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 licenses and has worked across various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, incorporating proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model investment solutions.

Brandon Webster is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at US Bank and self-employment before joining Fidelity. Outside of his advisory work, he is involved in social media advertising for Shoot Strayt, a trading card sales and content business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a proprietary investment process that incorporates fundamental research, quantitative analysis, and algorithmic portfolio construction utilizing mutual funds, ETFs, and ETPs.

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 at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Fidelity Investments and entrepreneurial ventures such as His Image Services LLC and Created Construction. Outside of advisory work, he engages in online book publishing as an independent contractor, using AI software to outline, co-author, and self-publish digital books. He is part of 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 discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

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.

Virginia Copley is a CFP® with 17 years of industry experience, currently advising at Ameriprise in Cincinnati, OH. Her prior experience includes roles at The Huntington National Bank, TIAA, Raymond James Financial Services, Truist, BB&T, and PNC Wealth Management. She serves on the Board of Trustees for Playhouse in the Park, participating in community and nonprofit activities. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm emphasizes tax-aware withdrawal strategies and dependable income sources within a structured investment framework.

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.

Michael Comperchio is a CFP® with 25 years of industry experience, currently affiliated with Equitable Advisors since 2024. His prior roles include positions at Osaic Institutions, Infinex Investments, and Signator Investors among others. He holds various outside insurance appointments. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party investment models and offers ERISA fiduciary services through credentialed advisers.

Christopher Gibson is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various divisions of Fidelity since 2014. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, managing a range of investment vehicles and serving as an adviser to multiple registered investment companies.

Emily Cecil is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 credential and previously worked at Fidelity Investments for six years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and a broad array of affiliated financial services.

Brian Webb is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at AT&T and has held roles in both retail and community organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable involvement in registered investment companies and fund-of-funds.

Greg Piedel is the Director, Executive Services Officer at Fidelity Investments. In this role, he provides strategic financial guidance to senior level executives concerning their equity compensation needs and serves as the primary point of contact for their broader financial planning requirements. He has been with Fidelity Investments since 2011, beginning as a Stock Plan Services Executive Specialist. He then served as a Relationship Manager for Executive Services from 2015 to 2019 before assuming his current position in 2019.

Eugene Weber is a financial advisor with LPL Financial in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His prior roles include positions at Fifth Third Securities and W&S Brokerage Services. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of investment adviser representatives.

Thomas Palmer II is a financial advisor with LPL Financial in Lawrenceburg, IN, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior positions include roles at CIVISTA Bank, U.S. Bancorp Investments, Inc., and Huntington Wealth Planning Advisors. In addition to his advisory work, he is the business owner of Silberhorn Health LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional wealth platforms.

Steve Nurre is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, he worked in various roles including with the U.S. Census Bureau and has been involved as a stagehand supporting local arts organizations and event management in Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Stephanie Jordan is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2023. In this role, she collaborates with clients and Wealth Management Advisors to develop and maintain financial plans tailored to the specific needs of clients and their families. Stephanie has been with Fidelity Investments since 2017, progressing through roles including Brokerage Operations Representative IV and Wealth Management Operations Associate before her current position. Her experience encompasses various aspects of wealth management operations and planning. No information about her education, credentials, personal interests, or community involvement has been provided.

Edward Villari is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2013. Fidelity’s Strategic Advisers LLC provides 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 to manage portfolios and delivers model portfolios to intermediary platforms.