Piers Sullivan is a Planning Consultant at Fidelity Investments, where he works with clients to build toward their unique goals through strategic financial planning. He has been with Fidelity Investments since 2020, progressing from Financial Representative to Relationship Manager, and currently serving as a Planning Consultant since 2023. Piers holds a California Insurance License. Outside of his professional career, he has interests in fitness, golf, reading, surfing, and tennis.

Pei Fen Lee is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Chase, Bank of America, and Fanale Drinks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Braden Watson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles including multiple positions at Pace University and six years with the Berkeley Unified School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Nicholas Franklin is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held various roles in the food service and education sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and utilizes AI-driven research methods.

Mitchell Flores is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles including at FJC Management Inc and River Terrace Inn. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.