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 at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America, Inc. Outside of his advisory role, Hendrickson is a partner at Allied CPA's, PC, where he provides tax and accounting services, and is involved with West Winds Family Farm, a fruit tree farming venture. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, asset allocation software, and portfolio optimization tools, and offers access to a wide range of investment products and custodial platforms.

Aimee Berkemeier is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and has previously worked at Securities America Advisors and multiple CPA firms. Outside of advising, she oversees financial reporting for the Genesee County Young Life organization and serves as a director at Allied CPAs, PC, where she manages tax preparation and consulting. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and utilizes technology-driven investment processes, supporting over 6,200 advisors and managing approximately $200 billion in assets.

Autumn Smith is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at M&T Securities and M&T Bank since 2003. Outside of her advisory role, she is the owner of Six on the Beach LLC, a real estate rental business in Emerald Isle, NC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a broad platform that combines advisory and brokerage services.

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.