Kestra Private Wealth Services, LLC

Justin Nagel is a financial advisor with Kestra Private Wealth Services, LLC in Sewickley, PA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Nagel is also involved with Kindred Wealth Partners as a Registered Field Assistant, supporting advisors with client onboarding and financial analysis. 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 investment and planning services, supporting independent advisor decision-making with access to multiple platforms and both in-house and third-party solutions.

Colin Wagner is a financial advisor with Kestra Private Wealth Services, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and having one year of industry experience. He has previously worked at Merrill and Charles Schwab. Outside of advising, he serves as a Senior Client Service Specialist at Ascend Private Wealth Partners, providing market insights and client transaction assistance. 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 management and financial planning services, supporting advisor decision-making with access to diverse platforms and third-party solutions.

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.

Michael Love is a financial advisor with Kestra Private Wealth Services, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Kestra in 2023, he worked for Private Asset Management Inc. for 11 years. 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 advisory services including discretionary and non-discretionary accounts, financial planning, retirement plan services, 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.

Stephanie Fratoe is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 14 years of industry experience. She previously worked at UBS Financial Services for 10 years before joining Kestra in 2021. Outside of her advisory role, she serves as treasurer for a homeowners association and is a licensed notary. 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 management and financial planning services while supporting advisor autonomy with supervisory oversight and access to various in-house and third-party solutions.

Athishay Gangadharan is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 17 years of industry experience. Prior to joining Kestra in 2021, he worked at TIAA and TIAA-CREF from 2012 to 2021. He is the managing partner and senior wealth advisor at Evoke Wealth Management, where he also assists in recruiting and attracting outside advisors. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent financial advisors, serving individuals, retirement plans, charitable organizations, corporations, and other business entities. The firm offers a range of advisor-managed investment and planning services, supporting independent advisor decision-making with access to in-house and third-party solutions.

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.

Nelson Lutz is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at SunTrust Advisory Services and Suntrust Investment Services, Inc. Lutz is also a wealth advisor and investment advisor representative at Freedom Fiduciary Advisors and is an owner of TwoTwentyTwo Wealth, which he uses solely to collect compensation related to his advisory activities. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent financial advisors. The firm serves individuals, retirement plans, charitable organizations, corporations, and other business entities, offering a range of investment management, financial planning, and retirement services with access to both in-house and third-party solutions.

David Barnett is a CFP® with 29 years of experience in financial advisory services. He is currently with Kestra Private Wealth Services, LLC, having previously worked at Bank of America and Merrill. Barnett is also a co-founder and managing partner of Ascend Private Wealth Partners, where he provides financial advice as a wealth advisor. 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 platforms and both in-house and third-party investment solutions.

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.