Douglas Stockdill is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked across various Fidelity divisions, including Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, 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 discretionary and non-discretionary portfolios and serves as advisor to multiple registered investment companies, with a noted use of systematic methodologies and AI-driven research tools.

Blake Stricker is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Summit Funding, Total Quality Logistics, and the University of Cincinnati. He is associated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Christian Barde is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and over 18 years of industry experience. He has been with various Fidelity entities since 2006 and currently works in Covington, KY. Outside of his advisory role, he is involved as a Gaelic football referee and designs shirts through a personal Redbubble store. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of AI-driven research and formal advisory roles to multiple registered investment companies and fund-of-funds.

Catherine Schwartz is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations. Outside of her advisory role, she is a consultant selling Rodan and Fields skin care products. Catherine is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base. The firm combines proprietary research with quantitative analysis and systematic portfolio construction to deliver model portfolios and advisory solutions across retail and institutional sectors.

Andrew Seitz is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 10 years of industry experience. He has previously worked at The Huntington Investment Company, The Huntington National Bank, and Fidelity Brokerage Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, 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 retirement plan consulting.

Lucas Baker is a financial advisor at Morgan Stanley with five years of industry experience. He has previously worked at Fidelity Investments, American Income Life, and Capital Choice Financial Group. Outside of finance, he works as a server and cook at Quatman Cafe in Norwood, Ohio. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by structured processes and firm-approved tools.

Matthew Rinck is a financial advisor with Fidelity, holding Series 66 and Series 63 designations and bringing 12 years of industry experience. He has been with Fidelity Investments since 2014, including roles at Fidelity Personal and Workplace Advisors since 2018 and at Fidelity since 2025. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction and is noted for its use of AI and systematic methodologies in managing model portfolios.

Michael Carle is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He provides counsel and support for personal financial decisions, focusing on areas such as retirement planning, investment strategy, income planning, tax efficiency, asset protection, and charitable planning. He offers appointments via Zoom or phone to accommodate client preferences. Michael has been with Fidelity Investments since 2008, progressing through various roles including Financial Consultant, Senior Portfolio Specialist, Retirement Relationship Manager, and Private Client Group Relationship Manager. His extensive experience within Fidelity spans over a decade, covering a broad range of financial services and client support functions. He holds insurance licenses in Arkansas and California. Outside of his professional work, Michael enjoys fitness, hiking, parenthood, pets, skiing, and traveling.

Ellen Heekin is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and four years of industry experience. She has been with Wells Fargo Clearing since 2024 and maintains an academic role at Xavier University, where she serves as a professor and center director focused on women in business and leadership. Her university activities include teaching courses in economics and developing programming to support women in business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy preparation, performance reporting, participant education, and discretionary management options. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options.

Garrett Pringle is a CFP® and holds a Series 66 designation with eight years of industry experience. He is currently with UBS Financial Services in Cincinnati, OH, where he has worked since 2022, and previously held roles at Raymond James Financial and First Financial Wealth Management. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, discretionary portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment solutions.

Connor Mcphail is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at Fidelity Investments and has previously been employed at Edward Jones and Innomark Communication. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Julie Talbot is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Outside of her advisory role, she serves as Treasurer for the Loveland Youth Volleyball Organization. Julie 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Amanda Kingrey is a financial advisor with LPL Financial who holds a Series 66 designation and has three years of industry experience. Her prior work includes roles at the US Census Bureau and Beckett Springs. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management along with model portfolios and research.

William Moore is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Fidelity Brokerage Services LLC since 2018 and spent seven years at Schneider Electric. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Nathan Buse is a financial advisor at UBS Financial Services with one year of industry experience. He has previously worked at Fidelity Investments, Capital Wealth Advisors, and had a role at the Rueve Landscape Company LLC. Nathan holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Gregory Baker is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity Investments, he held roles at Divisions Maintenance Group and Haven Homes Group, where he also worked as an independent contractor providing real estate brokerage services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across retail and institutional segments.

Brian Lewin is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Fidelity Investments since 2005, including roles at Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC 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 to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Ashley Pyles is a financial advisor with Fidelity in Covington, KY, holding Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Fidelity Investments, Ashley held various roles including positions at Paycor HCM Inc. and Duluth Trading Company, as well as involvement with Oki Furniture Fair. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Christian Reyes is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked in education with Covington Independent Public Schools and Holmes High School. 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 employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of model portfolios, regulatory registrations, and advisory roles to multiple fund structures.

Eric Parnitzke is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity since 1993. Outside of his financial career, he releases doves for weddings and memorial services and works as a bartender at a hotel rooftop bar. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs.