Christine brings deep experience in advanced planning, wealth transfer strategy, trust administration, and estate planning. As Head of Advanced Planning at Kestra Financial, she helps support more sophisticated planning conversations for clients and advisors navigating long-term wealth, legacy, and family considerations.

Kara brings seasoned investment leadership to the broader planning work that supports Timeless clients. As President and Chief Investment Officer of Kestra Investment Management, she and her team provide market research, portfolio construction guidance, and investment strategy for more complex financial lives.

Jack adds depth in advanced markets, insurance planning, tax matters, and business succession strategy. With more than two decades of experience advising high-net-worth and privately held business clients, he helps support the legal, trust, and planning considerations that often accompany significant wealth and ownership decisions.