Brian Shea is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work history includes roles at United Parcel Service, Terlau Financial, and Amazon. Outside of his advisory role, he instructs youth baseball players with At The Yard Baseball Club in Florence, Kentucky. Fidelity, through its Strategic Advisers LLC affiliate, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of investment vehicles.

Tina Brougham is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2004. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Nicholas Griffin is a financial advisor with Fidelity Investments and holds the Series 66 designation. He has been with Fidelity since 2025 and has prior experience in various roles outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, and plays a formal advisory role to multiple registered investment companies and fund-of-funds.

Zachary Peterson is a financial advisor with Fidelity in Covington, KY, holding a Series 66 designation and one year of industry experience. His career includes roles at Fidelity Investments and Thermo Fisher Scientific. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator, advises multiple registered investment companies, and utilizes AI and systematic methodologies in its investment process.

Patrick Roberson is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2016. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. Raymond James serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

Zoe Kooiman is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to entering the financial sector, she worked at Taco Bell for six years. Fidelity’s affiliate, 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 to manage model portfolios and fund advisory services.

Scott Hill is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Merrill from 1999 to 2003. Outside of his advisory role, Hill serves as an instructor volunteer for the American Red Cross. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Gregory Rogers is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Virginia Air Distributors, The Ohio State University, and Vanderhorst Consulting Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis. The firm constructs model portfolios using systematic methodologies and serves as an advisor to multiple registered investment companies and fund-of-funds.

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.

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.