Mitchell Everett is a financial advisor at Kestra Advisory with 15 years of industry experience. He holds a Series 66 designation and has worked at Kestra Advisory and related entities since 2017. Prior to that, he was with Waddell & Reed, Inc. and various insurance carriers from 2010 to 2017. He serves on the board of Menistry, a nonprofit involved in mission trip planning and logistics. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Chad Roland is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and bringing 26 years of industry experience. His prior affiliations include LPL Financial and Raymond James Financial. He is also the owner of Clara, Inc., a business entity related to his advisory work. 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. The firm manages approximately $79.8 billion in assets and serves notable clients including sovereign wealth funds.

Sam Javanmard is a Series 66-licensed financial advisor with Kestra Advisory, based in Austin, TX, and has eight years of industry experience. His prior work includes roles at Morgan Stanley and Merrill Lynch, as well as involvement with Goodwill Home Health Services, Inc. Outside his advisory work, he serves as CEO of Bloom Home Health Care, Inc. and holds a treasurer position with Blessing Community Health Center. 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 both discretionary and non-discretionary arrangements.

Frank Lovaglio is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Kestra Advisory in 2022, he worked for 28 years at CONCOURSE FINANCIAL GROUP SECURITIES INC (formerly PROEQUITIES, INC). Outside of advising, he is a part owner and member of real estate investment and management ventures. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, compliance testing, and utilizes multiple management platforms to support a wide range of investment solutions.

Chester Gordon IV is a CFP® and Series 66-registered advisor with nine years of industry experience. He is currently with Kestra Advisory Services, LLC, having joined in 2026, following prior roles at Commonwealth Financial Network, Arkhitekton Financial Group, MML Investors Services, LLC, and Massachusetts Mutual Life Insurance Company. He also has experience in fixed insurance sales, spending a minor portion of his time on this activity. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Wen Qin Luisi is a financial advisor at Kestra Advisory with four years of industry experience. She holds the Series 66 designation and has previously worked with Raymond James Financial and Southern Methodist University. Outside of advisory work, she manages a consulting business that provides services to a small restaurant. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, and access to multiple management platforms, serving clients such as plan sponsors and sovereign wealth funds.

Ronald Lottridge is a CFP® professional with 24 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory. He has been with Kestra Advisory Services, LLC since 2016 and Kestra Investment Services, LLC since 2009. In addition to his advisory role, he is the managing member of Catalyst Retirement Advisors, LLC and serves as a committee member on the board of the Denver Waldorf School. 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 that range from individual investors to sovereign wealth funds.

Frank Jarboe is a CFP® with nine years of industry experience, currently serving as a financial planner at Kestra Advisory in Austin, TX. He previously worked at Merrill from 2014 to 2020. In addition to his advisory role, Jarboe is an adjunct professor at Hood College, where he instructs a course related to his field. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse clientele, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.

Stephen Smith is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Avantax and 1ST Global Advisors prior to joining Kestra Advisory and its affiliated entities in 2020. 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, and investment management supported by due diligence, serving approximately $79.8 billion in assets under management and including large institutional clients like sovereign wealth funds.

Robert Iola Jr. is a financial advisor with Kestra Advisory in Austin, TX, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 35 years of industry experience, including prior roles at Commonwealth Financial Network. Outside of his advisory work, he hosts workshops through Power of Zero. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services like plan design, fiduciary consulting, and employee education. The firm serves a diverse client base, including large institutional investors, and supports multiple management platforms and third-party solutions.

Ryan Cooper is a financial advisor with Kestra Advisory in Austin, TX. He holds a Series 66 designation and has four years of industry experience. His background includes roles at Kestra Advisory and Kestra Investment Services, LLC, as well as a five-year period at Texas State University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Christina Garland is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She previously worked at LPL Financial for 12 years before joining Kestra Advisory in 2025. Garland is also the owner and advisor of The Garland Financial Group LLC, where she oversees strategic direction and client relationships, in addition to serving on the Governance Committee of Amoco Federal Credit Union. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and distributes multiple management platforms with access to complex products within a supervisory framework.

Stephen Jans is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 65 licenses and nearly three decades of experience in the financial industry. He has been with Kestra Advisory since 2016 and also has a long tenure with Kestra Investment Services. Outside of his advisory role, Jans serves as treasurer for the St. Michael-Albertville High School Boys Basketball Board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional clients such as sovereign wealth funds alongside other plan sponsors.

Eric Lyon is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, Inc. and National Asset Management Inc. Lyon is also an owner of Wealth Empowerment Financial Strategies, an insurance business branch. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering fiduciary services, plan design, and access to multiple management platforms.

Austen Jacks is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Kestra Advisory since 2022. He previously worked at Proequities from 2015 to 2022. In addition to his advisory role, he is involved in enrolling customers in Medicare plans through a non-investment related position with United Healthcare. Kestra Advisory Services provides investment advisory and retirement plan consulting to both institutional and individual clients, offering services that include fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Brian Danelian is a financial advisor with Kestra Advisory based in Austin, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Kestra Advisory since 2018 and has held roles at affiliated entities since 2012. He is also CEO and president of Domari Wealth Management and Domari Wealth, LLC, providing investment advisory services and financial advice through these independent entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, such as sovereign wealth funds, and offers a range of managed solutions through multiple platforms.

Peter Cohlmia is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 license and 16 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2016 and previously spent seven years at Carey, Thomas, Hoover & Breault. 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, employee education, and manages multiple third-party platforms, serving clients including large institutional investors and sovereign wealth funds.

Peter Chung Jr. is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 25 years of industry experience. He has been with Kestra Investment Services, Inc. since 2005 and Kestra Advisory Services LLC since 2016. Outside of his advisory role, he is the owner of Fixed Life & Health Insurance, where he is involved in sales and consulting. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers a variety of services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Michael Phillips is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at LPL Financial and Prospera Financial Services. Outside of his advisory role, he is the president and owner of Optima Wealth Management, LLC, providing investment advice and managing retail client services. 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, and investment solutions supported by due diligence and serves large institutional investors alongside retail clients.

Nathan Williams is a financial advisor at Kestra Advisory with five years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services. His work history also includes roles outside finance, such as at the Minneapolis Park Board and Irrigation Doctor. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients. The firm provides a wide range of services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets.