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Ian K

CFP®, Series 66

Valley Township, PA

Kestra Advisory

Ian Kahil is a financial advisor at Kestra Advisory Services, LLC with 12 years of experience in the financial industry. He holds the CFP® certification and Series 66 license. Prior to joining Kestra in 2025, he spent nine years at Commonwealth Financial Network and has experience in mortgage services through Absolute Home Mortgage Corporation. Outside of his advisory role, he is involved in managing rental property investments through third-party property management companies. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors with approximately $79.8 billion in assets under management.

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

Series 63, Series 66

Valley Township, PA

Kestra Advisory

Jeffrey Wolf is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He previously worked at Commonwealth Financial Network for nine years before joining Kestra Advisory Services and Kestra Investment Services in 2025. Outside of his advisory role, he has a minority ownership interest in an online restaurant ordering business, though it is currently inactive. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and employee education, serving large institutional clients and maintaining extensive affiliate and third-party relationships.

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

Series 66

Valley Township, PA

Kestra Advisory

Tyler Cotten is a financial advisor at Kestra Advisory with a Series 66 designation and several years of experience that include roles in both educational institutions and advisory services. His background spans positions at Saint Peters University, Paul D. Camp Community College, George Mason University, the University of North Carolina at Charlotte, and Grafton High School before joining Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving clients 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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