Rhett Ransom is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he collaborates closely with his team and clients to pursue their financial goals, emphasizing trust, transparency, and competency in all client interactions. Rhett has progressively advanced within Fidelity Investments, gaining experience in various roles since 2019, including Client Services Help Desk, High Net Worth Service Associate, Investment Solutions Representative, and Customer Relationship Advocate. This breadth of experience supports his expertise in wealth management and client service. Outside of his professional work, Rhett enjoys personal interests such as board games, reading, snowboarding, table tennis, and tennis.

Chad Clemons is a financial advisor at Edward Jones in Fairfield, OH, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm manages approximately $1.01 trillion in assets and has a nationwide network of over 23,700 advisors and 15,100 branch offices.

Jenna Fessler is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity, she held roles at several educational institutions and has been involved in volleyball consulting and coaching over multiple years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from a broad investable universe. The firm is notable for its use of algorithmic methods, formal advisory roles to multiple registered investment companies, and established governance procedures.

Zachary Bitzer is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been associated with various Fidelity entities since 2008, including Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Kevin Rohrer is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 designations. Outside of his advisory work, he operates a small woodworking business as sole proprietor in Covington, Kentucky. Kevin is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Robert Schaefer Jr. is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH. He holds the Series 63 and Series 65 designations and has 25 years of industry experience, including 21 years at Fifth Third Securities. He is also active as an insurance agent and operates under the trade name Focus Wealth Management. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, featuring multiple custody and platform arrangements and proprietary as well as third-party model-based strategies.

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 and previously worked at Touchstone Merchandise Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services through a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

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 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliated entities 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and serves multiple registered investment companies and fund‑of‑funds.

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 at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and previously worked at Cetera Advisors LLC and Christopher Financial Group, where he also owns and operates a financial planning and investment practice. He is co-owner of Copper Path Financial Advisors, LLC, a business that supports his Ameriprise activities. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create personalized, non-discretionary recommendations delivered through a centralized consulting team.

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.