Jason Alicea is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and 65 credentials and bringing 28 years of industry experience. His career includes roles at firms such as Bank of America, Merrill, Tocqueville Asset Management, and New York Life Investment Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional plan sponsors and individual investors. The firm offers services such as fiduciary consulting, plan design, and investment advice, and serves a range of clients including large institutional investors and sovereign wealth funds.

Dean Dipierro is a financial advisor with Kestra Advisory Services, holding a Series 63 designation and 16 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, LPL Financial, and Ameritas Investment Corp. He is also the owner and president of Great Helm Corp. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers comprehensive services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Scott Lopresti is a financial advisor at Kestra Advisory with 19 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Financial Advisors, LPL Financial, and Ameritas Life Insurance among other firms. Lopresti is also the president and owner of Lodi Wealth Advisors, an insurance business, and serves as Chief Administrative Officer of Rectangle Health, a healthcare technology company. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves a range of clients including large institutional investors and sovereign wealth funds, supporting multiple management platforms and third-party solutions.