Boerne, TX Office

Edward Tencza is a financial advisor with Fidelity Investments and holds Series 66 and Series 63 licenses. He has 22 years of industry experience, including prior roles at Aspect Wealth Management, XZA Works, and Odyssey Engines. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive activities such as commodity pool operation and advisory roles to multiple registered funds.

John Hernandez is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Victory Capital Management and USAA IMCO. He is part of 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 a range of investment products, including model portfolios delivered to intermediary platforms.

Phillip Hunter is a financial advisor at Fidelity with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked with various Fidelity entities since 1992. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and serves multiple registered investment companies and fund-of-funds.