Adam Bille is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2016. In his role, he assists clients in strengthening their financial plans to help them achieve their financial goals. Prior to his current position, Adam held several roles at Fidelity Investments, including Investment Consultant from 2015 to 2016, Financial Representative from 2014 to 2015, and Full Trader from 2013 to 2014. His professional experience is centered around financial consulting and investment services. Adam's personal values include compassion, integrity, and trust.

Adam Taylor is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads, coaches, and inspires a team of financial professionals to deliver an exceptional client experience. Adam has been with Fidelity Investments since 2014, progressing through various roles including Assistant Branch Leader, Director of Field Training, Financial Consultant, Investment Consultant, and Financial Representative. His experience spans leadership, training, and client advisory functions within the firm.

Trevor Piazza is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant at Fidelity from 2024 to 2025 and as a Financial Representative from 2022 to 2024. He focuses on understanding his clients, their families, and their financial situations to co-create financial plans that address their unique short- and long-term goals. Trevor emphasizes the importance of establishing a plan to navigate retirement, utilizing Fidelity's extensive support and resources. He aims to earn his clients' trust through honesty and dependability.

Amber Girtman Jones is a Financial Consultant currently at Fidelity Investments since 2024. She has over 20 years of experience working with individuals and families to clarify their financial goals and provide collaborative support throughout their financial journey. Prior to her current role, she was a Financial Advisor at Corebridge Financial from 2022 to 2024 and at VALIC Financial Advisors, Inc from 2005 to 2022. Amber takes an educational and open approach to financial consulting, emphasizing trust, transparency, and clear communication to help clients better understand and navigate personal finance. She supports clients at every step, facilitating confidence in their financial decisions. Outside of her professional work, Amber's personal interests include family activities, social events with friends, parenthood, theater, traveling, and writing.

Kyle Ziegler is an Investment Consultant at Fidelity Investments, where he has been serving clients since 2024. Prior to this role, he worked as a Financial Representative at the same firm from 2023 to 2024. In his current position, Kyle helps clients make confident financial decisions by providing disciplined guidance through a structured planning process. He is committed to acting as a dedicated advocate for his clients, ensuring that every financial move aligns with their goals and long-term purpose. Kyle's approach emphasizes disciplined guidance and structured planning to support clients' financial objectives. Outside of his professional responsibilities, Kyle enjoys spending time at the beach, hiking, surfing, and caring for pets. He is also involved in volunteering activities.

Erica Snowberger is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2015 in various roles including Investment Consultant, Relationship Manager, and Financial Representative. She works with clients to align their investment and income strategies with their personal financial goals, aiming to be a dependable planning partner through life changes and market fluctuations. As a longtime employee of Fidelity and a resident of Vero Beach, Erica brings continuity and local insight to her client relationships. She is committed to helping individuals and families navigate their finances effectively over the long term. Outside of her professional role, Erica has personal interests that include fitness, golf, tennis, traveling, and exploring culinary experiences. She also enjoys spending time with her pets.

Anthony Mish is a Financial Consultant at Fidelity Investments, where he has been working since 2019. He has dedicated over 12 years to Fidelity in various roles, including Investment Consultant, Relationship Manager, Financial Representative, Active Trader Services, and Full Trader. His extensive experience encompasses complex trading and financial guidance. Anthony's professional focus includes wealth planning and investments. He assists clients in working toward their financial goals while utilizing strategies suitable for different types of investors. Fidelity Investments serves as the foundation for his work, leveraging the firm's trusted brand in the financial industry. Outside of his professional career, Anthony has an interest in baseball.

Dylan Dean is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he was involved in property management as a partner and director at Dean's Property Management in Vero Beach, Florida. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Ryan Jellum is a Financial Consultant at Fidelity Investments since 2024. He has held various roles within Fidelity Investments, including Financial Consultant from 2020 to 2021, Investment Consultant from 2019 to 2020, Central Relationship Manager in 2019, Workplace Planning Associate from 2018 to 2019, and Customer Relationship Advocate in 2018. Prior to his current position, he served as VP Financial Consultant at Charles Schwab from 2021 to 2024. Ryan focuses on building ongoing relationships with his clients based on trust and their evolving priorities. He advocates for clients' unique financial goals by utilizing Fidelity's resources to co-create plans that provide confidence and comfort throughout their financial journey. Outside of his professional work, Ryan enjoys outdoor adventures, spending time with pets, and playing softball.

