Maria Horta is a financial advisor with Morgan Stanley Wealth Management in Chapel Hill, NC, holding Series 65 and Series 63 licenses, and has 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Robert Garrett is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2020, following a six-year tenure at Morgan Stanley Private Bank, National Association. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Alexander Ruffin is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Eno River State Park and Fast Forward. He has been with Fidelity Investments since 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

James Castleman is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including AdvisorTrust Partners LLC and various roles outside finance such as at Carolina Ale House and Nicola's Italian Restaurant. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

David Arrington is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Policygenius and various companies outside the financial sector, such as Fullsteam Brewery and Restaurant Provence Inc. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI-driven research, and advisory roles to multiple registered funds.

Tan Tang is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Tan worked at First Citizens Bank and has operated as a sole proprietor. Outside of advisory services, Tan occasionally assists with client reception at a family-owned nail salon. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Sean O'riley is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Fidelity, he worked for Franklin Templeton Distributors, Inc. for 20 years and held positions at Sterling Fox Financial Services and Librestream Technologies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and systematic methodologies in constructing portfolios.

Ryan Rosenberger is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to his current role, he was involved in Southwind Ice Cream LLC for four years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.

Patrick Weller is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to his current role, he worked at Coach's Cuts Lawncare and Your Event Source. He also has a background in education, having worked with Wake County Public Schools and attended the University of South Carolina. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Jesse Schietz is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. He has worked at Fidelity Investments since 2021 and has prior experience in various roles outside the financial sector, including positions at Shipt and Contend Capital. 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 across mutual funds, ETFs, and ETPs.

Austin Wells is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at The Run Group, LLC and Sewell Infiniti of Dallas. Wells is based in Durham, NC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Leah Williams is a financial advisor at Fidelity with three years of industry experience. She holds the Series 66 designation and has previously worked at Chad Richards State Farm, Matt Pelz State Farm, Bankers Life, and Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and integrates algorithmic methods and AI in its investment process.

Nathan Niles is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at TD Private Client Wealth for three years. Outside of his advisory role, he supports client services and administrative functions at Baker Wealth Advisors LLC. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network, with a notable municipal advisory affiliation and specialized SIMPLE IRA consulting services.

Carmine Greco is a Financial Consultant at Fidelity Investments, a role he has held since 2022. In this capacity, he works closely with clients to understand their unique financial situations and goals. Carmine applies his financial knowledge alongside Fidelity's resources to develop personalized strategies for his clients. His approach involves researching available financial options and collaborating with clients to make well-informed decisions tailored to their needs. Outside of his professional work, Carmine has interests in fitness, football, hiking, pets, snowboarding, and traveling.

Aiden Spencer is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His career includes roles at Fidelity Investments, Synergy Labs, and various positions outside finance, including work with Hickory Parks and Recreation and FedEx. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

Marcus Trotter is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has been affiliated with various Fidelity entities since 2016. Outside of his advisory role, he is a member of CMMJ Restoration, LLC, where he consults on operations and workflow strategies. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Trevor Yates is a financial advisor at Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has worked at Morgan Stanley since 2017 and was previously with E*Trade Securities LLC for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Niyati Harsh Gandhi is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, Gandhi held positions at Kochhar & Co. and Surana & Surana International Attorneys. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, offering model portfolios across mutual funds, ETFs, and ETPs while maintaining oversight of affiliated and unaffiliated sub-advisers.

Cameron Barclay is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized, goals-based financial strategies for individuals and families. He holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation and combines his analytical skills with a commitment to clear education and disciplined planning to help clients make confident, long-term financial decisions. Before joining Merrill, Cameron served in the United States Navy and worked in consulting with Forvis Mazars. He earned a Bachelor of Business Administration in Finance from the University of Oklahoma and holds Series 7, Series 66, and Securities Industry Essentials (SIE) certifications. Cameron focuses on areas such as education planning, family wealth management, legacy planning, liquidity management, tax minimization, and retirement income. Originally from Stilwell, Kansas, Cameron is passionate about supporting the veteran community and is involved with organizations like the American Legion. Outside of his professional work, he enjoys outdoor activities including scuba diving, sailing, and golfing, and values spending time with his family.

Megan Blum is the Vice President and Branch Leader at Fidelity Investments. In her current role, she leads a team of financial professionals who collaborate with clients to provide comprehensive financial planning and aim to deliver an exceptional client experience for individuals and families in the local community. Her experience at Fidelity Investments includes progressively responsible positions such as Branch Leader, Workplace Planning and Advice Team Leader, Help Desk associate, and Workplace Planning Consultant, highlighting her extensive background in financial services and client support. Specific information regarding her education, credentials, personal interests, or community involvement has not been provided.