Orlando, FL N Magnolia Ave Office

Team
Updated today

Client AUM

$71,348,969,232

Clients

115,285

Advisors

2

Of 1,447 advisors across 541 offices

Location

800 N Magnolia Ave, Suite 420

Orlando FL 32803

Advisors at this office

2

Advisors at this office

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Ryan E

CFP®, Series 63, Series 66

Orlando, FL

Kestra Advisory

Ryan Evans is a CFP® with 27 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and has also worked at Kestra Investment Services, LLC since 2002. In addition to his advisory roles, he is the founder and president of Evolve Advisor Group and a partner in a commercial property management business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and employee education, supporting both discretionary and non-discretionary engagements through multiple management platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Brendan L

Series 66

Orlando, FL

Kestra Advisory

Brendan Loflin is a financial advisor at Kestra Advisory with 12 years of industry experience. He previously worked at Valic Financial Advisors for 11 years and was with Agia from 2022 to 2024. He holds the Series 66 designation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including 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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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