Jeffrey Shelton is a financial advisor at Kestra Advisory with 35 years of industry experience. He has worked at firms including Usa Financial Securities Corporation and Comprehensive Asset Management & Servicing, and founded Shelton Financial Group. Outside of advising, he serves as Board President of Norwell Baseball Club and Zanesville Community Park, and owns a wedding and event center. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds.

Jason White is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 15 years of industry experience. His career includes roles at Shelton Financial Group, Comprehensive Asset Management & Servicing, USA Financial Securities Corporation, and Kestra Investment Services. Outside of his advisory work, he plays piano for the Norwell High School Show Choir Band and serves as a board member for the Churches of God General Conference Board of Pensions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, serving large investors such as sovereign wealth funds and supporting both discretionary and non-discretionary investment management.

Nathan Shelton is a CFP® professional with eight years of industry experience, currently affiliated with Kestra Advisory. His career includes roles at USA Financial Securities Corporation and Shelton Financial Group, Inc., where he was active for six years. Shelton also has a background working at Taylor University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, benchmarking, and employee education, managing approximately $79.8 billion in assets and serving large institutional investors such as sovereign wealth funds.