Sonja Puetzer is a financial advisor at Baobab Wealth Management with a Series 65 credential and two years of industry experience. Prior to joining Baobab Wealth Management, she worked at Sportmaster and Adidas Group. Baobab Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, including Americans living overseas. The firm employs a tactical allocation approach based on fundamental analysis and offers a range of investment strategies tailored to client objectives.

James Miller is a financial advisor with Baobab Wealth Management in Nokomis, FL, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Golden State Equity Partners, Intervest International Equities Corp, and Alcon. He is also the author of the investment-related book *Divorce the IRS*. Baobab Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, including Americans living overseas through Baobab Wealth Abroad. The firm uses a tactical allocation approach based on fundamental analysis and offers tailored portfolios incorporating exchange-listed securities, mutual funds, structured notes, covered-call option strategies, and discretionary rebalancing aligned with client risk profiles.