Bill Harkey is currently employed as a Planning Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he worked as a Relationship Manager at Fidelity Investment from 2019 to 2021 and as a Financial Advisor at Edward Jones from 2017 to 2019. He holds a California Insurance License. Bill focuses on developing long-lasting relationships with clients to understand what is important to them and to assist them in working toward their financial goals. His experience spans client relationship management and financial advising. Outside of his professional work, Bill has interests in baseball, concerts, golf, reading, theater, and traveling.

Andrew Burke is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he focuses on understanding clients' financial goals, priorities, and retirement expectations to support their financial planning needs. He collaborates with clients to develop personalized plans, implement suitable strategies, and make adjustments as circumstances change. Prior to his current role, Andrew served as an Investment Consultant at Fidelity Investments from 2020 to 2022. He also worked as an Assistant Vice President, Financial Advisor at Citizens Investment Services from 2018 to 2020, and as a Regional Investment Consultant at Fidelity Investments from 2014 to 2018.

Candace Huston is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Petros Estate & Retirement Planning. Outside of her advisory role, she is involved in several promotional marketing activities predominantly in the beverage and event sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery, and engages in activities such as commodity pool operation and fund governance.

Daniel Straub is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various Fidelity divisions since 2000. Strategic Advisers LLC, a Fidelity Investments company where he is associated, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios delivered to intermediary platforms.

Wesley Blankman is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2011. He partners with clients to develop comprehensive financial plans focused on preparing for and transitioning through retirement years. His approach involves understanding each client's unique circumstances and working collaboratively to create and implement individualized action plans based on their needs, preferences, and timelines. Wesley's experience at Fidelity Investments includes roles as Financial Consultant from 2014 to 2018, Investment Representative from 2012 to 2014, and Private Client Specialist from 2011 to 2012. Prior to joining Fidelity, he worked as a Senior Associate Consultant at BancVue, Ltd from 2008 to 2011. Outside of his professional work, Wesley enjoys biking, camping, family activities, golf, motorcycles, and parenthood.

Mostafa Sharaf is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2024 to 2026. He holds an AR Insurance License. Mostafa emphasizes building deep relationships with clients by understanding their individual stories and co-creating strategies aligned with their values and goals. His approach aims to establish trust and lasting partnerships, making the team feel like an extension of clients' families. Outside of his professional work, Mostafa has interests in the beach, fitness, friends and social events, music, soccer, and traveling.

Alvaro Koury is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages both discretionary and non-discretionary accounts.

Magali Hidalgo is a Planning Consultant at Fidelity Investments, where she collaborates with financial consultants to co-create financial plans aimed at helping clients achieve their financial goals. She has been with Fidelity Investments since 2018, progressing through roles including Financial Representative and Relationship Manager before assuming her current position in 2022. Magali holds a California Insurance License, supporting her work in the financial services industry. Outside of her professional responsibilities, she enjoys camping, hiking, and practicing yoga.

Conner Mann is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with clients and Financial Consultants to develop comprehensive financial plans aimed at providing clarity and confidence for their financial futures. Prior to this, Conner held various roles at Fidelity Investments, including Investment Solutions Representative II and I, as well as Customer Relationship Advocate, gaining experience in client service and investment solutions. Conner holds insurance licenses in Arkansas and California, supporting his work in providing financial planning and investment advice. His approach emphasizes understanding the unique and complex circumstances of each client to build lasting relationships and support their financial goals. Outside of his professional responsibilities, Conner's personal interests include fishing, fitness, kayaking, parenthood, and running.

Kyle McLaughlin is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, he collaborates with clients to develop financial plans aligned with their short and long-term goals, utilizing various investment strategies. Prior to his current position, Kyle served as an Investment Consultant at Fidelity Investments from 2023 to 2025 and as a Workplace Planning Consultant at the same firm from 2021 to 2023. His earlier experience includes roles as an Account Manager at both American Portfolios (2019-2021) and MassMutual (2017-2019). Kyle's professional journey reflects a consistent focus on investment consultation and workplace planning within the financial services industry. His approach centers on educating clients about financial topics and equipping them with tools and resources to make informed decisions for their families. Outside of his professional career, Kyle has interests in beach activities, boating, fishing, football, golf, and parenthood.

