Jason Duffaut is a CFP®-certified financial advisor with 25 years of industry experience. He currently works at Kestra Advisory Services, LLC, joining the firm in 2023 after roles at Heritage Family Office, LPL Financial, USAA Financial Planning Services, Kestra Investment Services, and Equitable Advisors. Outside of his advisory role, he owns Broadway Insurance Agency, LLC, which provides insurance services to clients. 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 manages approximately $79.8 billion in assets and serves a diverse client base including large institutional investors and sovereign wealth funds.

Carrie Dick is a financial advisor with Kestra Advisory, holding a Series 66 designation and 14 years of industry experience. She previously worked with Kevin Dick Investment Management Group and Commonwealth Financial Network. In addition to her advisory work, she owns a tax and accounting business, Integrated Tax Solutions, where she provides tax preparation and planning services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, with services including fiduciary consulting, plan design, and employee education. The firm manages significant institutional assets and provides access to multiple management platforms and third-party solutions.

William Kitchel is a financial advisor with Kestra Advisory Services who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He serves as Chief Investment Officer and Financial Planner and has held roles at Kestra Advisory since 2016, with prior experience in consulting and insurance. Outside of his advisory work, he is the owner of a consulting firm, Value Group, Inc., involved in management, operations, and financial forecasting. 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, vendor benchmarking, and advisor-managed accounts, catering to both large institutional investors and individual plans.

Todd Jakubik is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with Kestra Advisory in Austin, TX, having previously spent 25 years at Penn Mutual Life Insurance Company and Hornor Townsend & Kent, Inc. Outside of his advisory role, he serves as Vice President and agent/broker for Total Financial Concepts, Inc., where he is involved in investment, life insurance, and annuity sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers a range of services such as fiduciary consulting, plan design, and due diligence-supported investment advice, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Alfredo Dipinto is an investment advisor with Kestra Advisory Services LLC in Austin, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Outside of his advisory work, he owns and operates Alfredo's Ristorante Italiano, a full-service restaurant. 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 plan-level investment advice, supporting its recommendations with thorough due diligence and providing access to multiple management platforms and third-party solutions.

Mason Howard is a CFA® charterholder with 28 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory. He has been with Kestra Advisory since 2018 and with Kestra Investment Services, LLC since 2008. He holds a state insurance license and is involved in investment due diligence and asset allocation as director of investments at The KNW Group LLC. 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 a range of services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets under management.

Debra Clark is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Kestra Advisory. Her prior experience includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. She is also a co-owner of Roving Horse Ranch & Rescue, a nonprofit organization that rescues and rehabilitates horses destined for slaughter. 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-level investment advice, and utilizes multiple management platforms, serving clients that range from plan sponsors to sovereign wealth funds.

Julia Smith is a financial advisor at Kestra Advisory with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including Morgan Stanley, Voya Financial Advisors, and Cetera. Outside of advisory roles, she is involved with Smith & Smith, Ltd, a financial services firm. 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 employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Christopher Bradshaw is an investment advisor with Kestra Advisory and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and is the owner of Main Street Financial Group, an investment advisory firm. Bradshaw has worked at Kestra Advisory since 2021 and has a long tenure with related firms including Kestra Investment Services and Nationwide Provident. 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 such as fiduciary consulting, plan design, investment due diligence, and access to multiple management platforms and third-party solutions.

Blayne Worman is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 license and six years of industry experience. His prior work includes roles at LPL Financial LLC, Old National Bank, and Shield Global Partners. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving a client base that includes sovereign wealth funds.

Scott Cavazos is a financial advisor at Kestra Advisory with nine years of industry experience. He holds the Series 66 designation and has held positions at several firms, including Avantax Investment Services, Cetera advisor entities, and Securities America Advisors. Based in Austin, TX, he joined Kestra Advisory Services LLC in 2025. 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 such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors including sovereign wealth funds.

Hance Evans is a CFP® with 43 years of industry experience, currently serving as an advisor at Kestra Advisory. He previously worked for over 30 years at Hornor Townsend & Kent LLC. Outside of his financial advising role, he occasionally assists with maintenance at a small marina owned by his wife. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Steven Wilson is a CFP® with 12 years of industry experience, currently serving as a financial planner at Kestra Advisory. His prior roles include positions at UBS and Charles Schwab. Wilson also teaches as an adjunct professor at Hood College. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering services such as plan design, fiduciary consulting, and plan-level investment advice while managing approximately $79.8 billion in assets under management.

Ryan Weise is a CFP® with 26 years of industry experience, currently affiliated with Kestra Advisory Services LLC and Kestra Investment Services LLC since 2023. His prior experience includes roles at Cetera and Hancock Whitney Bank, where he worked from 2011 to 2022. He is also involved with Centura Advisors in a financial advisory capacity. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets with a client base that includes large institutional investors and sovereign wealth funds.

Ronald Mcneese Jr. is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior experience includes roles at BCG Securities, Inc., Temenos Advisory, Inc., Raymond James Financial, and Wells Fargo Clearing. Outside of advisory work, he is a certified Brazilian Jiu Jitsu black belt and instructs law enforcement in Basic Brazilian Jiu Jitsu. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional investors, and individuals. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Juan Garcia is a financial advisor with Kestra Advisory Services, holding Series 65 and Series 63 licenses and 12 years of industry experience. His prior work includes roles at Raymond James & Associates and Morgan Stanley Private Bank. In addition to his advisory work, he is also licensed as an attorney, providing occasional estate planning and business legal advice. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse range of institutional and individual clients, including large institutional investors. The firm provides fiduciary consulting, plan design, employee education, and access to various management platforms and third-party solutions.

Thomas Delaney II is a financial advisor at Kestra Advisory with over 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Command Advisory Services and First Command Financial Services. Delaney also serves as a research assistant and facilitator at Boston University and provides compliance consulting for Peter Elish Investment Securities. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and manages multiple investment platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Jeremy Patin is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services, LLC in 2021, he worked at LPL Financial for seven years. He is also the owner and advisor of First Investment Services, LLC, where he engages in insurance and managerial activities. 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-level investment advice, and access to multiple management platforms, serving clients such as sovereign wealth funds and providing complex investment solutions within a structured supervisory framework.

Trenton Williams is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 65 credential. He has one year of industry experience, including prior roles at Edward Jones and Paychex. 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 such as fiduciary consulting, plan design, investment advice, and employee education, supporting multiple management platforms and serving large institutional investors, including sovereign wealth funds.

Christopher Gurnee is an investment advisor with Kestra Advisory Services in Austin, Texas, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Kestra Advisory since 2018 and previously at Foresters Equity Services, Inc. and Cornerstone Financial & Associates, Inc., where he also serves as president. Gurnee holds a board member position with Cornerstone Management Group, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.