Nancy Tuininga is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 designations and over 25 years of industry experience. She has been with Kestra since 2014 and also works as a consultant providing investment, insurance, and financial planning services through an independent RIA. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory and financial planning services across multiple platforms while supporting independent advisor decision-making with supervisory oversight.

Matthew Rykulski is a financial advisor at Kestra Private Wealth Services, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. He is also the managing partner of Polaris Private Wealth and CEO of Macoer Investments, Inc., where he oversees business operations and client investing activities. Kestra Private Wealth Services serves a diverse client base including individuals, retirement plans, and institutional entities. The firm offers a range of advisory services and investment solutions, and supports various platforms and third-party managed products.

Justin Parker is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 65 and Series 63 licenses and possessing 23 years of industry experience. His prior experience includes roles at Hilltop Securities Inc. and McBee Advisors. He is also involved with Tidewater Financial in an advisory capacity. Kestra Private Wealth Services serves a diverse client base, including individual investors, retirement plans, and institutional organizations, offering a range of portfolio management, financial planning, and consulting services across multiple advisory platforms.

Stefan Gertsch is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services Inc. for 12 years before joining Kestra in 2024. Outside of his advisory role, he serves on the board of directors for JK International Inc., a freight forwarding logistics company. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning services, supporting advisor discretion while providing access to multiple platforms and managed solutions.

William Gungoll is a financial advisor with Kestra Private Wealth Services, LLC, holding CFP® and Series 66 designations and bringing 17 years of industry experience. He previously worked at Edward Jones for 12 years before joining Kestra in 2023. In addition to his advisory role, he owns Buffalo Capital Management, a business focused on comprehensive financial planning for individuals and small businesses. Kestra Private Wealth Services manages approximately $10.2 billion in client assets across a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, corporations, and other entities, offering a range of advisory-managed accounts, financial planning, and specialized investment solutions.

Gail Stewart is a financial advisor with Kestra Private Wealth Services, LLC in Sewickley, PA, holding a Series 66 designation and 13 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2023. Stewart is also the owner of Tight Lines Financial Management LLC, a tax-related entity, and serves as Operations Director at Kindred Wealth Partners, an insurance-related business. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary accounts, financial planning, and various managed programs, supporting advisor decision-making with access to multiple platforms and both in-house and third-party solutions.

Gordon Reynolds is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding CFP® and CFA® designations and over 15 years of industry experience. Prior to joining Kestra in 2021, he worked at Wells Fargo in various roles from 2003 to 2021. He serves as President and CEO of Ridgway Private Wealth and holds board and investment committee roles with several nonprofit organizations, including the Community Foundation for Southern Arizona and the Tucson Symphony Orchestra. He also tutors students in finance and exam preparation. Kestra Private Wealth Services serves a diverse client base, including individuals, retirement plans, and institutional entities, offering a range of advisory services from discretionary portfolio management to financial planning and consulting. The firm supports multiple investment platforms and products while providing fiduciary consulting and has notable resources such as an affiliated trust company and placement-agent services for private funds.

May Reid is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 11 years of industry experience. Prior to joining Kestra in 2022, Reid worked at Wells Fargo Clearing and Wells Fargo Advisors. She also supports Provista Wealth Management as a registered representative and client associate. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services, including discretionary and non-discretionary accounts, financial planning, and retirement plan services, while supporting independent advisor decision-making with access to various managed solutions and platforms.

Amy Dunham is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She previously spent 17 years with Edward Jones before joining Kestra in 2025. Dunham serves as chairman of the board for the Five Loaves and Two Fish Food Pantry and is involved with the Kiwanis Club of Griffin in financial committee and fair board roles. Kestra Private Wealth Services serves a diverse client base, including individual, retirement plan, and institutional clients, offering a range of advisory services such as portfolio management, financial planning, and private fund placement. The firm supports multiple advisory platforms and investment options, alongside affiliated trustee services and institutional banking relationships.

