Ricardo Correal is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Wells Fargo and Santander Securities. Outside of financial advising, he has experience working in cleaning services. Ricardo 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 across various investment vehicles.

Jeffery Pilate is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked with The Brokers Network LLC and The Leaders Group Inc. Outside of his advisory role, he serves as the Central Florida Vice President for a three-wheel motorcycle riding club and is Secretary of a local church. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.