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.

Rolandas Banys is a Financial Advisor with Merrill Lynch Wealth Management, bringing over a decade of experience in the financial industry. He works with families, individuals, and business owners to develop personalized financial strategies that address key life events such as retirement planning, education funding, real estate transactions, business transitions, and family challenges. Rolandas focuses on understanding what matters most to his clients to help them pursue their long-term financial goals. His areas of expertise include college education planning, family wealth management, legacy planning, liquidity management, retirement income, tax minimization, and small business strategies. Rolandas holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER™ (CFP), and Personal Investment Advisor (PIA). He earned both his Bachelor’s degree and Master of Business Administration (MBA) from the University of Nevada - Reno. In addition to his professional work, Rolandas is committed to community involvement and volunteers with organizations in the communities he serves. His personal interests include basketball, football, golfing, reading, soccer, swimming, traveling, and spending time with his family.

Justin Boucher is a Planning Consultant at Fidelity Investments, where he has worked since 2024. He has held various roles within Fidelity Investments, including Relationship Manager and Financial Representative. Prior to joining Fidelity, Justin gained experience as a Financial Planner at Prudential Financial and has held positions such as Associate Financial Advisor, Financial Advisor, and Paraplanner at multiple firms including Open Window Financial Solutions, Ameriprise, Merrill Lynch, and Waddell and Reed. He also owned Justin Boucher Advisory Services from 2017 to 2018. Justin holds a California Insurance License. His professional approach focuses on collaboration, active listening, and empathy to build long-term partnerships with clients. He emphasizes open communication and a holistic strategy to address clients' financial needs while maintaining transparency and reliability throughout their financial journey. Outside of his professional life, Justin has interests in board games, football, parenthood, pets, and snowboarding.