Margaret Sullivan is a financial advisor at Kestra Advisory with 19 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Her prior experience includes roles at Commonwealth Financial Network and Thomas Savone & Associates. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary services, plan design and compliance consulting, and access to multiple management platforms and third-party solutions.

Thomas Savone is a financial advisor with Kestra Advisory in Bunnell, Florida. He holds a Series 63 designation and has 40 years of industry experience. Prior to joining Kestra Advisory in 2025, he spent 20 years with Commonwealth Financial Network and operated his own firm, Thomas Savone and Associates. He also serves as president of Savone Group, Inc. 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, employee education, and utilizes multiple management platforms and third-party solutions to support its clients.