Christian Furbay is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity and its affiliates since 2012. 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, including model portfolios built from mutual funds, ETFs, and ETPs.

Mason Finke is a financial advisor at Fidelity with Series 63 and Series 66 securities licenses and two years of industry experience. Prior to joining Fidelity in 2024, he worked for SpaceCowboys for six years and taught at Simon Kenton High School for three 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 is notable for its oversight of registered investment companies and use of systematic methodologies and AI-driven research tools.

Aaron Burnett is a financial advisor with Fidelity and holds a Series 66 designation. He has two years of industry experience and has worked at Fidelity Investments since 2023, following roles at UMortgage LLC, NRL Mortgage LLC, and Payroll Partners Inc. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm employs a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, supporting its role in managing model portfolios and advising registered investment companies.

Jonathan Peirson is a financial advisor with LPL Financial in Cincinnati, OH, holding CFP® and Series 66 credentials and bringing 19 years of industry experience. His prior experience includes roles at CUSO Financial Services and Ameriprise. He owns Peirson Financial Services LLC, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of financial planning, asset management, and retirement advisory services delivered through a large network of investment adviser representatives.

Oluwakemi Somoye is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she worked in retail at Furniture Row for ten years. Outside of her advisory role, she operates a small business selling handmade Christmas items and another selling used clothing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Frank Baird is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he held roles at CincinnatiUSA, Lucky Dubs LLC, and PNC Bank in 2021. His background also includes work with nonprofit and political organizations, including United Methodist Food Ministries and the Kentucky Democratic Party. Fidelity’s affiliate, 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 deliver model portfolios across mutual funds, ETFs, and ETPs.

Phillip Machen is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Alexandra Griffin is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has been with Merrill since 2021. Prior to this, she was involved with EAT WELL, LLC from 2012 to 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Riley Krane is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles in various businesses, notably within sports organizations such as the Evansville Otters Baseball Club and the Joliet Slammers Baseball Club. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and manages model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Robert Horn is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Western Southern Life, LPL Financial, and Capital Concepts. 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 to deliver model portfolios and advisory solutions.

Timothy Hart is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he partners with clients to help them understand and utilize their employee benefits, developing financial plans that integrate these benefits with their broader financial goals. Timothy has extensive experience in financial planning and employee benefits, having held several positions at Fidelity Investments since 2016. His previous roles include Benefits and Planning Consultant (2022-2025), Workplace Planning Consultant (2018-2022), and Stock Plan Consultant (2016-2018). He holds a California Insurance License.

Jasmine Linebarger is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has seven years of industry experience. Her career includes roles at Fidelity Brokerage Services, DriveTime LLC, and Mapleknoll Retirement Village. Outside of her advisory work, she co-owns a real estate business and operates an online retail company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Autumn Moore is a financial advisor with Thrivent Investment Management in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at PHP Agency and OneMain Financial. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning without discretionary trading authority or institutional portfolio management.

Amanda Cipriani is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2019. Her prior roles include positions at TalentSource, FB LLC, and Weltman, Weinberg & Reis Co., LPA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios for intermediary platforms.

Nathaniel Johnson is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2011 in various roles. He has held his current position since 2020, bringing extensive experience from previous roles including Financial Consultant, Portfolio Specialist, and Client Management Representative. His professional background includes a tenure at the Federal Home Loan Bank in Cincinnati as a Treasury Support Representative from 2008 to 2010. Nathaniel holds insurance licenses in Arkansas and California. Outside of his professional life, Nathaniel has interests in beach activities, cars, comedy, family activities, fitness, and motorcycles.

Aran Coughlan is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. He has two years of industry experience and has worked with several firms including Malone Workforce Solutions and Invicta Stores LLC. Strategic Advisers LLC, a Fidelity Investments company, 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 is notable for its advisory roles to registered investment companies and fund-of-funds, and its use of systematic methodologies and AI in portfolio management.

James Fleager is a Series 66-licensed financial advisor at Fidelity with three years of industry experience. Prior to joining Fidelity, he worked at Sprint and Verizon Wireless and has held a long-term role at the Camargo Club as an assistant manager and bartender. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Anthony Cook Jr. is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63 and 66 licenses and nine years of industry experience. His career includes roles at firms such as Mass Mutual Life Insurance Company, Guardian Life Insurance, and Park Avenue Securities. Outside of advising, he has experience in the brewing industry with Cartridge Brewing. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, employing a range of portfolio management strategies across multiple platforms.

Lucas Bray is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes multiple roles at Fidelity Investments and four years with Great American Insurance Group and Great American Advisors, Inc. He also has prior experience at the University of Cincinnati and The Christ Hospital Health Network. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight of sub-advisers and a focus on systematic methodologies and long-term asset allocation.

Emily Butler is a CFP® and Series 66-registered advisor with Ameriprise, based in Crestview Hills, KY. She has experience working at Ameriprise since 2026, following roles at Fifth Third Bank and The Lawrence Firm. Butler also managed Kid Kovers LLC for sixteen years. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies.