Garrett Railsback is a CFP® professional at OSAIC with 12 years of industry experience. He has worked at several firms including Founders Financial Alliance, LLC, LPL Financial LLC, and Edward Jones. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a variety of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

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.

Marquita Hylton is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has extensive experience advising high net worth individuals and families on navigating complex financial situations and enhancing their long-term financial outcomes. Prior to her current position, she worked as an Investment Consultant at Fidelity Investments from 2020 to 2022 and at SECU from 2011 to 2020. Marquita is a CERTIFIED FINANCIAL PLANNER™ with 14 years of experience as an investment advisor. She focuses on wealth planning and builds strong relationships with clients to identify underutilized opportunities, helping them pursue their financial goals with clarity and confidence. Outside of her professional work, Marquita enjoys kayaking and outdoor adventures.

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.

Karla Valas is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and is based in Raleigh, NC. Valas has been with Fidelity Investments since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees day-to-day management through affiliated and unaffiliated sub-advisers.

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.

Arya Gor is a Planning Consultant at Fidelity Investments, a role they have held since 2025. In this position, Arya partners with clients to understand their financial goals and helps build customized financial plans. They prioritize forming strong relationships with clients and maintaining trust and transparency. Prior to their current role, Arya served as a Relationship Manager and Financial Representative at Fidelity Investments between 2023 and 2025. Before joining Fidelity, Arya worked in finance and accounts receivables at Seesaw Learning, Inc. from 2021 to 2023. Arya holds a California Insurance License. Outside of their professional work, Arya enjoys spending time at the beach, cooking and baking, engaging in family activities, fitness, social events with friends, and skiing.

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.

Bonnie Clare Kunath is a financial advisor at Equitable Advisors with 37 years of industry experience. She holds Series 63 and Series 66 designations and has been with Equitable Advisors since 2006. Outside of her advisory role, she serves as Sponsorship Chair for Festa Italiano The Sons and Daughters of Italy in Raleigh. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to deliver tailored investment solutions.

Jackson Baum is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has been with LPL Financial since 2020 and also operates Capital Insurance & Financial Services, Inc., which provides non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.