Matt Best is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He has held several roles within Fidelity Investments since 2021, including Financial Consultant I, Regional Center Planning Consultant - Premium, and Investment Solutions Representative. Matt provides counsel and support for personal financial decisions, focusing on retirement planning, investment strategy, income planning, tax-efficient investing, and family conversations. He holds insurance licenses in Arkansas and California. Outside of his professional work, Matt is interested in family activities, social events, hiking, outdoor adventures, traveling, and volunteering.

Ryan Gartrell is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he gained experience in various capacities within Fidelity Investments, including Financial Consultant I, Investment Solutions Representative III, Investment Consultant, and Central Relationship Manager from 2020 to 2025. Before joining Fidelity, Ryan served as Vice President Employee Benefits Advisor at Fifth Third from 2019 to 2020 and worked as an Analyst at OPOC.us from 2013 to 2019. Ryan holds insurance licenses for both Arkansas and California. He focuses on understanding clients' priorities to collaboratively develop tailored financial plans that are straightforward and sustainable. His approach centers on working closely with clients to build plans that align with their individual needs and goals.

Michael Mcqueeney is an advisor at Fidelity with Series 63 and Series 66 credentials. He has one year of industry experience and previously worked at Amazon for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios. The firm uses proprietary research combined with quantitative and algorithmic methods to construct portfolios and serves in advisory roles for multiple registered investment companies.

Reece Tate is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked in roles at Madewell and Delhi Fitness Club, and has a background that includes education and management at Town and Country Pools. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Tiffany Weigle is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2010. Outside of her advisory role, she teaches private and group yoga classes. 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 across mutual funds, ETFs, and ETPs.

Stephen Horn is a financial advisor with Ameriprise in Newport, KY, holding a Series 66 designation and 22 years of industry experience. Prior to joining Ameriprise in 2023, he worked at Cetera Advisors LLC for 11 years and Christopher Financial Group for 19 years, where he also owns and operates a financial planning and investment practice. He is a co-owner of Copper Path Financial Advisors, LLC, which supports his Ameriprise business. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm uses a centralized team to produce detailed recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies within a distinctive investment framework.

Jeremy Chapman is a Planning Consultant at Fidelity Investments, where he works with clients to develop personalized financial plans that align with their individual lives and values. He joined Fidelity Investments in 2020 as a Workplace Planning Consultant and transitioned to his current role in 2024. Jeremy holds insurance licenses in Arkansas and California. His work focuses on helping individuals and families understand financial strategies and make informed decisions to build financial confidence. Outside of his professional role, Jeremy enjoys cars, family activities, golf, hiking, outdoor adventures, and traveling.

William Lyon is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In this role, he collaborates with clients and their Wealth Management Advisors to develop, execute, and oversee customized investment strategies aimed at achieving long-term financial goals. He has been with Fidelity Investments since 2016, progressing through roles including Workplace Planning and Advice, and various levels of Investment Management Consultant positions. His experience encompasses investment consulting and wealth management advisory. William holds the CERTIFIED FINANCIAL PLANNER™ designation. Outside of his professional work, he has interests in concerts, cooking and baking, family activities, football, and traveling.

Emily Fox is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and previously worked at GreenSky Credit and Northern Kentucky University. Outside of her advisory work, she operates a small business making and selling tie-dye apparel. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across retail and institutional clients.

David Goodman is a Planning Consultant at Fidelity Investments, where he collaborates with families and individuals to develop plans focused on long-term investment and retirement objectives. He emphasizes building trust and delivering client services through lasting relationships. He has been with Fidelity Investments since 2019, initially serving as a Stock Plan Consultant, then as an Executive Services Specialist from 2020 to 2024, before becoming a Planning Consultant in 2024. He holds insurance licenses in Arkansas and California. Outside of his professional work, David enjoys baseball, camping, family activities, football, golf, and skiing.

Michael Burkhardt is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across several Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods, AI in research, and its role advising multiple registered investment companies.

Collin Schaeffer is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked within various Fidelity affiliates since 2016. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and provides advisory services with systematic methodologies and long-term asset allocation benchmarks.

Craig Wagner is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has worked at Fidelity Investments in various roles since 2004, progressing from Financial Representative to his current leadership position. His professional experience includes expertise in wealth planning and client financial goal achievement. Wagner holds an Arkansas Insurance License, enabling him to provide insurance-related financial services. Throughout his tenure at Fidelity, he has been involved in client management and investment representation, contributing to his comprehensive understanding of financial consulting. He emphasizes the benefits of Fidelity's brand, technology, and investment platform in his work with clients, focusing on close collaboration with his team to support client financial objectives.

Jeff Scheper is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2001. He has held the role of Financial Consultant since 2008 and previously worked as a Financial Representative from 2001 to 2008. Jeff consults with high net worth clients and their families, focusing on building, preserving, and transferring wealth. He emphasizes maintaining an open dialogue and periodic communication to help clients work towards their financial goals. He holds insurance licenses in Arkansas and California.

Wesley Estep is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2017. Prior to that, he was employed at Education At Work and Northern Kentucky University. Strategic Advisers LLC, a Fidelity Investments company, 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 to develop model portfolios across mutual funds, ETFs, and ETPs.

Justin Guidroz is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Samantha Martin is a financial advisor at Fidelity with six years of industry experience. Her background includes roles at PwC and Kroger prior to joining Fidelity. 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 model portfolios across mutual funds, ETFs, and ETPs.

Lauren Kaminsky is a Wealth Management Planning Consultant at Fidelity Investments, where she has been serving since 2019. She focuses on building trustworthy relationships with clients and their families, aiming to understand their priorities and deliver tailored value. Lauren's experience at Fidelity Investments spans several roles, including Wealth Management Operations Associate from 2018 to 2019, Service Support Specialist from 2017 to 2018, and Electronic Response Representative from 2015 to 2017. This progression reflects her comprehensive knowledge of wealth management and client service within the company.

Larry Weber is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of industry experience. He is currently with Ameriprise, having returned in 2026 after prior roles at The Huntington Investment Company, PNC Wealth Management, and Key Investment Services LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement planning advice centered on dependable income and tax-aware withdrawal strategies.

Joel Stockelman is a financial advisor with Fidelity who holds the Series 63 and Series 66 designations and has 29 years of industry experience. He has been with Fidelity and its affiliated entities since 1998. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable gift funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.