Alejandro Bolivar is a financial advisor with J.P. Morgan Securities in Bradenton, FL, holding a Series 66 designation and having four years of industry experience. He has previously worked at Bank of America/Merrill Lynch and currently has ownership interests in small private businesses, including a charcuterie service and a real estate holding company. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process integrates centralized due diligence and quantitative and qualitative research, with offerings that include derivatives and commodities capabilities.

Wendy Splan is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, delivering tailored advice supported by proprietary research and capital market analysis.

Robert Rieck is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Thrivent Investment Management Inc and Thrivent Financial for Lutherans from 2008 to 2018. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to support its advisory process, emphasizing products from affiliated firms.

Benjamin Prescott III is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to that, Prescott worked at Prescott Communications from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Landis Limon is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 65 designation. Prior to his advisory role, he attended William Peace University and worked briefly at IMG Academy and other positions unrelated to finance. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm manages assets across multiple platforms and custodians and provides both discretionary and non-discretionary management options.

John Valencia is a financial advisor at LPL Financial in Ruskin, FL, holding a Series 66 designation with six years of industry experience. His prior roles include five years with Edward Jones and multiple positions in mortgage and financial services firms. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, and access to third-party asset management, supporting advisors with various tools and a broad platform of advisory and non-advisory financial services.

Larry Tummonds is a CFP® professional with 11 years of experience in financial planning. He has been with Larry Allan Financial Planning Services LLC since 2015. The firm is an independent advisory serving clients with personalized financial planning and investment management.