Daniel Swanson is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 23 years of industry experience. He has held roles at Kestra Investment Services, The Advisors Group of Chicago LLC, and currently serves as managing member of BlueLake Wealth Advisors, LLC, where he combines financial planning, investment management, and insurance services. Outside of advisory work, he owns an insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, offering services such as fiduciary consulting, plan design, and investment advice supported by comprehensive due diligence. The firm serves large institutional investors and provides access to multiple management platforms and third-party solutions.

Donald Settina is a CFP® with 43 years of experience in the financial services industry. He is currently with Kestra Advisory Services LLC and Kestra Investment Services LLC, where he has worked since 2022. Prior to Kestra, he spent 12 years at LPL Financial. Settina is also involved in consulting and insurance advisory roles related to executive benefits through multiple entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves a broad client base that includes large institutional investors and utilizes multiple management platforms and third-party solutions.