Anthony Rossi is a financial advisor at Fidelity with eight years of industry experience and holds a Series 66 designation. His prior experience includes roles at TIAA-CREF Individual & Institutional Services and The Vanguard Group. Outside the financial industry, he is a silent partner in Summit Coffee, a coffee shop based in Davidson, North Carolina. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios utilizing mutual funds, ETFs, and ETPs.

Josiah Gates is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In his role, he collaborates with employers to help employees understand their executive benefits packages and integrate these benefits into their overall financial plans. Josiah has been with Fidelity Investments since 2020, serving in various capacities including Customer Relationship Advocate, Managed Account Service Support, and currently as a Benefits and Planning Consultant since 2022. His experience spans client support and benefits planning, focusing on empowering clients to pursue their financial goals effectively. Outside of his professional responsibilities, Josiah has interests in baseball, football, outdoor adventures, parenthood, pets, and traveling.

Jessica Hill is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Burlington Stores. Hill is currently based in Ponte Vedra Beach, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, multi-manager fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to serve a diverse client base.

Jon Shields is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees multiple affiliated and unaffiliated sub-advisers.

Alexandra Roca Saladrigas is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been associated with Fidelity Brokerage Services and FIDELITY Personal and Workplace Advisors for over eight years. Outside of her advisory work, she is co-owner of The Goodnight Shop, a comedy podcast based in Ocala, Florida, where she records and edits episodes. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Emily Ogilvie is the Vice President and Executive Services Regional Leader at Fidelity Investments. In this role, she leads a team of financial professionals dedicated to supporting clients through benefits optimization. Emily has extensive experience in the financial services industry, having held several leadership positions at Fidelity Investments since 2013. Her previous roles include Regional Director of Executive Services, Regional Center Support Leader, Team Leader for Workplace Planning and Advice, Help Desk Leader, Team Leader for Investment Solutions, and various roles focused on High Net Worth clients. Prior to joining Fidelity, she worked as a Financial Representative at USAA from 2010 to 2013. Outside of her professional responsibilities, Emily enjoys activities such as family time, fitness, outdoor adventures, running, and traveling.

Cheryl Imperato is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2021. Prior to joining Fidelity, she held roles with IBCCES and CE Broker. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including delegated sub-advisers and model portfolios built from mutual funds, ETFs, and ETPs.