Joseph Cassese is a financial advisor at Kestra Advisory with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Investor Protection & Management Services, LLC and W&B Management. Outside of financial services, he was involved in the restaurant industry through Anchor Seafood Restaurant. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, investment due diligence, and manages substantial assets with a focus on serving large institutional investors.

Javier Bento is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Fidelity Investments and BankFive, along with experience in education at Johnson & Wales University and Diman Regional Vocational Technical High School. In addition to his advisory work, he is involved with Financial Planning Alternatives as a Licensed Associate Financial Advisor, providing client service and insurance support. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing a range of services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and employs due diligence-supported investment recommendations across multiple management platforms.