Kevin Held is a CFP® and ChFC® with 30 years of industry experience, currently serving at Kestra Advisory since 2016. He has been affiliated with Kestra Investment Services, LLC since 2008. Additionally, he owns a business focused on selling and servicing insurance products to individuals and group policyholders. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers services including fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving a diverse client base that includes sovereign wealth funds.

Gerald Wolsfelt is an investment advisor representative at Kestra Advisory with 19 years of industry experience. He has been with Kestra Advisory since 2016, and is also associated with Kestra Investment Services, LLC and Clark Associates since 2009. Outside of his advisory work, he serves as a member of the Canterbury UMC Counseling Committee, a community and charitable organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors along with a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms and third-party solutions to support its services.