Matthew Nachazel is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2015. 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. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and serves as a registered commodity pool operator with advisory roles for multiple investment companies.

Bradley Simonson is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His career includes roles at Fidelity Investments since 2021 and earlier positions in technology and education sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses proprietary research and quantitative methods to construct model portfolios and serves in advisory roles that include algorithmic portfolio construction and fund governance.

Joshua Wentz is a CFP® professional with six years of industry experience, currently affiliated with LPL Financial in Cincinnati, OH. He has held roles at several firms, including Avantax Advisory Services and Northwestern Mutual. Wentz also operates Concentric Wealth Management as a DBA for his LPL business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

James Healy is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors and its predecessor, AXA Advisors, since 2016. Based in Cincinnati, OH, Healy’s background is focused on financial planning and advisory services within a well-established national firm. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party model portfolios and advisory platforms.

Jarred Baker is a financial advisor with Fidelity, holding a Series 66 credential and four years of industry experience. He has been with Fidelity since 2021 and previously worked at Amazon and in the automotive industry. 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 uses proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products, including model portfolios and multi-manager fund structures.

James Bickers is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His background includes roles in both the financial sector and the hospitality industry, with prior positions at Northern Kentucky University, Thunderdome Restaurant Group, Pazzos Pizza Pub and Bar None, and The Local Taco. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jacob Kohls is a financial advisor with Fidelity in Covington, KY, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he was involved with JPK Savings LLC, a retail and e-commerce business, where he remains the owner though it is currently inactive. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and operates with oversight controls addressing conflicts of interest.

Bill Unkraut is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2006. He has been with Fidelity Investments for over 30 years, working with a select group of clients to improve their financial outcomes. His work focuses on six critical areas: Investment Planning, Retirement Income Planning, Asset Protection Considerations, Income Protection, Tax Efficient Investing, and Estate Planning Considerations. Throughout his career at Fidelity Investments, Bill has held various roles including 401k Client Relationship Manager, Income Planning Consultant, Retirement Investment Specialist, Private Access Representative, Retirement Counselor, Business Development Leader, Premium Service Representative II, and Brokerage Trader. He holds insurance licenses in Arkansas and California.

Meghan Winstead is a Planning Consultant at Fidelity Investments, where she works closely with individuals and families to develop financial plans tailored to their short- and long-term goals. Her role involves partnering with clients to understand their objectives and assist in building strategies to achieve them. Prior to her current position, Meghan served as a Relationship Manager at Fidelity Investments from 2023 to 2024, and as a Stock Plan Consultant from 2021 to 2023. She holds insurance licenses in Arkansas and California. Outside of her professional work, Meghan's personal interests include cooking and baking, participating in family activities, football, golf, parenthood, and Pilates.

Lucas Elsener is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 66 designation and has worked across several Fidelity entities since 2015, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, as well as registered investment companies and a qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios assembled from mutual funds, ETFs, and ETPs.

Joye Hsiang is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she held various roles including teaching and tutoring, and she operates a private math tutoring and piano lesson business. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Christina Wadkins is a financial advisor at Fidelity with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Bank of America, and Aflac. Fidelity’s Strategic Advisers LLC offers 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 a range of portfolios and registered investment companies.

Justin Beerens is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he held various roles outside finance, including positions at Latitude 39 Restaurant and West 82 Food Court. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and utilizes AI-driven methodologies in its research.

Ryan Sims is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Milliman Inc. and FedEx. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, AI-driven research, and advisory roles with multiple registered investment companies.

Brandon Heringer is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity since 2000 in various capacities, including Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, including AI methodologies, to serve a diverse client base.

Megan Rothe is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her prior work includes roles at Morgan Stanley and Fidelity Investments. She also has experience in the hospitality industry, having worked at Wiedemann's Fine Beer, Brewery & Pub. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm’s investment approach is primarily model-driven, leveraging portfolios developed by LPL’s Research Department and third-party strategists.

George Schmidt is a financial advisor with Robert Baird & Co. in Fort Wright, KY, holding a Series 63 designation and 39 years of industry experience. He has been with Robert Baird & Co. since 1997. Outside of advisory work, he is an owner of a rental property in Villa Hills, KY. Robert Baird & Co.'s DDK Group, where Schmidt works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with services including financial planning, portfolio management, and custody and brokerage solutions. The firm employs a range of investment strategies supported by in-house research and offers municipal advisory services alongside its other offerings.

Todd Wolff is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2016. 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 employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Sean Lacey is a Planning Consultant at Fidelity Investments, where he partners with Financial Consultants to assist clients in understanding their finances and developing strategies aligned with their goals and values. He has been with Fidelity since 2021, initially serving as a Customer Relationship Advocate before becoming a Workplace Planning Consultant in 2022. In his role, Sean focuses on collaborating with financial professionals to provide comprehensive planning services tailored to client needs. His experience spans client relationship management and financial consultation within the Fidelity environment. Outside of his professional duties, Sean has personal interests that include movies, music, reading, and traveling.

David Spence is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been associated with Fidelity Brokerage Services LLC since 2014 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios constructed from mutual funds, ETFs, and ETPs, and is notable for its use of AI and formal advisory roles to multiple registered investment companies.