William Bockhorst is a financial advisor with Primerica Advisors in Winchester, OH, holding a Series 63 designation and over 32 years of industry experience. He has been with Primerica Advisors since 1992 and has worked with Primerica Financial Services since 1984. Outside of his advisory role, he is involved in sales of non-investment home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and a limited set of discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a tiered wrap-fee structure rather than fixed fees.

Brett Peters is an Investment Solutions Representative III at Fidelity Investments. In this role, he assists clients in working towards their financial goals by utilizing Fidelity's array of tools and resources. He aims to help clients pursue their ideal outcomes and ensure they leave with clarity and peace of mind. Brett has progressed through several roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2021, then serving as a High Net Worth Service Representative from 2022 to 2023, followed by three levels of Investment Solutions Representative from 2023 to the present. This experience has provided him with a solid background in investment solutions and client service. Outside of his professional work, Brett enjoys golf, hiking, skiing, and traveling.

Dylan Bard is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2023. Prior to his advisory role, he held various positions in education and other sectors, including Northern Kentucky University and Calvary Christian School. 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 to manage portfolios that include mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Jeffrey Staley II is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he serves as an adjunct finance instructor and an advisory board member for the Department of Economics and Finance at Northern Kentucky University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Ryan Marquis is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served in various capacities at Fidelity Investments including Planning Consultant from 2023 to 2024, Work Place Planning Consultant from 2019 to 2023, Retirements Planner from 2018 to 2019, and Customer Relationship Advocate from 2017 to 2018. His career at Fidelity has been marked by a focus on financial planning aligned with clients' goals and values. Ryan holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial services. He emphasizes building personalized financial plans that adapt to clients' changing life circumstances, aiming to bring confidence and clarity to their decision-making. Outside of his professional work, Ryan has interests in beach activities, cooking and baking, food, golf, outdoor adventures, and traveling.

Brennan Hehman is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments since 2021. Prior to joining Fidelity, he worked at Cience and The Dynamic Catholic Institute. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, providing investment management and advisory services through a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios built from mutual funds, ETFs, and ETPs, and has notable roles in commodity pool operations, advisory services to registered investment companies, and the use of AI in its research methodologies.

Michael Grefer is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2004. 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 a range of portfolios, including fund-of-funds and model portfolios.

Dan Gonzalez is a Financial Consultant at Fidelity Investments, where he works closely with clients to understand their financial goals and objectives. He collaborates with clients to develop strategic road maps tailored to their needs, aiming to promote financial health and wellness across generations. Dan's professional experience includes roles as a Financial Consultant at Fidelity Investments since 2024, Planning Consultant from 2022 to 2023, and ISR from 2019 to 2021. Prior to joining Fidelity, he served as a Financial Consultant at Hilliard Lyons from 2017 to 2019 and was Regional Vice President at Touchstone Investments from 2008 to 2016. He holds insurance licenses in Arkansas and California. Outside of his professional work, Dan enjoys family activities, exploring food, football, soccer, spending time with friends at social events, and caring for pets.

David Trendler Jr. is a financial advisor with Raymond James Financial in Florence, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James since 2010. Trendler serves as Treasurer and Officer on the board of the Over-the-Rhine Museum, where he manages financial reporting and tax filings. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supported by extensive research and a broad affiliate network.

Adrianne Haber is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 15 years of industry experience. She has worked at Torchlight Financial Services, PFS Investments Inc., and Primerica Financial Services since 2009. Outside of her advisory role, she is involved in the sale of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a percentage-based wrap fee structure for its services.

Brian Edwards is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Diplomat Specialty Pharmacy and Cincinnati Children's Medical Center. He works 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Nathaniel Wright is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity, a position he has held since 2024. In this role, he partners with clients and their Wealth Management Advisors to align investment strategies with clients' financial goals. Nathaniel has been with Fidelity Investments since 2008, progressing through various roles including Service and Trading, Investment Solutions Representative, Retirement Solutions Representative, and Investment Management Consultant. His extensive experience spans over a decade in investment management and consulting within Fidelity. No information about Nathaniel's education, credentials, personal interests, or community involvement was provided.

Marshal Luning is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services since 2016 and Fidelity Investments since 2025. Outside of his advisory role, he is an assistant volleyball coach at Elevation Volleyball Club in Mason, Ohio. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage funds.

Alexander Hall is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2020. Outside of finance, he has worked as an independent contractor delivering Amazon Fresh and same-day Amazon.com orders. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Timothy Settles is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments in various roles since 2006, with additional experience at W&S Brokerage Services, Western Southern Life, and Total Quality Logistics. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work and fund management. The firm uses a combination of proprietary research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Luke Upright is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and beginning his industry experience in 2026. His prior work includes roles at Huntington National Bank, W&S Brokerage Services Inc., and Western & Southern Life. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing fund advisory services, use of systematic methodologies, and formal advisory positions with multiple registered investment companies.

Samuel Schaefer is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments since 2022. Prior to his advisory role, he worked in education and has experience at Northern Kentucky University and Archbishop McNicholas High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Justin Smock is a financial advisor at Fidelity with 4 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at KJV & Associates and Turfway Park. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Stephane Salet is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles in automotive sales and service along with ongoing service in the Kentucky Army National Guard since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Kristopher Profitt is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop flexible financial plans centered around their individual financial goals. He aims to simplify the investment experience through a partnership approach. He has been with Fidelity Investments since 2004, serving in multiple roles including Retirement Investment Services, Relationship Officer, Investment Management Consultant III, and currently as a Financial Consultant. His experience encompasses various aspects of financial consulting and investment management. Kristopher holds insurance licenses in Arkansas and California.