Donson Morain Jr. is a Series 66-licensed financial advisor at Fidelity with less than one year of industry experience. Prior to joining Fidelity, he has held various roles including independent contractor at Upper Deck Sports Facility, where he coordinated team practices and tournament schedules. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Patrick Norris is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Ameriprise, Edward Jones, CUNA Brokerage Services, and PNC Bank. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Ladislav Karabin is a Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity since January 2013, initially serving as an Investment Consultant until 2016. Prior to joining Fidelity, he worked as a Financial Advisor at Merrill Lynch in 2012 and at Morgan Stanley from 2010 to 2012. He specializes in wealth planning and is dedicated to helping clients and their families work towards their financial goals. Ladislav focuses on guiding clients to achieve independence and success in retirement. Fidelity Investments is known for providing strategies tailored to all styles of investors. Outside of his professional career, Ladislav enjoys family activities and gardening.

John-Michael Cotterman is a Vice President and Financial Consultant at Fidelity, where he has been serving since 2026. He has been with Fidelity since 2015, progressing through various roles including Financial Consultant, Investment Consultant, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative Full Trader. His professional experience covers a range of financial consulting and investment roles within the company. John-Michael's approach focuses on educating clients to make informed financial decisions. He collaborates with clients to develop personalized financial plans and investment strategies aimed at managing significant life events effectively.

Alexia Gomez is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, she held various roles in hospitality, education, and travel. She is the sole proprietor of Viva Travel Learn LLC, a company that coordinates group travel and builds custom itineraries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Hunter Sauserman is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2020, progressing through roles including Investment Center Intern, Financial Representative, Investment Consultant, and currently Financial Consultant since 2024. His work focuses on partnering with clients to build financial plans and work towards their long-term goals. Hunter aims to provide a comfortable and trustworthy environment where clients' interests come first, catering to both sophisticated investors and novices. His experience encompasses investment guidance and supporting clients in self-directed investment strategies, ensuring clients feel confident in their financial decisions. Hunter is committed to being a trusted advisor across diverse client needs. Outside of his professional role, Hunter enjoys family activities, fishing, football, golf, outdoor adventures, and tennis.

Bruce Strum is Vice President, Wealth Planner at Fidelity Investments, where he works with select families and individuals to provide comprehensive financial planning. His approach involves understanding family dynamics and long-term goals to help clients plan their financial futures. He has been with Fidelity Investments since 2015, progressing from Portfolio Specialist to Managed Solutions Consultant before assuming his current role in 2023. Prior to Fidelity, Bruce held positions as an Investment Executive at Lumina Wealth from 2012 to 2014, and as a Financial Advisor at Merrill Lynch from 2008 to 2012. Outside of his professional work, Bruce enjoys cars, fitness, social events, outdoor adventures, scuba diving, and traveling.

Robert Carney is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through positions including Investment Management Consultant, Managed Account Support Specialist, and Customer Relationship Advocate. In his current role, he partners with individuals and families to navigate complex financial decisions through education and consultation, focusing on understanding clients' goals and preferences to build lasting relationships. Robert's experience encompasses wealth planning and investment management, gained through his various positions at Fidelity Investments. His approach centers on providing personalized financial guidance tailored to each client's unique circumstances. Outside of his professional responsibilities, Robert has interests in fishing, fitness, golf, pets, surfing, and volunteering.

Ellie Sexton is a Planning Consultant at Fidelity Investments, a position she has held since 2024. Prior to this, she worked at Fidelity in roles including Financial Consultant from 2021 to 2024 and Investment Consultant from 2020 to 2021. Before joining Fidelity, Ellie was a Financial Advisor at Merrill Lynch in 2019 and 2020. Ellie has a background in banking, wealth planning, and small business, which provides her with a broad perspective in financial planning. She is dedicated to understanding her clients' priorities and working with them to build financial plans aimed at achieving their life goals. Outside of her professional work, Ellie enjoys family activities, fishing, football, golf, caring for pets, and writing.

Victor Padilla is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at PNC Bank, DoorDash, Bank of America, AT&T, and Best Buy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Ryan Rodriguez is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2018, progressing through various roles including Planning Consultant, Stock Plan Consultant, Stock Plan Associate, High Net Worth Associate, and Customer Relationship Advocate. Throughout his career at Fidelity, Ryan has developed expertise in investment consulting and financial planning, focusing on educating and empowering clients to prioritize their family's financial goals. He is committed to placing clients' priorities at the center of financial decisions to work towards a stronger financial future. Outside of his professional work, Ryan has interests in baseball, beach activities, fishing, fitness, and parenthood.

