Amy True is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Her prior roles include positions at Fidelity Investments and the Boone County Board of Education. She also worked at 1st Inspections Services and Cornerstone Communications. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm’s process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Shannon Lindon is a Wealth Management Planning Consultant at Fidelity Investments, where she has been working since 2017. In this role, she partners with clients to plan for their financial futures and facilitates conversations among family members to determine the collective use of their wealth. Prior to this, she was part of the Service Support Group at Fidelity Investments from 2014 to 2017. As a Planning Consultant in Private Wealth Management, Shannon focuses on delivering a high level of personal service and guidance tailored to each client's individual situation. She aims to simplify the financial planning process to make it as straightforward as possible for her clients.

Brett Heimann is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2008. His current roles span Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC, where Brett is affiliated, 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 diversified portfolios.

Jason Stallo is a financial advisor at Fidelity with 12 years of industry experience. He has held positions at Fidelity Investments since 2018 and previously worked at Prudential-related firms from 2013 to 2018. He holds Series 63 and Series 65 licenses. 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 utilizes a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Ryan Sketch is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. He has worked across multiple Fidelity business units since 2016, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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. The firm manages model portfolios from mutual funds, ETFs, and ETPs, and services include discretionary portfolio management, fund advisory, and consulting.

Garrett Bird is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he held positions at Sherwin-Williams and the University of Louisville. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

Benjamin Berger is a financial advisor with Fidelity Investments in Covington, KY, holding the Series 66 designation and having one year of industry experience. Prior to joining Fidelity, he held positions with the Cincinnati Reds and FC Cincinnati. Outside of his advisory role, he works as an independent contractor for DoorDash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing proprietary research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Zachary Haigis is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Amazon for three years and held various roles at companies including Kroger, Domino's Pizza, and DoorDash. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Jody Pol is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1990. He serves on the Board of Directors for California Woods Advisory Council. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Melissa Bishop is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliated entities since 2006. 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 proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Patrick Millard is a CFP®-designated financial advisor with 13 years of industry experience. He is currently with Fidelity Investments and has held prior roles at Bank of America N.A., Merrill, and W&S Brokerage Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and use of algorithmic methods and AI in portfolio management.

Ervin Matthew is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining LPL Enterprise, he worked at Northwestern Mutual Wealth Management Company and held various roles related to financial services. He also serves as a board member of the American Sociological Association, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios through an integrated platform that combines advisory programs with brokerage and insurance products.

Jason Eaves is a financial advisor with LPL Financial in Aurora, Indiana, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cetera and Cetera Advisors LLC from 2018 to 2025. He has served with the City of Monroe Fire Department since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Alek Rodriguez Estrada is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His previous roles include positions at Fifth Third Bank and Protiviti, among others. He has also been involved with Friends of BLS Crew, a community organization. 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 discretionary and non-discretionary portfolios.

Andrew Flood is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Deloitte, The E.W. Scripps Company, the University of Kentucky Endowment Office, and Broadview Financial. Outside of his advisory role, Flood is involved with charitable organizations including Cincinnati Cancer Advisors, where he fundraises for cancer patient support, and he serves on the Young Professional’s board of the Boys and Girls Club of Greater Cincinnati. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Louis Vennefron is a financial advisor with Thrivent Investment Management in Florence, KY, holding a Series 66 designation and two years of industry experience. Prior to his current role, he was self-employed for three years and has worked at companies including BI Worldwide and Amazon. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning without discretionary trading authority. The firm offers a consolidated billing option combining planning and managed-account services while maintaining them as separate engagements.

Kevin Butson is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Fidelity, his background includes roles at Angi, Inc., the University of Toledo, and service in the United States Marine Corps. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients, employing a systematic approach that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles with multiple registered investment companies and its use of AI-driven methodologies in portfolio management.

Jodi Gadberry is a financial advisor with Fidelity, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has been associated with various Fidelity entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegation to sub-advisers, and its advisory role to multiple registered investment companies.

James Bates is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has worked within various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm also serves as a commodity pool operator and advises multiple registered investment companies.

Adam Bandenburg is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked with MML Investors Services, LLC, MassMutual Life Insurance Co, and other firms. Outside of advising, he has been involved with several local businesses and organizations, including University of Cincinnati and Mio's Pizzeria Pub. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and has a municipal advisor affiliation that supports its public finance operations.