Bernard Wesselman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity Brokerage Services LLC in 2025, he worked for Saint Elizabeth Healthcare from 2012 to 2025. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides discretionary and non-discretionary investment management services to retail and institutional clients, registered investment companies, and an IRS-qualified Charitable Gift Fund. The firm employs proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Thomas Zehnder is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Fidelity affiliates since 2012. Outside of his advisory role, he is involved in managing several holding and property management companies. 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 utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Alec Smith is a Planning Consultant at Fidelity Investments, where he partners with Financial Consultants to assist clients in working toward their financial goals through personalized financial planning and investment guidance. He has been with Fidelity Investments since 2022, initially serving as a Workplace Planning Consultant before his current role. Prior to joining Fidelity, Alec worked as a Retail Personal Banker at Fifth Third Bank from 2018 to 2022. He holds insurance licenses for Arkansas and California. Outside of his professional work, Alec enjoys cooking and baking, participating in family activities, socializing with friends, playing golf, and traveling.

Michael Puttmann is a financial advisor with LPL Enterprise LLC located in Cincinnati, OH. He holds the Series 65 and Series 66 credentials and has two years of industry experience. His prior work includes roles at Equity Services Inc, National Life Of Vermont, and MWA Financial Services Inc. Puttmann also has a business ownership role that he has maintained since 2016. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers, with additional services including financial planning and insurance product sales through affiliated entities.

Robert Fitzpatrick is a financial advisor with Ameriprise in Cincinnati, OH, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at The Huntington Investment Company for 10 years and PNC Wealth Management for 2 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Connor Taylor is a financial advisor with Fidelity in Dayton, KY, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes a role at Subaru and involvement with the University of Kentucky Football Team during his time at the University of Kentucky. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. 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 portfolio management.

Thomas Gilday is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds a Series 66 credential and has worked previously at Invest Financial Corp. and Barnaclo Home Loans. Outside of advising, he is active as a mortgage loan officer with American Mortgage Service Corporation. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using multiple portfolio management and platform options.

Jeremy Sebring is a Financial Consultant at Fidelity Investments, where he works with clients to develop customized financial strategies tailored to their specific needs. He focuses on building meaningful relationships to understand each client's unique goals and financial aspirations. Jeremy's approach includes helping clients plan for life's uncertainties by creating financial plans that provide greater predictability. His professional experience at Fidelity spans multiple roles, including Financial Consultant since 2024, Regional Center Planning Consultant from 2023 to 2024, and Fixed Income Relationship Officer from 2015 to 2023. Jeremy holds insurance licenses in Arkansas and California. Outside of his professional work, Jeremy has interests in comedy, cooking and baking, fitness, football, motorcycles, and parenthood.

Ryan Johnson is a financial advisor at Fidelity with two years of industry experience and a Series 66 designation. His prior work includes roles at Fidelity Investments and involvement with the South Florida Collegiate Baseball League. 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. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios with an emphasis on systematic methodologies and long-term asset allocation.

Patrick O'Connor is a financial advisor at LPL Financial with 33 years of industry experience. He holds a Series 63 designation and has worked previously with Stonex Advisors Inc, StoneX Securities Inc, and Cox Financial Corp. Outside of his advisory role, he is a certified public accountant involved in tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with a range of operational and research tools.

Jarod Boone is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he partners with Wealth Management Senior Relationship Managers to support clients' financial planning and service needs, focusing on understanding client goals and building lifelong relationships. Jarod has been with Fidelity Investments since 2018, holding various positions including Customer Relationship Advocate, High Net Worth Service Associate, and Client Services Help Desk before assuming his current role in 2026. This progression within the company reflects his experience in client services and wealth management support. Outside of his professional responsibilities, Jarod engages in personal interests such as family activities, fitness, outdoor adventures, parenthood, reading, and swimming.

Jacob Elbert is a financial advisor at Fidelity with Series 66 credentials and four years of industry experience. He has worked at Fidelity Investments since 2020 and previously held positions at Amazon and Bob Evans. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing a range of portfolios that include mutual funds, ETFs, and ETPs, while employing oversight controls and addressing potential conflicts of interest.

Jong Hyun Kim is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes time at Korean Community Services of Metropolitan New York and teaching roles at CUNY Queens College. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of investors and is known for its use of systematic methodologies, model portfolios, and a formal advisory role to multiple registered investment companies.

Samantha Hallo is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Northwestern Mutual, Levy Restaurants, and the University of Cincinnati. 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 a range of portfolios, including multi-manager and fund-of-funds structures.

Jonathon Berner is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fifth Third Bank and Northwestern Mutual. 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 a range of portfolios, including fund-of-funds and multi-manager structures.

Joshua Heller is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of fundamental research and quantitative analysis, employing systematic methodologies and algorithmic portfolio construction to manage portfolios and deliver model solutions.

James Stocker Jr. is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds a Series 66 designation and has been with Baird since 2018, following two years at Total Quality Logistics. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves a diverse client base including individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and separately managed account programs, supported by internal research and a blend of manager-traded and model-traded strategies.

Peter Myers is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various Fidelity entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios across mutual funds, ETFs, and ETPs.

Corbin Fox Ash is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he spent ten years at Northern Kentucky University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to offer discretionary and non-discretionary advisory services, including model portfolios and fund advisory.

Cardail Batiste is a financial advisor with Primerica Advisors in Fort Wright, KY, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has worked at PFS Investments Inc. since 2016 and previously spent three years with Honeywell Aerospace. Outside of advising, Batiste holds a real estate associate broker license in Baton Rouge, LA. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, primarily through model-delivery strategies created by third-party asset managers. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management.