Amber Wickersham Yee is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. She has worked at Fidelity Investments since 2021 and previously held a position at US Bancorp Investments, Inc. from 2018 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver systematic, model-based investment solutions.

Katelyn Galante is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. She previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of her advisory role, she operates KDG Enterprises, LLC, a consulting business through which she manages independent contract work. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Derek Lawson is Vice President, Executive Planning Consultant at Fidelity Investments, where he collaborates with corporate leaders and their families to develop personalized financial strategies that align with their goals and priorities. His role involves integrating workplace benefits, investments, and relevant planning considerations to support informed decision-making and long-term financial well-being. Derek has progressed through various roles in the financial services industry, including Vice President, Wealth Planner and Financial Consultant at Fidelity Investments. His career also includes experience as a Financial Solutions Advisor at Merrill Lynch, a Relationship Advisor at Silicon Valley Bank, and a Member Solutions Representative at Desert Financial Credit Union. Outside of his professional responsibilities, Derek engages in activities such as camping, outdoor adventures, photography, sailing, snowboarding, and traveling.