Seth Shepard is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and four years of industry experience. He previously worked at Commonwealth Financial Network and Girardi Distributors. Shepard operates out of Williamstown, MA, where he manages client relationships, portfolios, and retirement and education planning solutions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Jason Dohaney is a financial advisor at Kestra Advisory with 18 years of industry experience. He holds a Series 66 designation and previously worked for MountainOne Bank and Commonwealth Financial Network for 15 years. He serves on the board of the Southwestern Vermont Health Care Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages a broad range of assets and serves large institutional investors, including sovereign wealth funds.