Chad Sinchek is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2020, progressing through various roles including Investment Solutions Representative 1, 2, and 3, and Customer Relationship Advocate. His work focuses on holistic financial planning, collaborating with clients to pursue their personal and financial goals. Chad holds insurance licenses in Arkansas and California. His experience spans multiple aspects of investment solutions and customer relationship management within the financial services industry.

Eric Deaton is a financial advisor at Edward Jones in Covington, KY, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Patrick Stebbins is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes roles at Fidelity Investments and Northwestern Mutual, as well as entrepreneurial involvement with Libby's Southern Comfort and Velvet Smoke BBQ. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic, research-driven investment process and offers services including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery.

Adam Luckhardt is a Financial Consultant at Fidelity Investments, a role he has held since 2014. He has been with Fidelity Investments since 2004, progressing through various positions including Portfolio Specialist, Client Management, Lifetime Solutions Representative, Retirement Solutions Representative, Senior Investment Representative, Investment Representative, and Financial Representative. Adam holds insurance licenses in Arkansas and California. He works closely with clients to understand their goals, objectives, values, and financial needs, collaborating to build plans designed to be resilient through any market condition. Outside of his professional work, Adam enjoys outdoor activities such as camping, hiking, gardening, and soccer, and values spending time with his family.

Zarian Hunter Cure is an Investment Solutions Representative III at Fidelity Investments. In this role, Zarian collaborates with clients to develop goal-focused financial plans that adapt to their evolving needs. He emphasizes building enduring relationships based on trust and collaboration. Zarian's experience in the financial services industry includes progressive positions at Fidelity Investments, starting as a Customer Relationship Advocate in 2024, advancing through three levels of Investment Solutions Representative from 2025 to the present. Prior to joining Fidelity, he was a Financial Representative at Northwestern Mutual from 2023 to 2024. He holds a California Insurance License. Outside of his professional work, Zarian enjoys bowling, fitness, football, social events with friends, and outdoor adventures.

John Allshouse is a financial advisor with Raymond James Financial in Cincinnati, OH, holding the ChFC® and Series 66 designations and bringing 14 years of industry experience. He has previously worked at TIAA and First Financial Bank and currently manages teams at Yellow Cardinal Advisory Group, where he is involved in wealth advisory and private banking. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools for customized, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Charles Regan is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments. Outside of his advisory role, he serves as an assistant soccer coach at Goshen High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Steven Horsley is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. His career includes positions at firms such as Fidelity Brokerage Services, Strategic Advisers, and Mass Mutual Investors Services. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Samuel Dinn is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 66 designation and previously worked for Securities America Advisors, Inc. for 15 years. Outside of his advisory role, he has a minority ownership interest in Queen City Capital Management and operates Brecek & Young Financial Services, which offers fixed annuity and long-term care insurance products. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services across multiple platforms and uses a range of tools and third-party solutions to construct and manage diversified portfolios.

Jensen Fahlbush is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and having one year of industry experience. Prior to joining Fidelity, he held roles in healthcare and community organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios comprising mutual funds, ETFs, and ETPs and serves as an advisor to multiple registered investment companies and fund-of-funds.

Bernard Wesselman is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Before joining Fidelity Brokerage Services LLC in 2025, he worked for Saint Elizabeth Healthcare for 13 years. Fidelity’s Strategic Advisers LLC 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 develop model portfolios from mutual funds, ETFs, and ETPs.

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.

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.

Stuart Sutphin is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2017. He has been with Fidelity Investments since 2011, progressing through various positions including Financial Consultant, Investment Consultant, Relationship Manager in the Private Client Group, Workplace Guidance Consultant, and Defined Contribution Representative. In his current role, Stuart partners with clients and their families to design and execute comprehensive wealth plans. His professional experience spans multiple facets of financial consulting and client relationship management within Fidelity Investments. Additional details regarding Stuart's education, credentials, personal interests, or community involvement were not provided.

Thomas Gilday is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds a Series 66 credential and has worked previously at Invest Financial Corp. and Barnaclo Home Loans. Outside of advising, he is active as a mortgage loan officer with American Mortgage Service Corporation. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using multiple portfolio management and platform options.

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 two years of industry experience and a Series 66 designation. His prior work includes roles at Fidelity Investments and involvement with the South Florida Collegiate Baseball League. 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. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios with an emphasis on systematic methodologies and long-term asset allocation.

Todd Ille is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds the Series 66 designation. His prior work includes roles at Edward Jones, Cabot Lodge Securities, Premium 72 Capital, and Dempsey Lord Smith, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of investment approaches and platform solutions tailored to client objectives.