Michael Belg is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 credential. His prior work includes positions at Chapel Electric Company and several grocery market chains. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Jaden Dahm is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill and Bank of America, Dahm worked at Rally Rd and Flyer Enterprises and has experience at the University of Dayton. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shelli Davenport is a Series 66 credentialed financial advisor with 27 years of industry experience. She has worked at UBS Financial Services since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a notary public in the state of Ohio. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, 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 investment strategies.

Todd Hammond is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities including Strategic Advisers, Fidelity Brokerage Services, and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a range of clients, including retail and institutional investors, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios created from mutual funds, ETFs, and ETPs using systematic methods and long-term asset allocation benchmarks.

Simon Lawson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Fidelity. His work history includes roles at Fidelity Investments and Bartlett Wealth Management. He also volunteers as a financial planner with The Foundation for Financial Planning, meeting quarterly with clients virtually. 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 to manage model portfolios across mutual funds, ETFs, and ETPs.

Austin Kramer is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role at Fidelity Investments, he was affiliated with Fidelity Brokerage Services, LLC for nine years and worked in education roles at Education At Work and Northern Kentucky University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Brandon Staggs is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2019 and Mutual of America Securities LLC prior to that. Fidelity’s Strategic Advisers LLC 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 to manage portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Derek Kramer is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with various Fidelity entities since 2014, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolio delivery to intermediary platforms.

Bryson Stanley is currently an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He began his tenure at Fidelity Investments in 2024 as a Customer Relationship Advocate and was subsequently promoted through several positions, including Investment Solutions Representative I and II, before achieving his current title. Before joining Fidelity Investments, Bryson gained experience as a Financial Planning Intern at Northwestern Mutual from 2023 to 2024. His professional focus centers on co-creating comprehensive financial plans that incorporate mindful planning and disciplined investment strategies. He aims to assist clients in making confident financial decisions that contribute to their peace of mind. Outside of his professional endeavors, Bryson enjoys engaging in family activities, fitness, football, and movies.

Sumer Odom is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, Odom held various positions across different sectors including community care, food processing, and behavioral health. 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 discretionary and non-discretionary portfolios.

Chad Sinchek is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2020, progressing through various roles including Investment Solutions Representative 1, 2, and 3, and Customer Relationship Advocate. His work focuses on holistic financial planning, collaborating with clients to pursue their personal and financial goals. Chad holds insurance licenses in Arkansas and California. His experience spans multiple aspects of investment solutions and customer relationship management within the financial services industry.

Eric Deaton is a financial advisor at Edward Jones in Covington, KY, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Patrick Stebbins is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes roles at Fidelity Investments and Northwestern Mutual, as well as entrepreneurial involvement with Libby's Southern Comfort and Velvet Smoke BBQ. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic, research-driven investment process and offers services including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery.

Adam Luckhardt is a Financial Consultant at Fidelity Investments, a role he has held since 2014. He has been with Fidelity Investments since 2004, progressing through various positions including Portfolio Specialist, Client Management, Lifetime Solutions Representative, Retirement Solutions Representative, Senior Investment Representative, Investment Representative, and Financial Representative. Adam holds insurance licenses in Arkansas and California. He works closely with clients to understand their goals, objectives, values, and financial needs, collaborating to build plans designed to be resilient through any market condition. Outside of his professional work, Adam enjoys outdoor activities such as camping, hiking, gardening, and soccer, and values spending time with his family.

Zarian Hunter Cure is an Investment Solutions Representative III at Fidelity Investments. In this role, Zarian collaborates with clients to develop goal-focused financial plans that adapt to their evolving needs. He emphasizes building enduring relationships based on trust and collaboration. Zarian's experience in the financial services industry includes progressive positions at Fidelity Investments, starting as a Customer Relationship Advocate in 2024, advancing through three levels of Investment Solutions Representative from 2025 to the present. Prior to joining Fidelity, he was a Financial Representative at Northwestern Mutual from 2023 to 2024. He holds a California Insurance License. Outside of his professional work, Zarian enjoys bowling, fitness, football, social events with friends, and outdoor adventures.

John Allshouse is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds the ChFC® and Series 66 designations. His prior roles include positions at Morgan Keegan & Company, TIAA-CREF, and First Financial Bank. In addition to his advisory work, he is involved with Yellow Cardinal Advisory Group, where he helps manage wealth advisory and private banking teams. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored planning and analytical tools to support client goals and offers specialized services such as municipal advising and SIMPLE IRA employer consulting.

Charles Regan is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments. Outside of his advisory role, he serves as an assistant soccer coach at Goshen High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Martin Brennen is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Personal and Workplace Advisors and Strategic Advisors. Brennen is based in Cincinnati, OH. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Steven Horsley is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. His career includes positions at firms such as Fidelity Brokerage Services, Strategic Advisers, and Mass Mutual Investors Services. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jensen Fahlbush is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and having one year of industry experience. Prior to joining Fidelity, he held roles in healthcare and community organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios comprising mutual funds, ETFs, and ETPs and serves as an advisor to multiple registered investment companies and fund-of-funds.