Brian Schnur is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliates since 2010. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Andrew Rightmyer is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at ColdIron Event Rentals and Outback Steakhouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund consulting, and model portfolios, and is noted for its use of algorithmic methods and its role advising registered investment companies.

Zachary Perry is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His prior work includes roles at Divisions Inc, Vendorpass (Paycor), Northwestern Mutual, and Northern Kentucky University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios. The firm is noted for its regulatory registrations, advisory roles with multiple registered investment companies, and its use of AI and systematic methodologies in portfolio management.

Jenna Brown is a financial advisor at Fidelity with three years of industry experience. She holds the Series 63 and Series 66 designations. Prior to her current role, she worked at Turning Point Events, Beck Consulting, Fawn Candy, the University of Cincinnati, and Robinson Cleaners. Fidelity, through its subsidiary Strategic Advisers LLC, provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages various registered investment companies and fund-of-funds.

Michelle Lasita is a financial advisor at Fidelity with 18 years of industry experience. She has held various roles within Fidelity since 2011, including positions at Fidelity Personal and Workplace Advisors. Outside of her advisory work, she is a co-owner of a Biggby Coffee franchise in Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies, utilizing systematic methodologies and oversight controls.

Richard Tapke III is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Robert W. Baird & Co. since 2015. Tapke serves as Treasurer and Board Member of the Matthew Mangine Jr Foundation and is an Investment Committee Member at Deaconess Associations Incorporated. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing both internal research and strategic partnerships to support client advice.

Alexander Steckl is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2010. 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 integrates proprietary research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Shaun Groneck is a Financial Consultant at Fidelity Investments, a position he has held since 2008. He specializes in financial planning and is dedicated to helping clients work toward their financial goals by developing customized plans tailored to their unique financial situations. Shaun holds insurance licenses in Arkansas and California. He has over a decade of experience in the financial industry, focusing on simplifying complex financial topics for his clients to ensure they fully understand their options and feel comfortable with their financial strategies. Outside of his professional work, Shaun is involved in family activities, enjoys golf and traveling, and participates in volunteering.

Thomas Anderle is a financial advisor with Raymond James Financial in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2002 and the broader Raymond James Financial firm since 2009. Outside of his advisory role, he serves as an executor under his wife's will. 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 offers financial planning and non-discretionary investment consulting, utilizing a range of implementation options and research tools, with a notable emphasis on advisory relationships that maintain client decision authority.

Zachary Baecker is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity Investments in 2021, he worked at the University of Cincinnati and was involved with the Woodhaven Swim Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of fund-of-funds and model portfolios. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Alec Ardito is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Robert Taylor is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in telecommunications and logistics and served in the Kentucky Army National Guard for eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to multiple registered investment companies and use of AI and algorithmic methods in research.

Patty Walker is a financial advisor at UBS Financial Services with 33 years of industry experience. She holds the Series 63 and Series 65 designations and has been with UBS since 2013. Outside of her advisory role, she owns Black Diamond Designs, a business based in Cincinnati, OH. 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 provides a broad range of capital markets and research resources.

Benjamin Stacy is a financial advisor at Morgan Stanley with 25 years of industry experience. He has worked at Bank of America, Merrill, and currently holds roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he serves as a board member of the Cincinnati Bassmasters and teaches financial literacy at Cincinnati Country Day School. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and modeling tools to develop client plans, operating primarily in an advisory capacity.

John Bose is a CFP® professional with 10 years of industry experience, currently advising at Fidelity. He has worked within various Fidelity entities since 2017 and was previously associated with John Dovich & Associates, LLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers 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 discretionary and non-discretionary accounts and model portfolios.

Eric Sintz is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2002. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes proprietary research, quantitative analysis, and algorithmic portfolio construction, and is registered with the CFTC as a commodity pool operator.

Kenneth Shannon is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity business units since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment company accounts. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Aaron Dawson is a financial advisor with Primerica Advisors in Fort Wright, KY, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His work history includes roles at PFI Investments Inc. and Primerica Financial Services, along with prior experience at Gateway Mortgage LLC. Outside of advisory services, he co-manages a farm operation under Dawson AG Producers. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and limited separately managed accounts. The firm utilizes third-party asset managers and emphasizes a percentage-based wrap fee structure.

Ruth Mcroy is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 22 years of industry experience. She has held roles at Primerica Advisors since 2004 and is also involved with several other companies, including Hamilton Vaultronics and Advanced Fiber Optic Services Inc. Outside of her advisory work, she receives compensation for referrals of home security and automation products through Primerica-affiliated firms. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as wrap-fee solutions rather than institutional plan management.

Corissa Otten is a financial advisor at Edward Jones with 10 years of industry experience. She has held her current position since 2017 and previously worked at PL Marketing. Otten holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a national network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products.