Trevor Coe is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with Kestra Advisory since 2016. He also holds roles with Kestra Investment Services, LLC, and Levine Group, Inc., where he has been active since 2005. Outside of advisory work, Coe serves as a director for the Kelly Russell Scholarship Fund, overseeing scholarship recipient selection and fund management. 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, employee education, and access to multiple management platforms, serving large institutional clients including sovereign wealth funds.

Javier Canales Bullock is a financial advisor at Kestra Advisory with a Series 66 designation and two years of industry experience. He has worked at Kestra Investment Services since 2021 and previously held roles in various organizations including Big Lots and Western Kentucky University. Outside of advising, he is involved with insurance-related business activities supporting advisors and owns a rental property. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients from large institutional investors to individual plans.