Justin Maldonado is Vice President and Wealth Planner at Fidelity Investments. In this role, he focuses on building sustained relationships with clients and their families, aiming to understand their priorities and goals. He collaborates with clients to develop comprehensive wealth plans tailored to their personal definitions of success. Justin joined Fidelity Investments in 2013 and has held multiple positions within the company, including Director of Executive Services Officer, Benefits and Planning Consultant for Executive Services, Fixed Income Specialist, Senior Stock Plan Executive Services Specialist, and Stock Plan Consultant. This progression reflects his extensive experience in wealth planning and financial services. He holds an AR Insurance License.

Mark Keiser is a financial advisor at Fidelity with a Series 66 designation and over eight years of experience. His prior work includes roles at Beacon Orthopaedics and Sports Medicine and the Kansas City Royals Baseball Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jeremy Homer is a financial advisor with Fidelity Investments based in Covington, KY, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has been with Fidelity since 2015 and operates a side business selling tabletop gaming access at conventions. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across a diverse range of investment vehicles.

Benjamin Benson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles outside the financial industry, such as at Provest and Planet Fitness Midwest. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

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.

John Carnes is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner at Prestwicke Partners, LLC, involved in investment-related decision making and property management. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Marc Laureano is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. His work history includes roles at PNC Investments since 2015 and Cambridge Investment Research since 2022. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent financial professionals using a variety of custody and platform arrangements.

Bradley Edwards is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at Stepaniak Collections for seven years. Outside of advising, he works as an independent contractor driver for Uber. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Thomas Howell is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various roles since 2005. He works at 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Karen Geisen is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2007. Outside of her advisory role, she operates a business called Wreaths by Karen, creating and selling handmade custom wreaths. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Brent Gross is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors for five years before joining LPL Financial in 2021. Outside of advising, he is involved as an owner and landlord of a rental property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and technology.

Gavin Sustarich is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Kroger and held positions at Eagle Creek Country Club as well as at Grant County High School and Middle School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized retirement income service that provides tailored planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeffery Perkins is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked at U.S. Bancorp Investments and Hd Vest Investment Services prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Brent Bradshaw is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and serves as an advisor to multiple registered investment companies and fund-of-funds.

Ben Haggerty is a Planning Consultant at Fidelity Investments, where he partners with clients to build effective financial plans, support wise investment decisions, and simplify their finances. He has been with Fidelity Investments since 2017, progressing through roles from Investment Solutions Representative to Central Relationship Manager, Relationship Manager, and currently Planning Consultant. Ben holds insurance licenses in Arkansas and California. Outside of work, he enjoys spending time with friends, engaging in social events, gardening, outdoor adventures, parenthood, caring for pets, and traveling.

Zack Barker is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2016 and has held various roles including Financial Representative, Investment Solutions Representative, Client Management Representative, Portfolio Specialist, and Investment Management Consultant III before his current position. Zack provides guidance in areas such as Retirement Planning, Investment Strategies, Tax Efficient Investing, and Income Planning. He holds insurance licenses in Arkansas and California. Outside of his professional work, Zack's personal interests include concerts, football, golf, music, and outdoor adventures.

John Sorensen is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes positions in education and retail, and he has worked part-time at a chocolate shop in Naperville, Illinois. Strategic Advisers LLC, a Fidelity Investments company, 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 in managing and advising on portfolios.

Jennifer Eberhard is a financial advisor at Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 licenses with four years of industry experience. She previously worked at Fidelity Investments and operated Vincenzo's Ristorante for 17 years. Outside of her advisory role, she is involved in retail sales at Party Source, working in the wine department. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm includes a broad range of financial products in its offerings, including insurance-related vehicles and bank deposit sweep options.

Nolan Wallace is a financial advisor at Fidelity with 7 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Brokerage Services LLC and Carlisle and Bray Marine. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary research and algorithmic portfolio construction. The firm offers a range of services from discretionary portfolio management to fund advisory and model portfolio delivery, with a notable focus on systematic methodologies and oversight controls.

Anthony Sexton is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at LPL Financial since 2018 and previously spent six years at INVEST Financial Corp. In addition to his advisory role, Sexton is involved with Tri-County Assurance Agency, Inc. as an agent for fixed insurance products and performs tax preparation and accounting services on a limited basis. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported and diversified investment strategies.