David Mizrahi is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been affiliated with Kestra Investment Services, LLC and Kestra Private Wealth Services, LLC since 2014 and joined Kestra Advisory Services, LLC in 2026. Mizrahi also serves as President and CEO of First Point Financial Management, an independent firm providing wealth management and insurance services. Kestra Advisory is an enterprise-level firm with a large network of advisors, offering a range of investment and advisory services.

Jake Mizrahi is a Series 66-licensed financial advisor at Kestra Advisory with three years of industry experience. Prior to joining Kestra, he held roles at HBO and Netflix. He also works with FIRST POINT FINANCIAL MANAGEMENT as a registered field assistant providing client support. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm provides services including fiduciary consulting, plan-level investment advice, and employee education, serving clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.