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Timothy R

Series 66

Westwood, MA

Kestra Advisory

Timothy Ryan is a financial advisor with Kestra Advisory, holding a Series 66 license and 22 years of industry experience. He previously spent 10 years at Commonwealth Financial Network before joining Kestra in 2025. In addition to his advisory role, Ryan is a founding partner of Grandview Partners, where he manages day-to-day operations and provides financial planning and investment management to clients. 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, supporting its investment recommendations with due diligence across 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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Douglas M

CFP®, Series 63, Series 66

Westwood, MA

Kestra Advisory

Douglas Mavilia is a Certified Financial Planner® with 23 years of industry experience. He is currently with Kestra Advisory and Kestra Investment Services, having previously worked at Commonwealth Financial Network and Lightship Wealth Strategies. He is a partner at Grandview Financial Group LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a mix of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and utilizes 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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Peter D

CFP®, Series 63, Series 65

Westwood, MA

Kestra Advisory

Peter Donohoe is a CFP® with 28 years of experience in the financial services industry. He is currently with Kestra Advisory Services LLC and Kestra Investment Services LLC, having previously worked at Grandview Partners, Commonwealth Financial Network, LPL Financial, Webster Services, Cco Investment Services, PRW Wealth Management, and Nfp Securities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and operates multiple management platforms while acting as an ERISA fiduciary where applicable.

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

Series 66

Westwood, MA

Kestra Advisory

Lindsey Hardy is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Lightship Wealth Strategies, Bank of America, and Merrill. She also serves as Director of Operations for Grandview Partners, managing client service functions and staff oversight. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including large institutional investors. The firm offers fiduciary consulting, plan-level investment advice, and access to 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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