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 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Fidelity Personal and Workplace Advisors and Instacart. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes specialized capabilities in derivatives and commodities.

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.

Samuel Dinn is a financial advisor at OSAIC with 28 years of industry experience. He holds the Series 66 designation and previously worked at Securities America Advisors, Inc. and Brecek & Young Advisors, Inc. Outside of his advisory work, he is a part owner of Queen City Capital Management and maintains an ownership interest in Brecek & Young Financial Services, which offers fixed annuity and long-term care insurance products. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of programs such as comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting.

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.

Bernard Wesselman is a financial advisor with Fidelity in Covington, KY, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity Brokerage Services LLC in 2025, he worked at Saint Elizabeth Healthcare for 13 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs, while also maintaining oversight of sub-advisers and addressing potential conflicts of interest.

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 65 and Series 63 licenses and bringing 12 years of industry experience. His prior experience includes roles at The Huntington Investment Company and PNC Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice. The firm’s approach combines proprietary research and third-party data to guide asset allocation and withdrawal strategies within a defined investment framework.

Connor Taylor is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 designations and has prior work history with Subaru and involvement with the University of Kentucky Football Team. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Thomas Gilday is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Invest Financial Corp. since 2007. Outside of his advisory role, he has been active as a mortgage loan officer with American Mortgage Service Corporation since 2005. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

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.