Wendy Oliver is a financial advisor at Kestra Advisory with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Commonwealth Financial Network, Bank of America, and Merrill. Outside of finance, she is a co-owner of an HVAC business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets across diverse management platforms.

Juan Bautista is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. He has previously held roles at Kestra Investment Services, LLC and worked at the University of Arizona for several years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, and employee education, serving institutional investors such as sovereign wealth funds and managing approximately $79.8 billion in assets.