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William H
Series 63, Series 66
Chicago, IL
Fidelity
William Hansen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held roles at companies including Amazon and Walmart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and fund-of-funds.
Alfonso A
Series 66
Chicago, IL
Fidelity
Alfonso Alejandre Jr is a financial advisor at Fidelity with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities, Uber, E*TRADE Securities LLC, and Morgan Stanley. Outside of his advisory role, he is also involved as a rideshare driver with Uber. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.
Matthew B
Series 63, Series 66
Chicago, IL
Fidelity
Matthew Borck is a Financial Consultant who works with individuals and families to evaluate financial goals, assess risk tolerance, and develop personalized strategies aligned with long-term objectives. His approach is grounded in holistic financial planning and disciplined investment management. Matthew has held multiple roles at Fidelity Investments, including Planning Consultant from 2023 to 2026, Investment Consultant from 2024 to 2025, and Financial Representative from 2023 to 2024.
Alejandro H
Series 63, Series 66
Chicago, IL
Fidelity
Alejandro Hernandez is a financial advisor with Fidelity in Chicago, IL, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has held roles at several major institutions, including Bank of America, Merrill, and J.P. Morgan Chase, before joining Fidelity and Fidelity Management & Resources. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery.
Scott P
CFP®, Series 63, Series 65
Chicago, IL
Fidelity
Scott Priestley is a Financial Consultant at Fidelity Investments, bringing a focused approach to assisting individuals and families with their financial planning. He serves clients by developing personalized strategies that align with their unique circumstances and priorities. Before his current role, Scott held positions as an Investment Consultant at Fidelity Investments from 2022 to 2023 and as a National Consultant at AssetMark between 2018 and 2022. He began his career as a Financial Representative at Fidelity Investments from 2016 to 2017. Outside of his professional work, Scott has interests in fitness, food, football, golf, tennis, and traveling.
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