Jason Bottenfield is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously held positions at Raymond James Financial Services and Morgan Stanley. Outside of his advisory work, he owns a business related to sports education offering professional pitching lessons and is involved in a nationally televised race car team he co-owns with his wife. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets, serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and portfolio management solutions, emphasizing personalized investment strategies and third-party money manager selection.

Roberto Martinez is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and over 27 years of industry experience. His prior roles include positions at Raymond James Financial Services, Prospera Financial Services, Lincoln Financial Advisors, and Morgan Stanley. Martinez serves as a board member of Reparto Familiar S.A. de C.V., a family-owned real estate business in Honduras. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.