Robert Vereen is a financial advisor with Fidelity Investments in Apopka, FL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at The Vanguard Group and Pinnacle Financial Partners. Outside of advising, he provides notary services in South Carolina and offers informal business advice through KLV Creative, LLC. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Jessica Palmer is a Planning Consultant at Fidelity Investments, where she works closely with clients and their dedicated advisors as part of the wealth planning team. In her role, she focuses on establishing and maintaining financial plans tailored to individual client needs. Jessica has been with Fidelity Investments since 2015, holding various positions including Financial Representative from 2015 to 2018, Relationship Manager from 2018 to 2022, and Planning Consultant since 2022.