Steven Spong is a CFP® and ChFC® with 39 years of industry experience, currently serving as an Investment Advisor Representative with Kestra Advisory Services. His prior experience includes over a decade at OSAIC. Outside of advisory services, he owns businesses involved in selling life insurance, fixed annuities, and long-term care policies, and serves as president of the Northwood Office Condo Association board. 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 fiduciary consulting, plan design, and investment due diligence, managing approximately $79.8 billion in assets and serving diverse clients including sovereign wealth funds.

Keith Long is a CFP® with 13 years of industry experience, currently serving as an advisor at Kestra Advisory. Prior to joining Kestra in 2025, he spent 12 years at OSAIC. He also holds insurance agent appointments. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Alfred Varano Jr. is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services in 2025, he worked at OSAIC for 13 years. Outside of his advisory roles, he owns Crump Life Insurance, where he is involved in selling life insurance, annuities, and long-term care products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, and investment services supported by due diligence, serving large institutional investors and managing approximately $79.8 billion in assets.