Betty Schuster is a CFP® with 39 years of industry experience, currently serving with Kestra Advisory. She has held roles at Principal Securities, Schuster Financial Services, and Principal Life Insurance Company. Schuster also chairs the board of directors for Columbia Insurance Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, compliance testing, and multiple management platforms, managing approximately $79.8 billion in assets.

Russell Fox is a CFP® and ChFC® with 34 years of industry experience. He is currently affiliated with Kestra Advisory Services LLC and Kestra Investment Services LLC. His prior experience includes significant tenures at Commonwealth Financial Network, United Capital Financial Advisers, Girard Securities, and Ameriprise. Outside of his advisory work, he is a partner and president of Skeels & Fox Wealth Management, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and investment advice, serving a range of clients that includes sovereign wealth funds and large institutional investors.

Morgan Smith is a financial advisor with Kestra Advisory, holding a Series 66 designation and six years of industry experience. Prior to joining Kestra Advisory in 2023, Morgan worked at Bank of America and Merrill. Morgan serves on the board of directors for the New England School of the Arts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual plan sponsors. The firm offers comprehensive fiduciary consulting, plan-level investment advice, and manages various investment platforms, serving clients with approximately $79.8 billion in assets under management.

Matthew Brown is a financial advisor with Kestra Advisory Services, holding a Series 63 designation and 18 years of industry experience. He has been affiliated with Kestra Investment Services since 2008 and Main Street Financial Group since 2007, where he serves as a financial advisor. Brown is also involved in insurance as a producer through a separate business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, and access to multiple management platforms and third-party solutions.

David Hamlin is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and 65 licenses and bringing 39 years of industry experience. He has a long career history including roles at ProEquities, Inc. and Concourse Financial Group, and serves as a board member of Sinclair Baptist Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education supported by due diligence and a range of management platforms.

Jeremy Reese is a financial advisor at Kestra Advisory with 22 years of industry experience. He holds a Series 66 designation and previously worked for Ameriprise Financial Services, Inc. for 18 years. Reese also owns Mitman Reese and Associates, an independent planning practice based in Atlanta, and is involved in private equity and real estate investment holdings. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and utilizes multiple management platforms alongside third-party managed solutions.

Casey Sclar is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. Prior to joining Kestra Advisory Services, LLC and Kestra Investment Services, LLC in 2025, Casey held roles at Atrium Payroll Services, LLC, P3Works, LLC, and JVM Lending. Outside of financial services, Casey operates an online retail business focused on purchasing and reselling electronics and other goods. Kestra Advisory Services provides investment advisory and retirement-plan consulting primarily to plan sponsors and a diverse client base that includes institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled employer plan solutions, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Claudia Glover is a CFP®-certified financial advisor with 22 years of industry experience, currently with Kestra Advisory Services, LLC. Her prior experience includes roles at Wells Fargo Clearing and Ameriprise. She is also involved as Chief Investment Officer at Brotman Financial Group, overseeing the firm’s investment strategy. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, and serves large institutional investors including sovereign wealth funds.

Scott Thompson is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 24 years of industry experience. He worked at Edward Jones for 22 years before joining Kestra Advisory in 2024. Thompson is also involved in managing client assets and reviewing insurance products through related business activities in Flagstaff, Arizona. 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, serving clients such as sovereign wealth funds and large institutional investors.

Andrew Zoll is a financial advisor with Kestra Advisory, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones and has a background that includes roles with Christ's Church of Flagstaff and Colony Christian Church. Outside of his advisory work, Zoll is the founder and owner of a software development business focused on product development and customer onboarding. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional clients and plan sponsors. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets.

Steven Long is a Series 66-registered advisor with Kestra Advisory in Austin, TX, where he has worked since 2022. He has 4 years of industry experience and previously held roles at Lockheed Martin and Texas State University. Outside of advisory work, he has been involved as an owner of an LLC and holds insurance agent positions related and unrelated to investment activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm offers fiduciary services, plan design, employee education, and access to multiple management platforms, serving clients including large institutional investors such as sovereign wealth funds.

Justin Duncombe is a financial advisor at Kestra Advisory with 13 years of industry experience. He holds a Series 66 credential and has been with Kestra and related entities since 2016, including Duncombe Financial Group. Outside of his advisory work, he is the author and owner of College Bound Strategies, a guide focused on higher education financing, and he founded the College Bound Strategies Foundation, which raises funds to provide books to disadvantaged students. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, supporting a wide range of services including fiduciary consulting, plan design, and access to institutional-level investment solutions.

Warren Schneider is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include over a decade at Commonwealth Financial Network and ownership of New Jersey Photoworks LLC, a photography business. He also has a background in tax and forensic accounting through various CPA-related entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services from fiduciary consulting to plan design and uses multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Patrice Rizzo is a CFP® professional with four years of experience in financial services. Currently with Kestra Advisory, Patrice previously worked at firms including Commonwealth Financial Network, Arkhitekton Financial Group, and Northwestern Mutual. Outside of advisory roles, Patrice is involved in fixed insurance sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and discretionary investment management, serving large institutional investors including sovereign wealth funds.

Kent Griffiths is a financial advisor at Kestra Advisory with 28 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at MFS Fund Distributors, Inc. for 28 years. In addition to his advisory role, he supports client communications and portfolio explanations through The Wealth Transition Collective. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, including sovereign wealth funds. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Corey Akins is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 registrations and seven years of industry experience. He previously worked with Valic Financial Advisors, Agia, and Northwestern Mutual. Outside of his advisory role, Akins serves as a deacon at Christ the King Church, where he supports the church’s physical and benevolence needs. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, investment advice, and uses multiple management platforms and third-party solutions to support its clients.

Julie Nored is a financial advisor at Kestra Advisory with a Series 66 designation and three years of industry experience. She previously worked at Morgan Stanley for 19 years before joining Kestra Advisory Services LLC and Kestra Investment Services LLC. 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, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Porter Cunningham is a financial advisor at Kestra Advisory with nine years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Kestra Advisory in 2017, he worked at Nortek Air Solutions from 2013 to 2017. Outside of his advisory role, Cunningham serves as Vice President of the Casady School Alumni Association board and is the founder and host of the Scissortail Podcast. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse 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 large institutional investors such as sovereign wealth funds.

Todd Evans is a financial advisor at Kestra Advisory with 11 years of industry experience. He previously worked at Hornor Townsend and Kent, Inc. and Penn Mutual Life Insurance Company. Outside of his advisory role, Evans is an owner of JHT Ventures, LLC, an investment in a carwash franchise. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad 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 managed solutions.

Kelly Edwards is a financial advisor at Kestra Advisory with 26 years of industry experience. He holds the Series 66 designation and has been with Kestra Advisory since 2016, having worked at Kestra Investment Services, LLC since 2000. He also serves as Director of Operations for 1925 Financial, overseeing daily operations and personnel. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.