Casey Armstrong is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, as well as prior roles at The Flaherty Consulting Group and Commonwealth Financial Network. Morgan Stanley Wealth Management offers a range of advisory programs serving both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through dedicated financial advisors and estate planning specialists.

Stevie Hurst is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. Prior to joining Fidelity, Hurst worked at Veritude and Luxottica. 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 proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios and offers advisory services with oversight of affiliated and unaffiliated sub-advisers.

Andrew Kearns is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and three years of industry experience. Before joining UBS in 2022, he worked at Fidelity Investments and has experience at Miami University and The Hillman Group. He serves on the Miami University Alpha Delta Phi Alumni Council, advising on organizational activities and financial matters. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to tailor solutions based on proprietary research and asset allocation models.

Meghan Horine Schafer is a CFP® and Series 66-registered advisor with Edward Jones, where she has worked since 2017. She has a total of eight years of industry experience, including prior work at State Farm Insurance. She is the owner of a commercial property development business in Lawrenceburg, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Cassin IV is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Caitlin Mc Bee is a financial advisor with Edward Jones in Ft Thomas, KY, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at The Christ Hospital and Bon Secours-Mercy Health. Her background also includes roles in physical therapy services and education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment strategies supported by a large nationwide network of financial advisors and branch offices.

Katherine Foellger is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Her prior work includes roles in various service and retail positions, as well as community involvement with the Indian Hill Foundation. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

David Hasting is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Masterc Advanced Technologies and Goodman Networks. He has been with Fidelity Investments since 2022. 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. The firm serves a variety of clients, including charitable funds and registered investment companies, and utilizes systematic methodologies and oversight controls in its management approach.

Henry Darnell is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior roles include work with Waddell & Reed, various insurance carriers, and the Kenton County Office of the County Judge/Executive. He has also been involved with the River Cities Chapter of BNI and a homeowners association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various investment programs and utilizes both proprietary and third-party models, with a platform supported by machine-learning tools for operational and research purposes.

Benjamin Darpel is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. He has been with Fidelity since 2022 and previously held roles at Amazon Flex, DoorDash, and the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Zachary Baynum is a financial advisor with Fidelity, holding the Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with various Fidelity entities since 2011, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and is registered with the CFTC as a commodity pool operator.

Kenneth Cramer is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and with 26 years of industry experience. He has been with Fidelity since 2000, including his current role at Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory work, he works as an independent contractor delivering food orders through the DoorDash platform. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research and quantitative analysis to construct model portfolios and serves a range of clients including registered investment companies and IRS-qualified charitable funds.

Douglas Stockdill is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked across various Fidelity divisions, including Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves as advisor to multiple registered investment companies, with a noted use of systematic methodologies and AI-driven research tools.

Blake Stricker is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Summit Funding, Total Quality Logistics, and the University of Cincinnati. He is associated with Strategic Advisers LLC, a Fidelity Investments company that offers 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 portfolios across mutual funds, ETFs, and ETPs.

Christian Barde is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and over 18 years of industry experience. He has been with various Fidelity entities since 2006 and currently works in Covington, KY. Outside of his advisory role, he is involved as a Gaelic football referee and designs shirts through a personal Redbubble store. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of AI-driven research and formal advisory roles to multiple registered investment companies and fund-of-funds.

Catherine Schwartz is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations. Outside of her advisory role, she is a consultant selling Rodan and Fields skin care products. Catherine is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base. The firm combines proprietary research with quantitative analysis and systematic portfolio construction to deliver model portfolios and advisory solutions across retail and institutional sectors.

Andrew Seitz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining LPL Financial, he worked at The Huntington Investment Company and Fidelity in various advisory roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lucas Baker is a financial advisor at Morgan Stanley with five years of industry experience. He has previously worked at Fidelity Investments, American Income Life, and Capital Choice Financial Group. Outside of finance, he works as a server and cook at Quatman Cafe in Norwood, Ohio. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by structured processes and firm-approved tools.

Matthew Rinck is a financial advisor with Fidelity, holding Series 66 and Series 63 designations and bringing 12 years of industry experience. He has been with Fidelity Investments since 2014, including roles at Fidelity Personal and Workplace Advisors since 2018 and at Fidelity since 2025. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction and is noted for its use of AI and systematic methodologies in managing model portfolios.

Michael Carle is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He provides counsel and support for personal financial decisions, focusing on areas such as retirement planning, investment strategy, income planning, tax efficiency, asset protection, and charitable planning. He offers appointments via Zoom or phone to accommodate client preferences. Michael has been with Fidelity Investments since 2008, progressing through various roles including Financial Consultant, Senior Portfolio Specialist, Retirement Relationship Manager, and Private Client Group Relationship Manager. His extensive experience within Fidelity spans over a decade, covering a broad range of financial services and client support functions. He holds insurance licenses in Arkansas and California. Outside of his professional work, Michael enjoys fitness, hiking, parenthood, pets, skiing, and traveling.