Aidan Scattaregia is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held roles at American Airlines and East Carolina University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of proprietary research, quantitative analysis, and systematic methodologies in its investment process.

Bryan Pollock is a financial advisor with OSAIC based in Raleigh, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Lincoln Financial Securities for eight years and various capacities at Northwestern Mutual from 2010 to 2017. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with access to multiple investment platforms, utilizing asset-allocation tools and third-party solutions to manage diverse portfolios.

Katie Smith is a CFP®-certified financial advisor with six years of industry experience, currently serving clients at Edward Jones in Knightdale, NC. She has been with Edward Jones since 2015, including her time at North Carolina State University from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors.