William Andrews is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. Prior to joining Fidelity in 2025, he worked at TIAA and Thrivent Financial. Outside of finance, he is involved in operating an Asian restaurant in Mooresville, where he handles food orders, serving, and hospitality duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Chase Weichman is the Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2023. He works closely with executive clients to optimize their benefits and develop comprehensive wealth planning strategies across multiple areas. Chase has been with Fidelity Investments since 2019, progressing through roles including Workplace Planning Consultant and Benefits Planning Consultant. Prior to that, he was a Financial Professional at AXA Advisors from 2017 to 2019. He holds a California Insurance License to support his work. Outside of his professional responsibilities, Chase engages in camping, fitness, football, social events with friends, and traveling.

Bill Izykowski is a Financial Consultant with experience in providing tailored financial planning services. Currently, he works with clients to develop customized financial plans aimed at achieving their unique short- and long-term financial goals. He served as Vice President and Financial Consultant at Charles Schwab from 2017 to 2024, where he gained experience in financial consulting and advising. Outside of his professional work, Bill has personal interests that include baseball, boating, fitness, football, golf, and outdoor adventures.