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Alexander P
CFP®, Series 65, Series 63
Woodstock, GA
Kestra Advisory
Alexander Paslay is a CFP® with nine years of industry experience, currently serving as an advisor at Kestra Advisory. His background includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank, along with involvement in mortgage lending through a nonprofit mortgage company. Paslay also holds a volunteer board position with Once Lost Disciples, providing general and ministerial guidance. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm provides services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets.
Kenneth T
Series 63, Series 65
Woodstock, GA
Kestra Advisory
Kenneth Trinklein is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He has been with Kestra Advisory since 2016 and has worked in investment advisory roles since 1999. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, serving clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.
Edmund F
CFP®, Series 63, Series 65
Woodstock, GA
Kestra Advisory
Edmund Fortier is a CFP® with 27 years of experience in the financial services industry, currently serving as an Investment Advisor Representative at Kestra Advisory. He has worked with Kestra and affiliated firms since 2014 and has provided advisory services through his own financial advisory business since 2003. Outside of his advisory roles, Fortier applies the Value Builder System to coach business owners and serves on the stewardship team of Sanctuary Church, contributing to finance, facilities, and personnel oversight. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving some of the largest institutional investors.
Terry F
CFP®, Series 66
Woodstock, GA
Kestra Advisory
Terry Ford is a CFP® with 26 years of industry experience, currently serving at Kestra Advisory since 2016. He has been associated with Kestra Investment Services, LLC since 2003. In addition to his advisory role, Ford is the president of a local office condo association and is involved in a life settlement advisory business where he assists clients with evaluating the sale of life insurance policies. 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, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.
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