Sam Zeibak is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Ameriprise, he worked at The Huntington Investment Company for nine years and Fidelity Brokerage Services for 26 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Andrew Martin is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at New York Life and El Toro IP Targeting, along with various academic and other engagements. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and systematic model portfolio construction across mutual funds, ETFs, and ETPs.

Yvonne Wyckoff is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She has been with Morgan Stanley and its predecessor firms since 2007, including Merrill from 2007 to 2009. 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, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

Kati Nolan is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity since 2022. Prior to her advisory role, she has experience in retail and education sectors, including positions at Pandora Shops by Todd and Northern Kentucky University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and long-term asset allocation strategies.

Mark Celebrezze is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2024. He collaborates with clients to develop comprehensive and holistic financial plans, focusing on avoiding common financial mistakes, identifying financial goals, implementing tax-efficient investment strategies, and assisting with legacy planning considerations. He emphasizes open communication and ongoing dialogue to tailor plans that evolve with clients' goals. Mark has extensive experience within Fidelity Investments, having held several positions since 2016. His previous roles include Portfolio Specialist, Client Management Representative, Senior Stock Plan Executive Services Representative, Stock Plan Consultant, Workplace Investing Executive Services Representative, Full Trader, Pension Representative, and 401k Financial Service Associate. He holds insurance licenses in Arkansas and California. Outside of his professional work, Mark has interests in camping, kayaking, visiting museums, parenthood, caring for pets, and volunteering.

Joshua Appleman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Fidelity, he worked in the restaurant industry for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct systematic, model-based portfolios.

Sydney Taske is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Taske worked at Shull Media Partners and was affiliated with Coker University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices.

Arjun Verma is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he worked in various roles including at Rock Solid Remodeling and several academic institutions such as Thomas More University and Montgomery College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

David Coppage is a CFP® certificant with 29 years of industry experience, currently serving at Raymond James Financial Services Advisors Inc. since 2012. He is also the owner of Coppage Wealth Management, LLC, a support company based in Florence, KY. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Charles Schank is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has been with Edward Jones since 2022 and previously worked at SMG & Associates Inc for ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and operates a nationwide network of over 23,700 financial advisors.

Terry Verax is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliates since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinct expertise in commodity pool operations and advisory roles for registered investment companies.

Connor Fox is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes positions at Performance Lexus RiverCenter and Jaguar Land Rover Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and adviser to multiple registered investment companies.

Amanda Fessler is a financial advisor with Merrill in Cincinnati, Ohio, holding a Series 66 designation and 13 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011 and Bank of America, N.A. since 2019. Outside of her advisory work, she serves as Chair of the Board of Directors for Kenzie's Closet, a charitable organization. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Debra Mohr is a financial advisor with Fidelity, holding a Series 66 designation and 22 years of industry experience. Her career includes roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, PRUCO Securities, and Ameriprise. She is a member of Astronomics, LLS, an inactive credit counseling organization. Fidelity’s Strategic Advisers LLC, where she works, provides investment management and advisory services to a wide range of clients, using proprietary fundamental research alongside quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Margaret Vanluit is a financial advisor with Fidelity in Cincinnati, OH, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Roosters, Country Bow Brewing, and Texas Roadhouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Preston Nash is a Financial Consultant at Fidelity Investments, where he collaborates with clients to understand their financial priorities and develop tailored financial plans. He has held various roles at Fidelity Investments since 2021, including Planning Consultant, Fixed Income Specialist, Investment Solutions Representative, and Customer Relationship Advocate. He holds insurance licenses in Arkansas and California, supporting his work in financial consulting and planning. Information about his education and personal interests has not been provided.

Janey Kegley is a financial advisor with Cambridge Investment Research Advisors holding Series 66 and Series 63 licenses and has 21 years of industry experience. Her prior work includes roles at OSAIC, SagePoint Financial, and Orion Portfolio Solutions, among others. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Harris Disken is a Planning Consultant at Fidelity Investments' National Investor Center. In this role, he collaborates with his team to support clients in achieving improved financial outcomes. He has experience as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2024. Harris holds insurance licenses in Arkansas and California. Outside of his professional work, Harris has personal interests in boating, fitness, music, singing, and traveling.

Jon Hemmer is a Financial Consultant currently working with Fidelity Investments. He collaborates with individuals and families to develop comprehensive financial plans that address various life changes and priorities, focusing on balancing risk with what is most important to his clients. Jon has extensive experience in the financial services industry, having held multiple roles at Fidelity Investments since 2013, including Investment Management Consultant, Portfolio Specialist, Client Management Representative, Workplace Planning Consultant, Investment Solutions Representative, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Advisor at Merrill Lynch from 2012 to 2013. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jon enjoys cooking and baking, participating in family activities, and engaging in fitness pursuits such as golf, running, and skiing.

Bryan Keegan is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has worked in the financial services industry for over 15 years, focusing on building long-term relationships with clients and their families to help them define and pursue their personal financial goals. Prior to his current role, he served as a Director Retirement Planner at Fidelity Investments from 2011 to 2020. Keegan's approach involves understanding clients' wishes and concerns to create financial plans tailored to their evolving needs at every stage of life. He holds insurance licenses in Arkansas and California. Outside of his professional work, Bryan enjoys camping, cooking and baking, golf, hiking, reading, and snowboarding.