Royal Oak, MI Office

Cameron Kennedy is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Axa Advisors and Cambridge Financial. Outside of his advisory work, he serves as a board trustee for CATCH, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors such as sovereign wealth funds.

Kevin Bates is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses, with 43 years of industry experience. He has worked at Kestra Financial, Cambridge Financial Services, and Axa Advisors over his career. Bates serves as a board member of the Van Norman Lake Improvement Board, where he participates in biannual meetings regarding the lake’s condition. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large investors, including sovereign wealth funds, and supports complex investment products within its supervisory framework.

Timothy Fazzini is a financial advisor with Kestra Advisory, holding a Series 66 designation and having nine years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2019 and previously held roles at AXA Advisors and Cambridge Consulting Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers fiduciary services, plan design, compliance testing, employee education, and access to multiple management platforms and third-party solutions.

Daniel Taylor is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Kestra since 2019 and previously worked with Cambridge Consulting Group and Axa Advisors. Taylor serves on the board of directors at Red Run Golf Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, 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 a range of clients including large institutional investors.

Jonathan Pope is a Series 66-licensed financial advisor with Kestra Advisory in Royal Oak, MI, bringing 19 years of industry experience. He previously worked at AXA Advisors and Cambridge Financial Services before joining Kestra in 2019. Pope serves on the boards of Integrated Living, Inc. and Make-A-Wish Michigan. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, supporting large institutional investors and employing multiple management platforms.

Daniel See is a financial advisor at Kestra Advisory Services, LLC, holding Series 66 and Series 65 licenses. He has one year of experience in the financial services industry, having previously worked at Sterling Millwork Inc. and Lifetime Fitness. 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 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.