Consuelo Lopez is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 16 years of industry experience. Prior to joining Kestra in 2021, she worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she owns VALSBAT LLC, a baseball coaching business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutions, and individuals. The firm offers fiduciary services, plan-level investment advice, and access to various management platforms, serving clients including large institutional investors and sovereign wealth funds.

Jeffrey Thiede is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He previously worked at J.W. Cole Advisors, Inc. and NPB Financial Group, LLC. Outside of his advisory role, he is the owner of a property management business in Scottsdale, Arizona. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, including very large institutional investors such as sovereign wealth funds. The firm offers a range of services including fiduciary consulting, plan design, investment advice, and utilizes multiple management platforms and third-party solutions.

Brendan Duggan is a financial advisor at Kestra Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kestra Advisory Services LLC and Kestra Investment Services, LLC since 2021, following five years at Wells Fargo Clearing and three years at Wells Fargo Advisors. Duggan is a managing partner and 50% owner of Prominent Peak Wealth Management and owns Prominent Peak Tax and Estate Services, which provides outsourced tax preparation and estate planning. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving a varied client base that includes large institutional investors and sovereign wealth funds.