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Gary W

Series 66

Midlothian, VA

Kestra Advisory

Gary Wilson is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Kestra Advisory, having joined in 2026, and previously worked at InVirtus Wealth Partners, Commonwealth Financial Network, and Edward Jones. Outside of his advisory duties, he is the owner of Wilson Wealth Management, LLC. 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, and investment advice, supporting large institutional investors and utilizing multiple management platforms.

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

Series 66

Midlothian, VA

Kestra Advisory

Walker Smithson is a Series 66-registered financial advisor with Kestra Advisory, based in Midlothian, VA, and has four years of industry experience. His prior roles include positions at Fidelity Investments, Commonwealth Financial Network, and Davenport & Company LLC. 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 serves a diverse client base including large institutional investors and sovereign wealth funds, with approximately $79.8 billion in assets under management.

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

ChFC®, Series 63

Midlothian, VA

Kestra Advisory

Robert Weaver Jr. is a ChFC® credentialed financial advisor with 34 years of industry experience, currently with Kestra Advisory. He has held roles at Kestra Investment Services and Kestra Advisory Services since 2026, and previously worked at Commonwealth Financial Network and Cambridge Investment Research. Weaver is also the owner and author at Not Bland, LLC, a publishing entity for novels. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and plan-level investment advice. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds, and offers access to multiple management platforms and third-party solutions.

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

Series 66

Midlothian, VA

Kestra Advisory

Charles Finfgeld Jr. is a financial advisor at Kestra Advisory with one year of industry experience. He holds the Series 66 designation and has previously worked with Commonwealth Financial Network and InVirtus Wealth Partners. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a variety of clients, 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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