Douglas Stockdill is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked across various Fidelity divisions, 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, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves as advisor to multiple registered investment companies, with a noted use of systematic methodologies and AI-driven research tools.

Blake Stricker is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Summit Funding, Total Quality Logistics, and the University of Cincinnati. He is associated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Christian Barde is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and over 18 years of industry experience. He has been with various Fidelity entities since 2006 and currently works in Covington, KY. Outside of his advisory role, he is involved as a Gaelic football referee and designs shirts through a personal Redbubble store. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of AI-driven research and formal advisory roles to multiple registered investment companies and fund-of-funds.

Zachary Blankenship is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2017, progressing through various roles including 401k Representative, Investment Solutions Representative, Client Management Representative, Investment Management Consultant II and III, before assuming his current position in 2025. Throughout his career at Fidelity, Zachary has focused on helping individuals and families build financial plans tailored to their goals. He emphasizes understanding each client's personal financial landscape and works collaboratively to create forward-looking strategies. Outside of his professional work, Zachary has interests in football, golf, and parenthood.

Catherine Schwartz is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations. Outside of her advisory role, she is a consultant selling Rodan and Fields skin care products. Catherine is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base. The firm combines proprietary research with quantitative analysis and systematic portfolio construction to deliver model portfolios and advisory solutions across retail and institutional sectors.

Joseph Steele Jr. is a financial advisor with MassMutual Investors Services in Cincinnati, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including 25 years at Metlife Securities Inc. before joining MassMutual in 2016. In addition to his advisory role, he is an independent insurance agent specializing in property and casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, utilizing firm-approved tools to deliver written recommendations through annual, collaborative client relationships.

Andrew Seitz is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 10 years of industry experience. He has previously worked at The Huntington Investment Company, The Huntington National Bank, and Fidelity Brokerage Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Lucas Baker is a financial advisor at Morgan Stanley with five years of industry experience. He has previously worked at Fidelity Investments, American Income Life, and Capital Choice Financial Group. Outside of finance, he works as a server and cook at Quatman Cafe in Norwood, Ohio. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by structured processes and firm-approved tools.

Matthew Rinck is a financial advisor with Fidelity, holding Series 66 and Series 63 designations and bringing 12 years of industry experience. He has been with Fidelity Investments since 2014, including roles at Fidelity Personal and Workplace Advisors since 2018 and at Fidelity since 2025. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction and is noted for its use of AI and systematic methodologies in managing model portfolios.

Trenton Macke is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and four years of industry experience. He has worked within various branches of Cambridge Investment Research since 2019 and is also associated with Deadlow Brewing Company. Macke operates as an independent Medicare and insurance agent and manages trading activities for in-house models at Interdependant Advisor Strategies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers a range of portfolio management options through multiple platforms and proprietary as well as third-party strategies, with institutional features supporting advisor business relationships and compliance.

Michael Carle is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He provides counsel and support for personal financial decisions, focusing on areas such as retirement planning, investment strategy, income planning, tax efficiency, asset protection, and charitable planning. He offers appointments via Zoom or phone to accommodate client preferences. Michael has been with Fidelity Investments since 2008, progressing through various roles including Financial Consultant, Senior Portfolio Specialist, Retirement Relationship Manager, and Private Client Group Relationship Manager. His extensive experience within Fidelity spans over a decade, covering a broad range of financial services and client support functions. He holds insurance licenses in Arkansas and California. Outside of his professional work, Michael enjoys fitness, hiking, parenthood, pets, skiing, and traveling.

Ashleigh Newstead is a Planning Consultant at Fidelity Investments, where she partners with advisors to provide clients with the tools and resources needed to build tailored financial plans. She aims to collaborate closely with clients and advisors to create financial strategies that align with the clients' needs and goals. Ashleigh has been with Fidelity Investments since 2020, progressing through roles including Financial Representative and Relationship Manager before assuming her current position. This experience has given her a comprehensive understanding of client relationship management and financial planning within the organization.

Ellen Heekin is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and four years of industry experience. She has been with Wells Fargo Clearing since 2024 and maintains an academic role at Xavier University, where she serves as a professor and center director focused on women in business and leadership. Her university activities include teaching courses in economics and developing programming to support women in business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy preparation, performance reporting, participant education, and discretionary management options. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options.

Garrett Pringle is a CFP® and holds a Series 66 designation with eight years of industry experience. He is currently with UBS Financial Services in Cincinnati, OH, where he has worked since 2022, and previously held roles at Raymond James Financial and First Financial Wealth Management. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, discretionary portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment solutions.

Connor Mcphail is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at Fidelity Investments and has previously been employed at Edward Jones and Innomark Communication. 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 diversified model portfolios.

Julie Talbot is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Outside of her advisory role, she serves as Treasurer for the Loveland Youth Volleyball Organization. Julie 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Nicholas Ruch is a CFP®-designated financial advisor with UBS Financial Services in Cincinnati, OH, bringing 10 years of industry experience. He has been with UBS since 2016. Outside of his advisory work, he serves as Chairman of the Finance Committee and is a board member of Chair Force 1, a charity that provides wheelchair-accessible vans to families in need. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm employs proprietary research and model-based asset allocations to tailor client plans and combines institutional trading capabilities with wealth management services.

William Moore is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Fidelity Brokerage Services LLC since 2018 and spent seven years at Schneider Electric. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Nathan Buse is a financial advisor at UBS Financial Services with one year of industry experience. He has previously worked at Fidelity Investments, Capital Wealth Advisors, and had a role at the Rueve Landscape Company LLC. Nathan holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including 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 advice to clients’ goals and risk tolerances.

Gregory Baker is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity Investments, he held roles at Divisions Maintenance Group and Haven Homes Group, where he also worked as an independent contractor providing real estate brokerage services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across retail and institutional segments.