John Carnes is a financial advisor at Morgan Stanley with 20 years of industry experience. He has held roles at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he worked at Citigroup Global Markets from 2006 to 2009. Outside of his advisory work, he is a partner at Prestwicke Partners, LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools.

Marc Laureano is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including PNC Investments and Capital Analysts. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management strategies and custody arrangements.

Bradley Edwards is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at Stepaniak Collections for seven years. Outside of advising, he works as an independent contractor driver for Uber. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Thomas Howell is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2005. 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 model portfolios composed of mutual funds, ETFs, and ETPs.

Karen Geisen is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with various Fidelity entities since 2007, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of her advisory work, she is the sole proprietor of Wreaths by Karen, a business selling handcrafted custom wreaths. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse investment offerings and deliver model portfolios.

Brent Gross is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Morgan Stanley. Gross also has experience as an owner and landlord of rental property. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a wide range of advisory and brokerage services.

Gavin Sustarich is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Kroger and held positions at Eagle Creek Country Club as well as at Grant County High School and Middle School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized retirement income service that provides tailored planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeffery Perkins is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked at U.S. Bancorp Investments and Hd Vest Investment Services prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Brent Bradshaw is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity in various capacities since 2008. His current role is with Fidelity Investments, where he has worked 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, with distinctive features including registration as a commodity pool operator and the use of AI in its research processes.

David Mack is a financial advisor with Equitable Advisors in Batavia, OH, holding a Series 66 credential and eight years of industry experience. He previously worked at Axa Advisors, LLC, and spent sixteen years at Clermont Distributing before joining Equitable Advisors in 2018. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes personalized client assessments and utilizes a range of third-party advisory models and products to deliver tailored investment solutions.

Ben Haggerty is a Planning Consultant at Fidelity Investments, where he partners with clients to build effective financial plans, support wise investment decisions, and simplify their finances. He has been with Fidelity Investments since 2017, progressing through roles from Investment Solutions Representative to Central Relationship Manager, Relationship Manager, and currently Planning Consultant. Ben holds insurance licenses in Arkansas and California. Outside of work, he enjoys spending time with friends, engaging in social events, gardening, outdoor adventures, parenthood, caring for pets, and traveling.

Zack Barker is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2016 and has held various roles including Financial Representative, Investment Solutions Representative, Client Management Representative, Portfolio Specialist, and Investment Management Consultant III before his current position. Zack provides guidance in areas such as Retirement Planning, Investment Strategies, Tax Efficient Investing, and Income Planning. He holds insurance licenses in Arkansas and California. Outside of his professional work, Zack's personal interests include concerts, football, golf, music, and outdoor adventures.

John Sorensen is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he has worked in retail at Rocky Mountain Chocolate Factory. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Nolan Wallace is a financial advisor at Fidelity with 7 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Brokerage Services LLC and Carlisle and Bray Marine. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary research and algorithmic portfolio construction. The firm offers a range of services from discretionary portfolio management to fund advisory and model portfolio delivery, with a notable focus on systematic methodologies and oversight controls.

Amanda Rogers is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her prior roles include positions at Regal Rexnord, Gap, Inc., and Northern Kentucky University. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios drawn from mutual funds, ETFs, and ETPs.

Thomas Purcell III is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services 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 and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jarod Asher is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity divisions since 2011. Fidelity’s Strategic Advisers LLC serves retail and institutional clients with investment management and advisory services, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage fund advisory assignments.

Michael Feinauer is a financial advisor with Primerica Advisors in Fort Wright, KY, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1996 and has also operated as a land surveyor since 1975. In addition to his advisory role, he has involvement in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing, focusing primarily on individual investors rather than institutional or pension clients.

Steven Schulte is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services since 2013. In addition to his advisory role, he acts as a Private Banker at Yellow Cardinal Brokerage Services, providing financial planning and traditional banking products to clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides non-discretionary planning tailored to client goals using analytical tools and supports a broad advisor network with specialized municipal and employer advisory programs.

Rebecca Zeller is a financial advisor at Fidelity with six years of industry experience. She has worked at Fidelity Brokerage Services since 2019 and previously held roles at Omega Processing Solutions and Infintech LLC. Zeller holds a Series 66 designation. 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 a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and oversees affiliated and unaffiliated sub-advisers.