Anthony Watts is a CFP® and ChFC® with seven years of industry experience. He is currently with Kestra Private Wealth Services, LLC and has previous experience at Highland Rim Wealth Management and Raymond James Financial Services. Outside of his advisory role, Watts serves on the boards of Gospel Believers and Kenya Care as well as the Tullahoma Noon Rotary, where he has been involved in community fundraising and charitable grant activities. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves both individual and institutional clients, offering a broad range of investment products and specialized services, while maintaining institutional relationships and operational capabilities distinctive within its category.

Jennifer Geertz is a financial advisor at Kestra Private Wealth Services, LLC with 8 years of industry experience. She holds the Series 63 and Series 65 licenses. Her prior roles include positions at Global Atlantic Financial Group and Raymond James & Associates. 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 offers advisor-managed accounts, third-party manager platforms, and wrap programs, with access to a broad range of investment products and specialized offerings.