Alfredo Dipinto is an investment advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has worked at Kestra since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, Alfredo owns and operates Alfredo's Ristorante Italianò, a full-service restaurant. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse 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, serving clients that include large institutional investors.

Mason Howard is a CFA® charterholder with 27 years of industry experience, currently serving as an advisor at Kestra Advisory. He has been with Kestra Advisory since 2018 and has worked with Kestra Investment Services, LLC since 2008. Howard holds a state insurance license and is involved with The KNW Group LLC as Director of Investments, focusing on investment due diligence and asset allocation support. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including 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.

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 at Kestra Advisory with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at BCG Securities, Inc. from 2015 to 2022. Outside of his advisory role, he is a Brazilian Jiu Jitsu black belt and trains law enforcement officers in the discipline. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and portfolio management, and manages approximately $79.8 billion in assets, serving large institutional clients including sovereign wealth funds.

Juan Garcia is a financial advisor at Kestra Advisory Services with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Raymond James, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Lone Star National Bank, and North Capital Inc. He is also licensed to practice law and advises clients on estate planning and business matters as an attorney. 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, and it serves large institutional investors such as sovereign wealth funds.

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.

Mark Burgdorf is a financial advisor at Kestra Advisory with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Cetera and First Allied Advisory Services. Outside of his advisory role, he serves as a volunteer board member for Helping Hands Midwest and operates a business consulting practice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm manages complex investment solutions and serves notable clients including large institutional investors and sovereign wealth funds.

Kenneth Anderson is a financial advisor with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has been with Kestra since 2016. Outside of his advisory role, he serves on the advisory board of the Threewide Foundation, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, compliance testing, and employee education. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Sanger Smith is a financial advisor at Kestra Advisory with seven years of industry experience, holding a Series 66 designation. Prior to joining Kestra Advisory in 2022, he spent 12 years at Ameriprise Financial Services. Outside of his advisory role, Smith co-hosts the Decidedly Podcast, an educational lifestyle show featuring interviews that explore decision-making frameworks and insights. 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, plan design, employee education, and access to multiple management platforms, serving clients that include sovereign wealth funds and other large institutional investors.

James Hill is a financial advisor at Kestra Advisory with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, Independent Financial Partners, and Cornerstone Wealth Management. Hill also manages client investments and provides retirement advice through Hill Wealth Management. Kestra Advisory Services delivers investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering a range of services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a diverse client base that includes very large institutional investors and sovereign wealth funds.