Hunter Holt is a Series 65-licensed financial advisor with Avantax Planning Partners, Inc., bringing three years of industry experience. He has worked at Avantax Planning Partners since 2022 and holds management roles at H & B Endeavors LLP and 3H Inc., a CPA firm offering tax and bookkeeping services. Outside of advising, Holt is a partner in an LLC that manages residential rental properties. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, delivering discretionary portfolio management through model-based style allocation strategies and retirement plan management. The firm operates within a larger corporate group and offers tax-intelligent overlays and centralized trading through designated custodians.

Todd Holt is a Series 65-licensed financial advisor with Avantax Planning Partners, Inc., where he has worked since 2022. He has over two decades of experience in accounting and business consulting through his role as president of Holt & Company, which provides tax preparation, bookkeeping, payroll, and related services. Holt is also involved in managing commercial rental properties through his membership in T & N Enterprises, LLC and CUBC, LLC. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm’s investment process includes discretionary portfolio management with model-based style allocation strategies and tax-intelligent overlays, supported by centralized trading and reporting.