Carolina Alicia Martinez

Timothy Reik is a CFP® professional with 28 years of experience in the financial services industry. He has operated Reik Wealth Management since 2005. Reik Wealth Management serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm offers financial planning discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Roman Spear is a CFP® professional with four years of industry experience, currently serving as an advisor at Cambria Wealth Management. His prior roles include positions at Charles Schwab & Co., Inc., Equitable Advisors, and AXA Advisors, LLC. Cambria Wealth Management provides fee-based discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-HNW clients. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, managing portfolios on a discretionary basis with an emphasis on risk management and opportunistic tax strategies.

Hunter Smith is a Client Relationship Manager and Financial Paraplanner at Walsh & Associates, LLC with Series 63, Series 65, Series 7 and the Financial Paraplanner Qualifed Professional designation with three years of industry experience. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $660 million on a discretionary basis through an eight-advisor team and employs strategies that combine asset allocation with fundamental, quantitative, and qualitative security analysis.

Robert Lee is a financial advisor at Retirement Money Management with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera Wealth Services, LLC and Girard Securities, Inc. Lee is also involved in insurance sales through his ownership of Lee Financial of Sarasota, Inc. Retirement Money Management provides lifestyle counseling, goal-based financial planning, and nondiscretionary portfolio management for individual and institutional clients. The firm combines a global macroeconomic asset-allocation framework with fundamental and technical analysis, managing most assets nondiscretionarily and offering additional services such as consulting and insurance-related advice.

Stuart Campbell is the principal advisor at Campbell Wealth Advisors, LLC in Sarasota, FL, holding a Series 65 license with 10 years of industry experience. He has worked at RM Investment Strategies, LLC and Retirement Wealth Advisors, in addition to founding Campbell Wealth Advisors. He is also licensed as an insurance agent and serves as CEO of RM Investment Strategies, LLC. Campbell Wealth Advisors, LLC provides financial planning and advisory services to individuals, corporations, and retirement plans, with a focus on cross-border financial planning for Canadians living in the U.S. The firm offers comprehensive planning services and supervises third-party portfolio managers, emphasizing a multi-step planning process that includes tax, estate, and benefit coordination.

William Carambelas is a financial advisor at Alpha Omega Financial in Bradenton, FL, holding the CFP®, ChFC®, and Series 66 designations with 16 years of industry experience. He has worked with various Alpha Omega Financial entities since 2011. Alpha Omega Financial provides financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and corporations. The firm utilizes a combination of fundamental, technical, and charting analysis to construct diversified portfolios across multiple asset classes, emphasizing risk management tailored to client risk tolerance.