Skyler Benn is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity Investments in 2024, Benn held positions at Gap Inc. and was self-employed, among other roles. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Donovan Rainer is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities at Fidelity since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple investment companies, and use of algorithmic and AI-driven methods in its investment process.

William Whiteley is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at Key Investment Services, VALIC Financial Advisors, Bank of America, Merrill Lynch, and Fidelity Brokerage Services. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to various financial planning and consulting services.

Andrew Bardgett is a Wealth Management Planning Consultant at Fidelity Investments, where he is part of a team focused on delivering personalized service and building lifelong client relationships. He works with families to develop comprehensive wealth planning strategies aimed at growing, preserving, and transferring wealth. Andrew has been with Fidelity Investments since 2017, with experience spanning roles such as Financial Representative, High Net Worth Service Associate, Help Desk in Client Services, and currently, Wealth Management Planning Consultant. This progression reflects his continuous involvement in various aspects of wealth management and client service within the firm.

Brian Lillis is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Ameriprise and its related entities since 1992. Outside of his advisory role, he owns Brian P Lillis and Associates LLC, where he manages his Ameriprise business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with financial advisors.

Thomas Frietch is a financial advisor with Fidelity, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience, having worked at various Fidelity entities since 2007. Fidelity's Strategic Advisers LLC serves a diverse client base, including retail and institutional investors, through investment management and advisory services that integrate fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its registration as a commodity pool operator, and its advisory role to multiple registered investment companies.

Mihail Blair is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held roles in various industries including hospitality, retail, and transportation. He has also worked as a bartender at a bar in Cincinnati. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios.

Jennie Bueter is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and market modeling techniques.

Michael Tolle is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at The Huntington Investment Company, Fifth Third Securities, and Natcity Investments. Outside of his advisory work, he serves as a minister in Cincinnati, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Justin Schultz 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 2016. Outside of his advisory work, he is an officer of Leave It Blank LLC, a Kentucky-based LLC involved in property maintenance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of algorithmic and AI-driven research methods.

Morgan Claspill is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, Claspill worked at InvestCloud and held roles in education and other industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers services including discretionary portfolio management, fund advisory, and model portfolio delivery, with distinctive capabilities such as registration as a commodity pool operator and use of AI-driven research methods.

Claudia May is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she worked in various roles including at Shady Nook Care Center and the University of Cincinnati. Fidelity’s Strategic Advisers LLC serves retail and institutional clients through investment management and advisory services, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Austin Powell is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressively advanced within the company since 2019, beginning as a Workplace Planning Associate and moving through various planning consultant roles before his current appointment. As a Certified Financial Planner (CFP®) Professional, Austin specializes in comprehensive financial planning services including retirement planning, income planning, tax-efficient investing, and estate planning considerations. He emphasizes building trust and understanding client goals to foster long-term relationships. Austin holds insurance licenses in Arkansas and California.

Matthew Henn is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he was involved with Henn Plumbing Inc and held various roles associated with the University of Kentucky. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment platforms.

Megan Brooks is a financial advisor at Fidelity with 13 years of industry experience. She holds the Series 63 and Series 66 credentials and has been associated with Fidelity and its related entities since 2012. Outside of her advisory work, she is a distributor for Senegence, a make-up sales company, which she uses primarily for product discounts. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its systematic investment approach, use of AI and algorithmic methods, and its roles in managing registered investment companies and model portfolios.

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.