Adam Bookbinder is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edelman Financial Engines for six years before joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Johannes Duckeck is a financial advisor at Fidelity with a Series 66 license and three years of industry experience. His background includes founding and operating Deeper Roots Coffee from 2018 to 2022 and brief roles at Cincinnati Christian University and Collective Espresso. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and advise registered investment companies.

Luke Thelen is a Planning Consultant at Fidelity Investments' National Investor Center, where he supports clients in working toward their financial goals. He has been with Fidelity since 2022, progressing through roles from Planning Associate to his current position. His expertise is built on experience gained through increasing responsibilities as Workplace Planning Consultant I, II, and III from 2023 to 2026. He holds insurance licenses in Arkansas and California. In his personal time, Luke enjoys fitness, food, football, golf, movies, and traveling.

Jonathan Ligon is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2016 and Fidelity Investments since 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and provides advisory services with oversight controls and conflict-of-interest evaluations.

Scott Gumble is a CFP® professional with 13 years of industry experience, currently advising at LPL Financial since 2021. His prior roles include positions at BNI Covington, Aaron Seyfried, and Waddell & Reed. Outside of his advisory work, he is the founder of NKY ATM's and serves as an education coordinator for a local networking group. 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 advisory and brokerage services, utilizing both proprietary and third-party strategies across various platforms.

Noah Smith is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he has worked in various positions across different industries, including retail and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Erin Robbins is a financial advisor at Fidelity with 23 years of industry experience and holds a Series 66 designation. She has worked at Fidelity and its affiliated entities since 2015 and previously spent 12 years at 1st Global Advisors Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing fund-of-funds, delivering model portfolios, and employing AI and systematic methods in its investment process.

Oleg Peleshok is an Investment Solutions Representative III at Fidelity Investments. In this role, he partners with clients to understand their short and long-term financial goals and helps them explore investment strategies that align with their priorities. He focuses on simplifying complex financial topics to assist clients in making confident decisions about their investments. Oleg has progressed through several positions at Fidelity Investments, beginning as a Customer Relationship Advocate in 2024, then advancing through the Investment Solutions Representative levels I and II before reaching his current role. His experience centers on working closely with clients to provide tailored investment guidance. Outside of his professional responsibilities, Oleg enjoys fishing, music, tennis, and traveling.

Jack Buffington is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across Fidelity’s Personal and Workplace Advisors and Brokerage Service divisions since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

James Turner is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at U.S. Bank and Upward Mobile LLC, as well as experience at Northern Kentucky University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing a range of investment products including model portfolios, fund advisory, and consulting services.

Michael Strucke is an Investment Solutions Representative III. In his role, he works with clients to understand their short- and long-term financial goals and assists in building tailored financial plans. He collaborates with senior Financial Consultants to establish strong client relationships and gain comprehensive insight into their situations. Michael's professional experience at Fidelity Investments includes progressive roles from Customer Relationship Advocate (2023-2025), Investment Solutions Representative I (2025), Investment Solutions Representative II (2025-2026), to his current position. He holds an Arkansas insurance license, supporting his capacity to address insurance-related financial planning needs.

Donald Hicks is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios built from mutual funds, ETFs, and ETPs.

Caroline Beglane is a financial advisor with Fidelity Investments in Covington, KY, holding a Series 66 designation and 11 years of industry experience. She has worked exclusively with Fidelity since 2015, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of algorithmic methods, AI, and its formal advisory role to multiple registered investment companies.

Ashton Hutchinson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held various roles in the retail and service sectors, including at Fleishman's Bagels and Delicatessen and DoorDash Inc. Strategic Advisers LLC, a Fidelity Investments company, offers 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 that include mutual funds, ETFs, and ETPs. The firm serves a broad client base and engages in activities such as model portfolio delivery and advisory services to registered investment companies.

Benjamin Pieper is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients gain clarity around their financial goals and build strategies that align with their unique needs. Benjamin takes the time to understand each client's priorities, whether they are planning for retirement, growing wealth, protecting their family, or navigating life transitions. His areas of expertise include college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Benjamin's approach is centered on building trusted relationships, providing thoughtful guidance, and helping clients make informed decisions with confidence. Benjamin holds a Bachelor's Degree from Xavier University and is a Personal Investment Advisor (PIA). He is involved with the Salvation Army Cincinnati. In his personal time, he enjoys basketball, football, golfing, and spending time with his family.

Franklin Graves is a Financial Consultant with experience at Fidelity Investments and Fifth Third Bank. He partners with clients to help them achieve their financial goals, providing guidance on investment strategies, income planning, tax-efficient investing, and retirement planning. His professional experience includes roles such as Financial Consultant, Planning Consultant, Investment Management Consultant, Preferred Relationship Manager, Workplace Planning Consultant, Investment Solutions Representative, and Customer Service Representative, all contributing to his comprehensive understanding of financial services. Franklin holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys activities including fishing, exploring food, football, movies, tennis, and traveling.

Javier Aparicio is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Outside of his advisory role, he works as a driver for Lyft. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Joshua Straw is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held roles at TB Products and Total Quality Logistics, and worked at Monfort Aquarium & Pet. He also has experience in education, having worked at Miami University and Colerain High School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Allison Kees is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. She serves as Secretary on the board of Gathering Place International Ministries, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s approach includes model-driven investment implementation, financial planning, and access to third-party asset managers and insurance products.

Casey Cornett is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior roles include work at Powerhome Solar and various positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.