Fort Myers, FL Daniels Parkway Office

Bruno Gonzalez is an advisor at Fidelity with Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Beeline and the United States Marine Corps. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies.

James Goodson is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He collaborates with local families and individuals to develop customized financial plans and strategies, focusing on client education to empower informed decision-making. His approach aims to establish a trusted primary relationship to help clients achieve their goals, meet their needs, and build legacies. James has accumulated extensive experience in the financial sector, having served in various roles at Fidelity Investments, including Planning Consultant from 2024 to 2026 and Investment Consultant from 2023 to 2024. Prior to joining Fidelity, he was a Junior Partner at Ceros Financial Services from 2022 to 2023 and worked as an Account Executive at National Securities Corporation from 2015 to 2022. Outside of his professional career, James has interests in cars, fishing, food, outdoor adventures, skiing, and traveling.

Derek Ehlers is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals focused on partnering with clients and their families to address their financial and wealth planning needs. He has held this leadership role since 2021. Derek's career at Fidelity Investments spans over two decades, beginning in 2000. Throughout his tenure, he has held various positions including Assistant Branch Leader, Branch Service Manager, Senior Relationship Manager, and several specialist and representative roles, reflecting a broad range of experience within the company. No additional information regarding Derek's education, credentials, personal interests, or community involvement has been provided.

Stephanie Chicago is a Financial Consultant with experience in various roles within the financial services industry. She has worked as an Investment Consultant and Central Relationship Manager at Fidelity Investments from 2022 to 2024, and as a Financial Professional at Equitable Advisors from 2020 to 2022. Stephanie focuses on creating sustainable financial plans tailored to her clients' needs. A Florida native, Stephanie is motivated by a desire to positively impact her community. Outside of her professional work, she enjoys board games, fitness, gardening, spending time with pets, running, and traveling.

Cole Murray is an Investment Consultant at Fidelity Investments in Southwest Florida, where he has worked for nearly four years. He specializes in comprehensive wealth management and financial planning, focusing on developing financial strategies tailored to align with the unique long-term goals of individuals and families. Before his current role, Cole served as a Relationship Manager at Fidelity Investments from 2024 to 2026 and as a Financial Representative from 2023 to 2024. He holds the FINRA Series 7, 63, and 66 registrations, along with the Florida Life, Health, and Annuities license.

Jay Shifflet is a Series 66 licensed financial advisor at Fidelity with one year of industry experience. He previously worked at Equitable Advisors and Bankers Life, and has held roles outside the financial sector, including at Garret Barrel & Drum and Dock Side Willies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios comprising mutual funds, ETFs, and ETPs, and it maintains regulatory registrations and advisory roles that distinguish it among large institutional peers.

Geovana Costa Freitas is a financial advisor with Fidelity, holding a Series 66 designation and beginning her career in the industry in 2026. Prior to joining Fidelity, she held positions at J.P. Morgan Chase and has experience in various other roles across multiple sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and employs systematic methodologies including the use of AI in their investment process.

Kat Dalberth is an Investment Consultant at Fidelity Investments, where she works closely with individuals and families to identify their financial goals, develop comprehensive financial plans, and provide investment strategies tailored to their needs. She has held several roles within Fidelity Investments since 2020, progressing from Investor Center Intern to Administrative Assistant, Financial Representative, Relationship Manager, and currently Investment Consultant. Throughout her tenure at Fidelity Investments, Kat has gained experience in client relationship management and financial planning. Her approach focuses on partnering with clients to help them achieve their personal financial objectives and attain financial peace of mind. Outside of her professional work, Kat has interests in art, boating, fishing, horseback riding, pets, and traveling.

Andrew Bean is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Fidelity, he worked at Northwestern Mutual and has experience in education spanning roles at Belmont University and St. George's Independent School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients through discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and has a formal advisory role for multiple registered investment companies and fund-of-funds.

Zachary Bock is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2019, progressing through roles including Investment Consultant, Central Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. His experience spans various aspects of financial consulting and client relationship management within the firm. In his current position, Zachary works with clients to help them pursue their financial goals, utilizing Fidelity's brand and planning tools to support financial success. Outside of his professional responsibilities, he has interests in golf, outdoor adventures, pets, and reading.

Connor Fewster is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2021, progressing through roles including High Net Worth Service Associate, Relationship Manager, and Investment Consultant before assuming his current position in 2025. His work involves developing investment strategies and retirement plans tailored to client objectives. Connor emphasizes listening and understanding client concerns to provide personalized financial solutions. Outside of his professional role, Connor has interests in fitness, food, social events with friends, golf, traveling, and volunteering.