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John B
CFP®, Series 66
Ridgeland, MS
Kestra Advisory
John Beers is a CFP® with nine years of industry experience, currently serving as an advisor at Kestra Advisory. His prior experience includes roles at Personal Capital, MML Investors Services, and Mass Mutual Life Insurance Company. He is also a registered field assistant with WealthPartners, focusing on operations, planning, research, and support. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, serving some of the largest institutional investors in the market.
Jeffrey T
Series 66
Ridgeland, MS
Kestra Advisory
Jeffrey Turnipseed is a financial advisor with Kestra Advisory, holding a Series 66 designation and 17 years of industry experience. He has worked at Kestra Advisory since 2016 and holds roles with related firms including Kestra Investment Services and Securities America. Outside of advisory roles, he is a managing director and CPA at WealthPartners LLP and is involved in farming through Turnipseed Farms LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and manages a range of investment solutions, serving clients such as sovereign wealth funds and large institutional investors.
Dakota T
Series 66
Ridgeland, MS
Kestra Advisory
Dakota Tate is a Series 66-licensed financial advisor with Kestra Advisory in Ridgeland, MS, and has one year of industry experience. Prior to joining Kestra, he worked at First Commercial Bank, Regions Private Wealth Management, and Morgan Stanley. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing services including fiduciary consulting, plan design, investment advice, and employee education. The firm serves a range of clients from plan sponsors to sovereign wealth funds and utilizes multiple management platforms alongside third-party solutions.
Steven M
CFP®, Series 63, Series 66
Ridgeland, MS
Kestra Advisory
Steven Massey is a CFP® with 21 years of industry experience and has served as an advisor at Kestra Advisory since 2016. He is also a partner at WealthPartners, LLP, where he focuses on investment management and due diligence. Massey serves as a board member of The Catholic Foundation of the Diocese of Jackson, MS, participating in the foundation’s investment committee. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and investment due diligence, managing approximately $79.8 billion in assets and serving large institutional clients, including sovereign wealth funds.
Jackson S
CFP®, Series 63, Series 66
Ridgeland, MS
Kestra Advisory
Jackson Sharp is a financial advisor at Kestra Advisory with five years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Kestra, he worked at J.P. Morgan Securities and JPMorgan Chase Bank. His other business activity includes serving as a Wealth Management Analyst supporting partners and advisors with client onboarding and account services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, and employee education among other services. The firm manages approximately $79.8 billion in assets and serves a broad client base that includes large institutional investors and sovereign wealth funds.
Erin M
Series 63, Series 65
Ridgeland, MS
Kestra Advisory
Erin Mccain is a financial advisor with Kestra Advisory in Ridgeland, MS, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has worked with Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2014. Outside of advisory duties, she serves as a Registered Field Assistant with WealthPartners, focusing on operational responsibilities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets with capabilities that include serving large institutional clients and offering pooled employer plan arrangements.
John H
CFP®, Series 63
Ridgeland, MS
Kestra Advisory
John Hill is a CFP® with 35 years of experience in financial services. He is currently affiliated with Kestra Advisory, where he has worked since 2016, and has held roles at Wealthpartners and Kestra Investment Services, LLC. Hill serves as managing partner and CEO of Wealthpartners, which provides comprehensive planning and product solutions. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing fiduciary oversight, plan design, and employee education among other services. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds.
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