Robert Witt is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, incorporating proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages portfolios using systematic methodologies and provides advisory services including fund management and model portfolios.

Eric Checketts is an Executive Planning Consultant at Fidelity Investments. In his current role, he partners with executives and their families to develop personalized financial plans aligned with their individual goals. He focuses on simplifying clients' financial lives and helping them create clear financial roadmaps to prioritize what matters most. Eric has extensive experience at Fidelity Investments, having served previously as a Benefits & Planning Consultant from 2023 to 2025, Director and Retirement Planner from 2014 to 2023, and Retirement Relationship Manager from 2012 to 2014. He holds a California Insurance License, supporting his work in financial and retirement planning. Outside of his professional responsibilities, Eric's interests include attending concerts, hiking, running, scuba diving, skiing, and theater.

Tyler Casto is an Investment Solutions Representative III at Fidelity Investments. In this role, he works with individuals and families to help them pursue their financial goals through comprehensive planning. Tyler collaborates with clients to understand their lives and develop tailored financial strategies, aiming to enhance their confidence and comfort with their financial plans. Tyler joined Fidelity Investments in 2023 and has held several positions within the company, progressing from Customer Relationship Advocate to his current role. His experience includes supporting high net worth clients and providing a range of investment solutions. Through these roles, he has developed expertise in client service and financial planning. Outside of his professional work, Tyler enjoys football, golf, hiking, outdoor adventures, snowboarding, and traveling.

Bryan Haslam is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he works directly with clients to help them plan for their unique financial needs. He has been with Fidelity Investments since 2014, holding various positions including Retirement Representative, Stock Plan Associate, and currently as a Benefits & Planning Consultant. His experience spans retirement services, stock plans, and executive benefits planning. Bryan's mission is to assist clients in pursuing their financial goals through personalized planning.

Julio Valdez Rodriguez is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to his advisory career, he was involved with Rosa's Pupuseria y Taqueria for seven years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.