Trevor Bell is a CFP® and Series 66-registered advisor at Kestra Advisory Services with two years of industry experience. Prior to his current role, he worked in financial planning and held a position as a licensed Medicare sales agent, where he conducted community enrollment meetings during annual periods. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers comprehensive services including fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving a diverse client base that includes large institutional investors.

Jennifer Barrett is a Series 66-licensed financial advisor with 13 years of industry experience. She currently serves as Director of Investment Planning at Kestra Advisory, where she has worked since 2023. Prior to joining Kestra, Barrett was with UBS Financial Services for nine years and briefly worked at Morgan Stanley Smith Barney. She is also a director at Claris Advisors LLC, focusing on investment reviews, modeling, and implementation. Kestra Advisory Services provides investment advisory and retirement plan consulting to a broad range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary consulting, plan-level investment advice, and access to various management platforms and third-party solutions within a comprehensive supervisory framework.

Robert Webb is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with Kestra Advisory and previously worked at Ameriprise Financial Services for 18 years. Outside of advising, he has worked part-time in catering event support. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm serves large plan sponsors and offers fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets including relationships with sovereign wealth funds.

Rickey Ernzen is a CFP® with 30 years of industry experience, currently serving as an advisor at Kestra Advisory since 2019. He previously worked with Oppenheimerfunds Distributor, Inc. beginning in 2008. Ernzen holds a leadership role as Vice President Retirement Plan Specialist, assisting business owners with retirement plans and executive benefits. 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, with approximately $79.8 billion in assets under management.

William Symonds is a financial advisor with Kestra Advisory Services LLC and Kestra Investment Services LLC, holding a Series 63 designation and over 30 years of industry experience. His prior roles include positions at Symonds Wealth Management, Principal Life Insurance Company, and Princor Financial Services Corporation. Outside of advisory work, he owns Go Sports Complex, a youth and athletic facility in Fort Worth, Texas. 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-level investment advice, and employee education, supporting extensive third-party managed solutions and serving large institutional investors such as sovereign wealth funds.

Frank Hill is a CFP® professional with 34 years of industry experience, currently serving as a Senior Financial Advisor and Partner at Kestra Advisory. His career includes previous roles at LPL Financial and Meritrust Wealth Management, where he also acts as sole owner and president of Synergy Wealth Management. In addition to his advisory work, Hill serves as President of the Board of Trustees at Louisville Collegiate School. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and diverse management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Monisha Potter is a CFP®-certified financial advisor with 21 years of industry experience. She currently works at Kestra Advisory Services LLC and Kestra Investment Services LLC, having previously been with Lincoln Investment and Capital Analysts, Incorporated. Potter also serves as a consultant for Guidepoint, focusing on financial planning and aging-related family planning issues. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving large institutional investors such as sovereign wealth funds.

Shannon Harris is a CFP® certificant and holds a Series 66 license with 26 years of industry experience. She has worked with Kestra Advisory Services LLC since 2026 and previously spent over 20 years at Ameriprise Financial Services in various roles. Harris is the owner of Ubuntu Operations LLC, a consulting business, and also leads Lucy on the Loose, a business coaching venture focused on integrating values-based advice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual plan sponsors. The firm offers fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients ranging from large institutions to sovereign wealth funds.

Steven Curry is a financial advisor with Kestra Advisory Services, holding CFP® and Series 66 designations and bringing 16 years of industry experience. His prior roles include positions at Woodbury Financial Services, Securian Financial Services, and Mid-Atlantic Resource Group. He is also the owner of Obsidian Wealth Advisors, providing insurance services. 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 fiduciary consulting, plan-level investment advice, and manages multiple platforms and third-party solutions, serving clients such as sovereign wealth funds and large institutional investors.

Terrence Vause is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Metlife Securities, MassMutual, Commonwealth Financial Network, and Pillar Financial Group. He is also the owner of Invest Northwest Financial, LLC, a private entity involved in securities, advisory, and insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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 large institutional investors, including sovereign wealth funds.

Shawn Smith is a CFP® and ChFC® with 36 years of experience in financial services. He currently works at Kestra Advisory and Kestra Investment Services, LLC, joining in 2026 after 36 years with Ameriprise Financial Services. Outside of his advisory role, Smith hosts the Decidedly Podcast, coaches business owners, and is a Kolbe Certified Consultant. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms to serve complex client needs, including large institutional investors.

Heidi Oakley is a financial advisor at Kestra Advisory with 10 years of industry experience. She has previously worked at Kevin Dick Investment Management Group and A&M Desert Financial Services. Oakley holds Series 63 and Series 65 licenses. 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 manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Glenn Hansen is a CFP® professional with 44 years of industry experience, currently affiliated with Kestra Advisory Services, LLC. His prior experience includes over three decades at FSC Securities Corporation and three years at OSAIC. In addition to his advisory work, he serves as a FINRA arbitrator and operates a sole proprietorship providing life insurance products. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm provides services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, serving clients as diverse as sovereign wealth funds.

Sylvia Linares Williams is a Certified Financial Planner® with 25 years of industry experience. She is currently an Investment Advisor Representative at Kestra Advisory Services LLC, where she has worked since 2022. Prior to joining Kestra, she spent 11 years with Proequities, Inc. In addition to her advisory role, Williams is involved in providing financial education through workshops focused on retirement planning and wealth creation. Kestra Advisory Services offers investment advisory and retirement plan consulting to institutional and individual clients, including large plan sponsors. The firm provides comprehensive services such as fiduciary consulting, plan design, investment advice, and employee education, supporting a broad range of clients with access to multiple management platforms and third-party solutions.

Mary Jane Callaghan is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 30 years of industry experience. She previously worked at Commonwealth Financial Network from 2004 to 2025 before joining Kestra. Outside of her advisory role, she serves as a notary and advises on fixed life insurance products. 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. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Alexander Panas III is a CFP® professional with 33 years of industry experience, currently serving at Kestra Advisory since 2018. He previously worked for Summit Financial Resources and Summit Equities for 13 years. Panas is involved in financial education as an instructor for retirement planning seminars and holds a board position at Morris Rugby Corporation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and offers access to multiple management platforms and complex investment products within a supervisory framework.

Peter Smith is a CFP® professional with 14 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory. He previously worked at Commonwealth Financial Network for 10 years. Outside of his advisory role, Smith is a founding partner of Grandview Partners, where he is involved in managing the company and client financial planning. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers fiduciary services, plan-level investment advice, and utilizes multiple management platforms and third-party solutions within a supervisory framework.

Christy Trudeau is a financial advisor at Kestra Advisory with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Kestra and Charles Schwab since 2012. Outside of her advisory role, she is involved in delivery services through Shipt. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and utilizes multiple management platforms, serving a broad range of investors including sovereign wealth funds.

Robert Roberts is a financial advisor with Kestra Advisory in Austin, TX, holding the Series 66 designation and nine years of industry experience. His prior roles include positions at Charles Schwab and Erben Associates. Outside of financial services, he owns Central Texas Drone Services, which provides photography and videography for property marketing. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Gustavo Chaves is a financial advisor with Kestra Advisory Services LLC, holding Series 63, 65, and 66 designations and bringing 29 years of industry experience. His previous roles include positions at B. Riley Wealth Advisors and Abel. Outside of his advisory work, he is involved in bookkeeping for a speech and language services business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and utilizes multiple management platforms, serving large-scale investors such as sovereign wealth funds.