Reetika Agarwal is a financial advisor at Kestra Advisory with eight years of industry experience. She holds a Series 66 designation and has been with Kestra Investment Services, LLC since 2017. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and employee education, serving a variety of clients including large institutional investors and sovereign wealth funds.

David Propes is an Investment Advisory Representative at Kestra Advisory Services with 19 years of industry experience. He has worked at Kestra Advisory since 2017 and previously held roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Outside of his financial advisory work, he is a partner and operator of The Family Farm on Avent Ferry, which involves farm management and seasonal sales of pumpkins, Christmas trees, and cattle. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, serving clients such as large institutional investors and sovereign wealth funds.

Robert Abel is a financial advisor at Kestra Advisory with 24 years of industry experience. He previously worked at MountainOne Bank and Commonwealth Financial Network. He serves as president of the board for Taconic Golf Club. Kestra Advisory Services provides investment advisory and retirement plan consulting to a broad mix of institutional and individual clients, including fiduciary consulting and plan-level investment advice. The firm offers multiple management platforms and serves large institutional investors such as sovereign wealth funds.

Christopher Cannon is a CFP® professional with 18 years of industry experience, currently serving as a financial planner at Kestra Advisory in Austin, TX. He previously spent nine years at LPL Financial, LLC before joining Kestra in 2022. Outside of his advisory role, he owns Excellent Ventures LLC and RetireRight Financial Planning, through which he manages client relationships and oversees a wealth management division. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers various services such as fiduciary consulting, plan-level investment advice, and employee education, and is notable for managing approximately $79.8 billion in assets and serving large institutional clients including sovereign wealth funds.

Curtis Swenson is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding a Series 63 designation and bringing 29 years of industry experience. Prior to joining Kestra in 2022, he spent 12 years with Cambridge Investment Research Advisors. Outside of his advisory work, he serves as a council member for Mount Calvary Lutheran Church. 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 comprehensive services such as fiduciary consulting, plan design, employee education, and manages assets across various platforms while serving large institutional investors and sovereign wealth funds.

Jeffrey Zufall is a financial advisor at Kestra Advisory with over 31 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at National Planning Corporation for 10 years before joining Kestra in 2017. Zufall is also involved with Capital Advisors Group, where he serves as president and assists with tax planning and preparation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, with a focus on due diligence and a diverse range of management platforms.

Taryn Bertetto is a CFP® professional with 12 years of industry experience, currently with Steward Partners Investment Advisory, LLC. She has held roles at Steward Partners-affiliated firms since 2019 and previously worked at Raymond James Financial Services, Merrill, and Wells Fargo. Outside of financial advising, she owns Bertetto Quality Trailers and Parts, where she manages bookkeeping and accounting, and also operates related payroll service businesses. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services, including discretionary and non-discretionary portfolio management through various Steward Partners-branded solutions and third-party money managers.

Joseph Silvestri is a CFP® and ChFC® associated with Kestra Advisory with 38 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. He is a co-owner of Arkhitekton, LLC, a private entity facilitating securities, advisory, and insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.

Donald Grant is a CFP® with 24 years of experience in financial advisory services. He has been with Kestra Advisory Services, LLC since 2016. Grant serves on the board of the Wichita Wagonmasters, providing guidance to the organization. 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 access to multiple management platforms and third-party solutions.

Jamie Grupe is a CFP® professional with 27 years of experience in the financial services industry. He currently serves as an Investment Adviser Representative at Kestra Advisory Services LLC and has held prior roles at Ameriprise Financial Services Inc, LPL Financial, and Mid America Financial. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients. The firm provides services including fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, supporting clients such as large institutional investors and sovereign wealth funds.

Michelle Beyers is a financial advisor at Kestra Advisory with 30 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Commonwealth Financial Network, LPL Financial, and INVEST Financial Corp. Beyers is based in Austin, TX. 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 fiduciary consulting, plan design, and investment management supported by due diligence. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Stefany Quirico Canepa is a CFP® professional with seven years of industry experience. She is currently an advisor at Creative Planning and has previously worked at ML&R Wealth Management LLC and Goldman Sachs & Co. LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques, and offers a range of retirement plan fiduciary and administrative services.

Christopher Stallings is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 25 years of industry experience. Before joining Kestra Advisory in 2019, he worked at LPL Financial for 16 years. Outside of his advisory work, he serves on multiple nonprofit boards and is involved in coaching and counseling through various organizations he leads or supports. 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, managing approximately $79.8 billion in assets.

Alexander Fedorko is a financial advisor with Empower Advisory Group in Kyle, TX. He holds Series 63 and Series 65 credentials and has six years of experience in the industry, including prior roles at Wells Fargo Clearing and Wells Fargo Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Robert Lang is a financial advisor with Kestra Advisory in Austin, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including ten years at National Planning Corporation and over three decades operating Lang & Associates Accounting Service, where he prepares individual and business tax returns and provides investment and insurance planning. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse range of institutional and individual clients, providing services such as fiduciary consulting, plan design, and employee education. The firm supports recommended investments with due diligence and serves large institutional investors, including sovereign wealth funds.

Malcolm Pfenninger is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at New York Life Insurance Company, Eagle Strategies, Sagepoint Financial, and The Ameriflex Group. Outside of his advisory work, he is a registered representative at Park Place Financial and owner of Gulfgate, a real estate business. 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, investment advice, and employee education, serving clients such as sovereign wealth funds and delivering solutions through multiple management platforms.

Shawn Gallagher is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and seven years of industry experience. He has been affiliated with Kestra Investment Services and Kestra Advisory since 2018 and also serves as Service Director, transitioning into a portfolio manager role at Piatchek & Associates. Gallagher’s responsibilities include underwriting retirement analyses and customer service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, with approximately $79.8 billion in assets under management and clients such as sovereign wealth funds.

Jeffrey Lown III is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 license and six years of industry experience. His prior roles include positions at Janney Montgomery Scott, Cherry Hill Mortgage Management, Rutgers Business School, and Bloomberg L.P. He also serves as an advisor with James Walter Wealth Management, focusing on insurance-related financial advisory services. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment advice supported by due diligence. The firm serves large institutional investors, including sovereign wealth funds, and offers a range of platforms and third-party managed solutions.

Steven Sinclair is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 34 years of industry experience. Prior to joining Kestra in 2021, he spent 27 years at Cadaret, Grant & Co., Inc. Sinclair serves as chairperson of the board for Niagara Hospice Alliance and holds multiple board positions related to community and healthcare organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, with approximately $79.8 billion in assets under management.

Michael Radcliff is a CFP® with 24 years of experience in the financial services industry. He is currently with Kestra Advisory and Kestra Investment Services, having previously worked at Commonwealth Financial Network, Bank of America, and Merrill. Outside of his advisory work, he is principal of Radcliff Financial Group, an insurance business, and owns Financial Advisor Consultant, LLC, a consulting firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services that include fiduciary oversight, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves both large institutional investors and individual clients.