Trent Ledbetter is an Investment Consultant at Fidelity Investments, where he collaborates with individuals and their families to develop and implement personalized financial plans. He works closely with clients to understand their goals and objectives, aiming to create tailored strategies that align with their priorities. Prior to his current role, Trent served as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2025, and as a Financial Advisor at Northwestern Mutual from 2020 to 2023. Trent's professional experience spans multiple roles within the financial services industry, providing him with a comprehensive understanding of investment consulting and workplace planning. Outside of his professional responsibilities, Trent is engaged in family activities and enjoys interests such as football, golf, parenthood, and volunteering.

Christopher Scherer is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across various Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

Christopher Sprenkle is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with Morgan Stanley in Cincinnati, OH, having previously worked at Bank of America and Merrill. His credentials also include Series 63 and Series 65 registrations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Arik Naasz is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2007. Over the years, he has held several roles within the company, including Portfolio Specialist from 2012 to 2015 and Retirement Solutions Representative from 2010 to 2012. His experience encompasses guiding clients through various financial planning tools and investment options to help them achieve their goals. Originally from a small town in Ohio, Arik values honesty, hard work, and treating others with respect. These principles have been central to his approach in building long-term client relationships based on trust and collaboration. He holds insurance licenses in Arkansas and California, supporting his ability to serve clients in these states.

Michael Galinger is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its advisory role to multiple registered investment companies, use of AI and algorithmic methods in research, and formal governance procedures.

Brian Bruns is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, and various Fidelity divisions. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model portfolios delivered to intermediary platforms.

Justin Clark is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. In his role, he partners with clients to understand their financial goals, objectives, values, and needs in order to develop comprehensive plans tailored to their circumstances. Justin's experience at Fidelity Investments includes roles as an Investment Solutions Representative, Customer Relationship Advocate, Workplace Planning Consultant, and Financial Associate, spanning from 2014 to the present. His expertise encompasses financial planning and client relationship management. He holds an Arkansas Insurance License. Outside of his professional work, Justin's personal interests include family activities, fitness, football, movies, tennis, and traveling.

James Farrell IV is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Outside of finance, he is a co-owner of Phineas Productions LLC, where he is involved in budgeting, script review, and logistics for film projects. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a large team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain decision-making authority.

Lawrence Vogelpohl is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various Fidelity entities since 1996. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including managing model portfolios using proprietary research and systematic methodologies. The firm serves a broad client base and incorporates algorithmic portfolio construction and oversight of sub-advisers in its investment process.

Tony Weickert is a Planning Consultant at Fidelity Investments, where he supports clients by reviewing their retirement plans, needs, and goals, and providing potential solutions to strengthen their overall retirement plans. He has been with Fidelity since 2022, progressing through various roles including High Net Worth Representative, Investment Solutions Representative I, II, and III before becoming a Planning Consultant in 2025. Tony holds insurance licenses in Arkansas and California, which complement his work with clients in managing retirement and investment solutions. His professional experience is centered on investment solutions and client service within Fidelity Investments. Outside of his professional role, Tony enjoys cooking and baking, participating in family activities, fitness, social events with friends, spending time at the lake, and parenthood.

Cody Smith is a Series 66 licensed financial advisor at Fidelity with two years of industry experience. He previously worked at Altafiber for six years and GTN Logistics for one year. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Kristine Black is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at Citizens Bank and Fifth Third Securities. Outside of her advisory work, she has performed food delivery and shopping services with Instacart and DoorDash. She is associated with Strategic Advisers LLC, a Fidelity Investments company that serves retail and institutional clients through discretionary and non-discretionary portfolio management, advisory services, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, overseeing investments with attention to conflicts of interest and regulatory compliance.

Brian Bailey is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 designations and 26 years of industry experience. His prior work includes a year with Fifth Third Securities and nearly two decades with Fidelity and its related entities. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves various clients, including registered investment companies and charitable funds, and utilizes systematic methodologies alongside oversight of sub-advisers and proxy voting in its fund management.

David Richer is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity since 2012. Outside of his advisory work, he assists his son with a small family entertainment business. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Travis Geers is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2006. 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 is also registered with the CFTC as a commodity pool operator and serves multiple registered investment companies.

Titus Huber is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 1 year of industry experience. Before joining Fidelity, he held positions at JJA Italian, Amazon, Compass Group, and Xavier University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Tom Unkraut serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has been with Fidelity Investments since 2002, progressing through various positions including Financial Consultant, Account Executive, and Investment Representative, among others. His career at Fidelity reflects a long-term commitment to financial advisory services. Tom's expertise encompasses retirement planning, investment strategies, tax-efficient investing, and estate planning considerations. He focuses on helping clients develop simple, effective, and customized financial plans aligned with their key investment goals and objectives. This approach is designed to enhance clients' comfort and security regarding their financial decisions. Outside of his professional responsibilities, Tom has interests in baseball, family activities, fitness, football, hiking, and traveling.

Michael Cooke II is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at PayChex and NEXAMP, as well as nearly a decade at Tailored English Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it maintains oversight through affiliated and unaffiliated sub-advisers.

Neil Bourgeois is a CFP® with 40 years of industry experience and currently affiliated with Osaic Wealth, Inc. He has worked at Osaic since 2024 and previously spent 15 years with Securities America Advisors, Inc. and Securities America, Inc. In addition to his advisory role, he holds a 5% ownership stake in Queen City Capital Management LLC and has experience as an insurance agent specializing in fixed annuity sales. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct diversified portfolios across multiple investment vehicles.

Brandon Sullivan is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He previously worked at Money Concepts Capital Corp and has been associated with Benefit Planning LLC since 2024. Outside of his advisory work, he was involved with Oasis Golf Club for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.