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® and holds a Series 66 license with 14 years of industry experience. He is currently affiliated with Kestra Advisory Services LLC and Kestra Investment Services, having previously worked at OSAIC for 12 years. In addition to his advisory roles, he is also an insurance agent. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, including clients like sovereign wealth funds.

Alfred Varano Jr. is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He previously worked at OSAIC for 13 years before joining Kestra in 2025. Outside of his advisory role, he owns Crump Life Insurance, where he sells life insurance, annuities, and long-term care products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisory-managed accounts, supporting both discretionary and non-discretionary investment solutions.