Woodbury, NY Office

Robert Calabretta is a financial advisor at Kestra Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Waypoint Capital Management for 21 years. He is also the Chief Investment Officer of Coastline Wealth Management, where he advises clients on investment matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of 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 large institutional investors, including sovereign wealth funds.

Jonathan Shenkman is a financial advisor at Kestra Advisory with 17 years of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer for 10 years. Shenkman is principal and president of Shenkman Wealth Management and Parkbridge Wealth Management, both insurance-related firms. He also contributes occasional financial planning articles to Forbes.com. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering 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.