Port Charlotte, FL Office

Staci Rector is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank and Charles Schwab. Outside of her advisory role, she is the owner and director of WAVE Coaching LLC, where she provides personal life coaching. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and implements oversight and advisory roles with an emphasis on systematic, long-term asset allocation.

David Denna is a financial advisor at Fidelity with 16 years of industry experience. He holds a Series 66 designation and has been with Fidelity in various roles since 2010. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Thomas Bergen III is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with various Fidelity entities, including Strategic Advisers since 2002 and Fidelity Brokerage Services since 1997. 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 uses a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios comprising mutual funds, ETFs, and ETPs, with oversight of sub-advisers and a focus on managing conflicts of interest.

Dylan Kakley is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he partners with clients to develop customized financial plans aimed at helping them achieve their goals with comfort and confidence. He emphasizes integrity and personalized guidance in his client relationships. Dylan has experience in various financial advisory roles, including positions as an Investment Consultant and Investment Solutions Representative at Fidelity Investments from 2021 to 2023, a Private Client Banker at J.P. Morgan Chase Private Client from 2020 to 2021, and a Financial Advisor at Merrill Lynch from 2018 to 2020. Outside of his professional work, Dylan's personal interests include boating, family activities, fitness, music, reading, and volunteering.