Thomas Montavon is a financial advisor at Kestra Advisory with one year of industry experience. His prior roles include positions at NewEdge Advisors, Fifth Third Financial, and Resolute Wealth Management. Before entering the financial industry, he worked in education and hospitality, including at Kettering Middle School and Cooper's Hawk Winery and Restaurant. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary services, plan design, compliance testing, and access to multiple management platforms and third-party solutions.

Thomas Schwab is a financial advisor with Kestra Advisory in Centerville, OH, holding a Series 63 designation and 24 years of industry experience. His prior roles include positions at NewEdge Advisors LLC, Mid Atlantic Capital Corporation, and Raymond James Financial. Outside of advisory work, he provides term life insurance quotes and sales through Business Underwriters Associates and Resolute Wealth Management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving clients such as sovereign wealth funds and offering pooled employer plan arrangements.