Tempe, AZ Office

Ryan Heck is a financial advisor at Kestra Advisory with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Fullerton Financial Planning, Kingdom Financial Group, and Morgan Stanley. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, employee education, and access to multiple management platforms, serving a range of clients from large institutions to sovereign wealth funds.

Daniel Bendheim is a financial advisor at Kestra Advisory with a Series 66 designation and three years of industry experience. His prior roles include positions at Commonwealth Financial Network, Pillar Financial Group, Robinhood, The Vanguard Group, and Edward Jones. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Courtney Hicks is a financial advisor at Kestra Advisory with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for seven years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Larry Singleton is a financial advisor at Kestra Advisory with a Series 66 designation and three years of industry experience. His prior work includes roles at Morgan Stanley, Bank of America, Merrill, and service in the U.S. Navy. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving clients ranging from individual investors to large institutional entities like sovereign wealth funds.

Joseph Kroleski is a financial advisor at Kestra Advisory with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at multiple firms including Cambridge Investment Research, FinTron Advisors, and eToro USA Securities. Kroleski is also the owner of Exigo Consulting, a consulting business that is currently inactive while he is registered with another firm. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients ranging from individual investors to sovereign wealth funds.

Brandy Friend is a ChFC® and Series 66–licensed financial advisor with seven years of industry experience, currently with Kestra Advisory. Her prior work includes roles at Edward Jones and State Farm Mutual Automobile Insurance Company. She is the owner of Bfriend Development LLC, an entity intended for book sales and career coaching services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services from plan design to fiduciary consulting and employee education. The firm serves large institutional investors, including sovereign wealth funds, and employs a range of management platforms and third-party solutions.