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Renee S

Series 66

The Villages, FL

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael S

CFP®, Series 63, Series 65

The Villages, FL

Wells Fargo Clearing

Michael Sarsynski Jr. is a Certified Financial Planner (CFP®) with 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Merrill for 23 years. Outside of his advisory work, he is involved in managing a family farm and rental property 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 combines research and analytics with diversification principles and offers a range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Benjamin C

Tavares, FL

Legacy Trust Advisors LLC

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.

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Huddie C

CFP®, Series 63, Series 65

The Villages, FL

Structured Portfolio Solutions, LLC

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.

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