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.

Amy Verzaal is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and previously worked at Truist Bank from 2006 to 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs and affiliated research.

David Fernquist is a CFP® professional with 36 years of industry experience, currently serving as an advisor at LPL Financial since 1998. He has involvement in a separate insurance business focused primarily on non-variable health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and portfolio management options supported by extensive research and technology tools.

Cameron Rutz is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Towne Park and AAA Parking. He is based in The Villages, Florida. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and managed account services, offering a combination of brokerage, custody, and advisory solutions with a largely non-discretionary client relationship model supplemented by access to discretionary separately managed accounts.

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.

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.

David De Santis is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. Prior to joining LPL in 2026, he was with Ameriprise from 2022 to 2026 and worked over two decades at Greiner's Clothing. He is involved with CGD Investments LLP, a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network with a broad range of financial planning and investment solutions, including model portfolios and third-party asset management.

Michael Sarsynski Jr. is a CFP® professional with 38 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Outside of his advisory work, he has ownership interests in family farm and rental land properties in Hadley, Massachusetts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Huddie Cheney III is a CFP® professional with 18 years of industry experience. He has worked exclusively at Structured Portfolio Solutions, LLC since 2007. The firm is an independent advisory serving clients with tailored portfolio management and financial planning services.