Austin, TX Southwest Parkway Office

Colin Wagner is a financial advisor at Kestra Private Wealth Services, LLC with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Merrill and Charles Schwab. Outside of his advisory role, he serves as a Senior Client Service Specialist at Ascend Private Wealth Partners, providing market insights and client service support. Kestra Private Wealth Services serves a diverse client base including individuals, retirement plans, and institutional entities. The firm offers a range of advisory services and investment solutions across multiple platforms, including discretionary and non-discretionary management, with capabilities spanning mutual funds, ETFs, equities, fixed income, and alternative investments.

Glen Turner is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Kestra in 2021, he worked at Bank of America and Merrill. He serves as president of the Ocean Reef Towers Board of Directors, addressing community issues in Boca Raton, FL. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting independent advisor decision-making with access to both in-house and third-party solutions.

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 previously worked at Wells Fargo Clearing and WELLS FARGO Advisors before joining Kestra in 2024. Outside of his advisory work, Ashbee owns Dauphine Capital, an insurance-related business. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting advisor decision-making with various platforms and access to in-house and third-party managed solutions.

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. Prior to joining Kestra in 2023, he spent 28 years at Edward D. Jones & Co., L.P. He is president of Inspired Wealth Planning, an insurance-related business, and also leads Central Planning Group. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses with a range of advisory and financial planning services.

Kathryn Mc Gough is a CFP® professional based in Austin, TX, with nine years of industry experience. She has worked at Kestra Private Wealth Services, LLC since 2026 and previously held roles at Hightower Advisors, TC Wealth Partners, and Trust Company of Illinois. Outside of her advisory work, Kathryn is an independent consultant for Arbonne, focusing on skincare and nutrition product sales. Kestra Private Wealth Services, LLC serves a diverse client base including individual investors, retirement plans, and institutional entities. The firm offers a range of advisory services such as portfolio management, financial planning, wrap-fee programs, and private fund placement, utilizing both discretionary and non-discretionary investment approaches across multiple platforms.

Alexander Monroe is a financial advisor at Kestra Private Wealth Services, LLC with 10 years of industry experience. He holds the Series 65 designation and previously worked at United Capital Financial Advisers, LLC for eight years before joining Kestra in 2023. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, corporations, and other business entities, offering a range of advisory and financial planning services alongside access to multiple investment platforms and both in-house and third-party managed solutions.

Nader Al Mooshi is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, accumulating six years at each firm. Al Mooshi serves on the finance committee and board of the Knights of Columbus St. Francis Council at Our Lady of Sorrows. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting advisors with multiple investment platforms and supervisory oversight.

William Krivicich is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. His prior roles include positions at Bruderman Brothers LLC and Bruderman Asset Management, LLC. He is also the founder of Mundi Financial, an independent RIA providing financial planning and asset management services. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory and consulting services with access to various managed solutions, platforms, and banking-related programs.

Ryan Zwarg is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. His prior experience includes nine years at Wells Fargo Clearing and five years at Wells Fargo Advisors. Zwarg is the founder and principal of Kingdom Private Wealth, where he provides wealth and investment management services. Kestra Private Wealth Services manages approximately $10.2 billion in assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory solutions including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting advisor decision-making with supervisory oversight and access to various managed solutions and platforms.

David Barnett is a CFP® credentialed financial advisor with 29 years of industry experience. He is currently with Kestra Private Wealth Services, LLC and has previously worked at Bank of America and Merrill. Barnett is a co-founder and managing partner of Ascend Private Wealth Partners, where he also serves as a wealth advisor. Kestra Private Wealth Services serves a diverse client base including individuals, retirement plans, and institutional entities. The firm offers a range of services such as advisor-managed portfolios, financial planning, wrap-fee programs, and placement-agent services for private funds, utilizing both discretionary and non-discretionary investment approaches.

Brian Laughlin is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. He previously worked at UBS Financial Services from 2010 to 2019. Outside of his advisory role, Laughlin serves as a citizen advisor on the Board of Trustees for the Rockledge General Employee Pension Committee and as Treasurer for Calvary Chapel of Melbourne, where he reviews and approves financial statements. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, offering a range of services including discretionary and non-discretionary accounts, financial planning, and retirement plan services to individuals, businesses, and organizations. The firm supports independent advisor decision-making with access to multiple platforms and a variety of managed solutions.

Chad Wicker is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding a Series 66 designation and 22 years of industry experience. Prior to joining Kestra in 2021, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2021. He is also involved with TRUE ALPHA WEALTH MANAGEMENT, providing financial planning and asset management services. Kestra Private Wealth Services serves a diverse client base including individuals, retirement plans, and institutional entities, offering a range of advisory solutions such as managed portfolios, financial planning, and specialized programs for annuities and 529 plans.

Adam Tolle is a financial advisor at Kestra Private Wealth Services, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and 1st Global Advisors. Outside of his advisory role, he serves as chairman of the Clinch County Board of Assessors and holds leadership positions in local nonprofit organizations such as the Clinch County Lions Club and the Clinch County Touchdown Club. Kestra Private Wealth Services serves a diverse client base including individual investors, retirement plans, and institutional entities. The firm offers a range of advisory services and platforms, providing investment management, financial planning, and fiduciary consulting with access to various product types and co-advisory solutions.

Michael Frandsen is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding a Series 66 designation and seven years of industry experience. Before joining Kestra in 2026, he spent seven years at Edward Jones and five years at Nucor Steel. Kestra Private Wealth Services serves a diverse client base, including individual investors, retirement plans, and institutional entities, offering a range of advisory and asset management services across multiple platforms.

Steven Battel is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He is also the managing director and wealth manager at Liberty Wealth Solutions, an affiliated insurance business. Kestra Private Wealth Services serves a diverse client base, including individual investors, retirement plans, and institutional entities. The firm offers advisor-managed portfolios, financial planning, wrap-fee programs, and access to private fund placements, utilizing multiple advisory platforms and a range of investment products.