Thomas Surowka is a Series 63 licensed advisor with Kestra Advisory Services, LLC, bringing 42 years of industry experience. He has worked with Kestra since 2016 and is also employed as Senior Director at NFP Corporate Services (NY), overseeing sales and marketing. Outside his advisory work, Surowka serves as president of the Lake Chrisann Community Association, where he participates in efforts related to lake water quality and compliance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services that include fiduciary consulting, plan design, and employee education. The firm serves very large institutional investors and offers a variety of management platforms and third-party solutions.

Robert Kline is a CFP® professional with 32 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and has also worked with Kestra Investment Services, LLC since 2010. In addition to his advisory role, he provides notary public services to his clients. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides services including plan design, fiduciary consulting, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.