Justin Mcclure is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with various Fidelity entities since 2011 and currently teaches business and investment courses as an adjunct professor at Northern Kentucky University and Thomas More College. Mcclure is also the owner and operator of Kentucky Gunslingers LLC, where he manages operations and creates educational content. Strategic Advisers LLC, a Fidelity Investments company where Mcclure works, provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds, serving a broad range of investors including registered investment companies and charitable funds.

Mark Schweinberg is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He began his career at Fidelity Investments in 2022, progressing through several positions including Customer Relationship Advocate and various levels of Investment Solutions Representative before his current role. His work centers on helping clients develop, implement, and maintain long-term financial plans that can endure challenging market conditions and accommodate life changes. Mark holds an Arkansas Insurance License, which supports his capacity to guide clients through financial planning that may include insurance considerations. His professional focus is on a comprehensive approach to financial planning tailored to clients' individual goals and circumstances. Outside of his professional life, Mark has personal interests in board games, fitness, music, and running.

Jessica Brennan is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2010. Outside of her advisory role, she serves as a trustee on the Franklin County School Board and is a consultant selling nutrition products with Shaklee. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of investment vehicles.

Dana Depenbrock serves as the Branch Leader at the Cincinnati Investor Center for Fidelity Investments, a role she has held since 2024. In this capacity, she coaches and develops associates to accomplish their career goals and supports clients in working toward their financial objectives. Dana's experience at Fidelity Investments spans multiple roles, including Investment Solutions Team Leader, Client Services Team Leader, Central Relationship Manager, Workplace Planning Consultant, High Net Worth Service Associate, and Customer Relationship Advocate, with her tenure at the company beginning in 2018. Outside of her professional responsibilities, Dana has personal interests that include baseball, fitness, football, social events with friends, golf, and outdoor adventures.

Matthew Wong is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments in various roles since 2006. Outside of his advisory work, he is involved as a co-owner in a real estate renovation and rental business in Cincinnati. 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 fundamental research and quantitative analysis, and it offers services such as discretionary portfolio management and fund advisory.

Caleb Maletta is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he held various roles including positions in housing and residence life at the University of Dayton and client support roles through Beyond Wealth Advisors. His background also includes experience in education and service industries. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.

Carl Smith is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2014. Outside of his advisory role, he is involved in real estate activities, including serving as a sales agent for a mortgage and real estate services firm and participating in a partnership focused on property transactions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research and a variety of institutional services.

Jonathan Brown is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Joseph Besheer is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Fidelity Investments since 2002 and has worked within Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Dominique Dall is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various divisions of Fidelity since 2007. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, providing model portfolios using mutual funds, ETFs, and ETPs.

Abigail Edgington is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Balance Cafe and Smoothies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in research as well as its advisory role to multiple registered investment companies.

Amanda Gall is a financial advisor at Robert Baird & Co. with 15 years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of her advisory role, she is involved with BMG Marketing, where she conducts promotional beverage tasting events. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing a variety of strategies including traditional and non-traditional allocations, with discretionary and non-discretionary management options.

Cameron Robinson is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Primerica Advisors and several other firms. Outside of finance, he was the sole proprietor of an online retail business, Q3 Garage LLC, which is currently inactive. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jason Cvetkovich is an Investment Management Consultant II at Fidelity, where he collaborates with clients to understand their financial needs, concerns, and goals. He works with clients to build personalized financial plans by utilizing the tools and resources available at Fidelity. Jason has experience as an Investment Consultant at Fidelity since 2024. Prior to this, he served as a Financial Advisor at PNC Investments from 2020 to 2024 and worked as an Investment Consultant at TD Ameritrade in 2020. Outside of his professional role, Jason has personal interests that include fitness, football, movies, and reading.

Dylan Chafin is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His career includes roles at Fidelity Investments, DoorDash, UPS, and Archer Daniel Midland. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Elliot Hartmann is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2021, progressing through roles from Customer Relationship Advocate to his current position. His approach focuses on providing thoughtful, responsive service and clear communication to clients. Elliot works to simplify complex financial decisions, aiming to help clients feel informed, confident, and supported as they pursue their financial goals. His experience spans multiple roles within Fidelity, providing him with a broad understanding of investment solutions and client relations. Outside of his professional responsibilities, Elliot has personal interests that include baseball, football, golf, music, family activities, and parenthood.

Jeffrey Kohls is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2015. Fidelity’s subsidiary Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, leveraging a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios. The firm is noted for its registration as a commodity pool operator and its advisory role to multiple registered investment companies.

Justin Hudnall is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC and Mount St Joseph University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Holly Hullemeyer is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fidelity since 2005, serving in various roles including Fidelity Brokerage Services LLC. 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 employs a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it has a formal advisory role to multiple registered investment companies.

Andrew Pillai is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC, Dunham & Associates Investment Counsel, Robinhood Financial, and TD Ameritrade. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.