Jess Zagurski is an Executive Planning Consultant at Fidelity Investments, a role held since 2025. Jess specializes in collaborating with clients to develop financial plans aimed at helping them work towards their financial goals. Jess has held multiple positions at Fidelity Investments, including Benefits & Planning Consultant (2024-2025), Benefits Relationship Manager (2023-2024), and Workplace Planning Associate (2022-2023). Prior to joining Fidelity, Jess worked as a Branch Office Administrator at Edward Jones in 2022. Jess holds a California Insurance License. Outside of professional responsibilities, Jess has interests in fishing, fitness, football, hiking, and pets.

Randy Siebert is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across multiple Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including model portfolio construction through proprietary research, quantitative analysis, and algorithmic methodologies. The firm also serves registered investment companies and provides oversight of sub-advisers as part of its comprehensive investment process.