Hunter Cornelius is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to develop personalized financial plans tailored to their priorities. He focuses on understanding each client's unique situation to support them in implementing customized strategies that include tax-efficient investing, detailed retirement planning, and personalized investment approaches. Since joining Fidelity Investments in 2023, Hunter has held various roles including Customer Relationship Advocate and Investment Solutions Representative I, II, and III, before becoming a Planning Consultant in 2026. His progression reflects his experience and commitment within the company. Hunter holds insurance licenses in Arkansas and California. No information about his education or personal interests was provided.

Scott Mcevoy is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role, he was involved with the Cincinnati Opera Association and the Young Professionals Choral Collective. Outside of finance, he performs and manages bookings as an independent contractor with The SunBurners LLC, a musical entertainment group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Lorelei Tumino is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 13 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, 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 financial plans.

Maxwell Mccauley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked at Hyde Park Wealth Advisors and Morgan Stanley. He has also been involved with Valet Guys of Knoxville and worked in educational settings including the University of Tennessee Knoxville and Covington Catholic High School. Fidelity’s Strategic Advisers LLC, where Maxwell is based, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a methodology that combines fundamental research with quantitative analysis and algorithmic portfolio construction, and is notable for its advisory roles with multiple registered investment companies and use of advanced technologies in portfolio management.

Jonathan Henkel is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, he worked for Ollies Bargain Outlet for eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage a broad range of model portfolios.

Connor Koop is a financial advisor at Fidelity with a Series 66 credential and industry experience beginning in 2024. His prior work includes roles at Fritz Baumgartner and Mark Greenblatt, among others. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Stuart Swift is a CFP®-designated financial advisor with nine years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously at UBS Financial Services, Inc. from 2017 to 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Robert Hodgson is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, he acts as a trustee and successor trustee for an investment-related trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Hannah Sparkman is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Fidelity Investments since 2018 and previously held roles at MSU Housing and Watsons. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and uses algorithmic portfolio construction, serving a diverse client base with systematic, long-term investment approaches.

Gregg Fogel is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes long-term roles at Waddell & Reed, Inc. and various insurance carriers, as well as operating SGF Associates, LLC. Outside of his advisory work, he is a notary and has involvement with insurance agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Robert Seetin is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities since 2013. Outside of his advisory role, he assists with sports card sales by helping his son manage online postings and shipping. 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 deliver model portfolios and oversees sub-advisers while managing potential conflicts of interest.

Cole Dehlinger is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Fidelity Investments since 2021, as well as positions at Tristate Parking, Towne Park, and 50 West Canoe and Kayak. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs, and it is noted for its use of algorithmic methods and a formal advisory role to multiple registered investment companies.

Stacey Newberry is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and bringing 31 years of industry experience. She has worked with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced planning tools.

Ted Abner Jr. is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked within various Fidelity entities since 2013, including Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies, AI-driven research, and its role as a commodity pool operator and formal adviser to multiple registered funds.

Alexander Rybarczyk is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across multiple Fidelity entities since 2011. Outside of advising, he serves as a special deputy providing security and traffic control for events in Hamilton County, Ohio. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment approach combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Jaron Price is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within multiple Fidelity divisions, including Fidelity Brokerage Services LLC since 2015 and Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing proprietary research combined with quantitative analysis and algorithmic portfolio construction. The firm is notable for its formal advisory role to multiple registered investment companies and its documented use of algorithmic methods and AI in research.

Jeffrey Walkup is a financial advisor at Osaic Wealth, Inc. with 34 years of industry experience. He holds a Series 63 designation and previously worked at Securities America, Inc., Securities America Advisors, Inc., and Brecek & Young Advisors, Inc. Outside of his advisory work, he teaches AcroYoga classes locally as a community activity. Osaic Wealth serves a wide range of clients, including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations, offering integrated brokerage, investment advisory services, and access to multiple third-party platforms. The firm uses proprietary asset-allocation tools and risk assessments to construct diversified portfolios managed on a discretionary or non-discretionary basis.

Amy Blankenship is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and nine years of industry experience. She has been with Fidelity Brokerage Services, LLC since 2017 and transitioned to Fidelity Investments in 2025. Prior to her financial services career, she worked at Save A Lot Food Stores from 2012 to 2017. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, including multi-manager and fund-of-funds structures.

Christopher Cioffi serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity Investments since 2010, progressing through various positions including Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. In his practice, Christopher partners with clients and their families to develop financial plans aimed at positioning them for financial success. His approach follows a four-step process: understanding the client and their objectives, creating a financial plan based on client preferences, implementing the plan, and monitoring and adjusting it as necessary. He holds insurance licenses in Arkansas and California. Outside of his professional work, Christopher's interests include comedy, family activities, football, and social events with friends.

Gage Hammann is a Financial Consultant currently working at Fidelity Investments. He partners with clients to provide comprehensive financial planning services, including retirement planning, income protection strategies, investment strategies, and estate planning considerations. His professional experience includes roles as a Financial Consultant and Planning Consultant at Fidelity Investments since 2023, as well as Workplace Planning Consultant at the same company from 2021 to 2023. Prior to that, he worked in Mortgage Capital Markets and Business Banking at Fifth Third Bank in 2020 and 2019 respectively. Gage holds insurance licenses in Arkansas and California.