Thomas Zehnder is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Fidelity in various capacities since 2012. Outside of his advisory role, he is involved in managing several holding and property management companies based in Cincinnati, Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s offerings include discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, supported by oversight controls and engagement with both affiliated and unaffiliated sub-advisers.

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.

Todd Reed is a CFP® and PFS™ professional with 26 years of industry experience, currently affiliated with Cetera. His career includes roles at Avantax Advisory Services and Midland Insurance, among others. He serves as a volunteer trustee for St. Elizabeth Healthcare Foundation and Florence Christian Church, and is a board member of the National Benevolent Association. Reed also manages and hires employees for his accounting and tax preparation business, RBF Services Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Michael Puttmann is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 66 credentials and two years of industry experience. He has worked at several firms including Equity Services Inc, National Life of Vermont, and Northwestern Mutual. Outside of his advisory work, he is a business owner in Cincinnati, Ohio. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with the sale of financial products.

Connor Taylor is a financial advisor at Fidelity with Series 66 and Series 63 designations and five years of industry experience. His prior work includes roles at Subaru and participation with the University of Kentucky Football Team. 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.

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 one year of industry experience. He holds a Series 66 designation and previously worked in roles outside the financial sector, including with the South Florida Collegiate Baseball League and retail positions. 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. The firm is notable for its registration as a commodity pool operator and its advisory roles to multiple registered investment companies and fund-of-funds.

Patrick O'Connor is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. He previously worked at Stonex Advisors Inc and StoneX Securities Inc for ten years each and has a long tenure with Cox Financial Corp. O'Connor is also a CPA and is involved in tax preparation and accounting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Brooke Barker is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and previously worked at Procter & Gamble. Brooke spent nine years in full-time education before beginning her advisory career. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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 66 and Series 63 licenses and previously worked at Fifth Third Bank and Northwestern Mutual. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios.

Joshua Heller is a financial advisor at Fidelity with Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2016 and joined Fidelity Investments in 2025. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

James Stocker Jr. is a financial advisor at Robert Baird & Co. with six years of industry experience. He holds a Series 66 designation and has been with Baird since 2018, following two years at Total Quality Logistics. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering services such as financial planning, portfolio management, and custody and brokerage. Baird manages approximately $394 billion in assets and utilizes a range of strategies including manager‑traded and model‑traded SMAs, overlay management, and tax‑management techniques, supported by internal research and AI tools.

Peter Myers is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has been associated with various Fidelity entities since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Corbin Fox Ash is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, he worked for ten years at Northern Kentucky University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Cardail Batiste is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and nine years of industry experience. He has worked at Primerica Advisors since 2016 and has prior experience with Honeywell Aerospace. Outside of advisory work, he holds a real estate associate broker license and is involved with Ard Realty, LLC in Baton Rouge, LA. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies and provides custody and trade execution support through third-party providers.

David Davis is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has previously worked at Bessler Auto Parts and M. Rosenthal Printing Company. 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 composed of mutual funds, ETFs, and ETPs.