Bradley Shipe is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Cassandra Chaney is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones. Robert W. Baird & Co.’s Private Wealth Management department, including the DDK Group team Cassandra is part of, serves individual, corporate, pension, and charitable clients. The firm offers a range of services such as financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies, along with internal research and tools including artificial intelligence.

Michael Belg is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 credential. His prior work includes positions at Chapel Electric Company and several grocery market chains. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Todd Hammond is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities including Strategic Advisers, Fidelity Brokerage Services, and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a range of clients, including retail and institutional investors, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios created from mutual funds, ETFs, and ETPs using systematic methods and long-term asset allocation benchmarks.

Simon Lawson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Fidelity. His work history includes roles at Fidelity Investments and Bartlett Wealth Management. He also volunteers as a financial planner with The Foundation for Financial Planning, meeting quarterly with clients virtually. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Austin Kramer is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role at Fidelity Investments, he was affiliated with Fidelity Brokerage Services, LLC for nine years and worked in education roles at Education At Work and Northern Kentucky University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Brandon Staggs is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2019 and Mutual of America Securities LLC prior to that. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Derek Kramer is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with various Fidelity entities since 2014, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolio delivery to intermediary platforms.

Bryson Stanley is currently an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He began his tenure at Fidelity Investments in 2024 as a Customer Relationship Advocate and was subsequently promoted through several positions, including Investment Solutions Representative I and II, before achieving his current title. Before joining Fidelity Investments, Bryson gained experience as a Financial Planning Intern at Northwestern Mutual from 2023 to 2024. His professional focus centers on co-creating comprehensive financial plans that incorporate mindful planning and disciplined investment strategies. He aims to assist clients in making confident financial decisions that contribute to their peace of mind. Outside of his professional endeavors, Bryson enjoys engaging in family activities, fitness, football, and movies.

Sumer Odom is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, Odom held various positions across different sectors including community care, food processing, and behavioral health. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Chad Sinchek is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2020, progressing through various roles including Investment Solutions Representative 1, 2, and 3, and Customer Relationship Advocate. His work focuses on holistic financial planning, collaborating with clients to pursue their personal and financial goals. Chad holds insurance licenses in Arkansas and California. His experience spans multiple aspects of investment solutions and customer relationship management within the financial services industry.

Eric Deaton is a financial advisor at Edward Jones in Covington, KY, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Patrick Stebbins is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes roles at Fidelity Investments and Northwestern Mutual, as well as entrepreneurial involvement with Libby's Southern Comfort and Velvet Smoke BBQ. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic, research-driven investment process and offers services including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery.

Adam Luckhardt is a Financial Consultant at Fidelity Investments, a role he has held since 2014. He has been with Fidelity Investments since 2004, progressing through various positions including Portfolio Specialist, Client Management, Lifetime Solutions Representative, Retirement Solutions Representative, Senior Investment Representative, Investment Representative, and Financial Representative. Adam holds insurance licenses in Arkansas and California. He works closely with clients to understand their goals, objectives, values, and financial needs, collaborating to build plans designed to be resilient through any market condition. Outside of his professional work, Adam enjoys outdoor activities such as camping, hiking, gardening, and soccer, and values spending time with his family.

Zarian Hunter Cure is an Investment Solutions Representative III at Fidelity Investments. In this role, Zarian collaborates with clients to develop goal-focused financial plans that adapt to their evolving needs. He emphasizes building enduring relationships based on trust and collaboration. Zarian's experience in the financial services industry includes progressive positions at Fidelity Investments, starting as a Customer Relationship Advocate in 2024, advancing through three levels of Investment Solutions Representative from 2025 to the present. Prior to joining Fidelity, he was a Financial Representative at Northwestern Mutual from 2023 to 2024. He holds a California Insurance License. Outside of his professional work, Zarian enjoys bowling, fitness, football, social events with friends, and outdoor adventures.

Charles Regan is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments. Outside of his advisory role, he serves as an assistant soccer coach at Goshen High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Samuel Dinn is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 66 designation and previously worked for Securities America Advisors, Inc. for 15 years. Outside of his advisory role, he has a minority ownership interest in Queen City Capital Management and operates Brecek & Young Financial Services, which offers fixed annuity and long-term care insurance products. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services across multiple platforms and uses a range of tools and third-party solutions to construct and manage diversified portfolios.

Jensen Fahlbush is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and having one year of industry experience. Prior to joining Fidelity, he held roles in healthcare and community organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios comprising mutual funds, ETFs, and ETPs and serves as an advisor to multiple registered investment companies and fund-of-funds.

Bernard Wesselman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity Brokerage Services LLC in 2025, he worked for Saint Elizabeth Healthcare from 2012 to 2025. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides discretionary and non-discretionary investment management services to retail and institutional clients, registered investment companies, and an IRS-qualified Charitable Gift Fund. The firm employs proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Alec Smith is a Planning Consultant at Fidelity Investments, where he partners with Financial Consultants to assist clients in working toward their financial goals through personalized financial planning and investment guidance. He has been with Fidelity Investments since 2022, initially serving as a Workplace Planning Consultant before his current role. Prior to joining Fidelity, Alec worked as a Retail Personal Banker at Fifth Third Bank from 2018 to 2022. He holds insurance licenses for Arkansas and California. Outside of his professional work, Alec enjoys cooking and baking, participating in family activities, socializing with friends, playing golf, and traveling.