Continued momentum fueled by 26 financial professionals attracted to close-knit culture and strong commitment to the independent space

Kestra Financial, an industry-leading wealth management platform, today announced the first quarter addition of 26 financial professionals collectively overseeing $3 billion in client assets.

With an average production of over $790,000, the company’s first quarter additions align well with Kestra Financial’s community of high-performing, successful financial professionals. This continued growth comes on the heels of a record recruiting year in 2022.

“We’ve spent years cultivating a unique approach to the independent space with an ecosystem of thoughtfully designed resources, making us nimble enough to support individual needs while providing superior offerings to our financial professionals and their clients,” said Daniel Schwamb, Executive Vice President of Business Development at Kestra Financial. “Our continued success demonstrates the undeniable value of our service and comprehensive vault of resources, which together attract a premier group of financial professionals.”

The company’s newest financial professionals include:

• Todd Mitman, Jeremy Reese, & Ann Dickerson, Element Wealth Advisors
• Andy Ellermann, First City Wealth
• Elwis Johnson, Johnson Wealth Advisors
• Dee Buckminster, Austin Palmer, Benjamin McDonald, Bryant Trombly, Amir Dadabhoy, Nikolas Gernhard, & Keith Stabasefski, Destination Wealth Advisors*
• Richard Smith, Inspired Wealth Planning*
• Dax Symonds, Blake Rolls, Casey Fry, & Carrie Cocanour, Symonds Wealth Management
• Rob Peller, Peller Wealth Management
• John J. Perillo, Affidaré Private Wealth Management*
• Ryan Weise joined Centura Advisors
• Delon Mansour, Prosperity Private Wealth
• Joseph Battaglini, Battaglini & Co
• Matthew Donaghue, Ken Hamilton, Jason Duffaut, & Andrew Paz, Mission Financial Planners

(*) represents recruits who joined through Kestra Private Wealth Services.

“We are deeply invested in both the independent space and the success of our associated financial professionals. That level of commitment resonates with firms seeking a partner experienced in supporting every aspect of their business’s needs,” said Stephen Langlois, President of Kestra Financial. “That dedication paired with our culture of high-quality, successful firms is what continues to accelerate our growth.”

Financial professionals can choose independence through Kestra Financial or Kestra Private Wealth Services, a registered investment adviser subsidiary of Kestra Financial that provides a full-service offering including assistance with real estate, equipment, compliance, and technology. Kestra Financial also offers a customizable transition and payout plan to fit advisor needs.

To learn more about how Kestra Financial empowers success for wealth management professionals, interested financial professionals can visit www.kestrafinancial.com or call 1-800-508-SOAR.

About Kestra Financial

Kestra Financial, a division of Kestra Holdings encompassing the Kestra-branded broker-dealer and investment advisers, provides a leading independent wealth management platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.

Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The firm supports more than 1,700 independent financial professionals in delivering comprehensive securities and investment advisory services to their clients.

The Kestra Financial division includes Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS) and Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Securities offered through registered representatives of Kestra IS. Investment advisory services offered through appropriately licensed representatives of Kestra AS or Kestra PWS. Except for the referenced Kestra companies, Kestra IS, Kestra AS, or Kestra PWS are not affiliated with other entities referenced in this publication.

For more information about Kestra Financial, please visit www.kestrafinancial.com.

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