James Smith is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Edward Jones, PNC Investments, and Fidelity. Outside of advising, he is involved in farming through MLS Farms. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides access to various investment strategies and platforms, supported by technology tools for operational and research purposes.

James Herrick is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He has held various roles within Fidelity since 2015, including Benefits Planning Consultant, Portfolio Specialist, Workplace Planning Consultant, and High Net Worth Associate. His work focuses on collaboration, education, and personalization to create holistic and flexible planning experiences. He aims to help individuals and their families progress toward their goals by co-creating plans tailored to their unique life journeys. Outside of his professional responsibilities, James has interests in fitness, food, outdoor adventures, parenthood, and traveling.

Jonathan Schadler is the Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he partners with executives to help them understand and maximize their employer benefits and develop clear, actionable strategies to achieve their financial goals. He takes a consultative approach to empower clients to feel confident in their plans and aims to build strong, lasting relationships with them. Jonathan has held various roles at Fidelity Investments since 2013, including Financial Consultant, Benefits & Planning Consultant in Executive Services, Transaction Processing Manager, and Workplace Planning and Advice Consultant. His extensive experience within the organization has equipped him with a deep understanding of financial consulting and benefits planning. He holds an insurance license in Arkansas.

Clifford Brown is a financial advisor with Charles Schwab in Butler, KY, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors for a total of 14 years before joining Schwab in 2021. Outside of advising, he owns Prime Vibes Meditation, where he teaches meditation classes and produces related content, and serves as a brand ambassador for Raw Nutrition. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary managed accounts. The firm is notable for its scale, integrated service model, and multi-asset investment approach.

Kenneth Shannon is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and various Fidelity divisions since 2013. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Corissa Otten is a financial advisor at Edward Jones with 10 years of industry experience. She has held her current position since 2017 and previously worked at PL Marketing. Otten holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a national network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products.

Ryan Harrison is a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a role he has held since 2024. He collaborates closely with clients to understand their needs related to benefits plans and provides them with tools and knowledge to assist in financial decision-making. Ryan emphasizes building trust and strong relationships as a core part of his professional approach. Ryan has accumulated extensive experience in financial services at Fidelity Investments, progressing through roles including Workplace Planning Consultant III, Central Relationship Manager, Client Service Manager for Stock Plan Services, Stock Plan Consultant, and Financial Representative since 2015. This progression reflects his expertise in benefits planning, client relationship management, and stock plan services. Outside of his professional career, Ryan's personal interests include biking, camping, fitness, running, snowboarding, and tennis.

Daniel Mcdowell is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 66 and Series 63 credentials and has worked in various roles within Fidelity since 2013. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios. The firm serves a broad client base including registered investment companies and is notable for its use of algorithmic methods and AI in portfolio construction.

Jeffrey Hemsath is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior roles include positions at Ameriprise Financial Services, PNC Investments, PNC Wealth Management, Legend Advisory, and Valic Financial Advisors. He is also a managing director and financial advisor at Heritage Bank Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various portfolio management strategies and technology tools, supported by a wide network of advisors and extensive financial services beyond investment management.

Emily Mcguire is a financial advisor at Ameriprise with 10 years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Ameriprise, she worked at The Huntington Investment Company and The Huntington National Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. Their approach includes a centralized retirement income service that collaborates with advisors to deliver tailored recommendation reports based on extensive investment research and analysis.

Robert Walker is a financial advisor with Equitable Advisors in Florence, KY, holding a Series 63 designation and 45 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, Inc., and Questar Asset Management. Outside his advisory work, he is co-owner of a tax preparation business and serves as Vice President of Millson/Walker Investments, Inc. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Scott Davis is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and is based in Covington, KY. Davis has been with Fidelity Investments since 2004. Fidelity's Strategic Advisers LLC, where Davis works, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.

Michael Combs is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

Steven Knapp is a financial advisor with Ameriprise in Burlington, KY, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Barry Millson is a CFP® and ChFC® with 44 years of industry experience. He is currently with Equitable Advisors and has previously worked at OSAIC, Woodbury Financial Services, and Questar Asset Management/Capital Corporation. Outside of his advisory role, he serves as president of a local condominium association and co-owns a tax preparation business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm offers a range of investment programs delivered through a network of representatives, emphasizing tailored solutions with access to both proprietary and third-party managers.

Kevin Widener is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its predecessor entities since 1998 and holds a Series 63 designation. Outside of his advisory role, he participates in a health insurance program through Life X/Cigna that involves research-based policy participation. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset thresholds, offering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research-driven modeling with algorithmic automation to generate tailored retirement income recommendations, serving a broad client base through its wide range of advisory, brokerage, and insurance solutions.

Matt Terrell is a Wealth Management Senior Relationship Manager. He has been part of Fidelity Investments since 2013, beginning as a Retirement Benefits Coordinator. Over the years, he advanced through various roles including Executive Services Associate, Benefits & Planning Consultant, Executive Services, and Wealth Management Planning Consultant before assuming his current position. His career at Fidelity Investments spans over a decade, during which he has developed experience in wealth management planning, benefits consultation, and executive services. Matt focuses on strengthening client relationships by understanding their priorities and encouraging proactive financial planning. He values an attentive, reliable, and diligent approach to client interactions and finds motivation in helping clients engage with their future planning.

Jennifer Kuhse is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 66 and Series 63 licenses and has been with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory roles with multiple registered investment companies.

Mike Fischer is a CFP®-certified financial advisor with 20 years of industry experience. He has worked at Fidelity in various capacities since 2006, including roles at Fidelity Personal and Workplace Advisors and currently at Fidelity Investments. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Catherine Weddell is a Series 66 licensed financial advisor with two years of industry experience. She is currently with Fidelity Investments and previously worked at Ross and Matthews, PC, and Northwestern Mutual Advisor. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.