Craig Sarembock is a financial advisor at Farther with 18 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Farther in 2026, he worked for 14 years at Bartlett & Co Wealth Management. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary models, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Dennis Hill is a financial advisor with Commonwealth Financial Network in Cincinnati, OH, holding a Series 63 designation and 38 years of industry experience. He has worked at Commonwealth since 2006 and also owns Hill Financial Strategies, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers multiple program structures and discretionary model portfolios, supporting advisors with operations, trading, technology, compliance, and other services.

Myron Barker is a CFP®-certified financial advisor with 38 years of industry experience. He is currently with Wells Fargo Clearing and has prior experience at UBS Financial Services, where he worked for nine years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Tyler Peter is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 designation and has worked across several Fidelity divisions, including Personal and Workplace Advisors, Brokerage Services LLC, and Institutional Operations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a range of mutual funds, ETFs, and ETPs.

Jeannette Marois is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction that includes multi-manager and fund-of-funds strategies.

Mary Romans is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2010 and Bank of America, N.A. since 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Cory Mitchell is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked at several Fidelity divisions as well as Fisher Investments. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs through systematic methodologies.

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 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.

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. 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.

Colin Fogel is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2014, including time with the predecessor firm AXA Advisors. He serves on the board of the Lindner Investment Banking Club and works as a consultant for an IT service company. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporate, pension, and charitable clients. The firm utilizes a network of investment adviser representatives and offers client solutions through a variety of firm-offered and third-party advisory programs.

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.