Kestra Financial says it added more than 50 financial advisors in the first half of the year, bringing the firm some $4.1 billion in assets.

Joining Kestra Financial, which offers a transition and payout plan advisors can customize according to their needs, were:

  • Rainey Rogers and Steven Rogers, McKinney Wealth Management
  • John Stockton, Eric Bartel and Annette Story, Financial Coaching
  • Justin Bundza, Bundza Wealth Management
  • Gina Hughes and Lisa Shelton, Makers Wealth Management
  • Jim Davis and Susanne Reseland, as the firm Davis Reseland
  • Larry Slabotsky, Ken Morris, Mike Dolan, Nina Preston, Wendy Potter, Marty Grattan, Brandon Morris and Zachary Slabotsky, The Society for Lifetime Planning
  • Curt Swenson joined Kestra's Nesbit Financial team
  • Jim Congema joined Main Street Financial
  • Dan Moruzzi and Johnathan Shenkman joined Coastline Wealth Management
  • William Bradford, Anthony Seifert and Brian Watson joined oXYGen Financial
  • Sanger Smith, Decidedly Wealth Management
  • James Beltz, Andrew Beltz and Jake Lown, James Walter Wealth Management
  • Tyler Herndon, Sabre Wealth Management
  • Ty Edwards, Monarch Wealth Strategies
  • Todd Hamlin, William Clifton, Duane Easter and Colin McCulley, Protective Financial Services
  • Stan Cunningham and Jason Cunningham, Cunningham Financial
  • Jim McCarthy, Directional Wealth Management
  • Chris Cannon, Tyler Cox and Don Settina, Retire Right Financial Planning
  • Matt Hoenes joined Karchmar Life Insurance and Legacy Planning

Kestra offers advisors the option of joining either directly through Kestra Financial as well as through Kestra Private Wealth Services, Kestra Financial’s registered investment advisor subsidiary that offering support including real estate, equipment, compliance and technology, according to the firm.

Joining Kestra Private Wealth services were:

  • Lou Dolan, Jason Ruel and Robert Searle III joined Northeast Investment Group
  • Derek Ogelsby, Jason Buckley, Joshua Paddock and Clarke Smith, Provista Wealth Advisors
  • Lisa Turner, Katella Wealth Management
  • Jon Teal, Shawn Glasgow, Matt Rykulski and Michael Sharber, Polaris Private Wealth

“We continue to attract highly successful teams of financial professionals who see the value of launching and owning their own private wealth practice,” Daniel Schwamb, executive vice president of business development at Kestra, said in an announcement. “We have a solid pipeline to take us through the remainder of the year and are excited to continue welcoming established professionals to the platform.”