Boynton Beach, FL Office

Erik Erikson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His previous roles include positions at Florida Blue and service in the United States Marine Corps. Erikson has also been involved with Palm Beach Atlantic University for several years. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies and formal advisory roles to registered investment companies.

Delmira Toribio is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at JP Morgan Chase and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios, including multi-manager and fund-of-funds structures, and supports intermediary platforms with model portfolio delivery.

Eric Billingslea is a Wealth Management Senior Relationship Manager currently engaged in delivering personalized service experiences to families across generations. In his role, he acts as a primary point of contact, committed to addressing individual client needs and preferences. Since 2014, Eric has worked as a Planning Consultant at Fidelity Investments, where he supports clients in wealth management services. He facilitates discussions with Wealth Management Advisors when deeper wealth planning is needed, ensuring clients receive appropriate service and support. Outside of his professional responsibilities, Eric enjoys spending time at the beach, watching football, and participating in outdoor adventures.

Miranda Bennett is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. She previously worked at ZIMMERMANN for two years and spent eight years with Jennifer Miller. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering a range of discretionary and non-discretionary services and model portfolios built from mutual funds, ETFs, and ETPs.

Edward Ostrowski III is a financial advisor with Fidelity Investments, holding a Series 66 designation and 12 years of industry experience. Prior to joining Fidelity, he worked for Kovack Advisors, Inc. and Kovack Securities, Inc. for seven years. He serves as a trustee of an irrevocable trust. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers specialized advisory roles with a focus on institutional and fund clients.

Bo Casson is a Series 66 licensed financial advisor with Fidelity Investments in Boynton Beach, FL. He has been with Fidelity since 2025 and has prior experience in educational and community roles, including positions at the University of Florida and local organizations in Boca Raton and Delray Beach. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and actively manages oversight and advisory functions across various investment structures.

Keith Mahler is a Financial Consultant who specializes in creating customized financial plans for families and individuals. He focuses on developing well-rounded investment strategies that include tax-efficient investing, asset allocation, and diversification. His goal is to provide clients with the tools they need to feel confident leading up to and throughout retirement. Keith has been with Fidelity Investments in various roles since 2020. He served as a Financial Representative from 2020 to 2021, then as a Central Relationship Manager from 2021 to 2023, and has been a Planning Consultant since 2023.

David Sacks is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 1998. He specializes in working with High Net Worth clients, focusing on creating and executing financial plans tailored to their needs and families. With 28 years of experience at Fidelity, David has developed a deep understanding of the financial resources available and helps clients leverage them effectively. Outside of his professional responsibilities, David enjoys biking and skiing.