Ross Weinberg is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Kestra, he worked at Bank of America and Merrill. Outside of advisory work, he serves on the steering committee of Muskingum County Emerging Leaders, contributing to organizational direction and event planning. Kestra Private Wealth Services, LLC supports a diverse client base that includes individuals, retirement plans, and institutional entities by offering advisor-managed portfolios, financial planning, wrap-fee programs, and various investment solutions. The firm provides both discretionary and non-discretionary advisory approaches and maintains notable institutional relationships and affiliated trustee services.

David Weinberg is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is also involved with ATTAIN WEALTH PARTNERS, where he provides holistic financial planning, and he owns W.K.T.B. LLC, a wealth advisory entity. 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 access to both in-house and third-party managed solutions.