Eric Pucciarelli is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and over 20 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2015. Outside of his advisory role, he is a member of EDP Consulting, LLC, which provides coaching to advisors on business systematization and client communication. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors as well as individual and institutional clients. The firm provides a range of services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.

James Maguire IV is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at LPL Financial, J.P. Morgan Securities, and JP Morgan Chase Bank. He is also president and sole operator of Ivy Advisor Group, Inc., a corporation he uses to conduct business and for tax purposes. 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-level investment advice, and pooled plan solutions. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party managed solutions.

Joel Lange is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2018, following prior experience at Bell Wealth Management, Inc. from 2009 to 2021. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using a variety of implementation strategies such as ETFs, mutual funds, and separate accounts.

David Peerboom is a CFP® with 15 years of experience in the financial services industry. He is currently an advisor at Kestra Advisory and previously worked with Heritage Wealth Management, Commonwealth Financial Network, Eagle Strategies, and New York Life. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional clients, including sovereign wealth funds.

Michelle Merkel is a CFP® professional with 33 years of experience in financial advising. She currently works with Kestra Advisory and founded Merkel Financial Services, where she has provided investment and insurance advisory services since 1992. Merkel is also involved in community activities as a committee member of the Childhood League Center. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, employee education, and manages multiple investment platforms, serving clients that include large institutional investors and sovereign wealth funds.

James Hertzler is a financial advisor with Kestra Advisory Services LLC in Austin, TX, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. His prior roles include positions at Royal Alliance and Brand Asset Management Group, Inc. He is president and managing member of Hertzler Wealth Management, LLC, and serves as an elder on the board of Chesterfield Community Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutions, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, and it manages approximately $79.8 billion in assets.

Jason Hoover is a CFP® professional with 11 years of experience in the financial services industry. He has worked at Kestra Advisory and Kestra Investment Services, LLC since 2018 and was previously with George K. Baum & Company from 2016 to 2018. Outside of his advisory role, he is involved with the Cohlmia Hoover Group as a licensed sales agent for life and long-term care insurance products and serves as a registered field assistant with Fortis Advisors. 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 multiple management platforms, serving clients such as sovereign wealth funds and utilizing extensive third-party relationships.

Luis Neely is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Myles Wealth Management, LLC, JPMorgan Securities LLC, and operating Neely Consulting Inc. since 2018. 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, compliance testing, and investment advice, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

Frederick Latcham IV is a financial advisor at Kestra Advisory with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Kestra Advisory since 2018, having also worked with Kestra Investment Services, LLC since 2014. 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 a range of services including fiduciary consulting, plan design, investment advice, and employee education, serving large institutional investors as well as individual clients.

Cory Mccune is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and 65 designations and bringing 17 years of industry experience. He previously worked for Principal Life Insurance and Principal Securities Inc. for 15 years. Outside of his advisory role, he is also involved in real estate as a landlord and serves as an advisor at Mccune Whiteley Wealth Management, focusing on insurance and client practice management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and investment advice. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds and supports its recommendations with due diligence on investment options.

Joshua Roche is a financial advisor with Kestra Advisory who holds a Series 66 designation and has seven years of industry experience. He previously worked at Edward Jones and Paycom before joining Kestra Advisory and Kestra Investment Services, LLC in 2023. Outside of his advisory role, he serves as the Treasurer and a board member of the Mustang Public Schools Foundation. 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 advisor-managed accounts, and it manages approximately $79.8 billion in assets.

Joel White is a financial advisor with Kestra Advisory Services LLC in Austin, Texas, holding CFP® and ChFC® designations and over 32 years of industry experience. His prior roles include positions at LPL Financial, Cincinnati Life Insurance, Athene, Jackson National Life Insurance, Raymond James Financial Services, Securities America, Kansas City Life Insurance, and Mass Mutual Life Insurance. He is also owner of an insurance-related business, JCW CO LLC. 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 fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management and including large institutional investors such as sovereign wealth funds among its clients.

Christopher Ganim is a CFP® and ChFC® with 11 years of experience in financial advisory roles. He is currently with Kestra Advisory Services, LLC and has held leadership positions at Ganim Financial and GFS Wealth Management Advisors. Outside of his advisory work, he serves as a notary public and is involved as an assistant den leader and treasurer for a local Cub Scout pack. 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.

Brian Kinney is a CFP® certified financial advisor with 42 years of industry experience, currently practicing at Kestra Advisory since 2017. Prior to joining Kestra, he worked at WFG Investments Inc from 2011 to 2017. He operates under the business name Dominion Partners Private Wealth Management within Kestra’s network. 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 approximately $79.8 billion in assets under management.

Mitchell Everett is a financial advisor at Kestra Advisory with 15 years of industry experience. He holds a Series 66 designation and has worked at Kestra Advisory and related entities since 2017. Prior to that, he was with Waddell & Reed, Inc. and various insurance carriers from 2010 to 2017. He serves on the board of Menistry, a nonprofit involved in mission trip planning and logistics. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Chad Roland is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and bringing 26 years of industry experience. His prior affiliations include LPL Financial and Raymond James Financial. He is also the owner of Clara, Inc., a business entity related to his advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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 notable clients including sovereign wealth funds.

Sam Javanmard is a Series 66-licensed financial advisor with Kestra Advisory, based in Austin, TX, and has eight years of industry experience. His prior work includes roles at Morgan Stanley and Merrill Lynch, as well as involvement with Goodwill Home Health Services, Inc. Outside his advisory work, he serves as CEO of Bloom Home Health Care, Inc. and holds a treasurer position with Blessing Community Health Center. 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-level investment advice, and employee education, supporting both discretionary and non-discretionary arrangements.

Frank Lovaglio is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Kestra Advisory in 2022, he worked for 28 years at CONCOURSE FINANCIAL GROUP SECURITIES INC (formerly PROEQUITIES, INC). Outside of advising, he is a part owner and member of real estate investment and management ventures. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, compliance testing, and utilizes multiple management platforms to support a wide range of investment solutions.

Chester Gordon IV is a CFP® and Series 66-registered advisor with nine years of industry experience. He is currently with Kestra Advisory Services, LLC, having joined in 2026, following prior roles at Commonwealth Financial Network, Arkhitekton Financial Group, MML Investors Services, LLC, and Massachusetts Mutual Life Insurance Company. He also has experience in fixed insurance sales, spending a minor portion of his time on this activity. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Wen Qin Luisi is a financial advisor at Kestra Advisory with four years of industry experience. She holds the Series 66 designation and has previously worked with Raymond James Financial and Southern Methodist University. Outside of advisory work, she manages a consulting business that provides services to a small restaurant. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, and access to multiple management platforms, serving clients such as plan sponsors and sovereign wealth funds.