Michael Anderson

Long before I knew what CFP® meant, I was very interested in money and personal finance. Although I was unsure what my career would ultimately look like, I wanted to be confident and secure in my family's finances and future. In my final year of college, I was fortunate to study under the head of the finance department, who was also a practicing financial planner. From that point forward, the idea of being an independent financial advisor— a trusted partner serving people just like my parents— was my dream job. The first decade-plus of my career was dedicated to building the experience, knowledge, and credentials required to best serve my clients. In 2021, I founded Kardinal Financial to continue this pursuit and to deliver the ideal financial planning experience, unshackled by the status quo and constraints of "this is how it's always been done." Everything at Kardinal Financial—the relationship structure, the investment philosophy, the technology, the fees, everything—is designed to best serve my clients. I have over a decade of experience in financial services. My experience includes serving as the Director of Investment Research at a $2.5 billion wealth management firm and an investment portfolio manager to individuals and families. I have obtained the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations. When I'm not working, you'll likely find me spending time with my wife (Maggie) and kids (Rose & Calvin), playing soccer, watching Manchester United, or on a walk with a good podcast.

Ed Draney is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has over 20 years of experience in the financial services industry, having held roles such as Investment Consultant at Fidelity Investments and Senior Financial Consultant at TD Ameritrade-Schwab. His professional focus is on financial planning for individuals and families, emphasizing a goal-centric approach to help clients navigate life events that impact their financial well-being. Throughout his career, Ed has dedicated himself to understanding clients' goals and priorities to provide tailored financial planning and investment strategies. His experience spans various capacities within the financial sector, contributing to his comprehensive understanding of client needs and market dynamics. Outside of his professional work, Ed enjoys camping, gardening, kayaking, spending time with his pets, and practicing yoga.

Alina Flagg is a Branch Leader at Fidelity Investments, a role she has held since 2024. She began her career in the Financial Services Industry in 2013, motivated by a desire to support individuals in pursuing their goals. Prior to her current position, she served as an Investment Solutions Team Leader at Fidelity Investments from 2021 to 2024 and was a Market Leader at Merrill Edge from 2019 to 2021. Throughout her career, Alina has focused on utilizing Fidelity's comprehensive resources to support financial well-being and client needs. She works closely with teammates who share a commitment to serving clients responsibly and effectively. Outside of her professional role, Alina enjoys hiking, caring for pets, reading, running, and traveling.

Brian Vetrovec is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2007 in various capacities. His current role focuses on partnering with high net worth clients to develop comprehensive financial plans that align with their lifestyle and legacy objectives. Brian emphasizes integrity, passion, and trust in his client relationships to deliver tailored financial strategies. Throughout his career at Fidelity Investments, Brian has held multiple positions including Regional Planning Consultant and Financial Consultant, gaining extensive experience in investment and retirement solutions. He holds an Arkansas Insurance License, supporting his expertise in financial and insurance planning. Brian's professional journey reflects a commitment to understanding client priorities and co-creating strategies that address their unique wants and needs. His approach centers on presenting ideas that are most relevant to his clients' financial goals.

Ryan Dunton is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2023. Before joining Fidelity, Ryan was a Financial Advisor within Global Wealth & Investment Management at Merrill Lynch from 2018 to 2022, and he also completed an internship in the same division at Merrill Lynch in 2017. Ryan partners with clients to understand their unique goals, priorities, and needs, helping them create customized financial plans and strategies that align with their lifestyles and life events. He emphasizes education, guidance, honesty, and trust as foundational elements of his client relationships.