Christopher Ruppel is an Investment Consultant at Fidelity Investments, a role he has held since 2023. He collaborates with clients who are either new to Fidelity or new to working with the branch, focusing on retirement planning and investment guidance. He has been with Fidelity Investments since 2016, serving in various positions including Planning Consultant (2020-2023), Relationship Manager (2019-2021), Central Relationship Manager (2018-2019), College Planning (2017-2018), and Financial Representative - Full Trader (2016-2017). This progression reflects his experience across multiple aspects of financial planning and client relationship management.

Cameron Rutz is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Towne Park and AAA Parking. He is based in The Villages, FL. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and an established alternative-investment offering.

Michael Gilbert is a Financial Consultant dedicated to understanding his clients' goals and assisting them in making informed financial decisions through the development of comprehensive financial plans and the application of suitable strategies. He has held multiple roles in the financial sector, including Investment Consultant at Fidelity Investment from 2022 to 2026, Fixed Income Specialist at Fidelity Investment from 2021 to 2022, and Investment Solutions Representative at Fidelity Investments from 2018 to 2021. Prior to that, he worked as a Premium Investment Specialist at Merrill Lynch from 2016 to 2018. His professional background encompasses investment consulting, fixed income specialization, and investment solutions, reflecting a broad experience in financial services. Outside of his professional work, Michael has personal interests which include concerts, family activities, football, golf, military service, and traveling.

Joshua Ainsley is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America N.A., Bloomin' Brands, Inc. (Bonefish Grill), and Publix Super Markets. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Renee Springstead is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. She has been with LPL Financial since 2018 and previously worked at SII Investments, Inc. for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by a large network of advisors and diverse financial products.

Benjamin Champion is a financial advisor with Legacy Trust Advisors LLC and has 21 years of industry experience. He has been involved in multiple business ventures, including real estate sales through Tree Frog Realty LLC and management roles in several LLCs such as Versorium LLC, Peach Pie LLC, and Dragonfly Tax Services LLC. Legacy Trust Advisors LLC currently has no active advisors listed.