Foster Kyei is a Financial Consultant at Fidelity Investments, where he has been working since 2022. He has held multiple roles within Fidelity since 2015, including Investment Consultant, Relationship Manager, Central Relationship Manager, and Financial Representative. In his current role, Foster focuses on creating lasting relationships with clients by simplifying complex financial situations and partnering with them to develop and implement personalized financial plans. His goal is to enable clients to make informed investment decisions and feel confident as they work towards their financial objectives. Outside of his professional work, Foster has personal interests in football, golf, soccer, table tennis, tennis, and traveling.

Liliana Barela is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she was self-employed and worked at DoorDash. She also operates an online sales business as a sole proprietor. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Jahan Powell is a financial advisor at Fidelity with 4 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Wells Fargo and Outback Steakhouse. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using quantitative analysis and algorithmic methods. The firm serves a variety of clients, including registered investment companies, and offers discretionary and non-discretionary portfolio management.

Timothy Rauwald is a financial advisor with UBS Financial Services and holds Series 63 and Series 65 designations. He has 34 years of industry experience, including 17 years at UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, incorporating fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets functions.

Jacob Fiore is a financial advisor with OSAIC in Morrisville, NC, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC and RHI General Group since 2020, as well as earlier experience at TFIA AmWINS Group, Inc. and URJ Camp Coleman. He also attended the University of Florida from 2016 to 2020. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and investment advisory services supported by asset-allocation tools, risk-tolerance questionnaires, and access to various third-party managed-account solutions.

Kane Dixon is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Edward Jones and was involved with various business ventures including KGD Enterprises LLC, Blue Alliance IT, Paesanos Pasta House, and Patterson's Cafe. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Paul Terrey is a financial advisor with Ameriprise in Durham, NC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Terrey manages general business activities for Triangle Advisory Group LLC, a non-investment business established to handle practice-related expenses. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering detailed, research-based recommendation reports through a centralized consulting team. The firm combines modeling, tax-efficiency analysis, and adaptive withdrawal strategies while emphasizing the use of managed accounts and affiliated investment products.

Gaurav Yelavarthi is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Fidelity Investments since 2024. His prior roles include a position at Fidelity Charitable and experience at ANZ and Schnitz, as well as a tenure at Griffith University. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages various fund advisory and consulting services.

William Carpenter is a financial advisor with Fidelity who holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Caleb White and Northwestern Mutual Investment Services LLC. 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 to manage diversified portfolios and model strategies.

Donna Collins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and with 29 years of industry experience. She previously worked at Edward Jones for 13 years before joining Raymond James in 2022. Collins is also involved in agricultural land management through an LLC that holds a forestry permit for 53 acres and owns a non-rental beach home. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supports municipal and public finance work through a municipal advisor affiliation.

Sarah Stilley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she was with Mercer Advisors and Advanced Services Law Group for three years each, and held roles at PlanWell Legal and Cary Estate Planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, affiliated mutual funds, and operates under a fiduciary standard.

April Sneed is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Cambridge Investment Research and self-employment in financial services. Outside of her advisory work, she serves as an officer for the Town of Rolesville, providing leadership and strategic vision. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction across various fund structures.

Sammy Mustafa Mohsen currently serves as an Investment Solutions Representative III at Fidelity Investments. In this role, he partners with individuals and families to develop strategies aligned with their financial priorities, helping clients explore opportunities and address challenges. Sammy's experience includes a tenure as an Investment Solutions Representative II specializing in fixed income at Fidelity Investments. Through personalized guidance and ongoing conversations, he assists clients in making informed financial decisions and staying focused on their long-term goals. Outside of his professional work, Sammy is interested in family activities, social events with friends, movies, soccer, and traveling.

Cynthia Corbett is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs. The firm offers tailored financial planning supported by structured planning tools and manages approximately $2.74 trillion in client assets.

Dennis Roman is a financial advisor at Edward Jones in Durham, NC, holding Series 66 and Series 63 designations with two years of industry experience. He worked at Deutsche Bank for 13 years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment strategies and affiliated financial services with approximately $1.01 trillion in assets under management.

Michael Wheat is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Bank of America, and Tesla. Fidelity’s Strategic Advisers LLC, where Wheat is based, 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.

Matthew Gerner is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has worked at Romtech and ATI prior to joining Fidelity. Outside of his advisory role, he is employed at Triangle Rock Club, where he is involved in front desk operations and facility maintenance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, incorporating mutual funds, ETFs, and ETPs, and has a notable advisory role to multiple registered investment companies.

Thomas Poleski Jr. is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and having 12 years of industry experience. He has worked in various roles within Fidelity, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios, including multi-manager and fund-of-funds structures, and is recognized for its use of systematic methodologies and formal advisory roles to registered investment companies.

Brian Singsank is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in Chapel Hill, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Alexander Sacco is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, his background includes roles in diverse industries such as digital marketing, pest control, and hospitality. Outside of his advisory work, he operates a freelance digital marketing business focused on content creation and online advertising. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a broad investable universe.