Daniel Hect is a financial advisor with Primerica Advisors in Fort Wright, KY, holding Series 65 and Series 63 credentials and five years of industry experience. Prior to his current role, he worked with Primerica Financial Services and has a background that includes law enforcement and academic positions. Outside of advising, he is the author of a book titled *Impact of Martial Arts on Law Enforcement* and serves on the advisory board of Transcontinental University. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm’s investment approach relies on model-delivery strategies developed by unaffiliated asset managers, supported by custodial and trading services through Pershing and BNY Mellon Advisors.

Michael Lewis is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has worked with Fidelity Brokerage Services, LLC since 2013. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Maresa Tambling is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2015 and Fidelity Investments since 2025. Strategic Advisers LLC, a Fidelity Investments company where she is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and employs systematic methodologies and long-term asset allocation benchmarks.

Joshua Gries is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at FedEx Ground and self-employment ventures before joining Fidelity. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Jiaqian Zhou is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, Zhou worked in the mortgage finance sector at Churchill Mortgage Corp and NVR Mortgage Finance Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, delegated management, and involvement with multiple registered investment companies.

Dennis West is a Certified Financial Planner® with 32 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Fidelity from 2003 to 2010. West is also a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives, offering a range of financial planning and investment management solutions.

Michael Mckay is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds the Series 66 credential and has been with UBS since 2005. Mckay is involved with the United Way of Greater Cincinnati’s Tocqueville Society, a charitable organization. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Matthew Sherlock is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities since 1997. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Luke Basil is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he held roles at Miami University and Hantz Financial. His background includes a variety of positions outside the industry, including work with HydroClean LLC and involvement with Saginaw County Parks & Recreation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research combined with quantitative analysis and algorithmic methods.

Jacob Mccoy is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Citibank and Abigail Street. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s investment process combines fundamental research with quantitative analysis and systematic portfolio construction, managing model portfolios using mutual funds, ETFs, and ETPs.

Tracy Sullivan is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2022, progressing through various positions including Financial Consultant I, Workplace Planning Consultant III, II, and I, as well as Workplace Planning Associate. Prior to joining Fidelity Investments, she worked as a Financial Services Specialist at Apprisen from 2015 to 2017. Her professional focus includes Investment Strategy, Retirement Planning, Income Protection, and facilitating Family Conversations to guide clients toward meaningful financial goals. She holds insurance licenses in Arkansas and California, supporting her work in income protection and financial planning. Tracy aims to connect with clients through a thoughtful, goal-oriented approach, emphasizing the development of long-lasting personal relationships while providing specific direction for their financial futures.

Blaine Craig is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His work history includes roles outside the financial sector, including positions at Camfil USA and various service industry jobs, as well as academic involvement at the University of Cincinnati and Miami University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a diverse universe of mutual funds, ETFs, and ETPs.

Stephanie Jones is a financial advisor at Fidelity with 26 years of industry experience. She holds the CFP® designation along with Series 63, 65, and 66 licenses. Her prior work includes over two decades at Fidelity Brokerage Services, Inc., as well as positions at Fifth Third Bank and Fifth Third Securities. 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 also serves as an advisor to registered investment companies and employs systematic methodologies in constructing model portfolios from mutual funds, ETFs, and ETPs.

Matt Stricker is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages and consults on a range of funds and model portfolios, employing systematic methods and oversight controls.

David Croft is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of experience in the investment industry. Prior to joining Fidelity, he spent nine years with DriveTime Car Sales LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its role as a commodity pool operator, advisory services to registered investment companies and fund-of-funds, and its use of algorithmic methods and AI in research.

Aaron Talbert is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with Fidelity, where he has held various roles since 2015, including positions at Fidelity Brokerage Service LLC and Fidelity Personal and Workplace Advisors. His background also includes a decade of service with the Kentucky National Guard. He works at 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 portfolios, including model portfolios delivered to intermediary platforms.

Ryan Wilham is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked in various roles across Fidelity Brokerage Services LLC since 2008, including seven years with Fidelity Personal and Workplace Advisors and his current role at Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies supported by AI and long-term asset allocation strategies.

Nathaniel Parkhouse is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. In this role, he focuses on fostering a high-performance work culture by empowering associates and supporting clients in planning for long-term financial well-being. Beyond his leadership responsibilities, Nathaniel emphasizes encouraging team members to maximize their talents in service of client needs. Specific details concerning his professional background, education, credentials, or personal interests have not been provided.

Max Peretzky is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Ameriprise Financial Services and Robert Leshner and Associates. Outside of his advisory role, he and his wife are involved in a rental real estate venture. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services with a range of portfolio management styles and is notable for its municipal advisory services and comprehensive affiliate ecosystem.

Beverly Bolling is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. She has worked with PFS Investments and Primerica Financial Services since 2013 and 1996, respectively, and has served in various roles including public notary without client fees. Beverly is also involved with multiple community organizations such as The Bradford Nursing Home/Rehab and Olivia's Angels. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options under a tiered wrap-fee structure.