Trent Storino is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021, following roles at Principal Financial Services, Principal Life Insurance Company, and First Citizens Investor Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services, fund consulting, and model portfolio delivery.

Marvin Rauchbach is a financial advisor with OSAIC in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked for VALIC Financial Advisors for 38 years before joining Agia and then OSAIC. Outside of his advisory work, he performs as a drummer in jazz bands. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Tyler Carter is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. 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 algorithmic portfolio construction in its investment process, and serves multiple registered investment companies and fund-of-funds.

Patrick Newsome is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and two years of industry experience. His work history includes various roles at country and tennis clubs before joining Fidelity in 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and discretionary management through affiliated or unaffiliated sub-advisers.

Vimal Bisaria is a financial advisor at Edward Jones in Morrisville, NC, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is a partner in Mindtree Investment LLC, a real estate venture in Cary, NC. Edward Jones is a wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Lawrence Rockwell is a financial advisor with Raymond James Financial, holding a Series 66 designation. He has been with Raymond James and affiliated firms since 2025. His prior work experience includes roles outside of finance, such as at Lowes Companies and Bluewater Waterfront Grill. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm uses analytical tools and tailored strategies to support client goals and offers specialized services such as municipal advisor support and SIMPLE IRA Employer Advisory programs.

Stacy Bledsoe is a financial advisor at Morgan Stanley with 34 years of industry experience. She has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. She holds Series 63, 65, and 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services that use structured discovery and firm-approved tools.

Curtis Brazile 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 2021. Prior to that, he was employed by Kelly Services, LLC and Enterprise Rent-a-car. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven research.

Cynthia Royal is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, she worked at ABH Ventures and held roles as an independent sales consultant and at GSK China. She owns rental properties at ski resorts in Japan, which are fully managed by a local company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network, affiliated mutual funds, and a trust company.

Justin Davis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked at John Hiester Chevrolet and has background experience in language education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.

Steven Mangano is a Series 66 licensed advisor at Fisher Investments with 24 years of industry experience. He has been with Fisher Investments since 2005. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm manages a range of investment mandates and offers sub-advisory and retirement plan services.

Daniel Van Hemert is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked in the hospitality industry, including roles as a server and bartender at Bombolo, a restaurant in Chapel Hill. 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 deliver model portfolios and manage funds.

Jacob Samuels is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2022. Prior to joining Fidelity, he held roles at Gerson Lehrman Group, Camden Property Trust, and Appalachian State University, among others. 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 to manage model portfolios across mutual funds, ETFs, and ETPs.

Colin Moor is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he progressed through several positions at Fidelity Investments, including Workplace Planning Consultant III, II, and I, as well as Workplace Planning Associate, spanning from 2021 to 2024. Before joining Fidelity, he worked as a Financial Advisor at Northwestern Mutual from 2020 to 2021. His professional experience encompasses financial consulting and workplace planning, focusing on constructing personalized financial plans that address the evolving needs of clients and their families. He holds insurance licenses in Arkansas and California. Outside of his professional work, Colin enjoys baseball, football, spending time at the beach, attending social events with friends, and visiting museums.

Thuy Dung Nguyen is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Nguyen held positions at Brex, Curology, The Washington Center, Course Hero, and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of investment vehicles.

Elaine Jolley is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. She has 11 years of industry experience, including prior roles at Edward Jones and Principal Securities Inc. Outside of her advisory work, Jolley is a volunteer board member for Sherry Braswell Ministries and is involved with Jolley's Construction Inc. and Vesta Divorce Solutions, a divorce planning service she founded. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals with assets managed across multiple platforms and custodians.

Justin De Prino is a financial advisor with MassMutual Investors Services in Raleigh, NC, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior work includes 15 years at Morgan Stanley, as well as roles at Citigroup Global Markets and Franklin Templeton Private Portfolio Group. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, annual financial planning engagements using firm-approved tools and also provides programs such as wrap accounts, money-manager services, and educational seminars.

Jack Gould is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior work experience includes roles outside the financial sector, such as at FedEx and retail companies. Fidelity Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs, while also serving as a formal advisor to multiple registered investment companies.

Robert Lorelli is a CFP® with over 31 years of industry experience, currently serving at Fidelity Investments. His career includes roles at Regions Bank, United Parcel Service, Cetera, and TIAA. Lorelli holds Series 63, 65, and 66 licenses. He works within 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 and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Cody Boone is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has prior roles at firms including Matheson Inc, Automatic Data Processing Inc, Techtronic Industries Inc, and Orthofix. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of algorithmic methods and AI in research.