Roger Roeding is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked within various Fidelity entities since 2004. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Kyle Costanzo is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include work at Curl Market and a background that includes time at Ohio State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Max Ingram is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked with several firms, including Fidelity Brokerage Services LLC and Northwestern Mutual. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, delegation to sub-advisers, and involvement with registered investment companies and fund‑of‑funds structures.

William Jones is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at LaRosas, Liberty University, Graphic Village, Fedex Office, and Loveland High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction using a diverse investable universe.

Mark Boudrie is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Rally House, Camp Cedar, FedEx, and Bowling Green State University. 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. The firm serves a variety of clients, including registered investment companies, and is noted for its use of systematic methodologies and oversight of affiliated sub-advisers.

Tosha Thompson is a financial advisor with Ameriprise in Crestview Hills, KY, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. Prior to Ameriprise, she worked at JPMorgan Chase Bank and JP Morgan Securities from 2016 to 2018. Outside of her advisory role, she serves as Director of Operations at River Hills Consulting Services, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Robert Klein is a CFP® professional with 34 years of industry experience, currently advising at Robert Baird & Co. since 2019. He also has a longstanding affiliation with JJB Hilliard, W.L. Lyons, LLC dating back to 2012. Outside of his advisory work, Klein has served as a substitute teacher at Wise Temple Religious School for over 20 years and is a board member and investment committee member of the Jewish Federation of Cincinnati. Robert Baird & Co. operates through the DDK Group within its Private Wealth Management department, serving individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm employs a range of financial planning, discretionary portfolio management, and separately managed account strategies, supported by internal research and tools including the use of artificial intelligence.

Jared Keyser is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked across multiple Fidelity entities, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Daphne Hedger is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has been with Fidelity since 2020. Outside of advising, she is the owner of Daph's Naturals, a business that produces and markets handmade elderberry products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage various registered investment companies.

Tobias Mrozek is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previously worked at Total Quality Logistics, Aircall, and FOM Hochschule Berlin, among other organizations. 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 combines fundamental research with quantitative and algorithmic portfolio construction, offering discretionary and non-discretionary management, fund advisory, and model portfolio delivery.

Emily Coleman is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Her work history includes roles at Fidelity Investments since 2020, as well as prior positions with the Cincinnati Reds and Incrediplex. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Christopher Lehan is a financial advisor with Wells Fargo Clearing in Cincinnati, Ohio. He holds Series 63 and Series 66 licenses and has 14 years of industry experience, including a long tenure at PNC Investments prior to joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Zachary Mollaun is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles at the Lawrenceburg Community Center, Spooky Nook Sports, and the City of Lawrenceburg. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Karel Simbartl is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity since 2006. 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 also serves as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Andrew Horner is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. His background includes roles at ConstructConnect and various positions during his studies at the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Craig Kantz is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 25 years of industry experience. He has worked across various Fidelity entities since 2000, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diverse investment portfolios, including model portfolios delivered to intermediary platforms.

Emily Dannemiller is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 21 years of industry experience. She has worked in various roles within Fidelity, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Outside of her advisory work, she is involved in a wellness company as an Independent Marketing Executive and owns a jewelry design and sales business. She is part of Strategic Advisers LLC, a Fidelity Investments company that 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 to manage and oversee a range of investment products and model portfolios.

Rebecca Charnegie is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2014, including Fidelity Investments Institutional Operating Company and Fidelity Brokerage Services LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and delivers model portfolios to intermediary platforms.

Lisa Wolf is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 designations and has extensive tenure within Fidelity and its affiliates, including Strategic Advisers, where she has worked for over two decades. 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 fundamental research with quantitative analysis and uses algorithmic portfolio construction to deliver model portfolios across various investment platforms.

Randy Hein is a CFP®-certified financial advisor with 25 years of industry experience, currently with Cambridge Investment Research Advisors since 2020. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC from 2003 to 2020. Outside of his advisory role, Hein is involved in home building and financing through his ownership of related LLCs. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory through independent Financial Professionals, utilizing a range of portfolio management strategies and platforms tailored to client objectives.