South Burlington, VT Hinesburg Rd. Office

Timothy Cope is an investment advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. His career includes long-standing roles with Kestra Investment Services and Fleischer Jacobs & Associates, as well as Travelers Insurance Group. Outside of advisory work, he serves on the board of HNY Club and is involved in community activities through Temple Sinai. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients from mid-sized organizations to large institutional investors including sovereign wealth funds.

Paul Garwood is a financial advisor at Kestra Advisory with a Series 66 designation and two years of industry experience. His prior roles include positions at NFP and Liberty Mutual Insurance, along with several years working with YMCA organizations. He serves as Treasurer on the board of The Children’s School in South Burlington, Vermont. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Marc Fragola is a CFP® with 29 years of industry experience, currently serving at Kestra Advisory. He has been with Kestra Advisory since 2016 and has worked with Kestra Investment Services and Dean Witter Reynolds throughout his career. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services that include fiduciary consulting, plan design and compliance, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors such as sovereign wealth funds.

John Servin is an investment advisor at Kestra Advisory with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kestra Advisory since 2016, also serving in related roles at Kestra Investment Services, LLC and Fleischer Jacobs Group. Outside of his advisory work, he serves as a board member of FSB Holdings LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm supports plan sponsors with services including fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, serving clients that include large institutional investors such as sovereign wealth funds.

Phoenix Suskin is an investment advisor with Kestra Advisory and holds Series 63 and Series 65 credentials. He has six years of industry experience, including roles at Kestra Investment Services and Fleischer Jacobs Group. Outside of his advisory work, he is a co-owner of a real estate business. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a broad mix of institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Mark Aridgides is a CFP® professional with 24 years of experience in financial advisory. He has been with Kestra Advisory since 2016 and also holds roles with Kestra Investment Services, LLC and Fleischer Jacobs Group since 2011. Outside of his advisory work, he is the owner of CATMARK ENTERPRISES LLC, which involves plane ownership. 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 design, employee education, and manages substantial assets with a focus on large institutional investors.

Donald Jenkins is a Series 66 licensed financial advisor with Kestra Advisory in South Burlington, VT, and has 27 years of industry experience. He has worked at Kestra Advisory since 2016 and with Kestra Investment Services, LLC since 2011. 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 investment advice, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.