Jeremy Reese is a financial advisor at Kestra Advisory with 22 years of industry experience. He holds a Series 66 designation and previously worked for Ameriprise Financial Services, Inc. for 18 years. Reese also owns Mitman Reese and Associates, an independent planning practice based in Atlanta, and is involved in private equity and real estate investment holdings. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and utilizes multiple management platforms alongside third-party managed solutions.

Casey Sclar is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. Prior to joining Kestra Advisory Services, LLC and Kestra Investment Services, LLC in 2025, Casey held roles at Atrium Payroll Services, LLC, P3Works, LLC, and JVM Lending. Outside of financial services, Casey operates an online retail business focused on purchasing and reselling electronics and other goods. Kestra Advisory Services provides investment advisory and retirement-plan consulting primarily to plan sponsors and a diverse client base that includes institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled employer plan solutions, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Steven Harvey is a CFP® with 23 years of experience in financial advisory, currently serving at Creative Planning since 2024. Prior to this, he worked at Maxwell Locke & Ritter LLP and its affiliated wealth management firm from 2000 to 2024. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio management techniques and integrated retirement plan services.

Bryce Currier is a financial advisor at Creative Planning with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Creative Planning in 2024, he worked at ML&R Wealth Management and Fidelity Investments. Creative Planning provides wealth management and financial planning services to individuals, including high-net-worth and ultra-affluent clients, as well as pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Claudia Glover is a CFP® professional with 22 years of experience in the financial advisory industry. She currently works at Kestra Advisory and has previous experience with Wells Fargo Advisors and Wells Fargo Clearing. She holds an associate role focused on investment advisory and client services and serves as Chief Investment Officer at Brotman Financial Group. 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, employee education, and manages significant assets including engagements with large institutional clients and sovereign wealth funds.

Scott Thompson is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones for 22 years before joining Kestra Advisory and Kestra Investment Services, LLC in 2024. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and multiple management platform solutions. The firm manages approximately $79.8 billion in assets and serves a broad client base including large institutional investors such as sovereign wealth funds.

Andrew Zoll is a financial advisor with Kestra Advisory, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones and has a background that includes roles with Christ's Church of Flagstaff and Colony Christian Church. Outside of his advisory work, Zoll is the founder and owner of a software development business focused on product development and customer onboarding. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional clients and plan sponsors. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets.

Steven Long is a Series 66-registered advisor with Kestra Advisory in Austin, TX, where he has worked since 2022. He has 4 years of industry experience and previously held roles at Lockheed Martin and Texas State University. Outside of advisory work, he has been involved as an owner of an LLC and holds insurance agent positions related and unrelated to investment activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm offers fiduciary services, plan design, employee education, and access to multiple management platforms, serving clients including large institutional investors such as sovereign wealth funds.

Justin Duncombe is a financial advisor at Kestra Advisory with 13 years of industry experience. He holds a Series 66 credential and has been with Kestra and related entities since 2016, including Duncombe Financial Group. Outside of his advisory work, he is the author and owner of College Bound Strategies, a guide focused on higher education financing, and he founded the College Bound Strategies Foundation, which raises funds to provide books to disadvantaged students. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, supporting a wide range of services including fiduciary consulting, plan design, and access to institutional-level investment solutions.

Warren Schneider is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include over a decade at Commonwealth Financial Network and ownership of New Jersey Photoworks LLC, a photography business. He also has a background in tax and forensic accounting through various CPA-related entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services from fiduciary consulting to plan design and uses multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Patrice Rizzo is a CFP® with four years of industry experience, currently affiliated with Kestra Advisory. Prior to joining Kestra, Patrice held roles at Commonwealth Financial Network, Arkhitekton Financial Group, and Northwestern Mutual, as well as a five-year tenure at Amazon. Outside of advising, Patrice is involved in fixed insurance sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors including sovereign wealth funds.

Kent Griffiths is a financial advisor with Kestra Advisory, holding Series 66 and Series 63 credentials and 28 years of industry experience. He previously worked at MFS Fund Distributors, Inc. from 1997 to 2025 before joining Kestra in 2025. Kent also supports client-facing activities related to portfolio explanations and investment questions within The Wealth Transition Collective. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and plan-level investment advice, and manages approximately $79.8 billion in assets, serving clients that include sovereign wealth funds.

Corey Akins is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 registrations and seven years of industry experience. He previously worked with Valic Financial Advisors, Agia, and Northwestern Mutual. Outside of his advisory role, Akins serves as a deacon at Christ the King Church, where he supports the church’s physical and benevolence needs. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, investment advice, and uses multiple management platforms and third-party solutions to support its clients.

Christopher Stolte is a CFP® and ChFC® with 19 years of experience in the financial services industry. He is currently affiliated with Independent Financial Partners and has held roles at IFP Securities, LLC and LPL Financial. Stolte serves on the Austin chapter board of the Financial Planning Association. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm is notable for its decentralized advisory model and its specialized retirement-plan and pension consulting services.

Julie Nored is a financial advisor at Kestra Advisory with a Series 66 designation and three years of industry experience. She previously worked at Morgan Stanley for 19 years before joining Kestra Advisory Services LLC and Kestra Investment Services LLC. 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 access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Porter Cunningham is a financial advisor at Kestra Advisory with nine years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Kestra Advisory in 2017, he worked at Nortek Air Solutions from 2013 to 2017. Outside of his advisory role, Cunningham serves as Vice President of the Casady School Alumni Association board and is the founder and host of the Scissortail Podcast. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Todd Evans is a financial advisor at Kestra Advisory with 11 years of industry experience. He previously worked at Hornor Townsend and Kent, Inc. and Penn Mutual Life Insurance Company. Outside of his advisory role, Evans is an owner of JHT Ventures, LLC, an investment in a carwash franchise. 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 third-party managed solutions.

Kelly Edwards is a financial advisor at Kestra Advisory with 26 years of industry experience. He holds the Series 66 designation and has been with Kestra Advisory since 2016, having worked at Kestra Investment Services, LLC since 2000. He also serves as Director of Operations for 1925 Financial, overseeing daily operations and personnel. 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-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Erik Huff is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Kestra Advisory since 2016 and also associated with Kestra Investment Services, LLC since 2015. 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 fiduciary consulting, plan design, benchmarking, and investment advice, serving large institutional investors including sovereign wealth funds while utilizing multiple management platforms and third-party solutions.

Rebecca Jones is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She previously worked at Cambridge Investment Research Advisors, Inc. for 15 years before joining Kestra in 2025. Jones is also president of RLJ Wealth Management, where she provides financial advice and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm provides fiduciary services, plan design and compliance, employee education, and access to multiple third-party management platforms.