Ben Haggerty is a Planning Consultant at Fidelity Investments, where he partners with clients to build effective financial plans, support wise investment decisions, and simplify their finances. He has been with Fidelity Investments since 2017, progressing through roles from Investment Solutions Representative to Central Relationship Manager, Relationship Manager, and currently Planning Consultant. Ben holds insurance licenses in Arkansas and California. Outside of work, he enjoys spending time with friends, engaging in social events, gardening, outdoor adventures, parenthood, caring for pets, and traveling.

Zack Barker is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2016 and has held various roles including Financial Representative, Investment Solutions Representative, Client Management Representative, Portfolio Specialist, and Investment Management Consultant III before his current position. Zack provides guidance in areas such as Retirement Planning, Investment Strategies, Tax Efficient Investing, and Income Planning. He holds insurance licenses in Arkansas and California. Outside of his professional work, Zack's personal interests include concerts, football, golf, music, and outdoor adventures.

Christopher Di Bari is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with Ameriprise Financial Services, LLC, having previously worked at PNC Investments for 15 years and Fifth Third Securities, Inc. for 5 years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning, tax-aware withdrawal strategies, and Social Security claiming options for clients approaching or in retirement.

John Sorensen is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he has worked in retail at Rocky Mountain Chocolate Factory. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Nolan Wallace is a financial advisor at Fidelity with 7 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Brokerage Services LLC and Carlisle and Bray Marine. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary research and algorithmic portfolio construction. The firm offers a range of services from discretionary portfolio management to fund advisory and model portfolio delivery, with a notable focus on systematic methodologies and oversight controls.

Anthony Sexton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He previously worked at INVEST Financial Corp. for six years before joining LPL Financial in 2018. Sexton is also involved with Tri-County Assurance Agency, Inc. as an agent in the sales and service of fixed insurance products and has part-time experience in tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, emphasizing both discretionary and non-discretionary strategies supported by various operational and research tools.

Matt Arnold is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has 20 years of experience working with high-net-worth individuals and families. His expertise includes retirement planning, income strategies, tax-efficient investing, and estate planning considerations. Matt focuses on helping clients navigate the capital markets by collaborating and building customized comprehensive financial plans. Prior to his current role, Matt served as Regional Vice President at Fisher Investments from 2020 to 2023. He has also held positions as Wealth Manager at Creative Planning (2016-2020), Financial Advisor at JP Morgan (2013-2016), Investment Consultant at TD Ameritrade (2009-2013), Associate at UBS (2007-2009), and worked in Service & Trading, Stock Plan Services at Fidelity Investments (2005-2007). Outside of his professional work, Matt's personal interests include fitness, football, golf, parenthood, traveling, and volunteering.

Steven Bays is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. In his capacity, he works with individuals and families to identify and assess risks and opportunities, aiming to align financial strategies with clients' goals and preferences. Prior to this role, he has held various positions at Fidelity Investments since 2015, including Financial Consultant, Investment Consultant, and Investment Solutions Representative. His experience also includes serving as a Senior Sales Representative at Western and Southern Financial Group from 2013 to 2015. Throughout his career, Steven has focused on understanding client preferences to tailor financial solutions that meet their specific needs. Outside of his professional work, he engages in family activities and pursues interests in fitness, football, golf, and music.

Emily Hussey is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and previously worked at Texas Tech University, Fiserv, Summit Hills Country Club, and the University of North Carolina Wilmington. 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 to deliver model portfolios and discretionary management.

Amanda Rogers is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. Her work history includes roles at Fidelity Investments and Regal Rexnord, among others. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including model portfolios and fund-of-funds structures.

Thomas Purcell III is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, 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 plans to clients’ goals and risk tolerances.

James Connor II is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at LPL Financial since 2018 and previously spent six years with INVEST Financial Corp. Outside of his advisory role, he serves as president of Tri-County Assurance Agency, Inc., a general insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Jarod Asher is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity divisions since 2011. Fidelity’s Strategic Advisers LLC serves retail and institutional clients with investment management and advisory services, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage fund advisory assignments.

Michael Feinauer is a financial advisor with Primerica Advisors in Fort Wright, KY, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1996 and has also operated as a land surveyor since 1975. In addition to his advisory role, he has involvement in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing, focusing primarily on individual investors rather than institutional or pension clients.

Steven Schulte is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services since 2013. In addition to his advisory role, he acts as a Private Banker at Yellow Cardinal Brokerage Services, providing financial planning and traditional banking products to clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides non-discretionary planning tailored to client goals using analytical tools and supports a broad advisor network with specialized municipal and employer advisory programs.

Rebecca Zeller is a financial advisor at Fidelity with six years of industry experience. She has worked at Fidelity Brokerage Services since 2019 and previously held roles at Omega Processing Solutions and Infintech LLC. Zeller holds a Series 66 designation. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and oversees affiliated and unaffiliated sub-advisers.

John Kuntz Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 50 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1994. 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 portfolios, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Eric Sweet is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in horticultural resources and held roles in publishing and education. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also has a formal advisory role to multiple registered investment companies and employs algorithmic methods and AI in its research processes.

Adam Anderson is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services since 2017. Outside of his advisory role, he performs independent contractor work including rideshare and courier services, as well as voice acting through an online marketplace. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Dalia Baxter is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Fidelity and its brokerage services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.