Austin, TX Southwest Parkway Office

Colin Wagner is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX. He holds Series 63 and Series 66 licenses and has two years of industry experience, including prior roles at Merrill and Charles Schwab. Outside of his advisory work, he serves as a Senior Client Service Specialist at Ascend Private Wealth Partners, where he provides market insights and client service support. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and specialized services within both discretionary and non-discretionary account structures.

Glen Turner is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Bank of America and Merrill, serving clients for over a decade at each firm. Outside of his advisory work, Turner serves as President of the Ocean Reef Towers Board of Directors, addressing community issues. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm supports a broad range of investment products and platforms while offering both discretionary and non-discretionary management arrangements.

Zachary Ashbee is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, Ashbee owns Dauphine Capital, an insurance-related business, and manages payroll through Ashbee Group Capital Management. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and specialized services within a structure that supports both discretionary and non-discretionary arrangements.

Richard Smith is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He spent 28 years at Edward D. Jones & Co., L.P. prior to joining Kestra in 2023. Outside of his advisory role, Smith is president of Inspired Wealth Planning, an insurance business, and Central Planning Group. Kestra Private Wealth Services offers investment advisory through a network of independent advisors and multi-advisor teams, serving individual and institutional clients with access to a broad range of investment products and specialized services such as annuity subaccount and 529 plan management.

Kathryn Mc Gough is a CFP® with nine years of industry experience. She is currently with Kestra Private Wealth Services, LLC and has previously worked at Hightower Advisors, TC Wealth Partners, and Trust Company of Illinois. Outside of financial advising, she is an Independent Consultant for Arbonne, where she markets skincare and nutrition products. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a range of investment products and platforms.

Alexander Monroe is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 65 designation and 11 years of industry experience. He previously worked for United Capital Financial Advisers, LLC for eight years before joining Kestra in 2023. Kestra Private Wealth Services operates as a multi-advisor platform providing investment advisory services to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets through a network of 208 advisors, offering a range of investment products and specialized services across various discretionary and non-discretionary arrangements.

Nader Al Mooshi is a Series 66 licensed advisor with nine years of experience, currently associated with Kestra Private Wealth Services, LLC since 2023. Prior to Kestra, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank for a total of 12 years. He serves on the finance committee and board of the Knights of Columbus St. Francis Council at Our Lady of Sorrows. He is also the founder of Mooshi Wealth Planning & Management. Kestra Private Wealth Services operates through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a range of investment products and advisory services to individuals and institutional clients, with both discretionary and non-discretionary arrangements.

William Krivicich is a CFA® charterholder with 27 years of experience in financial advising. He is currently with Kestra Private Wealth Services, LLC, where he has worked since 2019 following prior roles at Bruderman Brothers LLC and Bruderman Asset Management, LLC. He is also the founder of Mundi Financial, an independent advisory firm providing financial planning and asset management services. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets, providing access to a broad range of investment products and specialized services while maintaining operational relationships that support retirement plans, insurance companies, and third-party adviser arrangements.

Ryan Zwarg is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. His prior experience includes roles at Wells Fargo Clearing, Merrill, Banc of America Investment Services, and Morgan Stanley DW Inc. He is the founder and principal of Kingdom Private Wealth, an insurance-related business focused on wealth and investment management. Kestra Private Wealth Services, LLC provides investment advisory services through independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, with a structure supporting discretionary and non-discretionary arrangements.

David Barnett is a CFP® professional with 30 years of experience in the financial services industry. He currently works with Kestra Private Wealth Services, LLC and Kestra Investment Services, joining both in 2025. Barnett previously held roles at Bank of America, Merrill, and Banc Of America Investment Services. He is also a co-founder and managing partner of Ascend Private Wealth Partners, where he serves as a wealth advisor. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements and specialized offerings.

Brian Laughlin is a CFP® professional with 31 years of industry experience, currently serving at Kestra Private Wealth Services, LLC since 2019. He previously worked at UBS Financial Services for nine years. Outside of his advisory role, he serves as a voting member on the Board of Trustees for the Rockledge General Employee Pension Committee and holds a treasurer position at Calvary Chapel of Melbourne, Inc. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, while overseeing advisor recommendations within an approved product menu.

Chad Wicker is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 license and over 23 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley, Merrill, and Ameriprise. He is also involved with TRUE ALPHA WEALTH MANAGEMENT, providing financial planning and asset management services. Kestra Private Wealth Services offers investment advisory services through a network of independent advisors and multi-advisor teams, serving both individuals and institutional clients. The firm provides access to a broad range of investment products and platforms, overseeing advisor recommendations while allowing flexibility within their approved menu.

Adam Tolle is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 credential and over eight years of industry experience. He previously worked at Avantax Investment Services and 1st Global Advisors, among other firms. Outside of his advisory role, Tolle holds leadership positions including chairmanship of the Clinch County Board of Assessors and president of the Clinch County Lions Club. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients with access to a wide range of investment products and specialized offerings such as annuity subaccount management and 529 plan services.

Michael Frandsen is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for seven years and at Nucor Steel for five years. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, supporting both discretionary and non-discretionary arrangements.

Steven Battel is a financial advisor at Kestra Private Wealth Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kestra since 2018, following two years at Wells Fargo Clearing. Battel serves as Managing Director and Wealth Manager at Liberty Wealth Solutions, where he is involved in investment advice and business operations. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individuals and institutional clients. The firm manages a wide range of client assets and offers diverse investment products and platforms, with specialized services including annuity subaccount management and 529 plan services.