Dustin Rodgers is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to develop personalized financial plans tailored to their goals and preferences. He emphasizes building strong and lasting client relationships in his practice. He has been with Fidelity Investments since 2016, progressing through roles including Financial Services Representative, Stock Plan Associate, Stock Plan Consultant, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2024.

Michael Lataille is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity Investments and its affiliated entities since 2012. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, providing services such as discretionary management, fund advisory, and model portfolio delivery.

Blair Marie Larson Edman is a financial advisor with UBS Financial Services in Cincinnati, OH, holding the Series 63 designation and bringing 11 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney, Merrill, and Oppenheimer. She serves as a trustee and co-trustee for investment-related trusts in West Chester, Ohio. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Elise Sinchek is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked across multiple Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios consisting of mutual funds, ETFs, and ETPs.

Denise Cox is the Vice President and Branch Leader at Fidelity Investments, where she currently leads and supports a team of financial professionals dedicated to partnering with clients to provide tailored planning experiences. She has held this position since 2023. Prior to her current role, Denise served as Assistant Branch Leader at Fidelity Investments from 2021 to 2023, and as Team Leader for Workplace Planning and Advice from 2018 to 2021. Her experience also includes serving as a Senior Relationship Manager at Fidelity Investments from 2013 to 2018. Denise's professional background demonstrates her extensive experience in financial planning and client relationship management within Fidelity Investments. Outside of her professional role, she has personal interests in art, beach activities, cooking and baking, exploring food, and music.

William Matthews is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and is based in Covington, KY. Matthews has been with Fidelity Investments since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including 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, with distinctive features such as registration as a commodity pool operator and a formal advisory role to multiple registered investment companies.

Luis Lopez is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Mattress Firm, Bonefish Grill, and short-term positions in various service businesses before joining Fidelity. 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 across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to registered investment companies, and the use of advanced methods including AI in its investment process.

Mason Schwalbach is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Western and Southern Financial Group and held various roles outside of financial services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a methodology that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Lindsey Webb is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to her current role, she has worked with Amazon and has extensive involvement in volleyball organizations, including officiating and training volleyball officials for the Ohio High School Athletic Association and USA Volleyball. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s distinctive features include its registration with the CFTC as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of AI and algorithmic methods in its research and portfolio management.

Deborah Horn is a financial advisor with Wells Fargo Clearing in Cincinnati, Ohio, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC in 2015–2016. Outside of her advisory role, she serves as a notary public. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

David Girmann is a financial advisor with Ameriprise in Cincinnati, OH, holding Series 63, 65, and 66 credentials and 23 years of industry experience. He has been with Ameriprise since 2017 and previously owned Little Dutch Trading Company for 14 years. He is also employed by River Hills Consulting Services, LLC, a role related to his advisory practice. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, emphasizing managed accounts and algorithmic support in its retirement planning approach.

Michael Johns is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at PNC Bank for 12 years and has been a freelance musician for nearly two decades. He also performs music periodically at St. Columban Church in Loveland, Ohio. Fidelity, through its Strategic Advisers LLC affiliate, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Michael Short is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Corey Jones is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Fidelity in various roles since 2012. Corey is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios delivered to intermediary platforms.

Amanda Moon is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked at several firms, including TADA Wealth Advisors, Concorde Investment Services, and The Spice and Tea Exchange. She 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, serving a range of clients including charitable funds and registered investment companies.

William Bockhorst is a financial advisor with Primerica Advisors in Winchester, OH, holding a Series 63 designation and over 32 years of industry experience. He has been with Primerica Advisors since 1992 and has worked with Primerica Financial Services since 1984. Outside of his advisory role, he is involved in sales of non-investment home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and a limited set of discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a tiered wrap-fee structure rather than fixed fees.

Kevin Shepherd is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and seven years of industry experience. He has worked at UBS since 2018 and previously at Cincinnati Children's from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based 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 client plans.

Brett Peters is an Investment Solutions Representative III at Fidelity Investments. In this role, he assists clients in working towards their financial goals by utilizing Fidelity's array of tools and resources. He aims to help clients pursue their ideal outcomes and ensure they leave with clarity and peace of mind. Brett has progressed through several roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2021, then serving as a High Net Worth Service Representative from 2022 to 2023, followed by three levels of Investment Solutions Representative from 2023 to the present. This experience has provided him with a solid background in investment solutions and client service. Outside of his professional work, Brett enjoys golf, hiking, skiing, and traveling.

Richard Stadelmaier is a financial advisor with Merrill based in Cincinnati, OH, holding a Series 66 designation and three years of industry experience. His prior work includes 11 years with the United States Air Force. Merrill 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 to individuals, high-net-worth clients, and institutional investors.

Dylan Bard is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2023. Prior to his advisory role, he held various positions in education and other sectors, including Northern Kentucky University and Calvary Christian School. 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 portfolios that include mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.