Anne Day Mccabe is a CFP® professional with 19 years of industry experience. She currently serves as a financial advisor at Kestra Advisory Services and Kestra Investment Services, LLC, where she has worked since 2021. Prior to that, she worked at LPL Financial and held a position at American University. Mccabe is also a member of the George Mason University FPWM Advisory Board and delivers paid speaking engagements. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and employee education, and serves clients such as plan sponsors, large institutional investors, and sovereign wealth funds.

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.

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.

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.

Diane Lacina is a financial advisor at Oppenheimer with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2017, following eight years at Southwest Securities, Inc. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm emphasizes strategic and tactical asset allocation, manager selection, and employs both discretionary and non-discretionary investment management programs.

John Cash III is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is currently with Kestra Advisory and has held roles at Global Retirement Services, LPL Financial, and HUB International Investment Services. His prior experience includes nearly three decades at Cash & Associates, P.A. He serves as a trustee for a life insurance trust. 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 services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets with a focus on both large institutional clients and sophisticated individual investors.

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® with 22 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory Services since 2016. He has held roles at Kestra Investment Services, various insurance carriers, and Waddell & Reed. Evans serves as treasurer for Champion Athletes of the Ozarks and is a board member of the Greene County Estate Planning Council. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors.

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 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.

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.

Fatima Naqinia is a financial advisor at Guardian Life with five years of industry experience. She holds a Series 66 designation and has worked with firms including The Prudential Insurance Company of America and LPL Enterprise. Outside of financial advising, she is involved in film production as an executive producer and managing director at two Austin-based production companies. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of Guardian Life, serves individual, institutional, and charitable clients with brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party models.

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.