Hunter Holt is a Series 65-licensed financial advisor with four years of industry experience, currently with Cetera Planning Partners. His prior experience includes roles at Avantax Planning Partners and Eide Bailly. Outside of his advisory work, Holt is a senior manager at 3H Inc., a CPA firm providing tax planning and bookkeeping services, and a partner in H & B Endeavors LLP. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates tax, bookkeeping, and estate-planning support within a diversified, client-specific investment approach.

Patricia Nelson is a financial advisor with Raymond James Financial Services Advisors Inc. She holds Series 63 and Series 66 licenses and has 29 years of industry experience. Since 2012, she has been associated with Johnson Investment Advisory Services LLC and Raymond James Financial Services Advisors. Outside of her advisory role, she is a partner in Dark Horse Ranch LLC, a business focused on developing a ranch for raising beef cows and horses with grade bloodlines. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools to align with client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.