Naples, FL Office

Gerard Papetti is a CFP® professional with 40 years of experience in financial services. He is currently with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016, and has been a partner at U.S. Financial Services, LLC since 1989. Outside of his advisory roles, he serves on several nonprofit boards and is active in community organizations, including acting as treasurer for multiple foundations and participating as a drummer in a musical group. 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 such as fiduciary consulting, plan design, employee education, and advisory-managed accounts, serving clients that include large institutional investors and sovereign wealth funds.

Jeffrey Migneault is a financial advisor at Kestra Advisory with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Kestra, he worked at Raymond James Financial Services and operated Migneault Wealth Management for over a decade. 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 manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

William Becker is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior experience includes seven years at Wells Fargo Advisors. Outside of advisory services, he is a partner in Windsor Metal Finishing, LLC, a private business where he provides oversight and advisory support. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm provides services such as fiduciary consulting, plan design, non-discretionary and discretionary investment management, supported by due diligence and access to multiple management platforms.

James Weimar Jr. is an investment advisor representative at Kestra Advisory with over 40 years of industry experience. He has been with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016 and also serves as president of Coastline Private Wealth Management, Inc. Outside of his advisory roles, he owns and manages insurance and consulting businesses. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Daniel Cornwell is an investment advisor at Kestra Advisory with over 30 years of industry experience. He previously worked at AXA Advisors for 25 years and has been affiliated with Cambridge Financial Services since 1992. Cornwell serves on the board of the Children's Hospital of Michigan Foundation. 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 design, benchmarking, employee education, and access to multiple management platforms and third-party solutions.

Melanie Migneault is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and nine years of industry experience. Her prior roles include over a decade at Commonwealth Financial Network and positions with Raymond James Financial Services. She previously operated Migneault Wealth Management, LLC. 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, employee education, and access to multiple management platforms.