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.

Yianni Makris is a financial professional at Osaic with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, Makris collects and trades sports cards and serves as a voluntary board member for a local homeowners association. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with an investment process focused on model-based asset allocation, portfolio optimization, and a range of customizable strategies.

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 at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Fidelity Brokerage Services LLC since 2014. 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 proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Jordan Johnson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2025, Jordan worked at Diversified Capital Management and engaged in various roles including pet care as a dog walker. 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 to manage diversified portfolios and fund advisory services.

Beth Hodges is a financial advisor at Osaic with 23 years of industry experience. She holds a Series 63 designation and previously worked at Securities America Advisors and Securities America, Inc. from 2009 to 2024. Hodges is a passive owner of Queen City Capital Management, LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm utilizes a model-based investment process focused on asset allocation and portfolio optimization, offering a range of advisory and brokerage services through a multi-advisor platform.

Collin Wrona is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he worked in the hospitality sector at Moerlein Lager House, Bravo Cucina Italiana, and Delaware North. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and deliver model portfolios to intermediary platforms.

Justin Lehkamp is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 and Series 63 credentials and has previously worked at Fidelity Personal and Workplace Advisors, Avantax Investment Services, and other firms. Outside of his advisory roles, he has experience in the catering business and worked with a swim club. 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.

Logan Taylor is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at US Bank and Spectrum among other firms. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its management of multiple registered investment companies and its application of AI and systematic methodologies in portfolio management.

Robert Herbert is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He has worked with Fidelity Brokerage Services and Fidelity Investments since 2007. Outside of his advisory role, Herbert serves as a preaching minister for Christian Churches, Churches of Christ in Milford, Ohio. 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 research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products, including model portfolios for intermediary platforms.

Randall Rawe is a financial advisor with LPL Financial who holds a Series 66 designation and has 17 years of industry experience. He previously worked at Commonwealth Financial Network, Lincoln Financial Securities Corporation, and Cetera Advisors LLC. Rawe is also a co-owner of Rawe Financial Group, LLC, a private entity involved in securities, advisory, and insurance 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, delivering advice through a large network of investment adviser representatives.

Heather Jackson is a financial advisor at Fidelity with 13 years of industry experience. She holds a Series 66 designation and has worked within various branches of Fidelity Investments since 2012. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that include mutual funds, ETFs, and ETPs.

Brian Breitenstein is a financial advisor at UBS Financial Services with four years of industry experience. He previously worked at First Financial Bank, WesBanco, United Bank & Capital Trust, and Citizens Bank of Northern Kentucky. He holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Ryan Shouse is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies.