Jim Larimore is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Zachary Bailey is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at WesBanco Securities, Civista Bank, and The Huntington Investment Company. He is also involved with General Electric Credit Union in providing investment products and services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and extensive technology tools.

Samantha Weber is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. Her career background includes roles at Lyft, Monat Global, and PSP Foods Freddy's Frozen Custard and Steakburgers. She also works part-time delivering goods for Instacart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

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 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 licenses and four years of industry experience. His prior work includes roles at US Bank and self-employment, and he is involved in a trading card sales and content business where he manages social media advertising. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through intermediary platforms.

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 66 and Series 63 credentials and four years of industry experience. Prior to his current role, he worked at Northern Kentucky University and ran a business focusing on online book publishing, where he used AI software to outline and self-author digital books. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including institutional and retail investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

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.