Jonathan Woods is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. Woods serves as a past President General of The Society of the Cincinnati and holds board roles with the OWU Friends Fund and the American Independence Museum. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm offers access to a broad range of investment products and platforms while overseeing advisor recommendations through various discretionary and non-discretionary arrangements.

Bryan Heilman is a financial advisor at Kestra Private Wealth Services, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2023 to 2025. Outside of his advisory role, Heilman is the owner of Heilman Heritage Wealth, LLC, a tax-dedicated entity associated with his compensation structure. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in assets and offers a wide range of investment products and specialized services across discretionary and non-discretionary account arrangements.