Jason Clayton is a CFP® professional with 24 years of experience in financial advisory services. He has worked with Kestra Advisory since 2016 and has longstanding ties to Kestra Investment Services and Beacon Group. Clayton is also the owner of Benefit Consultants and Administrators, Inc. dba Beacon Group, where he provides consulting, insurance, and record-keeping services for qualified retirement plans. Additionally, he serves on the finance committee of Lake Murray Presbyterian Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a variety of clients, including large institutional investors and sovereign wealth funds.

Jacqueline Stirling is a CFP® professional with 35 years of experience in the financial services industry. She is currently with Kestra Advisory, where she has worked since 2016, and also owns Benefit Consultants and Administrators, Inc., a firm providing retirement plan recordkeeping and consulting services. Stirling is a partner in Beacon Properties, a real estate partnership based in Columbia, SC. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm provides services such as fiduciary oversight, plan design, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets.