Matthew Defelice is a CFP® with 33 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory. He has been with Kestra since 2012, holding multiple roles including financial advisor and insurance agent, specializing in life, disability, and long-term care insurance. Outside of his advisory work, he is involved with Preferred Pensions, LLC as a member. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of clients including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets under management.

Jayavardhan Kota is a CFA® charterholder with 13 years of industry experience, currently serving at Kestra Advisory since 2016. He has been involved with Kestra Investment Services, LLC since 2013. His responsibilities include data entry, performance measurement, financial planning, investment selection, due diligence, and monitoring. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

William Mcnair is a CFP® and CFA® with 25 years of industry experience, currently serving at Kestra Advisory since 2016. He also holds leadership roles in Preferred Pensions LLC and U.S. Financial Services, where he oversees retirement plan services and assists with wealth management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, and investment management supported by comprehensive due diligence. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Grace Pellegrino is a financial advisor at Kestra Advisory with one year of industry experience. She holds a Series 65 designation and previously worked at Jaffe Tilchin Investment Partners, LLC from 2023 to 2026. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance testing, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Alexander Les is a CFP® and holds a Series 63 license with 25 years of industry experience. He is currently with Kestra Advisory, having joined in 2024, and previously worked at Barclays Capital Inc. for 14 years. In addition to his advisory role, he is licensed as an insurance agent selling life, disability, and long-term care insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving approximately $79.8 billion in assets under management and clients such as sovereign wealth funds.

Carolyn Lloyd Turbett is a financial advisor with Kestra Advisory who holds the ChFC® designation and holds Series 63 and Series 65 licenses. She has 38 years of industry experience, including long-term roles at Kestra Investment Services and her own firm, Carolyn Lloyd-Cohen LLC. In addition to her advisory work, she serves as a trustee in legal and fiduciary capacities and is involved in insurance sales and client relations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, investment advice, 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.

Darlene Giz is a financial advisor with Kestra Advisory and holds Series 63 and Series 66 licenses. She has 21 years of industry experience, having previously worked at Principal Securities, Principal Life Insurance Company, Invesco Distributors, Oppenheimerfunds Distributor, and Blackrock Investments. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, serving clients that include large institutional investors and sovereign wealth funds.

Kathleen Sweeney is a Series 65-registered advisor with Kestra Advisory, based in Fairfield, NJ, and has three years of industry experience. She has been with Kestra Advisory Services LLC since 2022 and also runs KSC Professional Services Inc. Outside of her advisory role, she is involved with several other business ventures including MAJR Professional Services, CSKZ Consulting Inc, BBU Books Inc, and KBC Management Services Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as vendor searches, plan design, fiduciary consulting, and plan-level investment advice, serving clients that range from individual investors to sovereign wealth funds.

Gregory Chebuske is an investment advisor with Kestra Advisory in Fairfield, NJ, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. He has served at Kestra Advisory since 2016 and has been involved with Kestra Investment Services and Fhc Advisors since 2010. In addition to his advisory roles, he leads educational courses related to the financial industry. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan design, and a variety of investment management solutions, serving clients that range from individual investors to sovereign wealth funds.