New Advisor Joins Kestra PWS and Inspired Wealth Planning 

Kestra Private Wealth Services (Kestra PWS), an Austin, TX-based hybrid registered investment advisor subsidiary of Kestra Financial, Inc., which also oversees Bluespring Wealth Partners, has welcomed Amy Dunham to its independent platform.  

Dunham joins in partnership with Inspired Wealth Planning, a firm based in Cordele, GA, which became part of the Kestra PWS platform in 2023. Dunham and her team came from Edward Jones. 

Dunham manages over $235 million in client assets, specializing in retirement planning, multi-generational wealth transfer, and community-based financial education. She will be leading Inspired’s new Griffin, GA office (the firm’s fifth location) with her colleagues Rhonda Harwell (Director of Operations) and Natalie Edwards (Director of Client Relations). 

“Amy and her team were a natural fit for both Inspired Wealth Planning and Kestra Private Wealth Services,” said Rob Bartenstein, CEO of Kestra PWS. “This addition emphasizes the ongoing value proposition Kestra PWS brings to its platform of wealth management firms and financial professionals.” 

In January, Kestra PWS added $400 million Virginia-based Campus Private Wealth to its platform. In December 2024, the firm added $427 million Ohio-based Arc Private Wealth. The previous month, it announced the addition of Worth Trainor as a managing partner in partnership with Stuart, FL-based The Sade Group Private Wealth Management, now Riverside Private Wealth Management, which joined the Kestra network in 2015. Collectively, Trainor and Scott Sade, founder and managing director of The Sade Group Wealth Management, oversee more than $300 million in assets.   

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) 

Pictured l to r: Natalie Edwards, Amy Dunham and Rhonda Harwell