Omid Bonakdar is an Investment Consultant at Fidelity Investments, a position he has held since 2024. He collaborates with individuals and families to understand their goals, values, and concerns in order to co-create financial plans aimed at pursuing their lifelong objectives. Prior to his current role, Omid gained experience at Fidelity Investments as a Workplace Planning Consultant from 2022 to 2024, progressing through multiple levels in that capacity. Before joining Fidelity, he worked at Guidehouse in 2021 as a PPP Loan Analyst and ERAP Manager. Outside of his professional career, Omid has interests that include the beach, cooking and baking, movies, music, snowboarding, and traveling.

Joshua Cummings is a financial advisor at Fidelity with Series 63 and Series 65 credentials and five years of industry experience. He previously worked at Northwestern Mutual and has been with Fidelity Investments since 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios built from mutual funds, ETFs, and ETPs, and offers discretionary and non-discretionary advisory services, including fund advisory and management for registered investment companies.

Anna Hartwell is a financial advisor at OSAIC in Raleigh, NC, holding Series 63 and Series 65 licenses with 14 years of industry experience. She previously worked at Sagepoint Financial, Inc. and Pruco Securities LLC. Outside of her advisory role, she serves as a House Director at NC State University, managing student housing operations. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm employs a model-based investment approach with portfolio optimization tools and supports a variety of account types and third-party investment options.

Philip White is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at SunTrust (now Truist Bank) and Homeside Financial. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction and serves as an advisor to multiple registered investment companies and fund-of-funds.

Mauriel Vega is a financial advisor with Cambridge Investment Research Advisors, holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. His prior work includes roles at BridgeLight Financial Advisors, Symmetry Partners, LPL Financial, and TIAA-CREF. Outside finance, he is involved as an agent in retail sales and distribution and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Jaidyn Ramsey is a financial advisor at Fidelity with a Series 66 credential and no prior industry experience. Before joining Fidelity, Jaidyn worked at Beautylish, Inc. and held various positions outside the financial industry. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products.

Heather Oakley is a Series 66 licensed financial advisor with eight years of industry experience. She has been with Edward Jones since 2014, including her current position since 2026. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Frye is a CFP® professional with 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Wells Fargo Investments, LLC and Morgan Stanley DW Inc. He is based in Raleigh, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach using diversification principles and modern portfolio theory, operating at a large scale with over 14,000 financial advisors and $671 billion in assets under management.

Foster Kyei is a Financial Consultant at Fidelity Investments, where he has been working since 2022. He has held multiple roles within Fidelity since 2015, including Investment Consultant, Relationship Manager, Central Relationship Manager, and Financial Representative. In his current role, Foster focuses on creating lasting relationships with clients by simplifying complex financial situations and partnering with them to develop and implement personalized financial plans. His goal is to enable clients to make informed investment decisions and feel confident as they work towards their financial objectives. Outside of his professional work, Foster has personal interests in football, golf, soccer, table tennis, tennis, and traveling.

Liliana Barela is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she was self-employed and worked at DoorDash. She also operates an online sales business as a sole proprietor. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Shelley Bennett is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2014, including a role with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and comprehensive investment resources as part of its services.

Wallace Suggs II is a financial advisor at Merrill with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at Bank of America, New York Life, and Thrivent Financial. He is also involved with Grameen America, a nonprofit that supports businesswomen in poverty through microloans and education, where he serves as a Branch Launch Manager. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Waterman is a Series 66-licensed financial advisor with Equitable Advisors in Raleigh, NC, where he has worked for 24 years. Prior to the firm's rebranding, he was affiliated with Axa Advisors for 18 years. Outside of advising, he holds various roles including healthcare power of attorney for his spouse and guardianship responsibilities for his daughter. Equitable Advisors serves individuals across a wide range of wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management. The firm’s approach involves matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment programs and offering ERISA fiduciary services to qualified plans.

Daniel Griffith is a financial advisor with LPL Financial, holding a Series 66 designation and based in Raleigh, NC. He has been with LPL Financial since 2026 and previously held roles at Osaic, Samaritan's Purse, and Liberty University, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of investment options and utilizes various operational and research tools to support its network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Donald Monroe is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 65 credentials and having 42 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary capital market research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Kent Thompson is a financial advisor at OSAIC in Raleigh, NC, holding Series 63 and Series 66 licenses with 40 years of industry experience. His prior roles include positions at Jhfn Sii, First Allied Advisory Services, and Osaic FA, Inc. He serves as secretary on the boards of the Wake County Estate Planning Council and the Greystone Manor Townhome Association. OSAIC serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation, portfolio optimization, and a combination of discretionary strategies and third-party money manager programs.

Crystal Dempsey is a CFP® and Series 66 licensed financial advisor with 14 years of experience, currently practicing at Edward Jones in Garner, NC since 2012. She has been with Edward Jones throughout her advisory career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports a large national network of advisors and branch offices.

Shawn Ingram is a Planning Consultant who assists clients in achieving their financial goals by collaborating with them to create actionable and accessible financial plans. He currently works at Fidelity Investments, where he has held several roles since 2023. His positions have included Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate, reflecting his experience in various aspects of client relationship management and investment solutions within the firm.

Jahan Powell is a financial advisor at Fidelity with 4 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Wells Fargo and Outback Steakhouse. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using quantitative analysis and algorithmic methods. The firm serves a variety of clients, including registered investment companies, and offers discretionary and non-discretionary portfolio management.

Kristiana Dowling is a financial advisor with Wells Fargo Advisors in Raleigh, NC. She holds a Series 66 designation and has 12 years of industry experience, all with Wells Fargo Advisors since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, serving clients who meet specific net-worth criteria.