Anthony Rossi-Berg is the Vice President, Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2014, progressing through various positions including Financial Consultant, Investment Consultant, and Workplace Planning and Guidance Consultant. His professional experience spans nearly a decade in financial planning and consulting. Anthony holds a California Insurance License, which supports his work in the financial services industry. He focuses on helping clients simplify the complexities of financial planning. Outside of his professional life, Anthony enjoys cooking and baking, golf, reading, and surfing.

James Zgliniec is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. He collaborates closely with clients to develop customized wealth strategies that support their financial goals and address their concerns. James has been with Fidelity Investments since 2017, serving as Senior Relationship Manager from 2017 to 2019, Financial Consultant from 2019 to 2023, and currently as Vice President, Wealth Planner. He holds a California Insurance License. Outside of his professional role, James has personal interests in baseball, football, music, parenthood, and pets.

Florencio Vega is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2022, progressing through positions including Investment Consultant and Wealth Management Service Specialist. Prior to joining Fidelity, he was a Financial Advisor at Edward Jones in 2022, and before that, a Financial Solutions Advisor at Merrill Lynch from 2018 to 2021. He also held the position of Relationship Manager at Bank of America from 2017 to 2018. Florencio holds a California Insurance License. His professional focus is partnering with clients to understand their financial goals, exploring options, and building personalized financial plans to meet their unique needs. Outside of his professional work, Florencio enjoys camping, fitness, football, and hiking.

Haley Daniels is a Financial Consultant I at Fidelity Investments, a position she has held since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Services Representative, Financial Representative, and Investment Consultant before her current appointment. Prior to joining Fidelity, she worked as an Administrative Assistant at Certified Planners, Inc in 2019. Haley holds a California Insurance License and focuses on providing personalized financial guidance tailored to each client's goals and values. She emphasizes thoughtful planning, education, and transparency to support clients throughout their financial journeys. Outside of her professional responsibilities, Haley enjoys camping, fitness, exploring food experiences, socializing with friends, and snowboarding.

Jason Guevara-Martinez is an Investment Consultant at Fidelity Investments, where he helps clients achieve their current and future financial goals through a variety of strategies and detailed planning. He has been with Fidelity Investments since 2022, starting as a Relationship Manager, then serving as a Planning Consultant before his current role. Prior to joining Fidelity, he worked as a Relationship Banker at Wells Fargo Bank from 2016 to 2022. Jason holds a California Insurance License, supporting his ability to provide comprehensive financial advice. Outside of his professional work, he enjoys spending time at the beach, cooking and baking, playing and watching football, hiking, engaging in outdoor adventures, and traveling.