Jeffrey Tegeler is a CFP® and ChFC® with over 40 years of experience in the financial services industry. He is currently an advisor at Kestra Advisory and a principal of Garrity, Tegeler & Varley Wealth Strategies, LLP, where he focuses on life insurance products. His background includes long-term associations with firms such as Minnesota Mutual and Strommen and Associates. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services including plan design, fiduciary consulting, and advisor-managed accounts. The firm serves large institutional investors and employs a due diligence process to support its investment recommendations.

Michael Velin is a CFP® professional with 15 years of industry experience, currently serving as a Private Wealth Advisor at Kestra Advisory. He has been with Kestra since 2010 across various affiliated entities and also coaches the boys varsity soccer team at Mounds Park Academy. 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 clients that range from plan sponsors to sovereign wealth funds.