Gaurav Yelavarthi is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Charitable and ANZ. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

William Carpenter is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at Caleb White and Northwestern Mutual Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and its use of systematic methodologies and AI-driven research in portfolio management.

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.

Nick Harrison is a Financial Consultant based in Raleigh, where he has been serving clients for over a decade. He currently works at Fidelity, a position he has held since 2022. Prior to this, he was Vice President Financial Consultant at Charles Schwab from 2020 to 2022, Senior Financial Consultant at TD Ameritrade from 2011 to 2020, Client Service Specialist at TD Ameritrade from 2009 to 2011, and Financial Advisor at Edward Jones from 2007 to 2008. Throughout his career, Nick has focused on building strong relationships with clients and their families, emphasizing trust and reliability. He partners with clients to understand their short- and long-term financial goals and co-creates customized financial plans tailored to their unique needs. Nick's personal interests include cars, fitness, football, golf, and soccer.

Dustin Hatcher is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Consultant, Investment Consultant, and Workplace Planning Consultant. Prior to joining Fidelity, Dustin gained experience as an Associate Financial Consultant at Charles Schwab and as an intern at Captrust Financial Advisors. Throughout his career, Dustin has focused on helping clients navigate financial, retirement, and investment planning. He works collaboratively with clients to create and implement customized strategies tailored to their individual goals. A native of Raleigh, Dustin brings over a decade of experience in the financial services industry. Outside of his professional work, Dustin enjoys family activities, fitness, football, social events with friends, golf, and traveling.

Collin Butler is a Planning Consultant focused on helping clients develop meaningful financial plans aligned with their personal goals and priorities. He works to understand what matters most to each client in order to create thoughtful, practical plans designed to support their vision for the future. Collin emphasizes building strong, trust-based relationships and providing a planning experience that is transparent, collaborative, and tailored to individual circumstances. His approach centers on gaining a deep understanding of clients' objectives and concerns to guide the financial planning process. Collin is committed to offering personalized service throughout the journey, ensuring that each plan reflects the unique situations of those he works with. Outside of his professional role, Collin has interests in fitness and golf.

Quinn Wieber is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, Quinn worked at CLW Financial Planning and has experience in the hospitality and retail sectors. Quinn’s background includes roles at Taziki's Mediterranean Café and Panera Bread. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and access to third-party asset managers, supported by extensive advisory tools and a large network of over 22,800 advisors.

Dennis Roman is a financial advisor at Edward Jones in Durham, NC, holding Series 66 and Series 63 licenses with two years of industry experience. He previously worked at Deutsche Bank for 13 years prior to joining Edward Jones. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Michael Wheat is a Series 66-licensed financial advisor at Fidelity with seven years of industry experience. His prior work includes roles at Merrill Lynch and Bank of America, as well as two years at Tesla. Fidelity’s Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

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.

Bizzy Craft is the Vice President and Financial Consultant at Fidelity Investments, a role held since 2025. She has been with Fidelity Investments since 2021, progressing through various positions including Financial Consultant, Planning Consultant, and Workplace Planning Consultant. Her career reflects a continuous commitment to developing expertise in financial planning and consulting. As a Certified Financial Planner, Bizzy focuses on understanding clients' unique goals to develop personalized financial strategies. She emphasizes empathy and transparency in her approach, aiming to create a welcoming environment for clients to share their financial objectives. Bizzy is dedicated to continuous learning to provide informed insights that support clients in making confident financial decisions. Outside of her professional role, Bizzy engages in outdoor adventures, scuba diving, snowboarding, traveling, volunteering, and yoga.

Thomas Poleski Jr. is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2013. 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 uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Alexander Sacco is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he operates a freelance digital marketing business focusing on content creation, copywriting, and online advertising. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Jeffrey Mc Claugherty is a financial advisor with Ameriprise in Apex, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns and manages Serving To Multiply, Inc., an advisory-related business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax-smart strategies and asset management through a centralized consulting team.

Jacob Oconner is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His background includes diverse roles in education and property management prior to joining Fidelity. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Noah Hines is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Fidelity Investments and Fidelity Brokerage Services, he worked at Baileys Health and Fitness and has been affiliated with Florida State College of Jacksonville for over a decade. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and provides oversight through affiliated and unaffiliated sub-advisers.