R. Alexander Mattrey is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 12 years of industry experience. He previously worked at LPL Financial for eight years and TD Ameritrade for two years before joining Raymond James in 2025. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Michael Kortz is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Lincoln Financial Securities, and Independent Advisers Group Corp. In addition to his advisory role, he owns Backcountry Insurance Services, where he operates as an independent insurance agent for various types of insurance including life, health, and property and casualty. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.