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Gregory A
Series 63, Series 65
Naperville, IL
Kestra Advisory
Gregory Anderson is a financial advisor with Kestra Advisory in Naperville, IL, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He previously worked at Axa Advisors, LLC from 1999 to 2016 before joining Kestra Advisory. Outside of his advisory role, he is a member of The Income Benefits Group Holdings, LLC, a real estate business. Kestra Advisory provides investment advisory and retirement plan consulting services to institutional and individual clients, including vendor searches, plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.
John F
CFP®, ChFC®, Series 63
Naperville, IL
Kestra Advisory
John Freiburger is a financial advisor at Kestra Advisory with over 35 years of industry experience. He holds the CFP® and ChFC® designations and has been with Kestra since 2016, following a long tenure at Kestra Investment Services, LLC. Freiburger serves as Chairperson of the Board for the nonprofit organization Zero Matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse group of 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 broad client base that includes large institutional investors and sovereign wealth funds.
Christopher C
Series 66
Naperville, IL
Kestra Advisory
Christopher Crisanti is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has experience working at Kestra Investment Services, Ameriprise Financial Services, and in legislative offices, including roles with State Senator Steven Landek and State Representative Michael J. Zalewski. Prior to his advisory career, he was involved with various organizations such as Bill Brennan State Farm Agency and FinTech Ranger LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a broad range of services such as fiduciary consulting, plan design, investment due diligence, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.
Daniel S
CFP®, Series 63, Series 65
Naperville, IL
Kestra Advisory
Daniel Sommers is a Certified Financial Planner® with 26 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and has a long tenure at Kestra Investment Services, LLC, as well as Freiburger Financial Group. Outside of his advisory work, he serves as director of an education loan trust established by his family to assist grandchildren with secondary education funding and acts as a trustee for a 401(k) plan. 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 access to multiple management platforms, serving large institutional investors and specialized clients such as sovereign wealth funds.
Jacob P
Series 65
Naperville, IL
Kestra Advisory
Jacob Paoletti is a financial advisor with Kestra Advisory, holding a Series 65 credential and four years of industry experience. Prior to joining Kestra, he worked at Fourth Piece, LLC and held positions at several country clubs and a high school. Outside of his advisory role, he also works as a food delivery courier. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.
Sara Z
Series 66
Naperville, IL
Kestra Advisory
Sara Zappani is a financial advisor with Kestra Advisory, holding a Series 66 credential and nine years of industry experience. She has been with Kestra Advisory since 2016 and also serves as office manager for Partners Wealth Management, where she manages day-to-day operations. Additionally, she is involved as a member of SORELLE Development, LLC, contributing to property research and development management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and advisor-managed accounts.
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