Jordan De Perio is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 credential and three years of industry experience. Prior to joining Equitable Advisors, he held roles at SUNY Oswego and the State University of New York College at Oswego. He serves as a board member of the Clarence Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, corporations, charitable organizations, and institutional clients through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs and third-party managers to tailor investment solutions based on client needs and risk tolerance.

Jacob Elbert is a financial advisor at Fidelity with Series 66 credentials and four years of industry experience. He has worked at Fidelity Investments since 2020 and previously held positions at Amazon and Bob Evans. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing a range of portfolios that include mutual funds, ETFs, and ETPs, while employing oversight controls and addressing potential conflicts of interest.

Jong Hyun Kim is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes time at Korean Community Services of Metropolitan New York and teaching roles at CUNY Queens College. 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. The firm serves a variety of investors and is known for its use of systematic methodologies, model portfolios, and a formal advisory role to multiple registered investment companies.

Samantha Hallo is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Northwestern Mutual, Levy Restaurants, and the University of Cincinnati. 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 a range of portfolios, including multi-manager and fund-of-funds structures.

Jonathon Berner is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fifth Third Bank and Northwestern Mutual. 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 a range of portfolios, including fund-of-funds and multi-manager structures.

Joshua Heller is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of fundamental research and quantitative analysis, employing systematic methodologies and algorithmic portfolio construction to manage portfolios and deliver model solutions.

James Stocker Jr. is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds a Series 66 designation and has been with Baird since 2018, following two years at Total Quality Logistics. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves a diverse client base including individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and separately managed account programs, supported by internal research and a blend of manager-traded and model-traded strategies.

Peter Myers is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various Fidelity entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios across mutual funds, ETFs, and ETPs.

Corbin Fox Ash is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he spent ten years at Northern Kentucky University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to offer discretionary and non-discretionary advisory services, including model portfolios and fund advisory.

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 Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Carfagnas and has held positions in the retail and service sectors, including Potbelly Sandwiches and Romeos Pizza. 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 discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

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.