Brian Schmidt is a CFP® professional with 18 years of industry experience, currently serving at Kestra Advisory since 2016. He has held roles at Kestra Investment Services, LLC since 2010. Beyond his advisory work, Schmidt holds board positions including Chair of the Board for Catholic Schools of Broome County and Treasurer on the Board of Governance for Fortify Rights. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary oversight, plan design, and employee education. The firm serves a diverse client base including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Adam Paoli is a financial advisor with Kestra Advisory, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc, where he served from 2009 to 2021. He is the founder and lead wealth planner of Coltiva Wealth Planning Partners, an independent advisory business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and employee education. The firm serves a broad client base that includes large institutional investors and offers access to multiple management platforms and complex investment solutions.

Robert Hammons is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds the Series 66 designation and has been with Kestra Advisory and Kestra Investment Services, LLC since 2018, following prior roles at Royal Alliance and a brief period of unemployment. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a broad range of services such as fiduciary consulting, plan design, and investment advice, serving clients that include large institutional investors and sovereign wealth funds.

Christopher Karschnik is a CFP® with six years of industry experience, currently affiliated with GWN Securities Inc. He previously worked at Lincoln Investment for five years and has held roles at KW Gutshall & Associates and Soccer Shots. Karschnik is also licensed to provide life insurance options to clients. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a mix of affiliated and unaffiliated sub-advisers, using asset allocation and Modern Portfolio Theory, and is noted for its use of market-timing and momentum-based investing strategies.

Lawrence Ganim is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has held leadership roles at multiple firms, including GFS Wealth Management Advisors and Kestra Investment Services, and serves as president and CEO of Ganim Financial, Inc. Outside of his advisory work, he is also an author and president of Ganim Insurance Consultants, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and plan-level investment advice, serving a broad client base that includes large institutional investors such as sovereign wealth funds.

Elizabeth Absher is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 license and bringing 11 years of industry experience. She previously worked at Commonwealth Financial Network and Davenport & Company LLC. Outside of advisory duties, she supports client service functions and office management through roles at Kestra Advisory Services and The Benjamin Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan design, employee education, and advisor-managed accounts, and serves several large institutional clients with assets under management of approximately $79.8 billion.

William Goff is a financial advisor at Kestra Advisory with 15 years of industry experience. He holds a Series 66 designation and has worked at USA Financial Securities and operated Goff Financial Services since 2006. Outside of his advisory role, he is active as a pastor and presiding elder at Mission Church Grenada, coaches youth sports teams, and owns a sports training facility. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and employee education, serving a diverse client base that includes sovereign wealth funds and very large institutional investors.

Todd Reuber is a financial advisor at Kestra Advisory with 19 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2017 and was previously with WFG Investments from 2013 to 2017. Outside of his advisory role, he owns and operates Park School Pumpkins, a seasonal agricultural business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors and maintains relationships with multiple third-party partners to support its investment platform.

Stephen Evans is a CFP®-certified financial advisor with Kestra Advisory, based in Austin, TX, and has 23 years of industry experience. He has been with Kestra Advisory Services, LLC since 2016 and Kestra Investment Services, LLC since 2008. Outside of his advisory role, Evans serves as treasurer for Champion Athletes of the Ozarks and is a board member for the Greene County Estate Planning Council, both community organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, supporting large institutional clients and maintaining extensive third-party relationships.

Mary Cousineau is a financial advisor at Kestra Advisory with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Commonwealth Financial Network and Hana Financial Group, Inc. Cousineau is the owner of Empower Wealth Strategies, Inc., an administrative entity related to her advisory compensation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Rachel Kim is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at The Vanguard Group and Randstad. She is involved with WDW Financial as an associate financial planner and provides tax planning support through WDW Tax Services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm provides fiduciary consulting, plan design, and investment advice supported by due diligence, managing approximately $79.8 billion in assets with a broad range of third-party and proprietary solutions.

George Threadgill IV is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 license and 11 years of industry experience. He has been with Kestra Advisory since 2018 and affiliated with Kestra Investment Services, LLC since 2014. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, supporting fiduciary advice and offering multiple management platforms and third-party solutions. The firm serves very large institutional investors, including sovereign wealth funds, and offers pooled employer plan arrangements.

Scott Crawford is a financial advisor at Kestra Advisory with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Hornor Townsend & Kent Inc. He serves on the board of Delaware Wildlands, a nonprofit organization focused on land conservation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers fiduciary services, plan design, compliance testing, and access to multiple management platforms, serving a client base that includes large institutional investors and sovereign wealth funds.

Matthew Heinz is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 credential and 21 years of industry experience. He has been with Kestra Advisory since 2016 and also operates EA Financial Group, LLC. Outside of his advisory work, he serves as a deacon and member of the CARE Team at The Chapel and is a board member and treasurer for the Louisiana Sports Hall of Fame. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and employs a range of management platforms and third-party solutions within its supervisory framework.

Tyler Groh is a financial advisor at Kestra Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab & Co., Inc. and Kestra Investment Services, LLC. Tyler is based in Austin, TX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, and serves large institutional investors such as sovereign wealth funds.

Auguste Hanna is a financial advisor at Kestra Advisory with one year of industry experience. He holds the Series 66 designation and has worked at Kestra-related firms since 2020. Outside of his advisory role, Hanna is the founder of AllStarSpecial, a trading card and sports memorabilia sales business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and plan-level investment advice. The firm serves a broad range of clients including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Kevin Mcphee is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at American Capital Partners, LLC and LH Ross & Company, Inc. He conducts registered representative activities and provides insurance services including life, health, and fixed annuities. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including large institutional investors and sovereign wealth funds.

Robert Campbell is a CFP® professional with 23 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory Services, LLC since 2016. He is also the owner of The Wiser Financial Group, through which he provides financial planning and investment advisory services. Additionally, Campbell operates a tax preparation business and serves as a trustee for a business partner’s trust. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving clients such as sovereign wealth funds and other large institutional investors.

James Studinger is a financial advisor with Kestra Advisory, holding the ChFC® designation and a Series 63 license. He has 30 years of industry experience, including over two decades with Kestra Investment Services and a decade with Kestra Advisory Services. Outside of his advisory role, he serves as chair of the community organization Michigan Jumpstart and is an event speaker on topics related to wealth mindset. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary consulting, plan design, investment advice, and manages a range of platforms and third-party solutions, serving clients such as sovereign wealth funds and large institutional investors.

Scott Cohen is a CFP® professional with over 30 years of experience in the financial services industry, currently serving at Kestra Advisory Services LLC since 2016. He has been involved with Kestra Investment Services LLC for more than two decades. Cohen is also active in his community, holding a member role at the Jewish Community Center and having served as its past Chair. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional plan sponsors and individual investors. The firm offers comprehensive fiduciary services, plan design and compliance support, employee education, and access to multiple management platforms and third-party managed solutions.