Michelle Lynn Bender

Current Employers

Employment History

• 09/2010 → 11/2017
  Invest Financial Corp.
  Tampa, FL
• 11/2017 → Present
  Kestra Investment Services, Llc
  Germantown, MD
• 11/2017 → Present
  Kestra Advisory Services, Llc
  Germantown, MD

Previous Registrations

• 2010-09-24 → 2017-12-01
  Invest Financial Corporation
  Germantown, MD
• 2008-04-21 → 2010-09-27
  Pwa Wealth Management
  Greensburg, PA
• 2001-10-29 → 2006-08-16
  Potomac Financial Group
  Gaithersburg, MD
• 2001-10-29 → 2004-12-31
  Potomac Financial Group
  Gaithersburg, MD

Other Businesses

Business Name: Potomac Financial Consultants, LLC Investment Related: Yes Address: 20251 Century Blvd, #350 Germantown MD 20874 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Managing Member Start Date: 1/1/2014 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: I manage clients assets through various investment platforms; we process client financial plans to determine their retirement projection and I sell clients insurances (health, life, disability and LTC) that they may need. Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 | Austin, TX 78735 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 11/29/2017 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Manage Client Assets and Give Financial Planning Advice Business Name: GREATER WASHINGTON COMMUNITY FOUNDATION POSITION: Board of Trustee/Investment Committee Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 4 START DATE: 04/01/2023 ADDRESS: 1325 G Street, NW #480, Washington DC 20005, United States DESCRIPTION: GWCF uses SEI as their outsourced chief investment officer (OCIO) and the investment committee works closely with them to set an investment policy, review asset allocation and monitors & evaluations investment performance. Business Name: MDRT FOUNDATION POSITION: Board Trustee NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 4 START DATE: 09/01/2025 ADDRESS: 325 West Touhy Avenue, Park Ridge IL 60068, United States DESCRIPTION: As a Board Trustee, I will be responsible to work with the Staff of the MDRT Foundation in overseeing and laying out plans to continue supporting the mission of the Foundation. I will also be supporting our members in interacting with the Foundation.

Exams

• S66 Uniform Combined State Law Examination
  2000-03-10

Designations

Other Names

• Michelle Learn
• Michelle Lynn Espelage