Jonathan Ryckman is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with a team of Relationship Managers to deliver service to clients and their families. He has been in this role since 2021. Jonathan's experience at Fidelity Investments spans several roles including Senior PI Operations Specialist from 2017 to 2021, High Net Worth Help Desk from 2015 to 2017, and High Net Worth Case Manager from 2013 to 2015. This progression reflects his involvement in various aspects of wealth management and client service. No information about his education, credentials, personal interests, or community involvement was provided.

Rodney Driscoll is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2019, following eight years at Conduent, Inc. There are no additional outside activities noted. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a broad client base with a range of discretionary and non-discretionary services.

Evan Demott is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services LLC since 2016. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves multiple registered investment companies and offers discretionary and non-discretionary advisory services with an emphasis on model portfolio solutions.

Michael Perkins is a financial advisor with LPL Financial, holding a Series 63 designation and 26 years of industry experience. His prior firms include StoneX Securities, Cambridge Investment Research Advisors, and Mass Mutual Investors Services. He is also involved in non-variable insurance activities in Cincinnati, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that services individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Timothy Mollman is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Stoneriver Reinsurance and AJ Gallagher & Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios using mutual funds, ETFs, and ETPs.

Patrick Henry is a financial advisor with Fidelity in Covington, KY. He holds Series 63 and Series 66 credentials and has two years of industry experience. His prior work includes roles at DMN8 Partners and Smith & Nephew. 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. The firm is noted for its role in managing registered investment companies and delivering model portfolios to intermediary platforms.

Andrew Church is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity since 2011, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides 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 algorithmic portfolio construction to manage portfolios and deliver model solutions.

Theodore Berry is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with various Fidelity entities since 2008, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it serves a distinctive advisory role with several registered investment companies and fund-of-funds.

Shannon Purkiss is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, Shannon was involved with Tavern Restaurant Group and Better Bodies Fitness, and operates a marketing business called GearUpMarketing. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, featuring systematic portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves multiple registered investment companies and emphasizes structured oversight and governance in its advisory role.

Nathan Young is a Series 66-credentialed financial advisor with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Cincinnati, OH. His prior experience includes roles at Somerville & Co and various positions outside the financial industry. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

John O'Connor is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a position he has held since 2016. He has a background in financial consulting and wealth management, with prior roles including Investment Advisor at BB&T from 2015 to 2016, Wealth Management Advisor at TIAA-CREF from 2014 to 2015, and Financial Consultant at Fidelity Investments from 2010 to 2014. Throughout his career, John has focused on helping clients understand their financial road maps by considering what is most important to them.

Spencer Person is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity in 2024, he worked at FFB Inc and Black Bull Capital Partners. He also has experience coaching high school soccer at Walnut Hills High School. 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 portfolios and fund advisory services.

John Fradin is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity Investments in 2026, he worked at Amazon.com, Raising Cane's, and Starbucks Coffee Company. Strategic Advisers LLC, a Fidelity Investments company where he is based, 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 and deliver model portfolios across mutual funds, ETFs, and ETPs.

Eric Schieman is a financial advisor with Robert W. Baird & Co. in Cincinnati, OH, holding a Series 66 designation and six years of industry experience. Prior to joining Baird in 2019, he worked at PricewaterhouseCoopers and held positions at Barleycorns and VonLeham. He serves on the board of directors for Rosedale Green, a memory care and rehabilitation facility. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services using a variety of strategies and managers, including both traditional and non-traditional investments.

Jennifer Kuhse is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. She has been with various Fidelity entities since 2011, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs, and it plays a formal advisory role to multiple registered investment companies.

Mike Fischer is a CFP®-certified financial advisor with 20 years of industry experience. He has worked at Fidelity in various capacities since 2006, including roles at Fidelity Personal and Workplace Advisors and currently at Fidelity Investments. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Paul Mccauley is a financial advisor at Morgan Stanley with 30 years of industry experience. He has been with Morgan Stanley since 2009 and is currently associated with Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Richard Lammering is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Molly Myers is a CFP®-certified financial advisor with 23 years of industry experience, currently practicing at LPL Financial. Her prior experience includes roles at Avantax Advisory Services, Avantax Insurance Agency, Jeffrey D Stewart & Co., and operating her own Medicare sales business. She is also a notary public in Milford, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolio programs, utilizing technology and a broad platform to support over 22,800 advisors.

Keyan Skelton is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at JP Morgan Chase and Bridge Logistics, as well as work at Xavier University and Target Corporation. He is affiliated with 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad range of investment vehicles.