Mario Hristovski is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He focuses on integrating workplace benefits into personalized wealth strategies to assist clients in making informed financial decisions. Mario has been with Fidelity Investments since 2019, progressing from Workplace Planning Associate to Workplace Planning Consultant, and currently serving as a Benefits & Planning Consultant. Prior to Fidelity, he worked as an Investment Associate at Marcus & Millichap from 2017 to 2018. He takes a consultative approach by building trusted relationships and understanding each client's unique priorities, aiming to provide greater confidence and peace of mind in financial planning.

Genevie Osborn is a financial advisor with LPL Financial in Crestview Hills, KY. She holds Series 63 and Series 65 designations and has 23 years of experience in the industry. Her prior experience includes roles at Waddell And Reed, Inc. and involvement with various business entities such as GMO LLC and Troika Ventures. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Al Hamedi is a Financial Consultant I at Fidelity Investments, where he has been working since 2026. He assists individuals and families in managing significant financial transitions by providing comprehensive wealth services combined with a personalized approach to financial planning. Al holds insurance licenses in Arkansas and California. Outside of his professional work, Al engages in various outdoor activities such as biking, camping, skiing, and traveling.

Sarah Huelsman is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Fidelity, she worked at LCA Vision and was involved with Incline Public House. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including management of model portfolios through systematic methodologies combining fundamental research and quantitative analysis. The firm is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies, utilizing algorithmic methods and AI in its investment process.

Aaron Seyfried is a CFP® with 18 years of industry experience, currently with LPL Financial since 2021. His prior roles include positions at Northern Kentucky Educators Federal Credit Union, Waddell & Reed, and various insurance agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including retirement plans and charitable organizations. The firm offers a wide range of advisory and brokerage services supported by research, model portfolios, and technologies such as machine learning.

Julianne Kelly is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. She has been with Fidelity Brokerage Services LLC since 2015 and has worked within Fidelity Personal and Workplace Advisors since 2018. Julianne is based in Covington, KY. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Holly Henrich is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she partners with clients to understand their short- and long-term financial goals and helps build customized financial plans tailored to meet their unique needs. Holly has been with Fidelity Investments since 2021, progressing through various roles including Investment Solutions Representative I, II, and III, as well as Customer Relationship Advocate. She holds insurance licenses in Arkansas and California. Outside of her professional work, Holly has interests in music, outdoor adventures, and traveling.

Jim Larimore is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2005. 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 discretionary and non-discretionary portfolios.

Zachary Bailey is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including WesBanco Securities, First Financial Bank, Civista Bank, and The Huntington Investment Company. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Samantha Weber is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining Fidelity in 2020, she worked at Lyft, Monat Global, and PSP Foods Freddy's Frozen Custard and Steakburgers. Outside of her advisory role, she is involved in delivery services with Instacart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage and deliver model portfolios.

Kenneth Clark is a CFP® professional with eight years of experience in the financial services industry. He is currently with Charles Schwab & Co., Inc. and has previously worked at Fidelity Brokerage Services LLC and U.S. Bancorp Investments, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and a centralized operational structure.

Joseph Williams is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked in various roles including logistics at FedEx Ground and operated a Labrador Retriever breeding business, On Point Labradors, for over a decade. 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 across diversified fund structures.

Raymond Erpenbeck is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Brandon Webster is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at US Bank and self-employment, and he is involved in trading card sales and content through social media advertising for the business Shoot Strayt. 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 manage diversified portfolios and model strategies.

Jared Hachenski is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, progressing through various positions including Investment Solutions Representative I, II, and III, and Customer Relationship Advocate. His career path reflects a growing specialization in financial planning within the same organization. Jared's approach to financial planning emphasizes clear communication, personalized guidance, and a comprehensive, long-term view of clients' financial situations. He focuses on identifying opportunities and potential risks, developing strategies tailored to clients' evolving goals, and providing ongoing support to help clients make informed financial decisions. He holds insurance licenses in Arkansas and California. Outside of work, Jared enjoys activities such as golf, spending time at the lake, scuba diving, snowboarding, and traveling.

Jonathan Kral is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Northern Kentucky University and managing his own businesses, including His Image Services LLC and Created Construction. Outside of financial advising, he works as an independent contractor in online book publishing, utilizing AI software to outline and author digital books. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to diverse clients, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and systematic portfolio construction supported by algorithmic and AI-driven methods.

Alex Jordan is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at Fidelity Brokerage Services, LLC since 2015 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors and registered investment companies. The firm employs a research-driven investment process that combines fundamental analysis, quantitative methods, and algorithmic portfolio construction.

Andrew Baker is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2013 and joined Fidelity in Covington, KY in 2025. 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 fundamental research with quantitative analysis and systematic portfolio construction, utilizing model portfolios built from mutual funds, ETFs, and ETPs.

James Wilson is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Silver Oak Securities and Avantax Advisory Services. Outside of his advisory role, he is the managing member of a CPA firm providing accounting and tax services, and he is involved in efforts to pass a backyard chicken ordinance in Lakeside Park, KY on behalf of his family. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse investment program options, allowing advisors to implement various portfolio strategies under discretionary and non-discretionary authorities.

Jacqueline Le Voir is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Raymond James Financial. She previously worked at Edward Jones for 18 years and operates LeVoir Wealth Management, LLC, a support company through which she conducts her financial planning activities. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting.