Kestra Advisory

Wyatt Sharpe is a financial advisor with Kestra Advisory in Austin, TX, holding a Series 66 designation and having one year of industry experience. Prior to joining Kestra Investment Services, LLC in 2023, he worked at Texas Christian University and Olathe Public Schools. He assists the lead advisor at Decidedly Wealth Management with financial advising and business operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Jason Harmon is a CFP® with 13 years of industry experience, currently serving with Kestra Advisory since 2026. He previously worked at Commonwealth Financial Network and The Potter Financial Group. Harmon is also involved with Brotman Financial Group, where he provides holistic financial planning and investment management services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan-level investment advice, and employee education, and manages approximately $79.8 billion in assets with a focus that includes large institutional investors and pooled employer plan solutions.

Gregg Stamler is an Investment Advisor Representative with Kestra Advisory Services, LLC, holding a Series 63 credential and bringing 12 years of industry experience. He has been with Kestra Advisory and its affiliated entities since 2013. Outside of his advisory role, Stamler is the owner of GCS Tax Service, where he prepares individual income tax returns for approximately 300 clients. Additionally, he serves as a Battalion Chief with the New York City Fire Department. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large clients such as sovereign wealth funds with assets under management totaling approximately $79.8 billion.

Christopher Milligan is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at Kestra Advisory and has previously worked at Alpha Omega Wealth Management, LLC from 2011 to 2024. Milligan serves on the Board of Directors of the CFA Society of Virginia. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Michael Dahill is a financial advisor with Kestra Advisory in Burr Ridge, IL, holding a Series 66 designation. He has less than one year of industry experience, with prior roles including time at BlueLake Wealth Advisors, LLC and Heartland Bank and Trust Company. He has also worked at Edgewood Valley Country Club while completing his education. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and employee education, serving a range of clients from large institutional investors to sovereign wealth funds.

Jodi Patman is a financial advisor at Kestra Advisory with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones and J.P. Morgan Securities. Outside of her advisory role, she operates a resale business for clothing and personal goods. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, and employee education, supporting recommended investments through due diligence and serving large institutional investors such as sovereign wealth funds.

David Weinstock is a CFP® professional with over 32 years of industry experience, currently affiliated with Kestra Advisory. He has previously worked at Comprehensive Asset Management & Servicing, Inc. and WeiserMazars Wealth Advisors. He also serves as president of the Harbor House Condominium board of directors in Hewlett, NY. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves a wide range of clients, including large institutional investors.

Thomas Surowka is a financial advisor with Kestra Advisory Services, LLC, holding a Series 63 designation and bringing 41 years of industry experience. He has worked with Kestra Advisory Services and Kestra Investment Services since 2016 and is also a senior director at NFP Corporate Services (NY), where he oversees sales and marketing. Outside of his advisory roles, Surowka serves as president of the Lake Chrisann Community Association, engaging in local environmental and compliance activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services from fiduciary consulting to employee education and plan-level investment advice. The firm serves large institutional investors, including sovereign wealth funds, and supports complex investment solutions within a comprehensive supervisory framework.

James Davis Jr. is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and over 50 years of industry experience. Prior to joining Kestra Advisory in 2022, he worked for NBC Securities, Inc. for 22 years. He is also commissioned as a notary public in Brentwood, Tennessee. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, with a focus on serving large institutional investors such as sovereign wealth funds.

Robert Meissner III is a financial advisor at Kestra Advisory with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with Geneos Wealth Management, Inc. and Cornerstone Capital Wealth Management, Inc. Meissner is a managing partner at Cornerstone Capital Wealth Management, where he is involved in client meetings and staff management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Ilona Friedman is a CFP® professional with 17 years of experience, currently serving as a Principal at Kestra Advisory Services LLC. She has been with Kestra since 2009 and focuses on holistic financial planning and asset management. Friedman also serves on the Board of Trustees for the Dallas Jewish Community Foundation and is a member of the Investment Committee for the Ann & Nate Levine Academy. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets under management.

John Egan is a CFP® professional with 25 years of industry experience, currently affiliated with Kestra Advisory. He was previously with J.P. Morgan LLC for nine years and held roles at TIAA-CREF. Egan is also the founder of Vertera Financial, where he manages an office and client portfolio. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing services such as fiduciary consulting, plan design, and employee education. The firm serves a broad client base including large institutional investors and sovereign wealth funds and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Maxwell Loeb is a CFP® professional with nine years of experience at Kestra Advisory Services, LLC. He serves as a financial advisor in Austin, TX, and has held roles including Director of Financial Planning under a Kestra DBA. Loeb’s outside business activities include financial planning and advisory services through Westchester Benefit Group, Inc., where he focuses on insurance and investment advice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary services, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors such as sovereign wealth funds.

Shane Pruitt is a Series 66-licensed financial advisor with Kestra Advisory, based in Austin, TX, and has 13 years of industry experience. Prior to joining Kestra Advisory in 2021, he worked at Edward Jones for nine years. He serves as a board member for the Marshall Lake Metropolitan District in Thornton, CO. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, and multiple management platforms, serving large institutional clients and maintaining extensive third-party relationships.

Diane Boen is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 21 years of industry experience. She has been with Kestra Advisory since 2017 and has concurrently worked with Kestra Investment Services, LLC and Renaissance Benefit Advisors since 2011. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.