James Mc Gill III is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Kestra Advisory. He previously worked at Charles Schwab and Charles Schwab Bank. Outside of his advisory role, he holds a treasurer position responsible for accounting and recordkeeping at a real estate LLC. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions.

Mani Grant is a CFP® professional with four years of experience currently affiliated with Kestra Advisory. His prior roles include positions at Truist Financial and several other financial firms over the past few years. Grant is based in New York, NY. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms, serving clients with assets totaling approximately $79.8 billion.

Mark Franczyk is a CFP® professional with eight years of experience in the financial advisory industry. He is currently CEO of Christopher Street Financial and serves in senior operational roles at Kestra Advisory, where he has worked since 2021. His prior experience includes positions at Austin Hatch & Smith, LLC and Heat Watch 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, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Anthony Lam is a financial advisor at Kestra Advisory with a Series 65 designation and two years of industry experience. He previously worked at Perpetual Limited for 15 years and had a brief tenure at Sayers Wealth before joining Kestra Advisory. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including vendor searches, plan design and compliance testing, fiduciary consulting, and plan-level investment advice, serving clients such as large institutional investors and sovereign wealth funds.

Keith Roberts is a CFP® certificant affiliated with Kestra Advisory with two years of industry experience. His prior work history includes roles at Christopher Street Financial, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and CCS Fundraising, as well as nine years with the American Ballet Theatre. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm delivers services such as fiduciary consulting, plan design, investment advice, and employee education, serving a client base that includes large institutional investors and sovereign wealth funds.

Concetta Botie is a financial advisor at Kestra Advisory with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley, BlackDiamond Wealth, and Bethpage Federal Credit Union. Her roles have included client service responsibilities without providing investment advice or recommendations. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm provides fiduciary consulting, plan design, compliance testing, and advisor-managed accounts, serving clients that include large institutional investors such as sovereign wealth funds.

Andrew Pollack is a financial advisor with Kestra Advisory, holding a Series 65 credential and three years of industry experience. He has previously worked at Offit Capital and Tortoise Investment Management, LLC, and attended Northwestern University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional clients, and individuals. The firm offers services such as fiduciary consulting, plan design, due diligence-supported investment advice, and access to multiple management platforms and third-party solutions.

Craig Pais is a financial advisor at Kestra Advisory in New York, NY, holding Series 65 and Series 63 licenses with one year of experience in the industry. Prior to joining Kestra Advisory, he spent ten years at Innisfree M&A Incorporated. 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 plan design, fiduciary consulting, investment advice, and employee education, serving clients such as sovereign wealth funds and utilizing multiple management platforms and third-party solutions.