Pleasant Hill, CA Office

John Hohman is an investment advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Kestra in various capacities since 2001 and currently serves as Regional Managing Director at NFP CA Insurance Services, Inc., overseeing multiple offices. 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 support, and utilizes multiple management platforms and third-party solutions, serving clients that range from plan sponsors to sovereign wealth funds.

Daniel Garfin is a financial advisor at Kestra Advisory with over 23 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Garfin has been with Kestra Advisory since 2016 and has worked at Kestra Investment Services, LLC since 2005. Outside of advisory work, he is a property owner and landlord. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services including plan design, fiduciary consulting, investment advice, and employee education. The firm serves large institutional investors, managing approximately $79.8 billion in assets and supporting complex investment solutions.

James Stehr is a financial advisor at Kestra Advisory with 32 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Kestra Advisory since 2018, following prior roles at RBI Capital Management and Paragon East Advisors. In addition to his advisory work, Stehr serves as an Assistant Vice President at NFP, supporting client development and private client services. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers services spanning fiduciary consulting, plan design, investment advice, and access to multiple management platforms and third-party solutions.