Rebecca Dauterive is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at The Vanguard Group and The Institutes. Outside of her advisory role, she has experience working in the hospitality industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Josh Williams is a Planning Consultant who collaborates with clients to develop financial plans aimed at achieving their financial goals. His role focuses on tailoring financial strategies to meet the specific needs of each client. Outside of his professional responsibilities, Josh has personal interests that include baseball, fitness, football, golf, and caring for pets.