Thomas Shumosic is a Certified Financial Planner (CFP®) with 35 years of experience in the financial services industry. He is currently affiliated with Kestra Advisory and has previously worked with Cadaret, Grant & Co., Inc., among others. Shumosic is the founder and president of MidAtlantic Retirement Planning Specialists and serves on the advisory board for the Financial Planning major at the University of Delaware as well as on the Board of Trustees for the Delaware Art Museum. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and manager due diligence. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Davis Long is a Series 66 licensed financial advisor with Kestra Advisory, based in Wilmington, Delaware. He has three years of industry experience, including prior roles at The Vanguard Group and experience as a contact person for DoorDash. In addition to his advisory work, he provides comprehensive financial planning and advice through MidAtlantic Retirement Planning Specialists. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm provides services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

George Reilly is a CFP® professional with 12 years of experience in financial advisory. He currently works at Kestra Advisory Services, LLC and has held prior roles at Dunlap Bennett & Ludwig, PLLC, Safe Harbor Tax Services, LLC, Zeiders Enterprises, Reilly Law, PLC, and Safe Harbor Financial Advisors, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services including fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds, through a range of management platforms and third-party solutions.