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Jodie B

Series 66

Mamora, NJ

Kestra Advisory

Jodie Booth is a financial advisor with Kestra Advisory who holds a Series 66 credential and has 23 years of industry experience. Her career includes roles at MML Investors Services Inc and MassMutual from 2003 to 2021, followed by positions at LPL Financial, LLC and Private Advisor Group, LLC before joining Kestra in 2023. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, and serves large institutional investors such as sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Amy M

Series 66

Marmora, NJ

Kestra Advisory

Amy Mahon is a Series 66-credentialed financial advisor with Kestra Advisory, bringing 14 years of industry experience. She has been with Kestra Financial Services since 2016 and also maintains a role with FBK Wealth Management. Outside of her advisory work, Mahon serves as president of the Love of Linda Cancer Fund, Inc. and is active in community organizations including the Ocean City Fine Arts League. She is also involved with local culinary writing and art sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and a range of managed solutions, serving large institutional clients as well as plan sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Braiden S

Series 65, Series 63

Marmora, NJ

Kestra Advisory

Braiden Scarpa is a financial advisor at Kestra Advisory with Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Outside of finance, he has experience working at Uncle Bills Pancake House and Middle Township Public Schools. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including large institutional investors. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and employee education, supported by a broad platform of management solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Tracie F

Series 63, Series 65

Marmora, NJ

Kestra Advisory

Tracie Fitzgerald is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 21 years of industry experience. She has worked at Kestra Advisory and affiliated firms since 2016. Outside of her advisory role, she is the Consumer Mortgage Director at 1ST Bank of Sea Isle City and a member of Azure Wish Sailing Charters, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm serves large institutional investors, including sovereign wealth funds, and offers pooled employer plan arrangements and private fund placement services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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