Jennifer Pena is a CFP® professional with 10 years of experience in financial planning and advisory services. She is currently with Kestra Advisory and serves as Co-President of Pursuit Wealth Planning. Her prior experience includes roles at Sagepoint Financial and Comprehensive Financial Services. Outside of advisory work, she is involved in firm management duties for Pursuit, LLC. 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 fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms with access to complex products and discretionary trading.

Jennifer Nelson is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has worked at Kestra Advisory and affiliated firms since 2020 and previously spent seven years at Sagepoint Financial. Nelson is the owner and principal of Pursuit Wealth Planning, where she manages operations and human resources alongside her advisory role. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers services including fiduciary consulting, plan design, compliance testing, and employee education, serving a diverse client base that includes large institutional investors.