We are pleased to announce the promotion of Seth Large from Financial Planning Associate to Associate Wealth Advisor. During Seth's brief tenure at BlueSky, he has shown an exceptional eagerness to learn and excel in his financial planning career. His high aptitude and ability to concentrate are tremendous assets to the team, especially when building financial plans for some of our more complex clientele.

We are thrilled to announce our newest member of the Success Team, Ali Johnson as a Client Service Specialist. Ali worked for BlueSky in 2019 as an Operations Associate before relocating to her hometown of De Witt, Iowa, with her husband. After a little over a year apart, we are delighted to have Ali back. She is a tremendous asset to our team with a passion for serving clients and their financial needs.

We are thrilled to announce that Steve Horstmann, CFP®, MSPFP, has been designated by the Certified Financial Planner Board of Standards, Inc. as a Certified Financial Planner® and has received a promotion from Associate Wealth Advisor to Wealth Advisor.

BlueSky Director of Client Service and Quality Assurance, Mary Ellen Crisp, strives to provide our clients with the best experience possible. Her love for interacting with clients while paying careful attention to the details that bring them the highest quality of service is an exceptional asset to the BlueSky team.

We are pleased to announce the promotion of Christie Bonacci, CPA, MAC, from Associate Wealth Advisor to Wealth Advisor. Christie has been with BlueSky since June of last year. In the year she has been at BlueSky, she has demonstrated outstanding client stewardship, exceptional financial planning and accounting skills, and a mastery for collaborating with our small business clients to assist with their planning and investment needs.

We are pleased to announce the designation of Jessica Diabo as a Financial Paraplanner Qualified Professional™. Jessica has served as a client service specialist with BlueSky for over a year and a half. During that time, she has shown excellent client service skills and the ability to perform complex custodial mediation.

We are pleased to announce the promotion of Stephen Fletcher, CFP®, MBA, from Wealth Advisor to Senior Wealth Advisor. Stephen has been with BlueSky for over four years. He has shown exemplary leadership skills and passion for providing clients with exceptional financial planning and investment advice.

BlueSky Director of Client Engagement and Experience, Jennifer White, believes that being at BlueSky is about helping clients look beyond challenges and move toward a better financial path. She desires to create a seamless transition as curious bystanders become delighted clients.