Erik Starks is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and families to help identify their financial goals and develop strategies to achieve them. He emphasizes understanding clients on both personal and professional levels to tailor retirement plans utilizing Fidelity's resources. Erik also leverages partnerships and resources within the firm to provide informed guidance. He began his career at Fidelity Investments as a Financial Services Representative in 2023, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2026. This progression has contributed to his experience in financial planning and client relationship management. Outside of his professional role, Erik enjoys activities such as beach outings, exploring culinary experiences, golf, snowboarding, tennis, and traveling.

Kurt Deacon is a Vice President and Financial Consultant at Fidelity Investments. He has held various roles at Fidelity since 2002, including Financial Consultant, Senior Relationship Manager, and Retirement Plan Specialist. Prior to joining Fidelity, Kurt worked as a Client Service Specialist at Raymond James & Associates from 1998 to 2002. Kurt leverages his experience in investment, retirement, tax-efficient investing, and legacy planning to assist clients in developing and executing financial plans tailored to their needs. He works one-on-one with clients and teams to provide professional guidance or support self-directed investors. Outside of his professional work, Kurt enjoys cars, concerts, family activities, fitness, outdoor adventures, and traveling.

Hugh Daley is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2019 to 2021. His experience also includes positions as a Financial Advisor at USAA Wealth Management from 2008 to 2019 and at ETRADE from Morgan Stanley from 2007 to 2008. He holds an Arkansas Insurance License, which supports his professional practice. Hugh collaborates with clients to develop strategies aimed at protecting and growing their investments while focusing on what is personally and financially important to them and their families. Outside of his professional work, Hugh is interested in fitness and running.

Joshua Shaffer is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2020. In this role, he works closely with individuals at various life stages to develop customized financial plans aimed at achieving their financial goals through personalized guidance and trusted relationships. Prior to his current position, Joshua gained experience as a Financial Advisor at Edward Jones from 2018 to 2020, and at RockSolid Planning from 2017 to 2018. His professional background encompasses comprehensive financial planning and client-focused advisory services. Outside of his professional work, Joshua engages in family activities and enjoys fitness, football, parenthood, reading, and traveling.

Alyssa Abbate is a Planning Consultant at Fidelity Investments, a role she has held since 2019. Prior to this, she worked as a Financial Consultant at TD Ameritrade from 2018 to 2019 and as a Business Development Specialist at TD Ameritrade in 2018. In her current position, Alyssa focuses on creating financial plans tailored to her clients' individual needs and life stages. She emphasizes understanding what is important to each client to build a financial plan aimed at achieving their envisioned life. Outside of her professional work, Alyssa enjoys activities such as beach outings, fitness, golf, Pilates, tennis, and traveling.

Anna Roberts is a Financial Consultant at Fidelity Investments, where she applies her expertise to help clients pursue their financial goals and work towards achieving financial well-being. She emphasizes the importance of customized financial plans and trusted partnerships to provide guidance and support. Her professional experience includes roles as a Financial Consultant and Investment Consultant at Fidelity Investments since 2023. Prior to that, she served as a Financial Advisor at Merrill Lynch from 2019 to 2023 and as a Senior Branch Manager at PNC Bank from 2016 to 2019. Outside of her professional work, Anna has interests in art, food, gardening, hiking, museums, and traveling.

Taylor Quigley is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Prior to his career in finance, he was employed in medical and insurance agencies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Brandon Albertoni currently serves as Vice President and Branch Leader at Fidelity Investments, a role he has held since 2023. In this capacity, he leads, coaches, and inspires a team of financial professionals to deliver an exceptional client experience. Prior to this, he held several leadership positions within Fidelity Investments, including Assistant Branch Leader, Team Leader in Investment Solutions, Client Relationship Manager, and Client Services. Brandon's extensive experience at Fidelity Investments spans from 2015 to the present, where he has progressively taken on roles with greater responsibility. His expertise includes investment solutions, client relationship management, and client services leadership. Outside of his professional responsibilities, Brandon enjoys family activities, fishing, golf, outdoor adventures, pets, and volunteering.