Zachary Perry is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His prior work includes roles at Divisions Inc, Vendorpass (Paycor), Northwestern Mutual, and Northern Kentucky University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios. The firm is noted for its regulatory registrations, advisory roles with multiple registered investment companies, and its use of AI and systematic methodologies in portfolio management.

Jenna Brown is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior work includes roles at Turning Point Events, Beck Consulting, Fawn Candy, and the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves as an adviser to registered investment companies, employing systematic methodologies and long-term asset allocation benchmarks.

Alexander Steckl is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked at Fidelity Investments since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Shaun Groneck is a Financial Consultant at Fidelity Investments, a position he has held since 2008. He specializes in financial planning and is dedicated to helping clients work toward their financial goals by developing customized plans tailored to their unique financial situations. Shaun holds insurance licenses in Arkansas and California. He has over a decade of experience in the financial industry, focusing on simplifying complex financial topics for his clients to ensure they fully understand their options and feel comfortable with their financial strategies. Outside of his professional work, Shaun is involved in family activities, enjoys golf and traveling, and participates in volunteering.

Zachary Baecker is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. He has been with Fidelity Investments since 2021. Prior to his advisory role, Baecker worked at the University of Cincinnati and was involved with Woodhaven Swim Club and Springboro High School. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, offering investment management and advisory services through a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, formal advisory roles to registered investment companies, and its integration of AI and algorithmic methods in portfolio management.

Robert Taylor is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in telecommunications and logistics and served in the Kentucky Army National Guard for eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to multiple registered investment companies and use of AI and algorithmic methods in research.

John Bose is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Fidelity. He has worked at various Fidelity divisions since 2017 and previously spent two years at John Dovich & Associates, LLC. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios and managing conflicts of interest through oversight and evaluation.

Eric Sintz is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various branches of Fidelity since 2002. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios and serves in advisory roles less common among large institutional peers.

Kenneth Shannon is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and various Fidelity divisions since 2013. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines 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 advises multiple registered investment companies.

Corissa Otten is a financial advisor at Edward Jones with 10 years of industry experience. She has held her current position since 2017 and previously worked at PL Marketing. Otten holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a national network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products.

Ryan Harrison is a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a role he has held since 2024. He collaborates closely with clients to understand their needs related to benefits plans and provides them with tools and knowledge to assist in financial decision-making. Ryan emphasizes building trust and strong relationships as a core part of his professional approach. Ryan has accumulated extensive experience in financial services at Fidelity Investments, progressing through roles including Workplace Planning Consultant III, Central Relationship Manager, Client Service Manager for Stock Plan Services, Stock Plan Consultant, and Financial Representative since 2015. This progression reflects his expertise in benefits planning, client relationship management, and stock plan services. Outside of his professional career, Ryan's personal interests include biking, camping, fitness, running, snowboarding, and tennis.

Benjamin Little is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 license and nine years of industry experience. Prior to joining Raymond James in 2024, he worked for Edward Jones for seven years and LEONI Wiring Systems for five years. Outside of his advisory role, he manages an agricultural business, Son of Little Farms, and operates a support company, Red Bird Wealth Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs risk profiling and modeling tools to support client goals, with specialized municipal and public-finance services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Jackson Thomas is a CFP® and Series 66-registered financial advisor with Edward Jones in Fort Mitchell, KY, with five years of industry experience. Before joining Edward Jones in 2021, he worked at Keyence Corporation for one year and was a full-time college student for four years. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad offering that includes discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services through a large nationwide network of financial advisors and branch offices.

Brett Patton is a financial advisor with Fidelity and holds Series 66 and Series 63 licenses. He has two years of industry experience, including prior roles at Altafiber and Jack P. Arkle Financial Services. Outside of finance, he has worked with several companies in different sectors, including Gaslight Brewhouse and Fridge & Pantry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of AI-driven research methods.

Kyle Sander is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services, LLC since 2016. Outside of his advisor role, he serves as an assistant coach for the men’s varsity lacrosse team at Anderson High School in Cincinnati. Kyle works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products, including model portfolios and registered investment companies.

Paul Paganetto is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work experience includes roles at Summit Hill Country Club and the University of Kentucky. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Robert Williams is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior roles include positions outside finance, such as work with Great American Insurance Group and various part-time jobs during his educational years. 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 discretionary and non-discretionary portfolios.

Rachel Anderson is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. Her background includes service with the U.S. Army Department of Defense and various roles in the hospitality sector 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. The firm manages discretionary and non-discretionary portfolios, fund advisory, and utilizes systematic methodologies and oversight in its investment process.

Daniel Mcdowell is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 66 and Series 63 credentials and has worked in various roles within Fidelity since 2013. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios. The firm serves a broad client base including registered investment companies and is notable for its use of algorithmic methods and AI in portfolio construction.

Cory Knaley is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 credentials and five years of industry experience. Before joining Fidelity, he held roles at Better Blend Nutrition, PatientPoint, and Prolanthropy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios. The firm also manages multiple registered investment companies and applies systematic oversight in its delegated portfolio management.