Carl Mcclurg Jr. is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2014. Outside of his advisory role, Mcclurg serves as a board member for Iron Sharpens Iron Community Care, where he assists with event planning for community projects, and is involved with the National Association of Certified Financial Fiduciaries as an author, educator, podcast host, and speaker. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base—including individuals, retirement plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides tailored investment solutions utilizing both proprietary models and third-party strategies across multiple platforms and custody arrangements.

Steven Ninichuck is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been affiliated with various Fidelity entities since 2007, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a qualified charitable gift fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from a broad investable universe, and it serves as an adviser to multiple registered investment funds and intermediary platforms.

Charles Clark is a Series 66-licensed financial advisor with Fidelity in Covington, KY, and has two years of industry experience. His prior roles include positions at KeyBank, Fifth Third Bank, and Alpha Technologies (Freedom Mortgage). He works with 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various investment vehicles and serves as an advisor to multiple registered investment companies.

Bradley Fillnow is the Director, Executive Services Officer at Fidelity Investments, a position he has held since 2018. In this role, he provides strategic financial guidance to senior level executives regarding their executive compensation plans and serves as a one-on-one point of contact for broader Fidelity services. His career at Fidelity Investments spans over a decade, beginning as a Relationship Manager from 2012 to 2014, then as Client Service Manager from 2014 to 2016, followed by a return to the Relationship Manager role from 2016 to 2018 before assuming his current position. This progression reflects his experience in client relationship management and executive financial services. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Michael Clowery is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior work includes roles at Total Quality Logistics, LLC, before joining Fidelity Brokerage Services in 2017. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Daniel Leugers is a financial advisor at Raymond James & Associates with 41 years of industry experience. He has held positions at Morgan Keegan & Company, LLC and UBS Financial Services before joining Raymond James in 2013. He holds Series 63 and Series 65 designations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Rachel King is a financial advisor with Robert W. Baird & Co., Inc. in Ft Wright, KY. She holds a Series 66 designation and has nine years of industry experience, having been with Baird since 2015. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jalese Stone is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Her prior work includes roles at DHL Express, Combined Public Communications, Speedway LLC, Physassist Scribes Inc, and the University of Louisville. Outside of her financial career, she is employed as a food delivery driver for DoorDash. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios and model strategies.

Owen Workman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity in 2025, he held roles at State Farm VP Management Corp and Allison Hornback Insurance Agency, among other positions in various sectors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also engages in advisory activities for registered investment companies and uses algorithmic methodologies in its investment process.

Teela Myers is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Schwab in 2022, she worked at Citibank, Ultimus Fund Distributors, Merrill, Bank of America, Freeman Heyne, and Cetera Advisors. Outside of her advisory role, she works as a delivery driver for DoorDash on a limited basis. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining strategic asset allocation with centralized custody and operational support.

Mario Hristovski is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He focuses on integrating workplace benefits into personalized wealth strategies to assist clients in making informed financial decisions. Mario has been with Fidelity Investments since 2019, progressing from Workplace Planning Associate to Workplace Planning Consultant, and currently serving as a Benefits & Planning Consultant. Prior to Fidelity, he worked as an Investment Associate at Marcus & Millichap from 2017 to 2018. He takes a consultative approach by building trusted relationships and understanding each client's unique priorities, aiming to provide greater confidence and peace of mind in financial planning.

Al Hamedi is a Financial Consultant I at Fidelity Investments, where he has been working since 2026. He assists individuals and families in managing significant financial transitions by providing comprehensive wealth services combined with a personalized approach to financial planning. Al holds insurance licenses in Arkansas and California. Outside of his professional work, Al engages in various outdoor activities such as biking, camping, skiing, and traveling.

Sarah Huelsman is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Fidelity, she worked at LCA Vision and was involved with Incline Public House. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including management of model portfolios through systematic methodologies combining fundamental research and quantitative analysis. The firm is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies, utilizing algorithmic methods and AI in its investment process.

Jason Doublett is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. He previously worked at PRUCO Securities and has held a full-time role as a Senior Program Manager at T-Mobile since 2015. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers, with additional services such as affiliated trust custody and insurance products.

Julianne Kelly is a financial advisor at Fidelity with 11 years of industry experience. She holds a Series 66 designation and has worked within various Fidelity divisions since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its regulatory registrations, use of AI in research, and formal advisory role to multiple registered investment companies.

Holly Henrich is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she partners with clients to understand their short- and long-term financial goals and helps build customized financial plans tailored to meet their unique needs. Holly has been with Fidelity Investments since 2021, progressing through various roles including Investment Solutions Representative I, II, and III, as well as Customer Relationship Advocate. She holds insurance licenses in Arkansas and California. Outside of her professional work, Holly has interests in music, outdoor adventures, and traveling.

Jim Larimore is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Dennis Fehlinger is a financial advisor at Edward Jones in Cincinnati, OH, holding the CFP® designation and Series 63 license with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Samantha Weber is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. She has worked at Fidelity Investments since 2018 and has prior experience at LYFT, Monat Global, and Freddy's Frozen Custard and Steakburgers. Outside of her advisory role, she is involved in delivery services with Instacart. 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 deliver diversified model portfolios.

Joseph Williams is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked in various roles including logistics at FedEx Ground and operated a Labrador Retriever breeding business, On Point Labradors, for over a decade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across diversified fund structures.