Andrew Okey serves as Vice President and Financial Consultant at Fidelity Investments. In this role, he focuses on aligning appropriate tools and resources to support clients in working toward their financial goals. He has been with Fidelity Investments since 2019, progressing through various positions including Financial Consultant, PAS Portfolio Specialist, Investment Solutions Representative, and Workplace Planning Associate. Andrew holds insurance licenses in Arkansas and California.

Zachary Willey is a Financial Consultant at Fidelity Investments, where he has been working since 2024. Prior to this role, he held several positions within the company, including Portfolio Specialist, Workplace Planning Consultant at various levels, High Net Worth Associate, and Customer Relationship Advocate, demonstrating a progressive career in financial services since 2018. Before joining Fidelity Investments, he worked as a Bank Teller at Wells Fargo in 2018. Zachary holds insurance licenses in Arkansas and California, which support his ability to provide comprehensive financial consultation. His professional approach emphasizes partnering with clients to co-create and maintain strong financial plans tailored to their individual goals. Outside of his professional life, Zachary enjoys attending concerts, social events with friends, running, traveling, and spending time with his family and pets.

Christine Hrdlicka is a financial advisor at Fidelity with nine years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Merrill. In addition to her advisory role, she is a partner in two personal real estate ventures based in Jacksonville, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary research and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs. The firm is notable for its advisory roles to registered investment companies and use of systematic methodologies incorporating AI tools.

Sean Read is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2006. Over his career at Fidelity, he has held various positions including Branch Planning Consultant, Senior Portfolio Specialist, and Private Client Group Relationship Manager, gaining comprehensive experience in financial consulting and client management. Sean's approach emphasizes straightforward communication and education, enabling clients to make informed and confident decisions regarding their financial goals. Sean holds insurance licenses in Arkansas and California. He has dedicated two decades to assisting individuals and families in defining, prioritizing, and pursuing their financial objectives. Outside of his professional work, Sean's personal interests include family activities, golf, parenthood, and traveling.

Joseph Johnson is an Investment Solutions Representative III at Fidelity Investments, where he has held various roles since 2022. In his current position, he collaborates with clients to develop and implement financial plans aimed at improving their financial wellbeing. Joseph focuses on understanding clients' goals and needs to establish effective investment strategies and comprehensive financial plans. Joseph has progressed through multiple roles within Fidelity Investments, starting as an Investment Solutions Representative I in 2022, advancing to level II in 2024, and achieving his current level III status in 2026. This experience has provided him with a thorough understanding of investment solutions and client engagement. Outside of his professional responsibilities, Joseph engages in activities such as camping, fitness, gardening, hiking, music, and swimming.

Emily Davis is a Financial Consultant at Fidelity Investments, where she has been contributing since 2023. She is part of a team dedicated to providing clients with financial education and guidance aimed at fostering confidence in their financial futures. Prior to her current role, Emily held various positions within Fidelity Investments, including Planning Consultant (2022-2023), Director Retirement Planner (2021-2022), and roles in Workplace Planning and Advice from 2018 to 2021. Emily holds insurance licenses in Arkansas and California. Her professional experience encompasses working with individuals, families, and small business owners to develop customized financial plans tailored to their unique needs. Outside of her professional life, Emily enjoys spending time at the beach, boating, kayaking, socializing with friends, and caring for pets.

Lana Tompkins is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Her prior work includes roles at Jax Beach Body MD and Hendic LLC, as well as experience as a professional entertainer. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a blend of fundamental research, quantitative analysis, and systematic portfolio construction, and is noted for its use of algorithmic methods and advisory roles to multiple registered investment companies.

Ted Deliard is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Fidelity Investments since 2021 and previously held roles at Best Buy and Orange Park High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and systematic portfolio construction methods.

Alexander Israel is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held roles at Tax Defense Network, Tax and Business Advisors, and Redwire Space, among others. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and uses algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Tarek Kishek is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill Lynch and Fidelity Brokerage Services LLC. Outside of advising, he manages Kishek & Company LLC, a real estate investment business, and sells items on eBay. 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 with a focus on model portfolios, fund advisory, and management for registered investment companies.

Mitchell Hummel is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His background includes roles at Fidelity Investments since 2021 and earlier experience in various non-financial positions, including at Alhambra Theatre and Dining. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, emphasizing a systematic investment process that incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Zachery Rogers is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 12 years of industry experience. He has been associated with Fidelity Brokerage Services since 2013 and joined Fidelity Investments in 2025. Outside of his advisory role, Rogers works as a realtor in Jacksonville, FL. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and delivers model portfolios to intermediary platforms.

Zeb Scott is a Financial Consultant at Fidelity Investments, where he applies a relationship-focused approach to help clients develop and execute comprehensive financial plans. He emphasizes understanding clients' personal situations and priorities to support their financial and lifetime goals. Scott has extensive experience within Fidelity Investments, having held multiple roles since 2012. His career progression includes positions as Private Client Group Service Associate, Retirement Relationship Manager, Portfolio Specialist, Senior Portfolio Specialist, and currently Financial Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Scott engages in activities such as boating, camping, fishing, kayaking, fitness, and spending time with family.

Ryan Harney is a Financial Consultant at Fidelity Investments. He has held various positions within the company, including Financial Consultant 1, Investment Consultant, Customer Relationship Manager, and Financial Representative since 2023. Ryan is licensed to provide insurance services in Arkansas and California. He focuses on helping clients overcome financial challenges, aiming to provide clarity and confidence in their financial decisions. Outside of his professional role, Ryan enjoys beach activities, outdoor adventures, scuba diving, skiing, and traveling.

Travis Burky is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2015, progressing through roles including Portfolio Specialist and Financial Consultant. His professional focus is on understanding clients' priorities and developing financial plans that align with their goals. Travis holds insurance licenses in Arkansas and California. Outside of his professional work, he has interests in boating, camping, fitness, playing musical instruments, music, and spending time with pets.

Corey Harris is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill and Bank of America before joining Fidelity. Outside of his advisory role, he creates content for a YouTube channel called React University. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Michael Degennaro is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a disciplined approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Dennis Hoyos is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked at companies including Ttec and GuideWell. Outside of his advisory role, he is listed as president of Performance Machine Corp, a retail auto parts store, although he currently has no active duties there. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Kyle Simmons is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2025. He has progressed through various positions within Fidelity, including Investment Solutions Representative II (2024-2025), Investment Solutions Representative I (2023-2024), Retirement Representative (2022-2023), and Customer Relationship Advocate (2021-2022). In his current role, Kyle partners with clients to co-create financial plans aimed at providing confidence and trust regarding their family's financial futures. Kyle holds insurance licenses for the states of Arkansas and California. Outside of his professional career, he has personal interests in activities such as beach outings, camping, fishing, football, golf, and kayaking.

Bradley Swanson is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2015. His current tenure at Fidelity Investments began in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.