James Balarezo is a Series 66-licensed financial advisor with LPL Financial, based in Tallahassee, FL. He has been with LPL Financial since 2022 and previously worked for BecJam Ventures for ten years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Andrew Bascom is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include work with Luminosity Real Estate, LLC, and Theobald-Bascom Group. Outside of advising, he has been involved in real estate and mortgage services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and participant-level retirement advice, supported by a large network of investment adviser representatives.

Jacob Daus is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His background includes roles with the Washington Football Team, Seminole Boosters, Inc., and Florida State University athletics programs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Todd Harper is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at Theobald Bascom Group LLC, Waddell & Reed, Inc., Merrill, and A. G. Edwards & Sons, Inc. He serves as an elder on the board of Canopy Roads Baptist Church in Tallahassee, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a range of investment strategies implemented by its network of over 22,800 advisors.