Compliance Test Page - Do Not Publish

Alec Randolph

Investment Specialist

Alec Randolph is an Investment Specialist with Kestra Investment Management, where he provides support and services for Kestra’s investment strategies to financial advisors across the Kestra Holdings network. His responsibilities...

Austin Smith

Trader - Overlay Trading

Austin Smith joined Kestra Investment Management in 2026 as a Trader – Overlay Trading, where he supports the execution of tax-aware trading strategies and overlay portfolio management across Unified Managed Accounts (UMAs). In this...

Brandon Coonse

Head of Business & Sales Strategy

As Head of Business and Sales Strategy for Kestra Investment Management (KIM), Brandon is responsible for shaping and executing KIM’s strategy, leading high-impact sales initiatives, and overseeing business operations to accelerate...

Daniel Makepeace

Investment Ops & Data Specialist

Daniel Makepeace joined Kestra Investment Management in early 2025 as an Investment Operations & Data Specialist. His main role includes operational support, data reporting, project management, billing, contribution to product launches...

Derek Schug, CFA

Head of Portfolio Management

Prior to joining KIM, Derek was a Portfolio Manager at AlphaSimplex where he was responsible for the strategic development, delivery, research, and ongoing portfolio management of AlphaSimplex’s asset allocation products. Derek's...

Jason Duffaut, CFP®, CAP®, CPFA®, CExP®

Managing Member | Financial Planner

726-727-6583

210-610-1114

jduffaut@mfplanners.com

I'm driven to help people achieve personal, business, family, and community impact by simplifying finance, taxation, risk management, and investments into actionable plans.With a background spanning banking, lending, investments,...

John Choquette, CFA

Investment Analyst

John Choquette is an Investment Analyst on the Kestra Investment Management team. Before joining Kestra Investment Management, John was an investment analyst at a private equity firm, focusing primarily on secondaries and...

Justin Helou

Director, Overlay Trading

Justin Helou serves as Director of Overlay Trading for Kestra Investment Management, where he leads a team responsible for delivering outsourced trading services for Unified Managed Accounts (UMAs) and advanced tax management services....

Kara Murphy, CFA

President & Chief Investment Officer

President and Chief Investment Officer of Kestra Investment Management, Kara and the team provide market research and commentary, empirically driven guidance on portfolio construction, and an array of sophisticated investment...

Kenneth Hamilton, CFP®, CDFA®, RICP®, CSSCS®

Managing Member | Financial Planner

726-727-6582

210-610-1114

khamilton@mfplanners.com

My primary focus has been to help people achieve and maintain financial independence and to live their best financial life. I collaborate with clients to create strategies designed to meet their financial planning goals.

Landon Patterson, AIF

Senior Investment Specialist

Landon Patterson is a Senior Investment Specialist with Kestra Investment Management. He works closely with Kestra and Bluespring financial professionals nationwide, providing guidance and partnership to integrate KIM’s 55+ models and...

Matt Donaghue, CFP®, CLU®, CLTC®, RICP®, NSSA®, AIFA®, PPC®

Managing Member | Financial Planner

726-727-6581

(210) 610-1114

mdonaghue@mfplanners.com

Matt was inspired to enter the financial services industry to help people reach their goals. Through his commitment to integrity and doing what is right for his clients, his mission is to ensure every client has a positive experience....

Michael Humbert

Portfolio Manager

Michael Humbert is a Portfolio Manager on the Kestra Investment Management team. Before joining the team in January 2025, Michael was an Investment Strategist at Dimensional Fund Advisors, where he was a product specialist for the...

Ryan Chang

Investment Analyst

Ryan Chang is an Investment Analyst on the Kestra Investment Management team. Before joining KIM in September 2021, Ryan was a financial analyst at a Fortune 500 company and was responsible for all the operating expenses for the...

Svante Rocabado

Investment Specialist

Svante Rocabado is an Investment Specialist for Kestra Investment Management. He provides sales and service for the KIM models and strategies to financial professionals within Kestra Holdings. This includes transition analysis,...

Victoria Balser

Head of Marketing & CX Strategy

As Head of Marketing and Client Experience Strategy for Kestra Investment Management (KIM), Victoria leads all aspects of marketing strategy and sales activation to increase awareness, lead-gen and client-centric solutions for advisory...