Brian Henry is a Financial Consultant currently working at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2023, progressing through positions including Investment Consultant and Financial Representative. Prior to joining Fidelity, Brian worked at Ameriprise Financial as a Financial Planning Assistant and Client Service Associate from 2021 to 2022. In his role, Brian focuses on building trusted relationships and collaborating with clients to explore financial strategies that align with their goals. He aims to provide insight and support to help clients confidently pursue their financial aspirations. Outside of his professional work, Brian has interests in art, family activities, football, golf, running, and tennis.

Jordan Duncan is a Financial Consultant who partners with individuals and families to navigate financial decisions through personalized planning and clear, approachable guidance. Jordan focuses on education to help clients better understand their choices and the tradeoffs involved, working together to discuss goals, simplify complex topics, and develop strategies that reflect clients' priorities. Jordan's professional experience includes roles at Fidelity Investments, where Jordan worked as an Investment Consultant from 2023 to 2025, a Relationship Manager from 2022 to 2023, and a Financial Representative from 2021 to 2022. Outside of work, Jordan has personal interests in cooking and baking, enjoys exploring food as a foodie, participates in social events with friends, and appreciates movies and music. Jordan is also involved in parenthood.

Collin Wright is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 65 and Series 63 licenses. He has one year of industry experience and has worked in various roles, including positions at Florida State University and Indian Rocks Christian School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory services, model portfolios, and fund advisory.

Drew Miller is Vice President, Wealth Planner at Fidelity Investments, where he currently develops personalized strategies tailored to clients' retirement objectives, financial situations, and long-term goals. He has held this role since 2022. Prior to this, he served in various capacities at Fidelity Investments including Financial Consultant and Planning Consultant roles between 2021 and 2022. Before joining Fidelity, Drew worked at Prudential Financial as a Retirement Counselor from 2016 to 2021 and as an Annuity Wholesaler from 2011 to 2016. He holds a California Insurance License. Outside of his professional responsibilities, Drew's personal interests include fishing, golf, hiking, skiing, and tennis.

Drew Kelly is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Thrivent Financial and has served as an assistant varsity hockey coach at New Richmond High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund consulting, and model portfolios built from mutual funds, ETFs, and ETPs.

Karli Maddox is a Planning Consultant at Fidelity Investments, where she collaborates with clients to co-create plans aimed at strengthening their financial well-being. She has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2023. Her experience at Fidelity includes working closely with clients to understand their financial goals and developing strategies to help them achieve those objectives. Karli's professional journey reflects a focus on client engagement and financial planning. Outside of her professional work, Karli's interests include baseball, exploring food, social events with friends, hiking, parenthood, and traveling.

James Alessandro is a financial advisor with Fidelity, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 34 years of industry experience, including a 30-year tenure at TIAA and five years with Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Amber Robinson is a financial advisor at Fidelity with five years of industry experience. Her prior roles include positions at Edward Jones, J.P. Morgan Securities LLC, and the Small Business Administration. Outside of her advisory work, she operates a travel agency in Mcdonough, Georgia. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base and engages in managing discretionary portfolios, fund advisory, and model portfolio delivery.

Aaron Braun is a Planning Consultant at Fidelity Investments. In this role, he works directly with clients to help them define and pursue their life goals, aiming to foster confidence in their financial futures. Prior to his current position, Aaron served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. He holds a California Insurance License. Outside of his professional work, Aaron enjoys family activities, football, hiking, outdoor adventures, parenthood, and running.

Michael Jones is a CFP® with 8 years of industry experience, currently serving at Fidelity Investments. His work history includes roles with Fidelity Brokerage Services LLC and teaching positions with VIPkid and the Seoul Metropolitan Office of Education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, regulatory registrations, and its advisory role to multiple registered investment companies.