Encino, CA Balboa Blvd. Office

Rosemarie Robinson is a financial advisor with Kestra Advisory in Encino, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Kestra Advisory since 2019 and has prior experience at Kestra Investment Services, LLC dating back to 2006. Outside of advisory work, she is involved in an insurance services business and serves as trustee for a family trust. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a variety of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a client base that includes large institutional investors such as sovereign wealth funds.

Robert Pessell is a CFP® with 40 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory, where he has worked since 2016. His prior experience includes long-term roles with Kestra Investment Services, Pacific Mutual, and Financial Management Services, Inc. He is also the sole owner and president of Pessell Financial & Insurance Services, Inc., and serves on the management committee of FMS Financial Partners, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design and compliance, employee education, and access to multiple management platforms and third-party solutions, managing approximately $79.8 billion in assets.

Gary Madvin is an investment advisor with Kestra Advisory, holding the ChFC® and Series 63 designations and bringing 52 years of industry experience. He has held positions at multiple firms, including Kestra Investment Services and Financial Network Investment Corporation. Outside of advisory work, he is an author and co-wrote a published book with his cousin. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, serving clients that include large institutional investors and sovereign wealth funds.

Scott Lam is a financial advisor at Kestra Advisory with 25 years of industry experience. He has held positions at firms including LPL Financial, Merrill, Banc of America Investment Services, and Citicorp Investment Services. Lam holds Series 63 and Series 65 licenses. Kestra Advisory provides investment advisory and retirement-plan consulting services 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 access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Natale Haworth is a financial advisor with Kestra Advisory in Encino, CA, holding Series 66 and Series 63 licenses and possessing nine years of industry experience. Since 2017, Haworth has been with Kestra Advisory and has concurrently worked with Kestra Investment Services, LLC and Partners Insurance since 2011. Outside of advisory work, Haworth serves as an advisory board member for Red Schoolhouse, Inc., a nonprofit college organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds, while utilizing multiple management platforms and third-party solutions.

April Anekboon is a financial advisor with Kestra Advisory in Encino, CA, holding a Series 66 designation and four years of industry experience. She previously worked at Zuckerman Private Wealth Management and assists in client services related to insurance and investment products at FMS Financial Partners, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, with a focus on fiduciary consulting, plan design, and access to multiple management platforms.

Edward Rusowicz is a CFP® certificant with 27 years of industry experience. He has worked at Kestra Advisory since 2016 and has been with Kestra Investment Services, LLC since 2005. Outside of his advisory role, he is a recording artist who owns master recordings and publishing rights for his music compositions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm supports ERISA fiduciary services, offers multiple management platforms and third-party solutions, and serves large institutional investors including sovereign wealth funds.

Paul Devore is a CFP® with over 54 years of experience in the financial services industry. He is currently with Kestra Advisory and has held various roles within affiliated firms since 1981. Devore serves on several nonprofit and community boards, including educational and charitable organizations, as well as maritime-related groups. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, supporting large institutional investors along with a diverse client base.