James Albers is a financial advisor at Fidelity with 22 years of industry experience. His credentials include Series 63 and Series 66 licenses. He has held various roles within Fidelity and its affiliates since 2001. He works at 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, quantitative analysis, and algorithmic portfolio construction to manage diverse investment portfolios, including model portfolios delivered to intermediary platforms.

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.

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 four years of industry experience. Prior to joining Edward Jones in 2022, she worked at The Christ Hospital and Bon Secours-Mercy Health. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a nationwide network of more than 23,000 financial advisors.

Katherine Foellger is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity in 2025, she held various roles in diverse sectors including hospitality and education. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, including model portfolios built from mutual funds, ETFs, and ETPs.

Benjamin Harbin is an advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and previously spent six years at Luxottica Retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a broad client base with systematic investment strategies.

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. He has worked at LPL Financial since 2018 and has prior experience with Waddell & Reed, among other firms. Outside of his advisory role, he is involved with Proverbs Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors utilizing various portfolio strategies and advanced technology tools.

Benjamin Darpel is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His work history includes roles at Fidelity Investments since 2022 and prior experience in delivery and gig economy positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Zachary Baynum is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Kenneth Cramer is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Fidelity since 2000, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Outside of his advisory work, he also works as an independent contractor delivering food orders through DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of discretionary and non-discretionary advisory services and manages model portfolios utilizing mutual funds, ETFs, and ETPs, with oversight and governance frameworks that include formal advisory roles to registered investment companies.

Douglas Stockdill is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 10 years of industry experience. He has worked within various Fidelity entities since 2016, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across diverse asset classes.

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 and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, including roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he is an artist who designs and prints shirts and also serves as a Gaelic football referee. Christian works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

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 Investments in Covington, KY, holding Series 66 and Series 63 designations and bringing 12 years of industry experience. He has been with Fidelity since 2014, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages registered investment companies, and employs systematic methodologies supported by oversight controls and advanced technologies such as AI.