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Thomas C

Series 63, Series 65

Auburn, AL

Kestra Advisory

Thomas Campbell is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Kestra Advisory since 2016 and has operated Campbell Wealth Management LLC since 2009. Campbell serves as a director of the Crippled Childrens Foundation, a community and charitable organization. Kestra Advisory Services provides investment advisory and retirement plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages nearly $80 billion in assets and serves large institutional investors, including sovereign wealth funds.

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

CFP®, Series 63, Series 65

Auburn, AL

Kestra Advisory

Cheryl Casey is a CFP® professional with 35 years of industry experience, currently serving at Kestra Advisory since 2017. She previously worked at MBSC Securities Corporation for 10 years. Casey is a board director for the Auburn University Foundation, where she serves on various committees. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

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