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Gerard P
CFP®, Series 63, Series 65
Naples, FL
Kestra Advisory
Gerard Papetti is a CFP® professional with 40 years of industry experience, currently serving with Kestra Advisory Services, LLC since 2016. He previously spent over two decades at U.S. Financial Services, LLC. Outside of his advisory work, Papetti participates in various civic and nonprofit activities, including serving as treasurer and board member for multiple foundations, and he is also involved as a drummer in a musical group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors and sovereign wealth funds. The firm offers comprehensive fiduciary consulting, plan-level investment advice, and outsourced plan solutions supported by due diligence and extensive third-party relationships.
Jeffrey M
ChFC®, Series 63, Series 65
Naples, FL
Kestra Advisory
Jeffrey Migneault is a financial advisor at Kestra Advisory with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Kestra, he worked at Raymond James Financial Services and operated Migneault Wealth Management for over a decade. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range 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 large institutional investors including sovereign wealth funds.
William B
Series 63, Series 65
Naples, FL
Kestra Advisory
William Becker is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior experience includes seven years at Wells Fargo Advisors. Outside of advisory services, he is a partner in Windsor Metal Finishing, LLC, a private business where he provides oversight and advisory support. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm provides services such as fiduciary consulting, plan design, non-discretionary and discretionary investment management, supported by due diligence and access to multiple management platforms.
James W
Series 63, Series 65, Series 66
Naples, FL
Kestra Advisory
James Weimar Jr. is an investment advisor representative at Kestra Advisory with 42 years of experience in the financial services industry. He holds Series 63, Series 65, and Series 66 credentials and has been with Kestra since 2016. He is also president of Coastline Private Wealth Management, a non-investment business activity. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and offers multiple management platforms and third-party solutions.
Daniel C
Series 63, Series 65
Naples, FL
Kestra Advisory
Daniel Cornwell is an investment advisor at Kestra Advisory with over 30 years of industry experience. He previously worked at AXA Advisors for 25 years and has been affiliated with Cambridge Financial Services since 1992. Cornwell serves on the board of the Children's Hospital of Michigan Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary consulting, plan design, benchmarking, employee education, and access to multiple management platforms and third-party solutions.
Melanie M
Series 66
Naples, FL
Kestra Advisory
Melanie Migneault is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and nine years of industry experience. Her prior roles include over a decade at Commonwealth Financial Network and positions with Raymond James Financial Services. She previously operated Migneault 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, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms.
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