William Sutton is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2020, progressing through various positions including PAS Portfolio Specialist, Client Management Representative, Workplace Planning Consultant, and Workplace Planning Associate. His professional journey at Fidelity has provided him with a broad range of experience in financial consulting and client management. William holds insurance licenses in Arkansas and California. He emphasizes a straightforward, thorough approach to financial planning, focusing on clear communication and helping clients understand and have confidence in their financial plans. His goal is to connect all aspects of a client's financial situation to create clear, actionable plans that lead to shared success. Outside of his professional work, William enjoys activities such as board games, family activities, fitness, parenthood, running, and traveling.

Jimmy Dooley is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Owen MacIntyre is an Investment Solutions Representative III at Fidelity Investments. He has held various roles within the company, progressing from Customer Relationship Advocate in 2023 to Investment Solutions Representative I in 2024, then to Investment Solutions Representative II in 2026, and currently holds the Investment Solutions Representative III position starting in 2026. In his current role, Owen focuses on connecting with clients to understand them as individuals and investors, aiming to grasp their definitions of financial success. This approach allows him to actively listen and engage with clients, helping them work towards their financial goals. Details regarding Owen's education, credentials, personal interests, or community involvement were not provided.

Troy Konzen is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Outside of his advisory role, he sells Pokémon and Yu-Gi-Oh cards on eBay during his spare time. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Madeline Amberg is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, she worked at FareHarbor for nine years and Havas Helia for four years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances. The firm also provides institutional trading capabilities alongside wealth management services.

Maria Horta is a financial advisor with Morgan Stanley Wealth Management in Chapel Hill, NC, holding Series 65 and Series 63 licenses. She has 19 years of industry experience, including 17 years with Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach involves structured planning conversations and firm-approved tools without individual security recommendations in standalone planning.

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 four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022. Prior to joining Fidelity, he was employed at Fast Forward for five years and spent one year working with Eno River State Park. Ruffin is part of 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds, including unique roles in commodity pool operations and fund advisory.

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 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.

Amy White is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Outside of her advisory role, she is the owner and designer of Dobson & El, LLC, where she creates and sells art at local pop-up markets. She also serves as secretary for the BNI RD23 group in Raleigh, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated services through a nationwide network of financial advisors and branch offices.

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.