Brice Gilman is a Planning Consultant at Fidelity Investments, where he works with clients and a Wealth Management team to assist with both short and long term financial goals. He focuses on building relationships with clients and supporting them throughout the entire financial planning process as a reliable point of contact. From 2024 to 2026, Brice served as a Workplace Planning Consultant at Fidelity Investments, bringing a passion for financial planning to his role. His areas of expertise include financial goal pursuit and client relationship management. Outside of his professional responsibilities, Brice's personal interests include baseball, camping, fishing, football, and golf.

Crystal Griggs is a financial advisor with Ameriprise in Crestview Hills, KY, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has worked with Ameriprise since 2015, including a brief period at Amazon in 2017. Outside of advising, she is involved in childcare as an infant teacher at a local daycare. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Lyndsey Taylor is a CFP® professional with 15 years of industry experience, currently serving at Fidelity. She has worked across various Fidelity entities since 2010, including Fidelity Personal and Workplace Advisors. 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. The firm is notable for its advisory roles with multiple registered investment companies and its use of AI and systematic methodologies in portfolio management.

John Kline is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 66 designation and seven years of industry experience. His prior firms include Money Concepts Capital Corp and Cambridge Investment Research, Inc. He is also president of Advanced Financial Solutions Group, which provides tax services, and Azure Advisory, a financial coaching firm. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

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.

Stephanie Lemma is a financial advisor at Charles Schwab with 20 years of industry experience. She has been with Charles Schwab since 2010 and holds a Series 66 designation. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides centralized custody, brokerage, and advisory services.

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.

Linnell Sullivan is a financial advisor with Merrill in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with Merrill since 2002 and with Bank of America, N.A. since 2009. Outside of his advisory role, he serves as a committee member for the YWCA of Greater Cincinnati, contributing to their investment and finance committees. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Rachel Post is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across several Fidelity entities since 2007, 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, as well as registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs, and it maintains oversight on delegated management and share class allocations.

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.