Brian Ricci is a financial advisor at Fidelity with 20 years of industry experience. He has held roles within various Fidelity entities since 2012 and previously worked at TD Ameritrade and Edward Jones. Ricci holds Series 63 and Series 66 licenses. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Lee Schneider is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. In this role, he focuses on helping individuals and families build, manage, and preserve their wealth through personalized investment strategies. He emphasizes understanding each client's unique goals, risk tolerance, and long-term vision to provide disciplined planning and proactive guidance. His professional experience centers on delivering tailored investment solutions that align with clients' financial objectives. Lee's approach supports clients in feeling confident about their financial paths through thoughtful and personalized service. Outside of his professional work, Lee has interests in baseball, football, golf, and spending time with pets.

David Carns is a financial advisor at Fidelity with Series 63 and Series 66 designations and 21 years of industry experience. He has worked across various Fidelity entities since 2004, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, algorithmic tools including AI, and its advisory role to multiple registered investment companies.

Jenny Falhaber is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity in various capacities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegated sub-advisers, and a formal advisory role for multiple funds.

Jhoanna Barnes is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers services such as discretionary portfolio management and model portfolio delivery.

Benjamin Gehrke is a financial advisor with Ameriprise in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Fidelity Brokerage Services LLC for six years before joining Ameriprise in 2021. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation and oversight to deliver tailored retirement advice, primarily focusing on assets held in Ameriprise Managed Accounts.

Erin Czanik is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at National Exemplar Restaurant. 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 portfolios comprising mutual funds, ETFs, and ETPs.

Matthew Burfield is a financial advisor at Fidelity with 13 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2013, as well as at Merrill from 2012 to 2013. Outside of his advisory role, he works as an independent contractor delivering food orders for DoorDash. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios drawn from mutual funds, ETFs, and ETPs.

Yigit Yilmazer is a Private Wealth Management Investment Management Consultant at Fidelity Investments, where he has served since 2025. In this role, he collaborates with clients and their Wealth Management Advisors to develop, implement, and monitor investment strategies tailored to clients' long-term objectives. He has extensive experience within Fidelity Investments, having held various roles since 2013. His previous positions include Investment Management Consultant in Portfolio Advisory Services (2016-2025), Retirement Solutions Representative (2015-2016), Investment Solutions Representative (2014-2015), and Financial Representative (2013-2014). This progression reflects his comprehensive background in investment management and retirement solutions.

Philip Schambach is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he works as part of a collaborative team dedicated to helping clients navigate important financial situations and coordinate resources across various planning disciplines. His focus is on building lasting relationships, providing ongoing support, and helping clients stay on track as their financial needs evolve. Philip has progressively advanced within Fidelity Investments, gaining experience in multiple positions including Wealth Management Service Specialist II, Wealth Management Service Specialist I, High Net Worth Service Specialist, and Customer Relationship Advocate. This progression reflects his comprehensive knowledge of wealth management services and client relationship management. Outside of his professional work, Philip has interests in comedy, family activities, football, and golf.

Justine Cordner is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at GreenSky for nine years. 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. The firm manages a range of accounts including discretionary portfolios, fund advisory, and model portfolios, with oversight of affiliated and unaffiliated sub-advisers.

David Butler is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials and has a work history that includes positions at Amazon, Kohl's, and the University of Kentucky. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves diverse clients, including registered investment companies and charitable funds, and is noted for its use of systematic methodologies and formal advisory roles within Fidelity’s institutional platform.

Rachel Post is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked within various Fidelity entities since 2007. Her current role is based in Covington, KY. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines fundamental research with quantitative and algorithmic portfolio construction, delivering model portfolios and managing funds with oversight controls and a focus on long-term asset allocation.

Marcus Sarnecki is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior work includes roles at Mutual of America Life Insurance Company and Mutual of America Securities LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model-based investment solutions.

Joseph Rider is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Before joining Fidelity, he worked in various school districts, including Boone County and Erlanger-Elsmere Independent, between 2018 and 2022. Fidelity's Strategic Advisers LLC, a part of Fidelity Investments, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and provides oversight of sub-advisers and share class evaluations.

Kevin Gundlach is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. He is dedicated to helping clients work toward their financial goals by simplifying complex financial topics and providing clear guidance. His approach is centered on client needs and supported by Fidelity's resources and ethical standards. Prior to his current role, Kevin held positions at Fidelity Investments including Director, Retirement Planner from 2018 to 2020, and Retirement Relationship Manager from 2011 to 2017. Through these roles, he has developed extensive experience in retirement planning and client relationship management. Kevin holds insurance licenses in Arkansas and California.

Benjamin Siegel is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He works closely with clients to understand their financial goals and situations and assists in developing and maintaining customized financial plans. Prior to his current role, he served as a Financial Consultant at Fidelity Investments from 2018 to 2024, and before that held the roles of Relationship Manager (2016-2018) and High Net Worth Associate (2012-2016) within the same firm. Benjamin holds insurance licenses in Arkansas and California. His extensive experience at Fidelity Investments spans over a decade, during which he has developed expertise in financial consulting and relationship management.

Mark Lindloff is a CFP® credentialed financial advisor with 25 years of industry experience. He is currently with OSAIC and previously worked 17 years at Lincoln Financial Securities Corporation. Lindloff is also the owner of Lindloff Wealth Advisors, where he offers various insurance products including life, health, and long-term care insurance. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, and charitable organizations, providing integrated brokerage and advisory services through a broad network of affiliated financial advisers and multiple platforms. The firm utilizes advanced asset allocation tools, risk analysis, and offers access to third-party money managers and managed-account solutions.

Michael McNamara is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes various roles at The Ohio State University and Hyde Park Country Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs.

Bailey Abner is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Bailey held roles at Huntington Bank and Western Southern, among others. 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 across a wide range of funds and model portfolios.