Adam Trent is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has been with Fidelity and its affiliated entities in various roles since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to registered investment companies and model portfolio platforms.

Matt Best is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He has held several roles within Fidelity Investments since 2021, including Financial Consultant I, Regional Center Planning Consultant - Premium, and Investment Solutions Representative. Matt provides counsel and support for personal financial decisions, focusing on retirement planning, investment strategy, income planning, tax-efficient investing, and family conversations. He holds insurance licenses in Arkansas and California. Outside of his professional work, Matt is interested in family activities, social events, hiking, outdoor adventures, traveling, and volunteering.

Ryan Gartrell is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he gained experience in various capacities within Fidelity Investments, including Financial Consultant I, Investment Solutions Representative III, Investment Consultant, and Central Relationship Manager from 2020 to 2025. Before joining Fidelity, Ryan served as Vice President Employee Benefits Advisor at Fifth Third from 2019 to 2020 and worked as an Analyst at OPOC.us from 2013 to 2019. Ryan holds insurance licenses for both Arkansas and California. He focuses on understanding clients' priorities to collaboratively develop tailored financial plans that are straightforward and sustainable. His approach centers on working closely with clients to build plans that align with their individual needs and goals.

Michael Mcqueeney is a financial advisor at Fidelity with Series 66 and Series 63 credentials. He joined Fidelity in 2026 and has prior work experience at companies including Amazon and Russell Cellular. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a proprietary process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and offers specialized services such as fund advisory and model portfolio delivery.

Richard Combs II is a financial advisor with Edward Jones in Crestview Hills, KY, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is involved in property ownership to support family housing needs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Robert Hageman is a financial advisor at Edward Jones in Fort Mitchell, KY, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is the owner of an LLC that holds a building in Fort Mitchell. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by over 23,700 financial advisors nationwide.

Reece Tate is a financial advisor at Fidelity with 2 years of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining Fidelity, he worked at Madewell and Delhi Fitness Club, and has a background that includes education and other roles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

Daniel McWhorter is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work experience includes roles at Penske Truck Leasing and positions as a student. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Tiffany Weigle is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Fidelity Investments and Fidelity Personal and Workplace Advisors since 2010. Outside of her advisory role, she teaches private and group yoga classes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and is notable for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Christy Commerton is a financial advisor at Edward Jones in Crestview Hills, KY, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, she worked for Southern Glazer's Wine and Spirits for 16 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers various managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management and a large network of financial advisors.

Stephen Horn is a financial advisor with Ameriprise in Newport, KY, holding a Series 66 designation and 22 years of industry experience. Prior to joining Ameriprise in 2023, he worked at Cetera Advisors LLC for 11 years and Christopher Financial Group for 19 years, where he also owns and operates a financial planning and investment practice. He is a co-owner of Copper Path Financial Advisors, LLC, which supports his Ameriprise business. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm uses a centralized team to produce detailed recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies within a distinctive investment framework.

Samantha Roberts is a financial advisor at UBS Financial Services in Cincinnati, OH, with three years of industry experience. She previously worked at Union Savings Bank and U.S. Bank. Outside of her advisory role, she spends time supporting a family apiary business by handling communications and media. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and offers proprietary research and various capital markets services.

Jeremy Chapman is a Planning Consultant at Fidelity Investments, where he works with clients to develop personalized financial plans that align with their individual lives and values. He joined Fidelity Investments in 2020 as a Workplace Planning Consultant and transitioned to his current role in 2024. Jeremy holds insurance licenses in Arkansas and California. His work focuses on helping individuals and families understand financial strategies and make informed decisions to build financial confidence. Outside of his professional role, Jeremy enjoys cars, family activities, golf, hiking, outdoor adventures, and traveling.

William Lyon is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In this role, he collaborates with clients and their Wealth Management Advisors to develop, execute, and oversee customized investment strategies aimed at achieving long-term financial goals. He has been with Fidelity Investments since 2016, progressing through roles including Workplace Planning and Advice, and various levels of Investment Management Consultant positions. His experience encompasses investment consulting and wealth management advisory. William holds the CERTIFIED FINANCIAL PLANNER™ designation. Outside of his professional work, he has interests in concerts, cooking and baking, family activities, football, and traveling.

Emily Fox is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and previously worked at GreenSky Credit and Northern Kentucky University. Outside of her advisory work, she operates a small business making and selling tie-dye apparel. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across retail and institutional clients.

David Goodman is a Planning Consultant at Fidelity Investments, where he collaborates with families and individuals to develop plans focused on long-term investment and retirement objectives. He emphasizes building trust and delivering client services through lasting relationships. He has been with Fidelity Investments since 2019, initially serving as a Stock Plan Consultant, then as an Executive Services Specialist from 2020 to 2024, before becoming a Planning Consultant in 2024. He holds insurance licenses in Arkansas and California. Outside of his professional work, David enjoys baseball, camping, family activities, football, golf, and skiing.

Michael Burkhardt is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity since 2015. 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a broad investable universe.

James Hider is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 26 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he co-teaches a security analysis class at the University of Cincinnati. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client investment strategies.

Collin Schaeffer is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked with various Fidelity entities since 2016. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers oversight of sub-advisers while addressing conflicts of interest.

Craig Wagner is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has worked at Fidelity Investments in various roles since 2004, progressing from Financial Representative to his current leadership position. His professional experience includes expertise in wealth planning and client financial goal achievement. Wagner holds an Arkansas Insurance License, enabling him to provide insurance-related financial services. Throughout his tenure at Fidelity, he has been involved in client management and investment representation, contributing to his comprehensive understanding of financial consulting. He emphasizes the benefits of Fidelity's brand, technology, and investment platform in his work with clients, focusing on close collaboration with his team to support client financial objectives.