Tatjana Cumic is a financial advisor with Thrivent Investment Management in Cincinnati, OH, holding a Series 66 designation and bringing five years of industry experience. She has worked with Thrivent since 2020 and previously held roles at Express Employment Professionals and the University of Montenegro. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive financial planning across a range of topics without portfolio management for institutional clients. The firm combines goal-based analyses with a managed-account program under a consolidated billing option called “WealthPlan.”

Ben Haggerty is a Planning Consultant at Fidelity Investments, where he partners with clients to build effective financial plans, support wise investment decisions, and simplify their finances. He has been with Fidelity Investments since 2017, progressing through roles from Investment Solutions Representative to Central Relationship Manager, Relationship Manager, and currently Planning Consultant. Ben holds insurance licenses in Arkansas and California. Outside of work, he enjoys spending time with friends, engaging in social events, gardening, outdoor adventures, parenthood, caring for pets, and traveling.

Zack Barker is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2016 and has held various roles including Financial Representative, Investment Solutions Representative, Client Management Representative, Portfolio Specialist, and Investment Management Consultant III before his current position. Zack provides guidance in areas such as Retirement Planning, Investment Strategies, Tax Efficient Investing, and Income Planning. He holds insurance licenses in Arkansas and California. Outside of his professional work, Zack's personal interests include concerts, football, golf, music, and outdoor adventures.

John Sorensen is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he has worked in retail at Rocky Mountain Chocolate Factory. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Jennifer Eberhard is a financial advisor at Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 licenses with four years of industry experience. She previously worked at Fidelity Investments and operated Vincenzo's Ristorante for 17 years. Outside of her advisory role, she is involved in retail sales at Party Source, working in the wine department. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm includes a broad range of financial products in its offerings, including insurance-related vehicles and bank deposit sweep options.

Nolan Wallace is a financial advisor at Fidelity with 7 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Brokerage Services LLC and Carlisle and Bray Marine. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary research and algorithmic portfolio construction. The firm offers a range of services from discretionary portfolio management to fund advisory and model portfolio delivery, with a notable focus on systematic methodologies and oversight controls.

Matt Arnold is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has 20 years of experience working with high-net-worth individuals and families. His expertise includes retirement planning, income strategies, tax-efficient investing, and estate planning considerations. Matt focuses on helping clients navigate the capital markets by collaborating and building customized comprehensive financial plans. Prior to his current role, Matt served as Regional Vice President at Fisher Investments from 2020 to 2023. He has also held positions as Wealth Manager at Creative Planning (2016-2020), Financial Advisor at JP Morgan (2013-2016), Investment Consultant at TD Ameritrade (2009-2013), Associate at UBS (2007-2009), and worked in Service & Trading, Stock Plan Services at Fidelity Investments (2005-2007). Outside of his professional work, Matt's personal interests include fitness, football, golf, parenthood, traveling, and volunteering.

Steven Bays is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. In his capacity, he works with individuals and families to identify and assess risks and opportunities, aiming to align financial strategies with clients' goals and preferences. Prior to this role, he has held various positions at Fidelity Investments since 2015, including Financial Consultant, Investment Consultant, and Investment Solutions Representative. His experience also includes serving as a Senior Sales Representative at Western and Southern Financial Group from 2013 to 2015. Throughout his career, Steven has focused on understanding client preferences to tailor financial solutions that meet their specific needs. Outside of his professional work, he engages in family activities and pursues interests in fitness, football, golf, and music.

Emily Hussey is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and previously worked at Texas Tech University, Fiserv, Summit Hills Country Club, and the University of North Carolina Wilmington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Amanda Rogers is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. Her work history includes roles at Fidelity Investments and Regal Rexnord, among others. She is part of Strategic Advisers LLC, a Fidelity Investments company that 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 a range of investment products, including model portfolios and fund-of-funds structures.

Thomas Purcell III is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Marsha Conley is a Series 66-licensed financial advisor with Merrill in Cincinnati, Ohio, and has 25 years of industry experience. She has been with Merrill since 1988. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Albert Chavez is a financial advisor at Morgan Stanley in Cincinnati, OH, with 19 years of industry experience. He has been with Morgan Stanley since 2016 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes the use of firm-approved tools and modeling techniques.

Jarod Asher is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity divisions since 2011. Fidelity’s Strategic Advisers LLC serves retail and institutional clients with investment management and advisory services, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage fund advisory assignments.

Michael Feinauer is a financial advisor with Primerica Advisors in Fort Wright, KY, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1996 and has also operated as a land surveyor since 1975. In addition to his advisory role, he has involvement in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing, focusing primarily on individual investors rather than institutional or pension clients.

Steven Schulte is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services since 2013. In addition to his advisory role, he acts as a Private Banker at Yellow Cardinal Brokerage Services, providing financial planning and traditional banking products to clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides non-discretionary planning tailored to client goals using analytical tools and supports a broad advisor network with specialized municipal and employer advisory programs.

Kyle Merk is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Fidelity, Invest Financial Corporation, Touchstone Securities, and Morgan Stanley Private Bank. Outside of his advisory work, he serves as a board member for the Midwest Rugby Development Foundation, a youth sports nonprofit in Cincinnati. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm‑approved tools and market scenario modeling.

Rebecca Zeller is a financial advisor at Fidelity with six years of industry experience. She has worked at Fidelity Brokerage Services since 2019 and previously held roles at Omega Processing Solutions and Infintech LLC. Zeller holds a Series 66 designation. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and oversees affiliated and unaffiliated sub-advisers.

John Kuntz Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 50 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1994. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Eric Sweet is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in horticultural resources and held roles in publishing and education. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also has a formal advisory role to multiple registered investment companies and employs algorithmic methods and AI in its research processes.