Cory Fellhauer is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop comprehensive financial plans tailored to their unique needs and goals. His approach focuses on creating personalized experiences to help clients build confidence as they plan for the future. Cory has been with Fidelity Investments since 2021, progressing through several roles including Financial Representative, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2024. This progression reflects his growing experience and expertise within the organization.

Mark Debord is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Mass Mutual Investors Services since 2013 and with MassMutual Life Insurance Company since 2012. In addition to his advisory role, he serves as an instructor for The College Funding Coach, providing college consulting services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, ongoing financial planning engagements using firm-approved tools and emphasizes educational seminars and specialized planning programs.

Kelli Olsheski is a Wealth Management Advisor and a CERTIFIED FINANCIAL PLANNER® professional associated with Merrill. She specializes in helping executives, business owners, engineers, women, and their families navigate the complexities of their financial lives through clear, personalized strategies aligned with their goals and priorities. With extensive experience in college education planning, executive compensation, family wealth management, legacy planning, managing new wealth, personal retirement planning, and investment strategy, Kelli addresses the intricate financial needs of her clients. She holds multiple professional designations including Accredited Asset Management Specialist (AAMS), CHARTERED FINANCIAL CONSULTANT (ChFC), Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her approach emphasizes tailored financial solutions to secure a comprehensive and fulfilling future for her clients. Kelli earned her Bachelor's degree from Virginia Polytechnic Institute & State University. She is fluent in both French and English. Outside of her professional work, she enjoys adventure sports including biking, hiking, ice hockey, running, skiing, yoga, and spending time with her family.