Amy Gorno is a financial advisor with Fidelity, holding a Series 66 designation and 11 years of industry experience. She previously worked at PNC Funds Distributor, LLC and PNC Capital Advisors, LLC from 2015 to 2019. Outside of her advisory role, she operates an e-commerce business called Matteos Bazaar. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from a wide investable universe.

Luke Baum is a CFP® with over 30 years of industry experience, currently serving at Fidelity Investments. His career includes roles at Kingswood Capital Partners, Cabot Lodge Securities, and Cbiz Financial Solutions. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products, including discretionary portfolios and fund advisory services.