen LLC and Preferred Pensions LLC since 1982. Turbett serves as a trustee in a legal capacity and has engaged in insurance sales and business development through US Financial Services, LLC. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan design and compliance testing, employee education, and access to multiple management platforms and third-party solutions.

Darlene Giz is a financial advisor with Kestra Advisory and holds Series 63 and Series 66 licenses. She has 21 years of industry experience, having previously worked at Principal Securities, Principal Life Insurance Company, Invesco Distributors, Oppenheimerfunds Distributor, and Blackrock Investments. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, serving clients that include large institutional investors and sovereign wealth funds.

Michael Cooper is a CFP® with 13 years of industry experience, currently serving as an advisor at Kestra Advisory. He previously worked at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. He holds Series 63 and Series 65 licenses. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Robert Davis is a CFP® with 34 years of experience in the financial services industry. He is currently with Kestra Advisory and has held roles at Krim Associates and Kestra Investment Services, LLC. Outside of his advisory work, he owns Wealth Preservation Solutions, which provides investment and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a range of institutional and individual clients, providing services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Concetta Botie is a Series 66-licensed financial advisor at Kestra Advisory with four years of industry experience. She previously worked at Morgan Stanley and BlackDiamond Wealth. Botie’s other business activities include client service specialist roles that focus on servicing client accounts without providing investment advice or recommendations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary consulting and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Seth Rivers is a CFP® and ChFC® with 12 years of industry experience. He currently works at Kestra Advisory and has held prior roles at Northwestern Mutual, LPL Financial, Morgan Stanley, Bank of America, and Merrill. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and manages approximately $79.8 billion in assets, including relationships with sovereign wealth funds.

Matthew Waldman is a financial advisor with Kestra Advisory, holding the ChFC® and Series 63 designations and bringing 12 years of industry experience. Prior to joining Kestra in 2022, he worked with Northwestern Mutual from 2016 to 2021. In addition to his advisory role, he manages an insurance business under his own name, focusing on life, disability, long-term care, and health insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves a wide client base, including large institutional investors, and supports multiple management platforms and third-party solutions.

Kathleen Sweeney is a Series 65-registered advisor with Kestra Advisory, based in Fairfield, NJ, and has three years of industry experience. She has been with Kestra Advisory Services LLC since 2022 and also runs KSC Professional Services Inc. Outside of her advisory role, she is involved with several other business ventures including MAJR Professional Services, CSKZ Consulting Inc, BBU Books Inc, and KBC Management Services Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as vendor searches, plan design, fiduciary consulting, and plan-level investment advice, serving clients that range from individual investors to sovereign wealth funds.

Andrew Pollack is a financial advisor with Kestra Advisory, holding a Series 65 credential and three years of industry experience. He has previously worked at Offit Capital and Tortoise Investment Management, LLC, and attended Northwestern University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional clients, and individuals. The firm offers services such as fiduciary consulting, plan design, due diligence-supported investment advice, and access to multiple management platforms and third-party solutions.

David Scher is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at Kestra Advisory since 2016. He also has experience with Kestra Investment Services and has been involved with Applied High Voltage, LLC since 2013. Outside of his advisory work, he holds a board position as an observer with the Ridgewood Rotary Club, which allocates funds to local scholarships and community services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving clients such as large institutional investors and sovereign wealth funds.

Lesley Grannum is a CFP® with 23 years of industry experience, currently serving at Kestra Advisory since 2023. Her career includes longstanding roles at Kestra Investment Services, LLC since 2003 and Personal Capital Management Inc. since 1987. She works in New York, NY, and holds a Series 63 license. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as plan design, fiduciary consulting, and plan-level investment advice. The firm serves large institutional investors, including sovereign wealth funds, and employs multiple management platforms and third-party solutions within its supervisory framework.

Dolores White is an investment advisor representative at Kestra Advisory with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Kestra Financial Services since 2016. In addition to her advisory role, she serves as Director of Asset Management and supports registered representatives through Wealth Preservation Solutions, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, and investment management with a focus on due diligence and multiple management platforms.

Susan Forman is a CFP® with 40 years of industry experience, currently serving at Kestra Advisory since 2016. She has also worked with Kestra Investment Services, LLC since 2006. In addition to her advisory role, she works as an administrative assistant at Wealth Preservation Solutions, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, and manages approximately $79.8 billion in assets, serving clients that include sovereign wealth funds and other large institutional investors.

Brian Siano is an investment advisor representative at Kestra Advisory with 28 years of industry experience. He has been with Kestra Advisory Services, LLC since 2016 and has held a business development role at NFP Corporate Services in New York since 2014. He holds Series 63 and Series 65 licenses. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes sovereign wealth funds.

Lawrence Borger is a financial advisor with Kestra Advisory and holds Series 63 and Series 66 designations. He has 22 years of industry experience, including prior roles at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. Outside of advisory work, he is the owner of a small real estate business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving approximately $79.8 billion in assets under management and maintaining relationships with large institutional investors including sovereign wealth funds.

Gregory Chebuske is an investment advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 31 years of industry experience. He has been associated with Kestra Advisory since 2016 and has prior experience with Kestra Investment Services, LLC and FHC Advisors dating back to 2010. Chebuske also leads educational courses related to the financial industry. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a broad client base including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Paul Miller is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 31 years of industry experience. He has been with Kestra Advisory since 2016 and has worked at Kestra Investment Services, LLC since 2006. Outside of his advisory role, Miller is a member of Wealth Preservation Solutions, LLC, where he is involved in investment advisory and insurance activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and access to multiple management platforms and third-party solutions.

Deborah Sharp is a financial advisor at Kestra Advisory with Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Alliant Retirement Services, Cetera Advisor Networks, Willis Towers Watson, and Fidelity Investments. She also serves as a registered field assistant supporting 401(k) plan sponsors with plan design, compliance, and employee education. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.