Jonathan Lonske is a financial advisor with Kestra Advisory, holding Series 63 and 65 credentials and bringing 29 years of industry experience. He has worked at Kestra Advisory since 2020, following an 11-year tenure at Morgan Stanley. Lonske is also the managing partner of Windsor Private Wealth, LLC, an affiliated business involved in registered representative activities, insurance, and lending services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm serves a broad client base, including large institutional investors such as sovereign wealth funds, and manages approximately $79.8 billion in assets.

Leslie Evans Dunn is a financial advisor at Kestra Advisory with 37 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network for 11 years. Dunn is co-owner of Polaris Financial Strategies Group, LLC, a private entity facilitating securities, advisory, and insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Kathryn Cook is a financial advisor at Kestra Advisory with three years of industry experience. She previously worked at the Texas State Securities Board for five years before joining Kestra Investment Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design and compliance testing, employee education, and access to multiple management platforms and third-party managed solutions.

Lauren Summers is a financial advisor at Kestra Advisory with one year of industry experience. She holds the Series 66 designation. Prior to joining Kestra, she was involved in business activities including ownership of Sisters Boutique & Gifts, Inc. for ten years and Hills Gym LLC for one year. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as a broad range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, investment advice, and employee education, serving clients that include large institutional investors and sovereign wealth funds.

Hipolito Claudio Rosario is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following an 18-year tenure at Popular Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a broad set of advisory, execution, and custody services.

Shawn Corkery is a CFP® with four years of industry experience, currently serving as an advisor at Kestra Advisory Services, LLC. His previous roles include positions at Sagepoint Financial and independent contracting work. Outside of his advisory duties, he owns Genesis Training, a health coaching and training business, and teaches retirement planning classes for pre-retirees and retirees. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers services like fiduciary consulting, plan design, employee education, and access to multiple management platforms, supporting both discretionary and non-discretionary strategies.

Brent Graham is a CFP® professional with 26 years of industry experience, currently serving at Kestra Advisory. Prior to joining Kestra in 2017, he held positions with LPL Financial and Argent Trust, among others. Outside of his advisory work, he is the treasurer of Fred's of Natchez, Inc., a real estate business. 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 compliance, and employee education, managing approximately $79.8 billion in assets.

James Gerard is a CFA® charterholder and holds the Series 66 license, with nine years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2017 and has been associated with Evans Financial Partners since 2015, where he also serves as an insurance agent. Gerard’s responsibilities include financial planning, investment advisory, portfolio construction, and retirement plan consulting. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services such as fiduciary consulting, employee education, and plan design. The firm manages approximately $79.8 billion in assets and serves a range of clients, including large institutional investors and sovereign wealth funds.

Robert Roland is a financial advisor at Kestra Advisory Services with 17 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Raymond James Financial, and D.A. Davidson & Co. He is also the owner of Blecca, Inc., an individual S Corporation operating under PacNorth Retirement Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Sharla Rountree is a CFP® professional with 37 years of industry experience, currently serving as a financial planner at Kestra Advisory Services, LLC since 2018. Her prior roles include extensive tenures at Royal Alliance Associates, Inc. and Personal Benefit Financial. Outside of her advisory work, she is involved in speaking engagements through Personal Benefit Seminars and owns a business focused on serving federal retirement and benefits clients. 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 services such as fiduciary consulting, plan design, and employee education, utilizing multiple management platforms and third-party solutions within a supervised trading framework.

Nina Preston is a CFP® professional with 41 years of industry experience, currently serving at Kestra Advisory Services LLC since 2022. She previously worked at LPL Financial and Invest Financial Corporation, accumulating over 19 years at these firms. In addition to her advisory role, she is an agent for fixed life insurance, term insurance, and fixed annuities, and serves as Executive Vice President of the Society for Lifetime Planning. 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 fiduciary consulting, plan-level investment advice, and employs multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Michael Renner is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at Kestra Advisory since 2017 and at Kestra Investment Services, LLC since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional clients, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management and including clients such as sovereign wealth funds.

Kimberly Shouse Bourland is a Series 66 licensed financial advisor with nine years of industry experience. She is currently affiliated with Kestra Advisory Services, LLC, having joined in 2026, and previously worked at Ameriprise Financial Services from 2009 to 2026. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets.

Jake Mallet is a financial advisor with Bankers Life Advisory Services, Inc. in Austin, TX. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to his current role, Mallet worked with Vantage Marketing, where he also served as a regional manager overseeing a sales team representing Terminix International during the summer months. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Philip Johnson is a financial advisor at Kestra Advisory with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Durbin Bennett Private Wealth Management and Nfp Securities. Outside of his advisory work, Johnson serves as treasurer for Boy Scout Troop 786 and assists with the financial audit committee for the Lake Travis High School Band. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors, institutional, and individual clients, offering fiduciary consulting, plan design, and a range of managed solutions supported by a comprehensive due diligence process.

Mitchell Mailloux is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Edward Jones, Georgia-Pacific, and UPS. He is also affiliated with ACFN of Wichita outside of his advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, benchmarking, employee education, and advisor-managed accounts, managing approximately $79.8 billion in assets.

Kerry Hoffman is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding Series 63 and Series 65 credentials and 33 years of industry experience. His background includes roles at Morgan Stanley Private Bank and B. Riley Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts.

Benjamin Tutschulte is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Kestra Advisory. He previously worked for Woodbury Financial Services, Inc. for 22 years. He is also involved with Tutschulte Financial Planning, LLC, where he serves as a registered representative. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include very large institutional investors.

Preston Hart is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 23 years of industry experience. He previously worked at LPL Financial for 17 years before joining Kestra Advisory Services and Kestra Investment Services in 2023. Hart is a partner and owner of SHC Financial, where he manages financial operations and oversees administrative functions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Jodi Manthei is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She previously worked at Commonwealth Financial Network for eight years and INVEST Financial Corporation for 30 years. Manthei is a member of the St. Charles Cultural Commission, a nonprofit community organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education, with a focus on due diligence and access to multiple management platforms.