Marilyn Baggett is a financial advisor at Kestra Private Wealth Services, LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Additionally, she serves as a notary and assists advisors and clients as a registered associate with Dauphine Capital. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specializes in advisor-managed accounts, third-party manager platforms, wrap programs, and other specialized offerings.

James Ashbee is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors before joining Kestra in 2024. In addition to his advisory role, he is involved with Dauphine Capital, where he provides insurance-related client services. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm manages approximately $13.45 billion in client assets across about 208 advisors and delivers a broad range of investment products and specialized services through advisor-managed accounts and third-party platforms.