Westlake Village, CA 2829 Townsgate Rd Office

Nicholis Bowser is a CFP® professional with one year of experience at Kestra Private Wealth Services, LLC. He previously spent ten years at Capital Group Private Client Services, Inc. There are no additional outside activities noted. Kestra Private Wealth Services, LLC provides investment advisory services through independent advisors and multi-advisor teams to individuals and institutions, managing approximately $13.45 billion in client assets across about 208 advisors. The firm offers a broad range of investment products and specialized services, combining operational features such as trust company affiliation and support for retirement plan work.

Samuel Covert is a financial advisor at Kestra Private Wealth Services, LLC with 19 years of industry experience. He holds a Series 65 designation and has worked at Kestra since 2025. Prior to that, he was with Alti Wealth Management (US International), Inc. for one year and Noctua International WMG, LLC for 12 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. The firm manages approximately $13.45 billion in client assets across about 208 advisors and offers services through various platforms and investment products, supporting both discretionary and non-discretionary arrangements.