Giovanni Romero is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes positions at Merrill Lynch/Bank of America and Citigroup. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Sam Soubra is a financial advisor with Fidelity Investments, holding Series 63, 65, and 66 licenses and nine years of industry experience. His prior work includes roles at New York Life Insurance Company and David Lerner Associates. Fidelity’s Strategic Advisers LLC, where Soubra is affiliated, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios consisting of mutual funds, ETFs, and ETPs.