Bryon Holz is a financial advisor with Osaic, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including prior roles at Sagepoint Financial, Inc. and American General Securities Incorporated. In addition to his advisory work, Holz operates Bryon Holz & Associates, an independent insurance sales business, and contributes as a freelance music writer and photographer. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various analytical tools and multiple strategies implemented by advisors.

Alexander Russello is a Series 66 registered financial advisor with seven years of industry experience. He is currently affiliated with LPL Financial and has previously worked with Grow Financial Services, Cuso Financial Services, and Grow Financial Federal Credit Union. Outside of advising, Russello has extensive experience at Kumon Math and Reading, where he worked for 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Joseph Spooner is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Raymond James since 2016 following a tenure at Woodforest National Bank. He is president of Spooner Financial Group, LLC, which handles business operations and accounting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and investment consulting, utilizing various analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Nathaniel Goldenberg is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He is currently the sole advisor at Nextwave Advisors, an independent firm he has been with since 2019. Prior to that, he worked at Rockport Global Advisors from 2013 to 2020. Nextwave Advisors is an independent firm based in Lithia, FL.