Wendell, NC Office

Brian Bosman is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work history includes roles at ArchiveSocial and in education with the University of North Carolina Wilmington, Charlotte Mecklenburg Schools, and Alamance Burlington School System. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it holds distinctive roles such as commodity pool operator registration and advisory responsibilities to multiple registered investment companies.

Jake Coffee is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a position he has held since 2025. He began his career at Fidelity Investments in 2021 as an Investment Solutions Representative I, II, and III, gaining experience until 2025. Prior to joining Fidelity, Jake worked as a Banker at PNC Bank in 2021 and as a Financial Services Representative at State Employees Credit Union from 2020 to 2021. Jake holds an Arkansas Insurance License and focuses on providing comprehensive and personalized financial planning and guidance. His approach involves understanding each client's unique needs and circumstances to support them in working toward their financial goals and aspirations. Outside of his professional role, Jake enjoys family activities, golf, movies, reading, and running.