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 at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio construction that combines fundamental research with quantitative and algorithmic approaches.

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.

David Burgin is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. He has worked at Fidelity and its affiliate FIDELITY Brokerage Services LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, multi-manager investment solutions.

Zachary Stewart is a financial advisor at Fidelity with a Series 66 designation and zero years of industry experience. Prior to joining Fidelity, he served in various law enforcement roles from 2015 to 2025 and was a member of the Kentucky Army National Guard for 14 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers fund advisory and constructs model portfolios using a broad investable universe, with noted involvement in commodity pool operations and formal advisory roles to multiple registered investment companies.

Kolby Faust is a Planning Consultant at Fidelity Investments, where he works closely with clients to co-create financial plans tailored to their individual needs and goals. He places importance on understanding what is significant to each client and their family in order to assist them effectively in working toward their financial objectives. Kolby has held multiple roles within Fidelity Investments since 2022, including Investment Solutions Representative and Customer Relationship Advocate. Prior to joining Fidelity, he was a Client Service Specialist at Charles Schwab. He holds an Arkansas Insurance License, which supports his ability to provide comprehensive financial planning advice. Outside of his professional work, Kolby has interests in baseball, beach activities, boating, golf, outdoor adventures, and social events with friends.

Eric Jarrard is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with various Fidelity entities since 2013. He is based in Covington, KY. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies. Their investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Madelyn Sliger is a financial advisor at Fidelity with two years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at TEKSystems and Total Quality Logistics. Outside of her advisory role, she is the sole proprietor of Kitty Stitch LLC, a digital content business. 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 create model portfolios across mutual funds, ETFs, and ETPs.

Maria Rizzo is an Investment Solutions Representative III at Fidelity Investments, a role she has held since 2024. Prior to this, she worked as a Customer Relationship Advocate at Fidelity Investments from 2023 to 2024. In her professional capacity, Maria focuses on understanding clients' goals, values, and priorities to develop personalized financial and investment strategies tailored to individual needs. She is committed to providing clear education, trusted guidance, and fostering a collaborative experience that supports clients' financial well-being and peace of mind. Maria's approach centers on empowering clients to make informed financial decisions through access to knowledge and guidance. Outside of her professional work, she has interests in art, camping, family activities, kayaking, music, and reading.

Judith Mcdole is a financial advisor at Fidelity with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Fidelity Investments since 2018. Prior to that, she held positions at Notre Dame Academy and Kenton County Schools. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad investable universe.

William Taylor is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked in various roles including at Tournament Bus Services during the FIFA World Cup Qatar 2022 and the FIFA Arab Cup Qatar 2021. 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. The firm manages model portfolios using a systematic approach and serves as an advisor to multiple registered investment companies and fund-of-funds.

Anthony Hamann is a Vice President and Financial Consultant at Fidelity Investments, where he has held various roles since 2015. He currently serves high-net-worth individuals, families, and business owners, focusing on wealth building, preservation, and transition. His expertise includes investment strategy, retirement planning, estate and legacy considerations, and tax-efficient investing. Anthony holds the CERTIFIED FINANCIAL PLANNER™ designation and possesses insurance licenses in Arkansas and California. His career at Fidelity Investments has included positions such as Financial Consultant, Relationship Manager, Fixed Income Specialist, Investment Solutions Representative, and Financial Representative. Outside of his professional work, Anthony enjoys family activities, golf, outdoor adventures, snowboarding, and volunteering.

Karen Aylor is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 19 years of industry experience. She has worked with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of model portfolios.

William Sayre is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Andrew Lobes is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he partners with Wealth Management Advisors to address the unique financial services needs of families and aims to meet and exceed planning and service goals. Andrew has extensive experience in wealth management, having worked at Fidelity Investments since 2005 in various capacities including Wealth Management Service Specialist II, Private Client Group Representative, and Customer Service Representative. His work focuses on assisting clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives. Outside of his professional duties, Andrew has interests in cooking and baking, fitness, gardening, golf, and painting.

Rodney Torbush is a Certified Financial Planner® with 11 years of industry experience, currently serving as an advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Ft Thomas, KY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, operating under a fiduciary standard.