Tolbert Wealth Management

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Q2 2025 Plan Participant Newsletter

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Office: (904) 293-3493

Mobile: (904) 349-2597

822 A1A North

Suite 310

Ponte Vedra Beach, FL 32082

reggie.tolbert@lpl.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through LPL Financial Member FINRA & SIPC. Tolbert Wealth Management is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment advisor. Independent Advisor Alliance is a separate entities from LPL Financial.

The LPL Financial representative associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offer may be made or accepted by residents of any other state.