Brian Farley

Bill Harkey is a Planning Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he worked as a Relationship Manager at Fidelity Investments from 2019 to 2021, and as a Financial Advisor at Edward Jones from 2017 to 2019. He holds a California Insurance License. Bill focuses on building long-lasting relationships with his clients to understand their priorities and assist them in working toward their financial goals. His professional experience spans various aspects of financial advising and client relationship management. Outside of his professional work, Bill's personal interests include baseball, concerts, golf, reading, theater, and traveling.

Wylie Nelson is a Planning Consultant who collaborates with Financial Consultants to develop personalized plans tailored to clients' financial goals. In this role, he supports clients in addressing their financial needs. His professional experience includes positions as an Investment Solutions Advisor at Fidelity Investments from 2023 to 2025, Financial Representative at Fidelity Investments from 2022 to 2023, Financial Solutions Advisor at Merrill from 2019 to 2022, Financial Advisor at Edward Jones in 2018, and Investment Consultant at Scottrade from 2014 to 2017.

Michael Ciocca is a Financial Consultant at Fidelity Investments, where he began his current role in 2024. He has accumulated experience in the financial services industry through positions such as Vice President Financial Consultant at Charles Schwab Inc. from 2023 to 2024, Senior Associate Wealth Advisor at Schwab Wealth Advisory from 2021 to 2023, and Financial Advisor at LPL Financial from 2018 to 2021. Michael holds a California Insurance License and applies his core business beliefs and values to treat clients with care, emphasizing proactive planning to prevent reactive repair. Outside of his professional work, Michael enjoys attending concerts, fitness activities, golf, snowboarding, and traveling.