Robert Wilson is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and one year of industry experience. His prior firms include LPL Enterprise LLC, Northwestern Mutual, and Equitable Advisors. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Nicholas Parchinski is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at National Asset Management, Inc., National Securities Corporation, and Bespoke Wealth Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies, use of algorithmic methods and AI in research, and development of model portfolios for Fidelity Institutional Wealth Adviser.

Kyle Schwarz is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Charles Schwab, Wells Fargo Bank, Uber, and Marriott. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving multiple registered investment companies and offering distinctive services such as commodity pool operator registration and use of AI in research.

Derek Pinedo is a Planning Consultant at Fidelity, where he collaborates with clients and their families to develop and implement tailored financial plans. He leverages Fidelity's resources and a holistic planning approach to assist clients in achieving their financial objectives and gaining confidence in their financial future. Derek has professional experience as a Planning Consultant at Fidelity since 2024 and previously served as a Financial Consultant at Fidelity from 2022 to 2024. Prior to that, he worked as a Financial Advisor at Northwestern Mutual from 2016 to 2022. Outside of his professional role, Derek's personal interests include spending time at the beach, fitness activities, football, social events with friends, and traveling.