Jerry Love is a CFP® with 22 years of industry experience, currently serving at F.L. Putnam Investment Management Co. since 2026. Prior to this, he worked for Arcadia Investment Management Corp for 26 years. He also operates a sole proprietorship providing selected financial planning, estate planning, tax work, and trustee services to a limited number of clients. F.L. Putnam Investment Management Co. serves a diverse group of individual and institutional clients, offering investment management, financial planning, family office solutions, and consulting. The firm combines internally managed strategies and third-party managers across various asset classes, employing a strategic asset allocation framework with tactical flexibility.

Michael Mueller is a CFA® charterholder with 33 years of experience in the financial industry. He has worked at Arcadia Investment Management Corp since 1988 and joined F L Putnam Investment Management Co. in 2026. He serves as a director of Proteos, Inc., a company that manufactures protein and peptide products, and is an unpaid advisor to the Nantucket Fund Advisory Committee. F L Putnam Investment Management Co. provides investment management and financial planning services to a diverse client base, including individuals, institutions, foundations, and endowments. The firm offers customized portfolios through internally managed strategies and third-party managers, with a focus on strategic asset allocation complemented by tactical adjustments.

Charles Ybema is a financial advisor with F L Putnam Investment Management Co., holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. Prior to joining F L Putnam in 2026, he worked at Arcadia Investment Management Corp and Gimbal Capital Management. Outside of finance, Mr. Ybema manages Lafayette Creamery, a super-premium ice cream production and retail business, which he founded in 2014. F L Putnam serves a diverse client base including individuals, institutions, registered investment companies, foundations, endowments, schools, and religious organizations. The firm employs customized portfolios with both internally managed and third-party strategies across asset classes, offering solutions such as Optimized Indexing and tax-aware fixed income, and incorporates AI tools to support research while maintaining human-led investment decisions.