Kurt Eakin is a CFP® with 26 years of industry experience, currently serving as an advisor at Kestra Advisory. He previously spent 13 years at Commonwealth Financial Network. Outside of his advisory work, he is the owner and president of Coastal Life Ventures Inc., a firm involved in investment management and financial planning. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a broad mix of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors such as sovereign wealth funds.

Christie Caliva is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and bringing 17 years of industry experience. She previously spent 10 years at Commonwealth Financial Network before joining Kestra in 2025. Caliva also owns an administrative entity, Christie Caliva Inc., which she maintains for corporate filings. 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 advice, managing approximately $79.8 billion in assets and serving large institutional clients including sovereign wealth funds.