Jeffrey Smith is a CFP® and ChFC® with 25 years of industry experience, currently serving at Kestra Private Wealth Services, LLC since 2020. Prior to Kestra, he worked at UBS Financial Services from 2011 to 2020. He is also a notary and volunteers on a local committee. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning services, supporting independent advisor decision-making with access to both in-house and third-party solutions.

Camryn Brown is a financial advisor at Kestra Private Wealth Services, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Symphony Wealth Group and Fidelity Investments. Her background also includes roles outside finance, such as positions at Bath & Body Works and the Dallas Stars. Kestra Private Wealth Services, LLC serves a diverse client base including individual investors, retirement plans, and institutional entities. The firm offers a range of advisory services and utilizes multiple investment platforms and strategies, including discretionary and non-discretionary approaches.

Nicholas Riotto is a CFP® with three years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. His prior experience includes roles at Morgan Stanley Smith Barney LLC and Research Underwriters. Outside of financial advising, he is a member of PRM HOLDINGS LLC, an online retail business. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting advisors with multiple investment platforms and access to both in-house and third-party managed solutions.

Jeremy Wood is a financial advisor at Kestra Private Wealth Services, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Kestra and affiliated firms since 2014. In addition to his advisory role, Wood is a licensed insurance agent writing life and disability policies and serves as managing member of Podium Financial Partners. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning services, supporting advisors with multiple platform options and supervisory oversight.

Charles Smith is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he owns an RV rental business and provides clients with health insurance analysis through Caribou Wealth and Move Health. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, corporations, and other entities, offering a range of services including discretionary and non-discretionary accounts, financial planning, and retirement plan options.

Dennis Laughlin is a financial advisor at Kestra Private Wealth Services, LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services, Inc. from 2010 to 2019. Outside of his advisory role, he serves on the finance committee of Calvary Chapel Melbourne, advising on church finance and budgeting matters. Kestra Private Wealth Services manages over $10 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services while supporting independent advisor decision-making and providing access to both in-house and third-party managed solutions.

Serena Tam is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Kestra Private Wealth Services and Kestra Investment Services since 2014 and also works with Washington Wealth Management, LLC. Kestra Private Wealth Services manages approximately $10.2 billion in assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of advisory and financial planning services, supporting advisor-managed discretionary and non-discretionary accounts with access to multiple platforms and third-party managed solutions.

Jordan Cantrell is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. Prior to joining Kestra, he worked at Edward Jones for 12 years. Outside of his advisory role, Cantrell is a part owner of a marina expansion and dry stack project in Washington, NC. Kestra Private Wealth Services manages approximately $10.2 billion in assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning services, supporting both discretionary and non-discretionary accounts with access to multiple platforms and third-party solutions.

Rance Swinford is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and United Capital Financial Advisers, LLC. He is a co-founder of Symphony Wealth Group, an insurance-related business. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting independent advisor decision-making with access to various investment platforms and managed solutions.

Worth Trainor is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at UBS Financial Services for ten years before joining Kestra Advisory and Kestra Investment Services in 2024. Trainor also serves as a managing director at Riverside PWS, where he provides wealth management services. Kestra Private Wealth Services manages over $10 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm supports advisor-managed discretionary and non-discretionary accounts, financial planning, and a range of investment platforms, combining independent advisor decision-making with supervisory oversight.

Sean O'riordan is a CFP® and CFA® with 12 years of experience in financial services. He is currently affiliated with Kestra Private Wealth Services, LLC and has previously worked at Morgan Stanley Private Bank, N.A. O'riordan is also the owner of Tight Lines Financial Management, LLC, a separate tax entity. Kestra Private Wealth Services manages approximately $10.2 billion in assets through nearly 200 independent advisors, serving high-net-worth individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory and financial planning services, supporting independent advisor decision-making with access to various investment platforms and managed solutions.