Stephen Zarate is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and 11 years of industry experience. He previously worked at Kestra Investment Services, LLC for five years before joining Fidelity in 2019. 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 employs a systematic investment approach that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

David Porter is a Planning Consultant at Fidelity Investments, where he supports multiple advisors in Henderson by providing resources and insights to help clients pursue their financial goals. He focuses on thoughtful planning to assist clients in maximizing the impact they have on their loved ones and community. He has been with Fidelity Investments since 2021, initially serving as a Financial Representative before becoming a Planning Consultant in 2022. His prior experience includes roles as a Sales Manager at Pro Trader Institute from 2013 to 2019, a Financial Advisor at JPMorgan Chase from 2012 to 2013, a Broker at Charles Schwab from 2010 to 2011, and a Banker at JPMorgan Chase from 2009 to 2010.