Jeffrey Schenk is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors and UBS Financial Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory for charitable gift funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a range of investment vehicles.

Heather Gindele is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across various Fidelity entities since 2008. 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’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing mutual funds, ETFs, and ETPs to create model portfolios.

Benjamin Haenning is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2026, he worked at Merrill for seven years and Ohio National Financial Services for a total of five years. He serves as a board member for Big Brothers Big Sisters of Greater Cincinnati, contributing approximately 20 hours annually in advisory, fundraising, and advocacy roles. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research resources.

Kimberly Basham is a CFP®-credentialed financial advisor with 20 years of industry experience, currently with Ameriprise in Fort Mitchell, KY. She previously worked at The Huntington Investment Company and Huntington National Bank. Outside of her advising role, she owns a retail crafts business focused on creating and rehabbing luxury goods for resale. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement planning and income strategies.

Logan Cope Grosardt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Before joining Fidelity, he worked at Dayton Progress and The Home Depot. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios incorporating mutual funds, ETFs, and ETPs.

Bennett Heustis is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he partners with clients and their advisors to develop personalized comprehensive financial plans that align with clients' values and goals. He aims to leverage Fidelity's resources to provide exceptional customer service and a tailored experience for clients. Heustis has been with Fidelity Investments since 2012, holding various positions including High Net Worth Service Associate, Senior Service Support Specialist, Wealth Management Operations Associate, and currently, Wealth Management Planning Consultant since 2021. His experience spans client service and wealth management operations within the firm. Heustis holds insurance licenses in Arkansas and California.

Josiah Archer is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has previously been self-employed with Ware Properties LLC and involved with Pillar Ministries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Gabriel Marko is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity Investments, he worked at Doodash, Totally Lit Events, USA Balloonatics, and the Marjorie P. Lee Retirement Community. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a model-driven investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

William Schaefer is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked with various Fidelity entities since 2004, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, as well as registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple fund-of-funds structures.

Leonard Newton is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2017, progressively advancing through roles including Investment Solutions Representative, Investment Consultant, and Investment Solutions Representative III. Prior to joining Fidelity, Leonard worked as a Financial Advisor at Merrill Lynch from 2016 to 2017. Leonard focuses on collaborating with clients to understand their financial goals in the context of their broader personal plans. This approach enables him to develop financial plans tailored to the unique short- and long-term goals of his clients and their families. He holds insurance licenses in Arkansas and California. Outside of his professional work, Leonard has interests in beach activities, family activities, fitness, football, military service, and outdoor adventures.

Trent Norman is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity Investments since 1999 and currently serves in a role focused on assisting investors with investment strategy planning, retirement planning, and income planning. Additionally, he provides support for a variety of wealth planning needs. His tenure at Fidelity Investments includes experience as a Financial Representative from 2001 to 2007 before assuming his current position in 2007. Trent holds insurance licenses in Arkansas and California, which support his expertise in financial consulting and planning.

Casey Pflum is a CFP®-designated financial advisor with 25 years of industry experience, currently with Fidelity Investments. He has held various roles within Fidelity since 2000, including at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently at Fidelity. Strategic Advisers LLC, a Fidelity Investments company where Casey is based, provides investment management and advisory services to retail and institutional clients, including 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 across mutual funds, ETFs, and ETPs.

Erika Lundstedt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. She has held positions at Fidelity Investments, UBS Financial Services, and Kohl’s, Inc. Lundstedt serves on the boards of the Indiana University Alumni Association’s Greater Cincinnati chapter and the Junior League of Cincinnati. She works 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Austin Trapp is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2021, he worked at Orion Advisor Tech for five years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and advisory services with a variety of portfolio management styles and affiliated research resources.

Ethan Cox is a financial advisor with LPL Financial based in Covington, KY, holding a Series 63 designation and 29 years of industry experience. His prior roles include a decade with StoneX Advisors Inc and StoneX Securities Inc, as well as managing Cox Financial Corp since 1996. Cox maintains involvement with Cox Financial Corporation, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting strategies that encompass strategic and tactical allocations as well as alternative exposures.

Nicki Niehaus is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with Senior Relationship Managers to support clients in working towards their financial goals. Building strong relationships with clients and their families is central to her approach, emphasizing trust, reliability, and competency. Nicki has been with Fidelity Investments since 2020, holding various positions including Fixed Income Specialist and Investment Solutions Representative. Her progression within the company reflects her experience in wealth management and client support. Outside of her professional work, Nicki's personal interests include attending concerts and following football.

Jacob Templar is a Planning Consultant at Fidelity Investments, where he currently helps clients create strong financial plans aligned with their financial goals. He emphasizes building long-term, personal relationships to better understand client needs and provides education and clarity to ensure clients feel secure and confident with their plans. Jacob has held multiple roles at Fidelity Investments since 2020, including Central Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. He holds insurance licenses for Arkansas and California. Outside of work, Jacob enjoys football, social events with friends, hiking, music, skiing, and traveling.

Amy Commins is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 66 designation and has worked at both Merrill Lynch, Pierce, Fenner, and Smith and Bank of America, N.A. since 2000 and 2020 respectively. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Austin Sammons is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has previously worked at Ameritas Investment Company, Western and Southern Life, and SkyLight Financial Group. Outside of finance, he has experience in a family painting business. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Ivan Lewis is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2012, serving in various roles including Benefits & Planning Consultant in Executive Services from 2016 to 2024, and Executive Service Associate from 2012 to 2016. Ivan focuses on comprehensive financial planning and strives to ensure his clients understand their options by considering the human element in wealth planning. He holds insurance licenses in Arkansas and California. Outside of his professional work, Ivan has personal interests in biking, cars, fishing, and soccer.