San Diego, CA Office

Mahalene Dulay is a financial advisor with Kestra Advisory in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She previously worked at Foresters Advisory Services LLC and Foresters Financial Services. Outside of her advisory role, she is involved as a PTA board member focusing on diversity and inclusion, and she owns two ventures focused on financial education and consulting for financial professionals. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

John Doney is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Intervest International Equities Corp for five years and served in the United States Navy from 1989 to 2018. Outside of his advisory role, he operates a consulting business providing expert advice and assessments to U.S. military and government clients. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm provides fiduciary services, plan design, employee education, and access to multiple management platforms, serving a diverse client base that includes large institutional investors such as sovereign wealth funds.