Renee Springstead is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. She has worked at LPL Financial since 2018 and prior to that was with SII Investments, Inc. from 2016 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research.

David De Santis is a financial advisor at LPL Financial with three years of industry experience. Prior to joining LPL Financial in 2026, he worked at Ameriprise for four years and spent 28 years at Greiner's Clothing. His credentials include the Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Sarsynski Jr. is a CFP® with 37 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory role, he is involved in managing a family farm and rental property in Hadley, Massachusetts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

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.

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.