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. Outside of his advisory role, he works as an independent contractor delivering food orders for DoorDash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

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 18 years of industry experience. She holds Series 66 and Series 63 designations and has worked at various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

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.

Joseph Rider is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Before joining Fidelity, he worked in various school districts, including Boone County and Erlanger-Elsmere Independent, between 2018 and 2022. Fidelity's Strategic Advisers LLC, a part of Fidelity Investments, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and provides oversight of sub-advisers and share class evaluations.

David Singer is a Private Wealth Advisor and partner with The Evelo|Singer|Sullivan|Bruegge Group, a nationally recognized wealth management team within Merrill Private Wealth Management. He has been serving affluent families with complex financial needs since 1991, collaborating with affluent and ultra-affluent families throughout the United States. His team combines the focused service of a boutique operation with the broad capabilities of Merrill to provide customized strategies that manage risk, address personal goals, and preserve wealth across generations. David specializes in areas including executive and equity compensation, family wealth management, legacy planning, personal retirement planning, and philanthropic planning. His approach involves creating tailored investment portfolios and financial strategies that encompass financial markets, asset structuring, estate planning, and tax minimization solutions. He leads a team of 28 professionals dedicated to advancing clients' financial objectives. He holds a Bachelor's degree from DePauw University and a Master's degree from Xavier University, and maintains professional designations as a Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA). Active in the Cincinnati community, David serves as the immediate past chairman of the Boys & Girls Clubs of Greater Cincinnati. In his personal time, he enjoys running, boating, golfing, and spending time with his family.

Kevin Gundlach is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. He is dedicated to helping clients work toward their financial goals by simplifying complex financial topics and providing clear guidance. His approach is centered on client needs and supported by Fidelity's resources and ethical standards. Prior to his current role, Kevin held positions at Fidelity Investments including Director, Retirement Planner from 2018 to 2020, and Retirement Relationship Manager from 2011 to 2017. Through these roles, he has developed extensive experience in retirement planning and client relationship management. Kevin holds insurance licenses in Arkansas and California.

Benjamin Siegel is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He works closely with clients to understand their financial goals and situations and assists in developing and maintaining customized financial plans. Prior to his current role, he served as a Financial Consultant at Fidelity Investments from 2018 to 2024, and before that held the roles of Relationship Manager (2016-2018) and High Net Worth Associate (2012-2016) within the same firm. Benjamin holds insurance licenses in Arkansas and California. His extensive experience at Fidelity Investments spans over a decade, during which he has developed expertise in financial consulting and relationship management.

Mark Lindloff is a CFP® professional with 24 years of experience in the financial services industry. He is currently with OSAIC and has a background that includes 17 years at Lincoln Financial Securities Corporation and ongoing involvement with Divinity Group. In addition to his advisory role, Lindloff owns Lindloff Wealth Advisors, where he offers insurance products including health, disability, and life insurance. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a broad network of advisers and multiple advisory platforms. The firm employs various portfolio construction tools and offers integrated brokerage and advisory services, supporting both discretionary and non-discretionary account management.

Michael Mcnamara is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at Hyde Park Country Club and The Ohio State University in various capacities. 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Bailey Abner is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Bailey held roles at Huntington Bank and Western Southern, among others. 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 across a wide range of funds and model portfolios.

Daniel Drown is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various capacities at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, 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 to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Zachery Hertzfeld is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2013, including Fidelity Brokerage Services 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 and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.