Lyndsey Taylor is a CFP® professional with 15 years of industry experience, currently serving at Fidelity. She has worked with Fidelity Investments since 2010 and is associated with Fidelity Personal and Workplace Advisors since 2018. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Kimberly Peck is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Merrill for five years and at Vineyard Vines for five years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and firm-approved tools.

John Kline is a financial advisor at Cambridge Investment Research Advisors in Cincinnati, OH, with seven years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2023, following four years at Money Concepts Capital Corp. Outside of his advisory roles, he serves as president of Advanced Financial Solutions Group, focusing on tax services, and Azure Advisory, which provides financial coaching. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals using various portfolio management and model-based solutions.

Brian Ricci is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with various divisions of Fidelity Investments since 2012, including Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including managing model portfolios through a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to registered investment companies, and incorporation of AI and advanced technologies in its investment processes.

Lee Schneider is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. In this role, he focuses on helping individuals and families build, manage, and preserve their wealth through personalized investment strategies. He emphasizes understanding each client's unique goals, risk tolerance, and long-term vision to provide disciplined planning and proactive guidance. His professional experience centers on delivering tailored investment solutions that align with clients' financial objectives. Lee's approach supports clients in feeling confident about their financial paths through thoughtful and personalized service. Outside of his professional work, Lee has interests in baseball, football, golf, and spending time with pets.

David Carns is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various branches of Fidelity since 2004. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Andrew Acuna is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at Deloitte & Touche and positions in banking and logistics. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Jenny Falhaber is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been associated with various Fidelity entities since 2007, including Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail, institutional investors, and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it holds registrations and advisory roles that distinguish it among large institutional peers.

Jhoanna Barnes is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers services such as discretionary portfolio management and model portfolio delivery.

Benjamin Gehrke is a financial advisor with Ameriprise in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Fidelity Brokerage Services LLC for six years before joining Ameriprise in 2021. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation and oversight to deliver tailored retirement advice, primarily focusing on assets held in Ameriprise Managed Accounts.

Erin Czanik is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at National Exemplar Restaurant. 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 to manage portfolios comprising mutual funds, ETFs, and ETPs.

Matthew Burfield is a financial advisor at Fidelity with 13 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2013. Outside of his advisory role, he works as an independent contractor delivering food orders for DoorDash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Michael Amos is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2021. He specializes in assisting executives in navigating and making informed decisions about their benefits. Michael emphasizes listening to clients to understand their individual needs, goals, and values, working to simplify complex financial topics. Michael has extensive experience at Fidelity Investments, having served in multiple roles since 2007. His positions have included Benefits and Planning Consultant for Executive Services, Help Desk staff for Workplace Planning & Advice, Workplace Planning Consultant II, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. He holds a California Insurance License. Outside of his professional duties, Michael enjoys baseball, beach activities, family activities, football, and golf.

Yigit Yilmazer is a Private Wealth Management Investment Management Consultant at Fidelity Investments, where he has served since 2025. In this role, he collaborates with clients and their Wealth Management Advisors to develop, implement, and monitor investment strategies tailored to clients' long-term objectives. He has extensive experience within Fidelity Investments, having held various roles since 2013. His previous positions include Investment Management Consultant in Portfolio Advisory Services (2016-2025), Retirement Solutions Representative (2015-2016), Investment Solutions Representative (2014-2015), and Financial Representative (2013-2014). This progression reflects his comprehensive background in investment management and retirement solutions.

Philip Schambach is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he works as part of a collaborative team dedicated to helping clients navigate important financial situations and coordinate resources across various planning disciplines. His focus is on building lasting relationships, providing ongoing support, and helping clients stay on track as their financial needs evolve. Philip has progressively advanced within Fidelity Investments, gaining experience in multiple positions including Wealth Management Service Specialist II, Wealth Management Service Specialist I, High Net Worth Service Specialist, and Customer Relationship Advocate. This progression reflects his comprehensive knowledge of wealth management services and client relationship management. Outside of his professional work, Philip has interests in comedy, family activities, football, and golf.

Mason Loth is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and has worked at R.W. Baird since 2020, following a brief tenure at Hilliard Lyons. Outside of his advisory role, he is employed as a high school basketball official by the Ohio High School Athletic Association. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Christina Tumbleson is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and nine years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank from 2015 to 2024. Outside of her advisory role, she operates Empyrean Notarization LLC, providing notary services to the public. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Justine Cordner is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at GreenSky for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of accounts including discretionary portfolios, fund advisory, and model portfolios, with oversight of affiliated and unaffiliated sub-advisers.

David Berube is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments in various capacities since 2005. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Scott Cengia is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds the Series 66 designation and has been with UBS since 2005. Outside of his advisory role, he manages YRCP LLC, an entity established for trademark protection of an app. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets services.