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.

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.

Elliott Clark is a financial advisor with LPL Financial in Ft Thomas, KY, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior work includes roles at German American Bank, Heartland Bank, The Huntington Investment Company, and Huntington National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and access to model portfolios and third-party research.

Jordan De Perio is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked in various roles including positions at SUNY Oswego and Door Dash. He serves as a board member of the Clarence Chamber of Commerce in Williamsville, NY. Equitable Advisors provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs for individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm operates as both an SEC-registered investment adviser and broker-dealer, emphasizing collaboration with program sponsors and third-party managers.

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.

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.