Dana Depenbrock serves as the Branch Leader at the Cincinnati Investor Center for Fidelity Investments, a role she has held since 2024. In this capacity, she coaches and develops associates to accomplish their career goals and supports clients in working toward their financial objectives. Dana's experience at Fidelity Investments spans multiple roles, including Investment Solutions Team Leader, Client Services Team Leader, Central Relationship Manager, Workplace Planning Consultant, High Net Worth Service Associate, and Customer Relationship Advocate, with her tenure at the company beginning in 2018. Outside of her professional responsibilities, Dana has personal interests that include baseball, fitness, football, social events with friends, golf, and outdoor adventures.

Caleb Maletta is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he held various roles including positions in housing and residence life at the University of Dayton and client support roles through Beyond Wealth Advisors. His background also includes experience in education and service industries. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.

Carl Smith is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at Trustee Empowerment & Protection, Inc. and Ameriprise. Outside of his advisory role, Smith is also involved as a real estate sales agent and participates in property partnerships focused on buying, selling, or renting real estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by advanced operational and research tools.

Jonathan Brown is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked with Fidelity Brokerage Services LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Joseph Besheer is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Investments in various capacities since 2002. His current role began in 2025, following seven years at 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 manages diverse portfolios using mutual funds, ETFs, and ETPs, and is known for its use of algorithmic methods and AI in research, as well as its formal advisory roles to multiple registered investment companies.

Dominique Dall is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fidelity-affiliated entities since 2007 across various roles. Fidelity’s Strategic Advisers LLC serves retail and institutional clients with investment management and advisory services, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. Their approach includes managing discretionary and non-discretionary portfolios, fund advisory, and delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Abigail Edgington is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Balance Cafe and Smoothies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in research as well as its advisory role to multiple registered investment companies.

Cameron Robinson is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Primerica Advisors and several other firms. Outside of finance, he was the sole proprietor of an online retail business, Q3 Garage LLC, which is currently inactive. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jason Cvetkovich is an Investment Management Consultant II at Fidelity, where he collaborates with clients to understand their financial needs, concerns, and goals. He works with clients to build personalized financial plans by utilizing the tools and resources available at Fidelity. Jason has experience as an Investment Consultant at Fidelity since 2024. Prior to this, he served as a Financial Advisor at PNC Investments from 2020 to 2024 and worked as an Investment Consultant at TD Ameritrade in 2020. Outside of his professional role, Jason has personal interests that include fitness, football, movies, and reading.

Dylan Chafin is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His career includes roles at Fidelity Investments, DoorDash, UPS, and Archer Daniel Midland. 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 to deliver model portfolios and discretionary management.

Elliot Hartmann is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2021, progressing through roles from Customer Relationship Advocate to his current position. His approach focuses on providing thoughtful, responsive service and clear communication to clients. Elliot works to simplify complex financial decisions, aiming to help clients feel informed, confident, and supported as they pursue their financial goals. His experience spans multiple roles within Fidelity, providing him with a broad understanding of investment solutions and client relations. Outside of his professional responsibilities, Elliot has personal interests that include baseball, football, golf, music, family activities, and parenthood.

Jeffrey Kohls is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2015. Fidelity’s subsidiary Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, leveraging a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios. The firm is noted for its registration as a commodity pool operator and its advisory role to multiple registered investment companies.

Justin Hudnall is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC and Mount St Joseph University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Holly Hullemeyer is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fidelity since 2005, serving in various roles including Fidelity Brokerage Services LLC. 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 blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it has a formal advisory role to multiple registered investment companies.

Andrew Pillai is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC, Dunham & Associates Investment Counsel, Robinhood Financial, and TD Ameritrade. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Kyle Brosmore is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He partners with clients to develop and implement wealth strategies aimed at building, preserving, and transferring wealth. His approach focuses on understanding the priorities of clients and their families to tailor financial solutions that address their needs both now and in the future. Kyle has been with Fidelity Investments since 2013 and has held several positions including Financial Consultant, Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, and Financial Representative. This extensive experience has provided him with a broad perspective on financial consulting and client management. He holds insurance licenses in Arkansas and California.

James Gardner is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and its affiliated entities since 2010. Gardner is a minority owner of a Kentucky-based LLC, where he participates in organizational decision-making. 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 systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Gregory Martini is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Entoura. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Olivia Croft is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Fidelity Brokerage Services LLC since 2017. Outside of her advisory work, she owns and operates Spellbound Bread Co., a small micro bakery in Covington, Kentucky. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Chase Robison is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he worked in the automotive retail sector at several dealerships from 2017 to 2025. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.