Christopher Hull is a CFP® and ChFC® with 21 years of industry experience. He is currently with Creative Financial Designs, Inc., where he has worked since 2024, and previously held positions at Cetera Investment Services LLC and MassMutual. In addition to his advisory role, Hull is involved in independent insurance sales, focusing on life, disability income, and long-term care insurance products. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers diverse strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

Heath Hendrickson is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC, he worked at Securities America Advisors and Securities America, Inc. Outside of his advisory role, Hendrickson is a partner at Allied CPAs, PC, where he provides tax and accounting services, and is involved in a family-operated fruit tree farm. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering customizable strategies and third-party money manager programs.

Aimee Berkemeier is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. Her background includes roles at Securities America Advisors and CPA firms, where she has also served as a director managing tax preparation and consulting. Outside of advisory work, she assists with financial oversight reporting for a local nonprofit youth organization. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach is model-based, combining asset allocation, portfolio optimization, and various managed account strategies supported by risk analysis tools.

Autumn Smith is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and M&T Securities. OSAIC Wealth serves a diverse group of clients including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization and provides access to various managed account strategies and third-party money managers.

Joseph Fox is a financial advisor with LPL Financial based in Warsaw, NY. He holds the Series 66 designation and has seven years of industry experience. His prior roles include positions at Citizens Securities Inc., JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Alyssa Fox is a Series 66-licensed financial advisor with Ameriprise in Bliss, NY, and has three years of industry experience. Her prior work includes roles at Manufacturers and Traders Trust Company and Rochester Wealth Management Group, LLC. Outside of her advisory work, she assists as an assistant coach for a 14U travel volleyball team. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team.