Huntersville, NC Office

Jordan Beard is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Merrill Lynch and Kestra Investment Services, LLC, as well as experience outside finance with Piedmont Hardware and the YMCA. Beard is involved in several real estate ventures, including ownership and management activities. 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 wide range of investment products and personalized account management.

Keith Stabasefski is a CFP® professional with 14 years of experience in financial advisory services. He is currently with Kestra Private Wealth Services, LLC and has previously worked at BGW Wealth Advisors, BGW CPA, Capital One Investing, United Income, Secrest Blakey & Associates, and Cavok Wealth Consulting. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a wide range of investment products and platforms with both discretionary and non-discretionary arrangements.

Austin Palmer is a financial advisor at Kestra Private Wealth Services, LLC with 27 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is a founding partner and wealth advisor at Destination Wealth Advisors, where he holds an ownership stake and assists with firm growth through advisor and client acquisition. Kestra Private Wealth Services, LLC provides 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.

Austin Portelance is a CFP®-certified financial advisor with eight years of industry experience. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2024 following six years at Edward Jones. In addition to his advisory role, he is involved with Destination Wealth Advisors, where he creates and executes financial plans and manages client assets. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with a broad range of investment products and specialized offerings. The firm oversees advisor recommendations while allowing flexibility within an approved product menu.

Bryant Trombly is a financial advisor with Kestra Private Wealth Services, LLC, holding the Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley spanning over a decade. Outside of his primary advisory role, he is a partner at Destination Wealth Advisors and serves as an adjunct instructor facilitating online graduate classes. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers access to a broad range of investment products and specialized services, serving both individual and institutional clients.

Benjamin Mc Donald is a financial advisor at Kestra Private Wealth Services, LLC with 10 years of industry experience. He previously worked at Edward Jones for six years and BGW Wealth Advisors, LLC for two years before joining Kestra in 2023. Outside of advisory work, he is the owner of a coffee shop business, Daily Ritual Coffee LLC. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves individual and institutional clients with access to a broad range of investment products and offers both discretionary and non-discretionary advisory arrangements.