Ronald Mortellaro is a financial advisor with Kestra Advisory in Rockford, Illinois, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked with Kestra Investment Services, LLC starting in 2011. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Jerry Korchak is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 36 years of industry experience. He has been with Kestra Advisory since 2016 and has also worked with Kestra Investment Services, LLC since 2004. In addition to his advisory role, he works as an insurance agent, assisting clients with insurance product selection. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers a range of services including fiduciary consulting, plan design, and employee education, serving both large institutional investors and other client segments.