Jeff Scheper is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2001. He has held the role of Financial Consultant since 2008 and previously worked as a Financial Representative from 2001 to 2008. Jeff consults with high net worth clients and their families, focusing on building, preserving, and transferring wealth. He emphasizes maintaining an open dialogue and periodic communication to help clients work towards their financial goals. He holds insurance licenses in Arkansas and California.

Wesley Estep is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Fidelity Brokerage Services LLC and Education At Work. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios using systematic methodologies.

Paxton Thompson is a Series 66-registered financial advisor with Edward Jones in Aurora, IN, with approximately two years of industry experience including multiple tenures at Edward Jones and a brief period at Protective Life. He previously worked at Pearls and had a gap in employment from 2014 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a large network of advisors and branch offices nationwide.

Justin Guidroz is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments in various roles since 2006. His current focus includes work with Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

James Burchenal is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. He has worked with UBS Financial Services since 1997. Outside of his advisory role, he serves as a board member of a cattle ranch in Montana. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans aligned with client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of products including discretionary portfolio management and proprietary research.

Samantha Martin is a financial advisor at Fidelity with six years of industry experience. Her background includes roles at PwC and Kroger prior to joining Fidelity. 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 to manage model portfolios across mutual funds, ETFs, and ETPs.

Lauren Kaminsky is a Wealth Management Planning Consultant at Fidelity Investments, where she has been serving since 2019. She focuses on building trustworthy relationships with clients and their families, aiming to understand their priorities and deliver tailored value. Lauren's experience at Fidelity Investments spans several roles, including Wealth Management Operations Associate from 2018 to 2019, Service Support Specialist from 2017 to 2018, and Electronic Response Representative from 2015 to 2017. This progression reflects her comprehensive knowledge of wealth management and client service within the company.

Joel Stockelman is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with various Fidelity entities since 1998, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and creates model portfolios for intermediary platforms.

Carrie Hilbert is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Butter's Burgers and the University of Tampa. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Angelo Ferro is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fidelity, he spent three years in education-related work. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios. The firm also serves as advisor to registered investment companies and employs systematic methodologies including AI and algorithmic techniques in its investment process.

Brookelyn Hopkins is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and one year of industry experience. Her prior roles include positions with the Woodford County Economic Development Authority and work related to Midway University. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Timothy Wallin is a financial advisor with Fidelity who holds the Series 63, Series 65, and Series 66 licenses and has 25 years of industry experience. He has worked across various Fidelity divisions since 2001, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including specialized fund advisory services.

William Rhodes is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Fifth Third Bank and ownership of Urban Meyers Pint House. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing 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 advisor to multiple registered investment companies, with a focus on model portfolio delivery and governance.

Claire Allen is a financial advisor at Fidelity with three years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Fidelity, she held roles at Gateway Community and Technical College and St. Elizabeth Healthcare, and operated a small business, Doggie Paddles LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Christopher Ingoglia is a Wealth Management Planning Consultant at Fidelity Investments, where he has served since 2022. In this role, he collaborates with a Wealth Management Advisor and a support team to assist clients in working toward their financial goals through planning, service, and problem resolution. Prior to this position, he has held various roles at Fidelity Investments, including Wealth Management Operations from 2018 to 2022, Service Support Specialist from 2016 to 2018, and Financial Representative from 2014 to 2016. He also worked as a Financial Representative at Northwestern Mutual from 2012 to 2013. Christopher holds an Arkansas Insurance License, which supports his work in wealth management and financial planning. Outside of his professional responsibilities, he has personal interests in baseball, football, and exploring culinary experiences as a foodie.

Whitney MacFarlane is Vice President and Financial Consultant at Fidelity Investments, a position held since 2024. She has been with Fidelity Investments since 2006, progressing through roles including Financial Consultant, Retirement Solutions Representative, Investments Solutions Representative, Financial Service Representative, and Customer Service Associate II Retirements. Her experience spans various facets of financial consulting, with a focus on creating and maintaining customized financial plans for clients. Whitney emphasizes building long-lasting relationships based on trust and exceptional client service. She holds insurance licenses in Arkansas and California.

Amber Melvin is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop personalized financial plans and supports them in executing those plans through ongoing engagement strategies. She has been in her current role since 2026. Amber has held various positions at Fidelity Investments, including Investment Management Consultant from 2023 to 2026, College Planning Specialist in two terms (2020-2021 and 2022-2023), Learning Lead in 2022, Series 7 Mentor from 2021 to 2022, and Customer Relationship Advocate from 2019 to 2020. This range of roles has provided her with experience in financial planning, investment management, college planning, and mentoring. Outside of her work, Amber enjoys a variety of activities such as cars, golf, outdoor adventures, pets, traveling, and yoga.

Cory Curry is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Robert Baird & Co. since 2007. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers across various investment strategies.

Grant Jennings is a CFP®-certified financial advisor with 17 years of industry experience, currently serving at Fidelity in Covington, KY. He previously worked at Whitaker Myers and has an extensive tenure at Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Francis Gabriel Amador is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held roles at Unum and Boyne Resorts, and has experience in educational settings including multiple schools and a university. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and annual advice utilizing proprietary research and third-party data.