James Stocker Jr. is a financial advisor at Robert Baird & Co. with six years of industry experience. He holds a Series 66 designation and has been with Baird since 2018, following two years at Total Quality Logistics. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering services such as financial planning, portfolio management, and custody and brokerage. Baird manages approximately $394 billion in assets and utilizes a range of strategies including manager‑traded and model‑traded SMAs, overlay management, and tax‑management techniques, supported by internal research and AI tools.

Peter Myers is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has been associated with various Fidelity entities since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Corbin Fox Ash is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, he worked for ten years at Northern Kentucky University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Cardail Batiste is a financial advisor with Primerica Advisors in Fort Wright, KY, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has worked at PFS Investments Inc. since 2016 and previously spent three years with Honeywell Aerospace. Outside of advising, Batiste holds a real estate associate broker license in Baton Rouge, LA. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, primarily through model-delivery strategies created by third-party asset managers. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management.

David Davis is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has previously worked at Bessler Auto Parts and M. Rosenthal Printing Company. 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 composed of mutual funds, ETFs, and ETPs.

Megan Gessner is a financial advisor with Fidelity and holds a Series 66 designation. She has one year of industry experience and previously worked in education for six years. Outside of finance, she has been involved with Restore Hyper Wellness, Kings Hammer Soccer Club, and Fort Thomas Swim Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a broad range of investment vehicles.

Angela Malton is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2013, progressing through various roles including Planning and Guidance Consultant II, Guidance Support Specialist, and multiple team leader positions in Workplace Planning, Retirement Solutions, and Investment Solutions before becoming a Financial Consultant in 2018. Her experience spans a diverse background in the financial services industry, where she collaborates with clients to develop customized financial plans tailored to their specific needs and goals. She utilizes a detailed planning process supported by top-notch tools and a team of specialists. Outside of her professional work, Angela has interests in art, food, social events with friends, pets, traveling, and volunteering.

Shari Anderson is a financial advisor at Cetera with 13 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, she worked for various Avantax entities for over a decade and has been with Jack P Arkle, Inc. since 2005. She also assists clients in selecting health insurance plans. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Samuel Bortz is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

Kasey King is an Investment Solutions Representative III at Fidelity Investments, a role held since 2026. Prior to this, Kasey progressed through several positions at Fidelity Investments, including Investment Solutions Representative II from 2025 to 2026, Investment Solutions Representative I from 2024 to 2025, and Customer Relationship Advocate from 2022 to 2024. In this capacity, Kasey works closely with clients to understand their unique goals and priorities, aiming to provide guidance, education, and support that help clients make informed decisions and advance toward their financial objectives. Outside of work, Kasey has interests in cars, concerts, cooking and baking, fishing, outdoor adventures, and snowboarding.

Samuel Hughes is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Carfagnas, Potbelly Sandwiches, Romeo’s Pizza, and Skyzone Trampoline Park. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of AI and systematic methodologies in managing portfolios and its roles as a commodity pool operator and advisor to multiple registered investment companies.

Allen Morwind Arul is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Panacea Facilities Private Limited, Housing Development Finance Corporation Limited, and Ashiana Housing Limited. 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 manage portfolios including mutual funds, ETFs, and ETPs. The firm is also registered as a commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Ethan Stanley is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he manages payments related to road repair and snow removal for a local community association. 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.

Jennifer Marcil is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, she worked at Bankoh Investment Services, Inc and Bank of Hawaii. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods.

Ryan Murray is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services since 2015. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios across various asset classes.

Jessica Wiley is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2021. Prior to that, she held roles at Fifth Third Bank and Moerline Lager House. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm integrates fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Charles Hais Jr. is a financial advisor at OSAIC based in Cincinnati, OH, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 38 years of industry experience, including 16 years at Securities America, Inc. and 15 years at Securities America Advisors, Inc. He is also CEO and solicitor of Queen City Capital Management LLC, an SEC-registered investment advisory firm. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across a broad spectrum of investment products.

Matthew Record is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Fidelity Brokerage Services since 2013 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and is noted for its use of AI-driven research and formal advisory roles to multiple registered funds.

David Ridenour is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2012 in several roles including Financial Consultant and Retirement Relationship Manager. In his current role, he focuses on retirement planning, income analysis, and investment strategies. He works with clients across various age groups, tailoring their financial planning to their individual needs. As a Certified Financial Planner (CFP®), David aims to ensure each client feels valued and understood. David holds an Arkansas Insurance License, supporting his professional capacity to serve clients comprehensively. Outside of his financial advisory work, he has interests in the beach, football, outdoor adventures, parenthood, pets, and traveling.

Samuel Goldsberry is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Bartlett Wealth Management and Fidant Wealth Partners, as well as academic appointments at the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves as an adviser to multiple registered investment companies and develops model portfolios using systematic methodologies.