Philip Pinkey is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and previously worked for ICMA Retirement Corporation from 2011 to 2021 before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Dan DeLargy is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2021. In this position, he partners with clients to understand their financial goals and helps build customized financial plans. Prior to this, Dan worked as an Investment Associate and Intern at Hennion & Walsh, Inc., gaining experience in investment services from 2018 through 2021. Dan holds insurance licenses in Arkansas and California. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Outside of work, Dan enjoys football, golf, movies, traveling, and socializing with friends.