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Lawrence G

Series 63, Series 65

Austin, TX

Kestra Advisory

Lawrence Ganim is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has held leadership roles across multiple entities, including Ganim Financial and GFS Wealth Management Advisors, with involvement spanning sales, management, and investment advisory services. Outside of advisory work, he is an author and manages insurance and holding companies, such as Ganim Insurance Consultants, Inc. and Coastline Holdings Group, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering comprehensive fiduciary services, plan design, compliance testing, and investment management supported by due diligence. The firm serves large institutional investors, including sovereign wealth funds, and provides access to multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Elizabeth A

Series 66

Austin, TX

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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William G

Series 66

Austin, TX

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Todd R

Series 63, Series 65

Austin, TX

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Stephen E

CFP®, Series 66

Austin, TX

Kestra Advisory

Stephen Evans is a CFP® professional with 23 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory Services since 2016. He has a background that includes roles at Kestra Investment Services and Waddell & Reed Inc. Outside of his advisory work, Evans serves as treasurer for Champion Athletes of the Ozarks and is a board member of the Greene County Estate Planning Council, reflecting his participation in community and charitable organizations. 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, investment advice, and employee education, supporting a broad client base with a focus on institutional investors such as sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Mary C

Series 66

Austin, TX

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Rachel K

Series 66

Austin, TX

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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George T

Series 66

Austin, TX

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Scott C

Series 63, Series 66

Austin, TX

Kestra Advisory

Scott Crawford is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Kestra Advisory since 2021 and previously spent over two decades with Hornor Townsend & Kent Inc. Outside of his advisory role, he serves on the board of Delaware Wildlands, contributing to land conservation efforts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm supports both discretionary and non-discretionary fiduciary roles and manages a broad set of investment platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Matthew H

Series 66

Austin, TX

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Tyler G

Series 63, Series 66

Austin, TX

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Auguste H

Series 66

Austin, TX

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Kevin M

Series 63, Series 66

Austin, TX

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Robert C

CFP®, Series 63

Austin, TX

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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James S

ChFC®, Series 63

Austin, TX

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Scott C

CFP®, Series 63, Series 65

Austin, TX

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Eric C

CFP®, Series 63, Series 65

Austin, TX

Kestra Advisory

Eric Connor is a CFP® with 31 years of industry experience, currently with Kestra Advisory Services. Prior to joining Kestra, he spent 23 years with Connor Wealth Management and Commonwealth Financial Network. Outside of his advisory work, he serves as Director, Finance Committee Chairman, and Treasurer of the Grigg Lewis Foundation and participates as a committee member of the Conservative Party of the Town of Lockport. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, and manages approximately $79.8 billion in assets, including relationships with sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Jessica T

CFP®, Series 66

Austin, TX

Kestra Advisory

Jessica Thompson is a CFP® certified financial advisor with five years of industry experience. She currently works at Kestra Advisory and has prior experience at Nebraska Financial. Outside of her advisory work, she is involved as a Sunday school teacher and volunteer at Cross the Line Church in Lincoln, Nebraska. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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John P

ChFC®, Series 63, Series 65

Austin, TX

Kestra Advisory

John Pink Sr. is a financial advisor with Kestra Advisory Services, holding the ChFC® designation and Series 63 and 65 registrations, with 29 years of industry experience. He has been associated with Kestra since 2016 and has operated J. Pink Associates, Inc., Financial Advisors since 2007. Outside of his advisory work, he serves as a science team advisor at OA Todd Middle School. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large institutional investors. The firm offers fiduciary services, plan design and compliance, and access to multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Matthew F

CFP®, Series 66

Austin, TX

Kestra Advisory

Matthew Fry is a CFP® and Series 66 credentialed financial advisor with 16 years of industry experience. He is currently with Kestra Advisory and Kestra Investment Services, having previously worked at firms including Merrill, Shelton Financial Group, and Usa Financial Securities Corporation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds, utilizing multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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