Shaun Kimball is a financial advisor with Kestra Advisory Services in Austin, TX, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He previously worked for CUSO Financial Services, LP and Empower Federal Credit Union over a span of 10 years. Outside of his advisory role, Kimball owns Momentum Strategic Wealth, LLC, which provides investment advice and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, providing services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including sovereign wealth funds.

Sara Norell is a CFP® professional with 14 years of experience in financial advising. She has been with Kestra Advisory since 2017 and previously worked at Northwestern Mutual Wealth Management Company. In addition to her advisory role, she is involved in client management and advisory activities related to NFP and THE KNW GROUP. 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 fiduciary consulting, plan design, employee education, and manages assets through multiple platforms, serving clients that include large institutional investors and sovereign wealth funds.

Yehuda Gross is a financial advisor at Kestra Advisory with 11 years of industry experience and holds the CFP® and Series 66 designations. Prior to joining Kestra in 2020, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2020. Gross is active in community organizations, serving on the board of the Jewish Federation of South Palm Beach County and chairing the Professional Advisory Committee at the Jacobson Jewish Community Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of 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 large institutional investors, including sovereign wealth funds.

Joshua Donofry is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 10 years of industry experience. Prior to joining Kestra Advisory in 2020, he worked at Merrill and Bank of America. He serves on the Investment Committee and Board of Directors for The Community Foundation of Frederick County and teaches as an adjunct professor at Hood College. 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 advisor-managed accounts, supporting recommended investments with due diligence across multiple management platforms.

Gregory Sheehan is a financial advisor at Kestra Advisory with 25 years of industry experience. He previously worked at The Wealth Transition Collective and Commonwealth Financial Network for 17 years. Outside of his advisory role, he serves on the board of the nonprofit RVCC and founded The Collective Companies, a coaching and leadership development organization. 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, and employee education. The firm serves large institutional investors and employs multiple management platforms to support its investment solutions.

Lena Nebel is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Kestra Advisory. She previously worked at Keeney Financial Group and Triad Advisors. Nebel is also president and COO of Brotman Financial Group, where she oversees operations and acts as lead advisor. 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, vendor benchmarking, and utilizes multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

James Waninger is a CFP® professional with six years of industry experience. He is currently affiliated with Kestra Advisory in Austin, TX, where he has worked since 2026. Prior to this, he was with Onyx Private Wealth for seven years and operated J. Kevin Waninger from 2015 to 2019. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers various services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Madeline Dauby is a CFP® and Series 66 credentialed advisor with four years of industry experience. She is currently with Kestra Advisory and has prior experience at Commonwealth Financial Network and Onyx Private Wealth. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education, supported by thorough investment due diligence.

Amanda Mc Kenna is a CFP® professional with experience at Kestra Advisory, Coghill Investment Strategies, and PNC Bank NA. She has held positions in both financial services and public health sectors. Mc Kenna has additional work history at The University of Pittsburgh School of Public Health and experience in the food service industry. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include fiduciary consulting, plan design, investment advice, and employee education. The firm serves large institutional investors and manages approximately $79.8 billion in assets.

Diane Greer is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 registrations and bringing 18 years of industry experience. Her prior roles include positions at KDI Wealth Management and Commonwealth Financial Network. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds, utilizing multiple management platforms and third-party solutions.

Thomas Brosnan is a financial advisor at Kestra Advisory in Austin, TX, holding a Series 66 designation with three years of industry experience. His prior roles include positions at LPL Financial and Equitable Advisors, as well as academic appointments at the University of Houston and the University of Houston - Downtown. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and 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 clients that include large institutional investors like sovereign wealth funds.

Joshua Roberts is a financial advisor with Kestra Advisory, holding CFP® and Series 66 credentials and bringing nine years of industry experience. He has been associated with Roseman Wealth Advisors and Kestra Advisory since 2015 and holds an ownership position at Roseman Wealth Advisors. Roberts also serves as a director for the East Texas Communities Foundation, contributing to investment committee activities and governance. 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-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.

Blair Applegate is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been associated with Kestra since 2015 and serves as President and Chairman of Pacific Coast Wealth Management, a related entity. Outside of his advisory work, he holds board positions with the Golden State Pops Orchestra and the Entertainment in Music Association, and volunteers as assistant director for the Laguna Open Beach Volleyball Tournaments. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers fiduciary services, multiple management platforms, and complex investment solutions within a supervisory framework.

Page Pittman is a financial advisor at Kestra Advisory with 16 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes roles at Pittman Financial Group, LLC, Principal Securities Inc, and Principal Life Insurance Company. 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 manages substantial institutional assets.

Ryan Salah is a CFP® professional affiliated with Kestra Advisory in Austin, TX, with 11 years of industry experience. His prior experience includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company, each spanning eight years. He is a member of Meridian Tax Advisory, LLC, a tax and accounting firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, vendor benchmarking, employee education, and access to multiple management platforms and third-party solutions.

Jacob Pais is a financial advisor at Kestra Advisory with five years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Financial and its affiliated entities. Outside of his advisory role, Pais is involved in tech recruitment and owns a mattress retail business in Austin, TX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves very large institutional investors, including sovereign wealth funds, and offers access to multiple management platforms and third-party solutions.

Benjamin Brajtbord is a financial advisor with Kestra Advisory in Austin, TX. He holds the Series 66 designation and has 12 years of industry experience. He has been with Kestra Advisory since 2016 and also works with Kestra Investment Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm offers services including vendor searches, plan design, fiduciary consulting, and plan-level investment advice, serving clients such as sovereign wealth funds and other large institutional investors.

Carrie Cocanour is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Her prior work history includes roles at Ziply Fiber, Goosehead Insurance, Unite Private Networks, and Charter Communications. Outside of advisory work, she is involved as a wholesale account member for a wellness supplements business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment due diligence, and access to multiple management platforms, serving notable clients including sovereign wealth funds.

Matthew Carbray is a CFP® and ChFC® with 24 years of industry experience, currently serving with Kestra Advisory Services since 2016. He has been affiliated with Kestra Investment Services since 2006 and previously worked at New England Securities. Outside of his advisory role, he is a minority owner of West Hartford Brewing and Roasting LLC and serves as a board trustee for the Hartford Boys and Girls Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions under a robust supervisory framework.

Matthew Logan is a CFP® professional with 22 years of industry experience. He is currently with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, having previously worked at Cetera, TMRW Wealth, and Summit Financial Group Inc. Outside of his advisory role, he is involved with a charitable organization that coordinates auctioned trips to support community giving. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.