Marc Laureano is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. His work history includes roles at PNC Investments since 2015 and Cambridge Investment Research since 2022. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent financial professionals using a variety of custody and platform 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 been with Fidelity in various roles since 2005. 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 a range of portfolios, including multi-manager and fund-of-funds structures.

Karen Geisen is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2007. Outside of her advisory role, she operates a business called Wreaths by Karen, creating and selling handmade custom wreaths. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Brent Gross is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors for five years before joining LPL Financial in 2021. Outside of advising, he is involved as an owner and landlord of a rental property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and technology.

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 Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and serves as an advisor to multiple registered investment companies and fund-of-funds.

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 Series 63 and Series 66 licenses and four years of industry experience. His prior work includes positions in education and retail, and he has worked part-time at a chocolate shop in Naperville, Illinois. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing and advising on portfolios.

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.

Emily Hussey is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and previously worked at Texas Tech University, Fiserv, Summit Hills Country Club, and the University of North Carolina Wilmington. 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 deliver model portfolios and discretionary management.

Amanda Rogers is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. She has worked at Fidelity Investments since 2022 and has previous experience in industries including retail and manufacturing. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

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 14 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, supporting model portfolios composed of mutual funds, ETFs, and ETPs.

Michael Feinauer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1996. In addition to his advisory work, Feinauer has operated as a land surveyor for over 50 years and is involved in sales 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 separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

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.

Eric Sweet is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in horticultural resources and held roles in publishing and education. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also has a formal advisory role to multiple registered investment companies and employs algorithmic methods and AI in its research processes.