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.

Tatjana Cumic is a financial advisor with Thrivent Investment Management in Cincinnati, OH, holding a Series 66 designation and bringing five years of industry experience. She has worked with Thrivent since 2020 and previously held roles at Express Employment Professionals and the University of Montenegro. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive financial planning across a range of topics without portfolio management for institutional clients. The firm combines goal-based analyses with a managed-account program under a consolidated billing option called “WealthPlan.”

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.

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.

Matt Arnold is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has 20 years of experience working with high-net-worth individuals and families. His expertise includes retirement planning, income strategies, tax-efficient investing, and estate planning considerations. Matt focuses on helping clients navigate the capital markets by collaborating and building customized comprehensive financial plans. Prior to his current role, Matt served as Regional Vice President at Fisher Investments from 2020 to 2023. He has also held positions as Wealth Manager at Creative Planning (2016-2020), Financial Advisor at JP Morgan (2013-2016), Investment Consultant at TD Ameritrade (2009-2013), Associate at UBS (2007-2009), and worked in Service & Trading, Stock Plan Services at Fidelity Investments (2005-2007). Outside of his professional work, Matt's personal interests include fitness, football, golf, parenthood, traveling, and volunteering.

Steven Bays is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. In his capacity, he works with individuals and families to identify and assess risks and opportunities, aiming to align financial strategies with clients' goals and preferences. Prior to this role, he has held various positions at Fidelity Investments since 2015, including Financial Consultant, Investment Consultant, and Investment Solutions Representative. His experience also includes serving as a Senior Sales Representative at Western and Southern Financial Group from 2013 to 2015. Throughout his career, Steven has focused on understanding client preferences to tailor financial solutions that meet their specific needs. Outside of his professional work, he engages in family activities and pursues interests in fitness, football, golf, and music.

Emily Hussey is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and previously worked at Texas Tech University, Fiserv, Summit Hills Country Club, and the University of North Carolina Wilmington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Amanda Rogers is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. She has worked at Fidelity Investments since 2022 and has previous experience in industries including retail and manufacturing. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Thomas Purcell III is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jarod Asher is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, supporting model portfolios composed of mutual funds, ETFs, and ETPs.

Michael Feinauer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1996. In addition to his advisory work, Feinauer has operated as a land surveyor for over 50 years and is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Steven Schulte is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services since 2013. In addition to his advisory role, he acts as a Private Banker at Yellow Cardinal Brokerage Services, providing financial planning and traditional banking products to clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides non-discretionary planning tailored to client goals using analytical tools and supports a broad advisor network with specialized municipal and employer advisory programs.

Rebecca Zeller is a financial advisor at Fidelity with six years of industry experience. She has worked at Fidelity Brokerage Services since 2019 and previously held roles at Omega Processing Solutions and Infintech LLC. Zeller holds a Series 66 designation. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and oversees affiliated and unaffiliated sub-advisers.

John Kuntz Jr. is a financial advisor with LPL Financial in Fort Thomas, KY. He holds a Series 63 designation and has 50 years of industry experience, including over three decades with Linsco/Private Ledger Corp. through 1994 to the present. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.

Eric Sweet is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in horticultural resources and held roles in publishing and education. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also has a formal advisory role to multiple registered investment companies and employs algorithmic methods and AI in its research processes.