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Donovan M
CFP®, Series 66
Salt Lake City, UT
Kestra Private Wealth Services, LLC
Donovan Martucci is a CFP® and Series 66-registered advisor at Kestra Private Wealth Services, LLC with three years of industry experience. Prior to joining Kestra, he worked in various roles including positions at the University of Utah and Costco Wholesale. He serves as a managing partner of Elevated Private Wealth Advisors and is the treasurer and a board member for Wasatch Community Gardens. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in assets. The firm offers a broad range of investment products and specialized services while overseeing advisor recommendations within an approved product menu.
Alec P
Series 66
Salt Lake City, UT
Kestra Private Wealth Services, LLC
Alec Perschon is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked with Kestra since 2023 and has prior experience with Blockchain at Utah, the University of Utah, and Costco Wholesale. Outside of advisory work, Alec is a managing partner at Elevated Private Wealth Advisors and also models for McCarty's Talent Agency. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with approximately $13.45 billion in client assets under management. The firm offers a broad range of investment products and specializes in both discretionary and non-discretionary account management.
Craig M
Series 63, Series 65
Salt Lake City, UT
Kestra Private Wealth Services, LLC
Craig Martucci is a financial advisor with Kestra Private Wealth Services, LLC in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Kestra since 2014. Outside of his advisory work, he is involved with the Boys and Girls Club, helping to raise awareness and funds for the charity, and serves as a defensive coach for a high school girls football team. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms and supports both discretionary and non-discretionary account arrangements.
Tyler B
Series 66
Salt Lake City, UT
Kestra Private Wealth Services, LLC
Tyler Bolyard is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Kestra in 2020. Outside of advisory work, he is an owner of Elevated Insurance Advisors, where he contributes to insurance planning and strategy. Kestra Private Wealth Services provides investment advisory services through independent advisors and multi-advisor teams to individual and institutional clients. The firm oversees a broad range of investment products and platforms, managing approximately $13.45 billion in client assets across 208 advisors.
Amy B
Series 66
Salt Lake City, UT
Kestra Private Wealth Services, LLC
Amy Babbel is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 16 years of industry experience. She has worked with Kestra since 2014 and has prior experience at RBC Wealth Management. In addition to her advisory role, Amy operates a consulting business focused on back office operations and serves as a notary. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients. The firm offers a range of investment products and platforms, supporting discretionary and non-discretionary accounts with specialized services including annuity subaccount management and 529 plan services.
Eddie B
Series 63, Series 65
Salt Lake City, UT
Kestra Private Wealth Services, LLC
Eddie Barber Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and 65 licenses and bringing 32 years of industry experience. He has been with Kestra Private Wealth Services and Kestra Investment Services since 2014. Barber is the managing partner of Barber Investment Partners and Summit Oak Advisors, both involved in investment advisory and insurance services. He is also the sole member of Blue Horseshoe Trading Co LLC, a non-investment-related pass-through entity. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and account types, with a focus on advisor-managed solutions within a controlled product menu.
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