Michael Duncan is a financial advisor at Kestra Advisory with Series 63 and 66 licenses and four years of industry experience. Prior to joining Kestra in 2025, he worked at Wells Fargo Clearing Services for four years. Outside of financial services, his work history includes roles in various customer service and operational positions. 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, investment advice, and manages complex products within a supervisory framework, serving clients that include sovereign wealth funds and other large institutional investors.

Matthew Rose is a financial advisor with Kestra Advisory Services, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. He has been with Kestra Investment Services, LLC since 2014 and transitioned to Kestra Advisory Services, LLC in 2026. 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 investment advice, serving notably large institutional investors such as sovereign wealth funds.

Scott Gomsak is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior experience includes roles at Lincoln Financial Advisors and Triad Advisors, Inc. Outside of his firm duties, he serves as an investment advisor at Coastline Wealth Management, providing wealth management and financial planning services. 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, compliance testing, and employee education, managing approximately $79.8 billion in assets with clients that include sovereign wealth funds and other large institutional investors.

William Atkins is a financial advisor at Kestra Advisory with 12 years of industry experience. He holds a Series 66 designation and has been with Kestra Advisory since 2016. Outside of his advisory work, he produces weekly football statistics and articles as a correspondent. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of 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 clients such as sovereign wealth funds, utilizing multiple management platforms and third-party solutions.

Joseph Pagano II is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 19 years of industry experience. His prior experience includes roles at Commonwealth Financial Network and Woodbury Financial Services. He is involved in fixed insurance sales through activities at Q&A Insurance Marketing and his own insurance business. 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 access to multiple management platforms and third-party managed solutions.

Bradford Fitts is a Chartered Financial Consultant with 32 years of experience in the financial services industry. He has worked at Kestra Advisory and Kestra Investment Services since 2018 and previously spent 17 years at Century Securities Associates. He serves as a board member of Wichita Festivals Inc. 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 a broad range of assets and caters to large institutional investors, including sovereign wealth funds.

Judith Dicenzo is a CFA® charterholder with 23 years of industry experience. She has been with Kestra Advisory since 2016 and has held roles at Kestra Investment Services, Behavioral Research Associates, and JLD Consulting over the past two decades. Outside of her advisory work, she is the owner of Forenzo Wine Company, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse clientele, including plan sponsors, institutional, and individual clients. The firm offers a range of services such as fiduciary consulting, plan design, investment advice, and manages approximately $79.8 billion in assets, serving clients that include sovereign wealth funds.

Timothy Congleton is an investment advisory representative with Kestra Advisory and holds Series 63 and Series 65 licenses. He has 43 years of industry experience, including prior roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Outside of his financial career, Congleton is the owner and partner of The Family Farm on Avent Ferry, a business involved in wedding and event rentals, seasonal sales, and cattle sales. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment advice supported by due diligence. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Andrew Janni is a financial advisor with Kestra Advisory Services holding a Series 66 designation and four years of industry experience. His background includes roles at Fidelity Investments and Strategic Wealth Designers. He also has experience in non-financial sectors such as DoorDash and the University of Arkansas. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services ranging from fiduciary consulting and plan design to employee education and pooled plan solutions, supporting a diverse client base that includes large institutional investors.

Daniel Cuddy is a CFP® with 33 years of industry experience, currently with Kestra Advisory. He has held positions at Cetera and operated his own firms, Cuddy Financial Services and Daniel R. Cuddy, CPA, LLC, providing tax preparation and accounting services. He serves as Secretary and a member of the Board of Directors for Champions for Life, a nonprofit focused on character formation for children through sports. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, with a focus on fiduciary consulting, plan design, and investment due diligence. The firm serves very large institutional investors and provides access to multiple management platforms and third-party managed solutions.

Corrinne Kaucher is a Series 66-registered advisor with Kestra Advisory in Austin, TX, and has 12 years of industry experience. She has been with Kestra Investment Services, LLC since 2012 and Kestra Advisory since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, investment due diligence, and employee education, and manages approximately $79.8 billion in assets.

Melinda Schrum is a financial advisor with Kestra Advisory, holding a Series 66 designation and 19 years of industry experience. She has been with Kestra Advisory and affiliated entities since 2020 and previously worked at Merrill for 11 years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.

Gregory Vance is a financial advisor at Kestra Advisory with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Lion Street Advisors and Kestra Financial Services, Inc. He is also listed as Assistant Vice-President at J. B. Burrows Management, LLC, though he has no active duties there. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party managed solutions within a supervisory framework.

Eric Brotman is a CFP® and ChFC® credentialed advisor with 30 years of industry experience. He has been with Kestra Advisory Services LLC since 2016. Outside of his advisory role, Brotman is an author and serves as chairman of Leadership Maryland, a membership organization. He also holds a position on the Board of Trustees at Stevenson University. 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 vendor searches, fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and offers access to multiple management platforms and complex investment solutions.

Jonathan Bartholomew is a financial advisor at Kestra Advisory with four years of industry experience. He holds the Series 66 designation and previously worked at Dimensional Fund Advisors and Starr Companies. He is also a master's candidate at Boston College. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment advice. The firm manages approximately $79.8 billion in assets and serves diverse clients including sovereign wealth funds.

Charles Roe is a CFP® professional with over 33 years of industry experience. He is currently with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, having previously worked at The Potter Financial Group and Commonwealth Financial Network. Outside of his advisory role, he is the sole owner of Aging Well Retirement Services LLC, which publishes the book Aging Well is a Family Affair. 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.

Chandler Batts is a financial advisor at Kestra Advisory with one year of industry experience. He holds a Series 66 designation and has worked with firms including Pacific Life Insurance, Meta Platforms, Inc., and Roseman Wealth Advisors. In addition to his advisory role, he works as a talent acquisition consultant for Bright Path Professionals, providing recruiting services unrelated to investments. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm provides services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Cecil Deas Jr. is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Cambridge Investment Research Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary services, plan-level investment advice, and access to multiple management platforms, serving some of the largest institutional investors, including sovereign wealth funds.

Lindsay Carey is a financial advisor at Kestra Advisory with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Kestra Investment Services, Carey worked at Ashford Securities LLC for four years and held roles at the State of Vermont, Cantor Fitzgerald & Co., W. P. Carey Inc., and Carey Financial, LLC. 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, compliance testing, and employee education, supporting both discretionary and non-discretionary advisory engagements.

Wendy Potter is a financial advisor at Kestra Advisory with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Invest Financial Corporation. In addition to her advisory role, Potter assists clients with life, disability, and long-term care insurance as well as fixed annuities through multiple carriers. 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 fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients with complex needs such as pooled employer plan arrangements and large institutional portfolios.