Benjamin Shaddox is a CFP® with 28 years of experience in financial services. He has been with Kestra Advisory since 2016 and also holds roles at Kestra Investment Services, LLC and Arvest Asset Management. In addition to his advisory work, Shaddox is involved in insurance product sales through Lion Street and owns Eastern Gate Financial LLC, where he manages both client relationships and business operations. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers a range of services including plan design, fiduciary consulting, and employee education, supporting recommendations with due diligence and serving large institutional investors alongside retail clients.

Harrison Heffley is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses. He has been with Kestra since 2025 and has prior experience including roles at Harding University and the Madison Mallards. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.