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Kristi M

Series 63, Series 65

Tyler, TX

Kestra Advisory

Kristi Moore is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has served in various roles since 2004, including positions at H. D. Vest Investment Services, Prothro, Wilhelmi & Company, PLLC where she is a CPA partner, and Kestra Financial Services. Outside of her advisory work, she is a managing member of Lucy Girl, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds, while distributing multiple management platforms and third-party managed solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Robert R

Series 66

Tyler, TX

Kestra Advisory

Robert Roseman is a financial advisor with Kestra Advisory Services who holds a Series 66 credential and has 13 years of industry experience. He is also a partner at Prothro, Wilhelmi & Co. PLLC, where he has been involved in firm leadership and client accounting services since 2002. Roseman serves as board treasurer for Hospice of East Texas, a community charitable organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment advice supported by due diligence. The firm serves large institutional investors, including sovereign wealth funds, and offers multiple management platforms and third-party solutions within its supervisory framework.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Thomas P

Series 66

Tyler, TX

Kestra Advisory

Thomas Prothro is a Series 66 licensed advisor with Kestra Advisory, based in Tyler, TX, and has 20 years of experience with Kestra and over 30 years in the financial services industry. He is also a partner at Prothro, Wilhelmi & Company, PLLC, a consulting and tax/accounting firm. In addition to his advisory work, he serves as managing member of TWB Real Estate, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and investment advice. The firm serves a diverse client base, including large institutional investors, and supports multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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John S

CFA®, Series 63

Tyler, TX

Kestra Advisory

John Sokol is a CFA® charterholder affiliated with Kestra Advisory, where he has worked since 2016. He has 20 years of industry experience and also provides investment consulting for Roseman Wealth Advisors Insight Portfolio Management, a financial planning firm in Tyler, TX. Additionally, he serves as a committee member with the Tyler Economic Development Council, contributing to investment oversight for the nonprofit. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides a broad range of fiduciary and consulting services supported by due diligence and manages approximately $79.8 billion in assets with a focus that includes large institutional investors such as sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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John L

ChFC®, Series 66

Tyler, TX

Kestra Advisory

John Langford is a financial advisor at Kestra Advisory with 18 years of industry experience. He holds the ChFC® designation and Series 66 license. Langford has been with Kestra Advisory since 2016 and also owns PWRR, LLC, doing business as Roseman Wealth Advisors. He serves as chairman of the board for the Alzheimer's Alliance of Smith County and is a board member of the Bethesda Foundation. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, and employee education, and manages approximately $79.8 billion in assets, serving clients that include sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Alan R

CFP®, Series 66

Tyler, TX

Kestra Advisory

Alan Roseman is a CFP® professional with 20 years of experience in the financial services industry. He has been affiliated with Kestra Advisory since 2016 and has held roles at Kestra Investment Services, LLC and Prothro, Wilhelmi & Co. since 2006. Roseman also owns Roseman Wealth Advisors, a firm providing financial and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals, providing services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes sovereign wealth funds and large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Billy B

CFP®, Series 63

Tyler, TX

Kestra Advisory

Billy Braly is a CFP® with 30 years of industry experience, currently serving as an advisor at Kestra Advisory. He has been with Kestra Advisory and Kestra Investment Services since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutions, and individual investors. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, with an asset base of approximately $79.8 billion and clients that include sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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