Bob Powers is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2023. In his role, he focuses on developing personalized financial plans by understanding the unique needs of his clients' families and collaborating with them to align strategies with their goals. Before his current position, Bob served as a Financial Consultant I at Fidelity Investments from 2023 to 2024. His approach emphasizes helping clients feel secure about accumulating wealth and protecting their family's future. Outside of his professional work, Bob enjoys boating, family activities, golf, hiking, and spending time at the lake.

Terry Steele is a Wealth Management Advisor with over 35 years of experience in the securities industry. He provides personalized wealth management strategies that incorporate Merrill Lynch’s global resources to help clients pursue their financial objectives. Terry’s expertise includes portfolio development, education planning, retirement planning, asset preservation strategies, and a variety of client focus areas such as college education planning, divorce transition planning, family wealth management strategies, and tax minimization. Terry holds a Bachelor's Degree in Finance from the University of Dayton. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Terry integrates the discipline learned through martial arts into his client relationships, emphasizing the importance of building lasting connections to understand and support clients’ long-term goals. He is also committed to community involvement and spends time volunteering with local organizations.