Anthony Davis is a certified financial planner (CFP®) with 20 years of industry experience. He has been with Fidelity Investments since 2002, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Malachi Rountree II is a Financial Consultant currently working at Fidelity Investments since 2025. He has held multiple roles within Fidelity Investments since 2021, including Financial Consultant I, Investment Solutions Representative III, and Investment Consultant. Prior to joining Fidelity, Malachi served as a Financial Advisor at Merrill Lynch from 2020 to 2021 and at Northwestern Mutual from 2017 to 2020. Malachi holds insurance licenses for Arkansas and California. His approach involves partnering with clients to develop clear and achievable financial plans tailored to their individual goals. Outside of his professional work, Malachi enjoys board games, family activities, fitness, pets, reading, and traveling.

Gabriel Fierros is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at JP Morgan Chase Bank and teaching engagements at Purdue University Global and Indiana University Southeast. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction based on fundamental research, quantitative analysis, and systematic methodologies.