Robert Idol is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 licenses and 22 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2021. Outside of his advisory role, he is a limited partner in Geneva Roth Properties, LLC, a real estate investment LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Elliott Jordan is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has seven years of industry experience, including prior roles at Bank of America and Merrill. Outside of investing, he is involved with Wealth Management & Benefit Partners, LLC, supporting insurance sales and operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors and offers various management platforms and third-party solutions.

Matthew Larmann is a ChFC®-designated financial advisor with 42 years of experience, currently practicing at Kestra Advisory. He has been with Kestra Advisory since 2016 and has operated Larmann Financial Corporation, through which he provides investment advisory and insurance services, since 1991. Outside of advisory work, he serves as a board member for a condominium association and acts as trustee for two life insurance trusts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms and third-party solutions, serving a broad spectrum of clients including very large institutional investors.