James Bates is a financial advisor at Fidelity with Series 66 and Series 63 licenses and 11 years of industry experience. He has worked with various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios using systematic methodologies. The firm also offers advisory roles to registered investment companies and utilizes algorithmic methods and AI tools in its investment process.

Stephanie Trotta is the Director and Executive Services Officer at Fidelity Investments, where she has been since 2021. In this role, she provides service and support to clients, focusing on planning and education related to Equity Compensation Awards earned through employment. She helps clients understand these awards and incorporate them into their overall financial goals. Prior to her current position, Stephanie served as a Wealth Management Planning Consultant at Fidelity Investments from 2018 to 2021 and as a Senior Executive Services Specialist from 2016 to 2018, gaining extensive experience in wealth management and executive services. Outside of her professional responsibilities, Stephanie enjoys cooking and baking, participating in family activities, and engaging in sports such as football and golf. She also has interests in outdoor adventures and traveling.

Ariston Sandoval is a financial advisor at Edward Jones with Series 66 credentials and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Executive Management Services from 2014 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brian Kirshman is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Raymond James Financial Services. Kirshman serves as a board member for Kings Youth Lacrosse, assisting with event planning and uniform distribution. 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 deliver model portfolios across various investment vehicles.

Hannah Stambaugh is a financial advisor with Fidelity in Fort Mitchell, KY, holding Series 63 and Series 66 designations and eight years of industry experience. Prior to joining Fidelity Investments in 2025, she worked at Fidelity Brokerage Services LLC since 2017. Outside of her financial career, she has experience with Sunshine Grow Shop and involvement in Transformative Learning: The Study. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and serves a range of intermediary platforms.

Garrett Dunahugh is a financial advisor at Fidelity with Series 65 and Series 63 licenses and five years of industry experience. His career includes roles at Fifth Third Securities and Fifth Third Bank prior to joining Fidelity. He works within 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 in its investment process, supporting a range of advisory and portfolio management activities.

Luke Tabler is an Investment Solutions Representative III at Fidelity Investments. He began his career at Fidelity as a Customer Relations Advocate in 2022 and has held various roles within the company, including Trading Specialist I, High Net Worth Associate, and Investment Solutions Representative I before assuming his current position in 2024. In his professional practice, Luke focuses on connecting with individuals and families to help them make confident financial decisions. He works with clients to build long-term wealth through thoughtful planning and disciplined investment strategies, aiming to support their financial security and peace of mind. Outside of his professional responsibilities, Luke has interests in baseball, concerts, fitness, football, golf, and snowboarding.

Patricia King is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Outside of her advisory role, she owns and operates Patty Bakes Cookie Co, a bakery specializing in custom-decorated sugar cookies for events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and is notable for its extensive retail advisor network and additional capabilities such as trust services and securities-based lending.

Zachary Thornton is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2014 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI-driven research, and its role in managing multiple registered investment companies and model portfolios.

Mark Humpert is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 designations and has worked within various Fidelity divisions since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity company that offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI and algorithmic tools in its investment process.

Christopher Alverson is a Financial Advisor with Merrill Lynch Wealth Management. He works with high-income professionals to coordinate comprehensive financial strategies that include tax mitigation, equity compensation, retirement income, and estate planning. His approach involves integrating these elements into one framework to provide clear guidance on managing complex financial situations. With experience focusing on college education planning, legacy planning, and personal retirement planning, Christopher helps clients navigate issues such as concentration risk, capital gains, and multi-generational estate strategies. He offers access to resources typically available to ultra-high-net-worth families, including large equity event planning and executive compensation restructuring. Christopher holds a Master's Degree from the University of Cincinnati and a Bachelor's Degree from The Northern Kentucky University. He holds the Personal Investment Advisor (PIA) professional designation. Outside of his professional work, he enjoys music, reading, and spending time with his family.

Jeff Slavey is a Financial Consultant at Fidelity Investments, where he has been partnering with clients since 2012. In his current role, he provides help and support for personal financial decisions, creating unique plans tailored to each client's individual situation. His areas of expertise include retirement planning, investment strategy, income planning, tax-efficient investing, and asset protection. Jeff has held various positions at Fidelity Investments, progressing from Financial Associate I in Defined Contribution to his current role, demonstrating extensive experience within the company. Jeff holds insurance licenses in Arkansas and California. Outside of work, he has interests in baseball, family activities, football, movies, and traveling.

Michael St. John is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research, its role as a commodity pool operator, and its advisory services to registered investment companies.

Brendan McDermott is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he focuses on understanding each client's unique circumstances and long-term objectives to develop tailored financial strategies. Brendan aims to provide clarity and direction, helping clients move confidently toward their financial goals. Prior to his current role, Brendan held several positions at Fidelity Investments, including Fixed Income Specialist from 2022 to 2025, Stock Plan Associate in 2022, High Net Worth Associate from 2021 to 2022, and Customer Relationship Advocate from 2019 to 2021. He holds insurance licenses in Arkansas and California. Outside of his professional work, Brendan enjoys baseball, board games, hiking, music, and traveling.

Caleb Lloyd is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has worked with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios across mutual funds, ETFs, and ETPs.

Michael Matus is a financial advisor with Ameriprise in Hebron, KY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Charles Wimsatt is a financial advisor with Cetera who holds a Series 66 designation and has 28 years of industry experience. He has been associated with Cetera and its related entities since 2019 and previously worked at Summit Financial Group and Summit Brokerage Services. In addition to his advisory role, he serves as president of Renaissance Capital Management, Inc., where he is involved in management and administration, and participates in a tax preparation business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers, supporting various program structures and custodial relationships.

Randie Hagelman is a Senior Financial Advisor at Merrill Lynch Wealth Management and leads The Hagelman Group. She has over 20 years of experience in the banking and wealth management industry, providing personalized financial planning services to both personal and business clients. Her approach focuses on understanding each client's unique goals and resources to develop individualized strategies. Randie assists clients in managing concentrated stock positions and navigating significant life transitions such as retirement, education funding, inheritance, and business sales. She offers expertise in tax management strategies, 401k and small business retirement plans, and works closely with attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy planning. Her team also supports executives, physicians, attorneys, and other professionals with protection strategies including disability, long-term care, and life insurance. Randie earned her Associate's Degree from Thomas More College and holds the Personal Investment Advisor (PIA) designation. She serves on the Board of Trustees for the Clovernook Center for the Blind & Visually Impaired and participates in a committee for the Life Learning Center, reflecting her commitment to community involvement.

Tom Zientek is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2007. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2004 to 2006 and as a Corporate Credit Analyst at National City Bank from 2002 to 2003. His professional background encompasses wealth planning and financial consulting. Tom holds insurance licenses for Arkansas and California. He emphasizes understanding his clients' needs and delivering tailored financial planning solutions to support their specific situations. He looks forward to collaborating with clients to create and execute plans that align with their goals. Outside of his professional work, Tom enjoys golf, table tennis, traveling, spending time with pets, and volunteering.

Andrea Smedley is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Fidelity Brokerage Services since 2000 and joined Fidelity in its current form in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios and oversight of sub-advisers.