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Suzanne S

Series 63, Series 65, Series 66

Melbourne, FL

Kestra Advisory

Suzanne Stopa is a financial advisor with Kestra Advisory, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. She previously worked at Proequities, Inc. for over a decade before joining Kestra Advisory in 2022. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a wide range of clients, including large institutional investors and 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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Daniel L

Series 66

Melbourne, FL

Kestra Advisory

Daniel La Forest is a financial advisor with Kestra Advisory in Melbourne, FL, holding a Series 66 license and 17 years of industry experience. His prior work includes roles at ProEquities, NEXT Financial Group, and Smathers Financial Group. Outside of his advisory work, he co-founded the Tuskawilla Tussle Scholarship Fund, which supports local high school students excelling academically and athletically, and is involved as a co-owner and show host of Varsity Sports Network LLC, focused on high school sports broadcasting. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds and other large institutional investors.

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

Series 63, Series 65

Melbourne, FL

Kestra Advisory

Keith Moore is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He previously worked for Concourse Financial Group Securities Inc. for 12 years before joining Kestra in 2022. Moore serves as Chief Operating Officer for both Kestra Advisory Services and Security Financial Management, overseeing operations and compliance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including 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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