Kathleen Fish is a CFP® and ChFC® with 36 years of experience in financial advising. She has been with Kestra Advisory since 2016 and has simultaneously operated Fish & Associates since 2003. In addition to her advisory work, she teaches yoga and serves on several nonprofit boards including Playback Memphis, Choices, and Playhouse on the Square. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary services, plan design, employee education, and access to multiple management platforms, serving a broad spectrum of clients including large institutional investors.

Kerry Jackson is a CFP® professional with 11 years of industry experience and is currently affiliated with Kestra Advisory. He is a partner and director of financial planning at Fish and Associates, where he oversees all financial plans and staff. Jackson also leads an educational workshop called Build Your Best Life. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving large institutional investors such as sovereign wealth funds.