Clayton Mckinney is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services since 2017. Prior to his career in finance, he was involved with Dynamic Supply Chain Solutions, LLC, and he has served in the Kentucky Army National Guard since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment approach that combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving multiple registered investment companies and offering model portfolios through Fidelity Institutional Wealth Adviser.

Jackie Mead is a financial advisor with J.P. Morgan Securities in Cold Spring, KY, holding Series 63 and Series 66 licenses and with seven years of industry experience. Prior to joining J.P. Morgan Securities, she worked at U.S. Bancorp Investments, Inc., and ARAMARK Food & Support Services. In 2024, she was involved with The Office Cleaning Partners LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary asset allocation and investment manager search program. The firm supports its advisory process with centralized due diligence, integrating quantitative and qualitative research to develop model allocations, and offers broader derivatives and commodities capabilities through various regulatory registrations and affiliations.

Aaron Dietz is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 16 years and UBS Financial Services for 5 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions, providing a range of financial planning and investment management solutions.

Kasey Goulet is a Wealth Management Planning Consultant at Fidelity Investments, where she has been serving since 2019. In this role, she supports clients' planning needs as part of the private wealth management team and acts as a partner and resource for both planning and day-to-day financial requirements. Kasey has been with Fidelity Investments since 2016, starting as a Financial Representative before advancing to High Net Worth Representative from 2017 to 2019. Her experience includes providing tailored financial guidance and managing complex wealth management strategies for clients. Outside of her professional role, Kasey enjoys family activities and reading.

Dustin Rodgers is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to develop personalized financial plans tailored to their goals and preferences. He emphasizes building strong and lasting client relationships in his practice. He has been with Fidelity Investments since 2016, progressing through roles including Financial Services Representative, Stock Plan Associate, Stock Plan Consultant, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2024.

Michael Lataille is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 65 credentials. His career includes roles at Fidelity Investments since 2012, as well as prior positions at Edward Jones, TD Ameritrade, and PNC Wealth Management. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it holds distinctive roles such as registration with the CFTC as a commodity pool operator and advisory responsibilities to multiple registered investment companies.

Linda Litzler is a financial advisor with Cetera, holding a Series 63 designation and bringing 37 years of industry experience. She has worked with Cetera Advisors LLC since 2013 and has been involved with Litzler Financial Service Corporation since 1991, where she is the owner. Litzler serves as treasurer for the Cincinnati Employees Credit Union, assisting with the management of CD and loan rates for its members. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

Elise Sinchek is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Fidelity Brokerage Services LLC since 2015, including seven years with Fidelity Personal and Workplace Advisors. Prior to Fidelity, she was with PNC Wealth Management from 2013 to 2015. 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 offers discretionary and non-discretionary advisory services and is notable for its use of systematic methodologies and its registration as a commodity pool operator.

William Matthews is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and is based in Covington, KY. Matthews has been with Fidelity Investments since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and a formal advisory role to multiple registered investment companies.

Luis Lopez is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 designations and four years of industry experience. He has held several roles within Fidelity since 2021 and has prior work experience in various industries including hospitality and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also operates as a commodity pool operator and serves multiple registered investment companies, incorporating AI-driven methods and formal governance procedures in its investment approach.

Mason Schwalbach is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Western and Southern Financial Group and held various roles outside of financial services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a methodology that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Lindsey Webb is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to her current role, she has worked with Amazon and has extensive involvement in volleyball organizations, including officiating and training volleyball officials for the Ohio High School Athletic Association and USA Volleyball. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s distinctive features include its registration with the CFTC as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of AI and algorithmic methods in its research and portfolio management.

David Girmann is a financial advisor with Ameriprise in Cincinnati, OH, holding Series 63, 65, and 66 credentials and 23 years of industry experience. He has been with Ameriprise since 2017 and previously owned Little Dutch Trading Company for 14 years. He is also employed by River Hills Consulting Services, LLC, a role related to his advisory practice. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, emphasizing managed accounts and algorithmic support in its retirement planning approach.

Michael Johns is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at PNC Bank for 12 years and has been a freelance musician for nearly two decades. He also performs music periodically at St. Columban Church in Loveland, Ohio. Fidelity, through its Strategic Advisers LLC affiliate, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Michael Short is a Series 66-licensed financial advisor with over 20 years of industry experience. He has worked with firms including LPL Financial, Mass Mutual Investors Services, Metlife Securities, New England Securities, and Ameriprise. He is currently associated with LPL Financial in Cincinnati, OH. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Corey Jones is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity affiliates since 2012. 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 to deliver model portfolios across a broad investable universe.

Amanda Moon is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked at several firms, including TADA Wealth Advisors, Concorde Investment Services, and The Spice and Tea Exchange. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, serving a range of clients including charitable funds and registered investment companies.

William Bockhorst is a financial advisor with Primerica Advisors in Winchester, OH, holding a Series 63 designation and over 32 years of industry experience. He has been with Primerica Advisors since 1992 and has worked with Primerica Financial Services since 1984. Outside of his advisory role, he is involved in sales of non-investment home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and a limited set of discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a tiered wrap-fee structure rather than fixed fees.

Ryan Schultz is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity Investments, he worked at Prime IV Hydration and Wellness and Bruegger's Bagels. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across multiple asset classes.

Brett Peters is an Investment Solutions Representative III at Fidelity Investments. In this role, he assists clients in working towards their financial goals by utilizing Fidelity's array of tools and resources. He aims to help clients pursue their ideal outcomes and ensure they leave with clarity and peace of mind. Brett has progressed through several roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2021, then serving as a High Net Worth Service Representative from 2022 to 2023, followed by three levels of Investment Solutions Representative from 2023 to the present. This experience has provided him with a solid background in investment solutions and client service. Outside of his professional work, Brett enjoys golf, hiking, skiing, and traveling.