Anna Sohm is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 26 years of industry experience. She has been with Kestra Advisory and its affiliated firm Kestra Investment Services since 2016. Outside of her advisory work, Sohm is the head coach for a middle school running team and serves as President Elect of the Springfield Muni Opera board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and investment advice, managing approximately $79.8 billion in assets and serving a broad range of investors including sovereign wealth funds.

David Coonrod is an advisor at Kestra Advisory with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Kestra Advisory since 2016. In addition to his advisory role, he is president of Coonrod & Associates, P.C., a tax and accounting firm, and serves as a trustee for Chatham Baptist Church. He is also a musician. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.