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Melanie G

Series 63

Amherst, NY

Kestra Advisory

Melanie Gagliano is a financial advisor with Kestra Advisory, holding a Series 63 designation and eight years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. and Exile East LLC before joining Kestra in 2021. In addition to her advisory role, she is involved in designing 401(k) plans and sells health insurance plans to small businesses. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services including plan design, fiduciary consulting, and advisor-managed accounts. The firm serves large institutional investors and operates diverse programs such as pooled employer plans and private fund placements.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Bennett G

Amherst, NY

Kestra Advisory

Bennett Gagliano is a financial advisor with Kestra Advisory who holds extensive industry experience spanning 45 years. Prior to joining Kestra in 2021, he spent two decades at Cadaret, Grant & Co., Inc. and G & C Pension Services LLC. Outside of his advisory role, he serves as president of Bennett A Gagliano Inc., focusing on the design and sale of benefit plans, and manages multiple third-party administration firms related to retirement plan services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, serving large institutional investors with assets under management of approximately $79.8 billion.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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