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.

Elisha Hicks is a financial advisor with Edward Jones, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Rodney Fauth Jr. is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously served in the United States Air Force from 2016 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of financial advisors and branch offices.

Sean O'riley is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Franklin Templeton Distributors, Inc. for 20 years, as well as Sterling Fox Financial Services and Librestream Technologies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its role in managing registered investment companies, and its incorporation of AI and long-term asset allocation benchmarks in portfolio management.

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 five years of industry experience and holds Series 63 and Series 66 licenses. He has been with Fidelity Investments since 2021 and has prior work experience in various roles across different sectors, including marketing and political campaigns. Strategic Advisers LLC, a Fidelity Investments company where Jesse 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 discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

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.

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 five years of industry experience. He holds the Series 66 designation and has work experience spanning education, logistics, and recreation prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts.

Marcus Trotter is a financial advisor at Fidelity with 10 years of industry experience and holds the Series 66 designation. He has worked within 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 for residential and commercial restoration projects. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that includes fundamental research, quantitative analysis, and algorithmic portfolio construction.

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.

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.

Chadwick Capps is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill for over 17 years, providing clients with personalized financial guidance tailored to their unique goals. His expertise includes college education planning, divorce transition planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, tax minimization, and retirement income strategies. Chadwick holds a Bachelor's Degree from Lafayette College and is a Personal Investment Advisor (PIA). Prior to his financial career, he played college football, an experience that contributed to his approach of discipline and teamwork in his practice. He resides on a ranch in Olin, North Carolina, where he balances his professional work with a life connected to farming and nature. Outside of work, he enjoys fishing, golfing, horseback riding, skiing, volleyball, and spending time with his family.

Zachery Merrill is a financial advisor at OSAIC with a Series 66 credential. He has one year of industry experience and has held positions at Blazing Trail Wealth Advisors, LLC, Osaic Wealth, and Oakline Solutions LLC. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supporting a range of managed strategies and third-party manager programs.

Matthew Griffith is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2008. Outside of his advisory role, he is an owner/member of Encompass Financial Partners, LLC, a business focused on managing operational expenses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, software-supported approaches to develop written recommendations tailored to clients' goals.

Travis Hale is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Fidelity Investments, Nu Skin Enterprises, and internships with I Am Zambia and Tessel Supply. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

David Bomar is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has held positions at firms including Morgan Stanley Private Bank and Wells Fargo Clearing. Bomar is based in Chapel Hill, NC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.