Naples, FL N. Tamiami Trail Office

Ashley Karstens is a Planning Consultant at Fidelity Investments. In this role, Ashley partners with clients and their families to co-create financial plans tailored to their unique goals, utilizing Fidelity's resources to support their financial decision-making process. Ashley has been with Fidelity Investments since 2020, progressing through roles as a Financial Representative and Relationship Manager before becoming a Planning Consultant. This experience has provided Ashley with a foundation in client relationship management and financial planning. Outside of work, Ashley's personal interests include spending time at the beach, gardening, kayaking, enjoying food, and engaging in puzzles.

Dan McNICHOLAS is a Financial Consultant currently working at Fidelity Investments. He has been with the firm since 2023, initially serving as an Investment Consultant before advancing to his current role in 2025. Prior to joining Fidelity Investments, Dan held the position of Consultant at Wolver Hill Advisors, a family office, from 2022 to 2023. Dan's professional experience includes leadership roles in the financial sector, such as Global Head of Capital Introductions at Nomura International (Hong Kong) Limited from 2016 to 2021, and Managing Director & Head of Alternative Sales Asia Pacific at State Street Asia Limited in Hong Kong from 2012 to 2016. His career reflects a focus on investment consulting and capital introductions within the Asia Pacific region. Outside of his professional work, Dan has personal interests in food, golf, and traveling.

Collin Maris is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity Investments in 2025, he held various roles including positions at Taylor University, Blue Trust, Chorus, Inc., Kanakuk Kamps, and operated a self-employed business for 16 years. Fidelity's affiliate, 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 create model portfolios from mutual funds, ETFs, and ETPs.

Liam McCafferty is an Investment Consultant at Fidelity Investments, where he works with clients to develop financial plans aimed at achieving their personal goals. He has been with Fidelity since 2022, initially serving as a Workplace Planning Consultant before transitioning to his current role in 2024. In his role, Liam partners with clients to provide investment consulting services, aligning with Fidelity's standards as a trusted brand in the financial industry. His professional experience focuses on workplace planning and investment consulting. Outside of his professional work, Liam has interests in art, baseball, the beach, music, and traveling.

John Hoffman serves as the Branch Leader of the Wealth Management Team in Naples, FL. In this role, he leads, coaches, and mentors team members to provide an exceptional client experience in every interaction. His professional experience includes positions at Fidelity Investments, where he has held roles such as Branch Leader since 2024, Team Leader of Investment Solutions from 2021 to 2024, and Talent Champion from 2020 to 2021. Outside of his professional responsibilities, John has interests in art, fitness, social events with friends, hiking, music, and volunteering.

Andrew Schrand is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2016 and has held several roles including Investment Consultant, Planning Consultant, Relationship Manager, Investor Center Financial Representative, Investment Solutions Representative, and Financial Representative. Prior to joining Fidelity, he worked as a Paraplanner at Integrated Financial Network in 2015. Andrew is a CFP® professional with 10 years of experience in wealth management. His approach focuses on building relationships with clients to achieve financial peace of mind by understanding their unique financial situations and investing goals, leveraging the resources available at Fidelity. Outside of his professional work, Andrew enjoys cooking and baking, spending time on family activities, playing golf, engaging in parenthood, and caring for pets.

Katherine Behrens is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop and update comprehensive financial plans tailored to their individual needs and investment preferences. She aims to build long-lasting client relationships focused on creating peace of mind and helping clients confidently achieve their financial goals, including those related to family and charitable activities. Her professional experience includes roles at Fidelity Investments since 2018, progressing from Financial Representative to Relationship Manager, and currently Planning Consultant. Prior to Fidelity, she held positions such as Business Development Analyst at Reinsurance Group of America, Client Relations Coordinator and Client Experience Manager at Northwestern Mutual, and Marketing Manager at Wells Fargo Advisors Financial Network. Outside of her professional career, Katherine has interests in art, food, golf, and traveling.

Sam Dracos is an Investment Consultant at Fidelity Investments. In this role, he focuses on providing financial advice and developing investment strategies for clients. Prior to this position, he has held several roles at Fidelity, including Planning Consultant, Relationship Manager, and Financial Representative. Before joining Fidelity, Sam worked as a Universal Banker at First Horizon Bank. Sam emphasizes building strong, trusting relationships with clients through active listening and understanding their unique circumstances and goals. His approach is collaborative, aiming to empower clients in making informed financial decisions. Outside of his professional work, Sam's interests include the beach, social events with friends, military service, and traveling.

John Barnes is a Vice President and Financial Consultant at Fidelity Investments. He has held various roles at Fidelity since 2015, progressing from Client Management Representative to his current position. Prior to joining Fidelity, John worked at Goldman Sachs & Co. from 2003 to 2012 in roles including Analyst and Associate. He also served as Vice President, Branch Manager, and Commercial Loan Officer at Barnes Banking Co. from 2005 to 2010. John is a Certified Financial Planner™ with over 20 years of experience in finance. His expertise includes crafting personalized investment strategies aimed at supporting clients' retirement living and optimizing wealth for long-term security and prosperity. He holds insurance licenses in Arkansas and California. Outside of his professional work, John enjoys baseball, golf, skiing, softball, and tennis.

Alexander Getsinger is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2008, initially serving as a Financial Consultant before his current role. Prior to joining Fidelity, Alexander worked as a Financial Advisor at Morgan Stanley from 2004 to 2008. With over 20 years of investment experience, Alexander applies his expertise to assist clients in optimizing their relationships with Fidelity. His professional background spans multiple roles in financial consulting and advising, demonstrating a sustained focus on investment strategies and client service. No additional information regarding Alexander's education, credentials, personal interests, or community involvement has been provided.

Sandeep Hamilton is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2022. In this position, he leads and coaches Wealth Management Financial Professionals who assist clients in planning their financial goals. Prior to his current role, Hamilton served as Vice President and Market Leader at Merrill Lynch from 2016 to 2022. His experience also includes positions as Regional Sales Director at Capital One Investing from 2013 to 2016 and Senior Vice President, District Investment Sales Leader at Key Investment Services from 2012 to 2013. Throughout his career, Hamilton has gained extensive experience in financial services, leadership, and wealth management. Outside of his professional responsibilities, he enjoys camping, family activities, hiking, outdoor adventures, and traveling.

Dana Gillette is Vice President and Branch Leader at Fidelity Investments, a role held since 2022. In this position, Dana leads a team that partners with clients to help them pursue what matters most to them. Prior to this, Dana served as Market Manager - Dual Registered at Charles Schwab in 2022 and as Market Manager at TD Ameritrade from 2018 to 2022. Dana's professional experience includes leadership roles focused on managing teams and supporting client financial goals.

Cole Rucker is a financial advisor with Fidelity Investments in Naples, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at Truist Bank and several roles in the parking and hospitality sectors. He continues to work part-time as a valet parking attendant at Laz Parking (La Playa Beach & Golf Resort). Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios based on proprietary research and quantitative analysis.

Thomas Harty is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he serves as a primary point of contact for clients, providing personalized service tailored to individual needs and preferences. He facilitates discussions with Wealth Management Advisers when deeper wealth planning is required, ensuring clients and their families receive comprehensive support. Thomas has been with Fidelity Investments since 2010, progressing through roles including Financial Representative and Branch Service Manager before his current position. His experience spans over a decade within the company, focusing on assisting multiple generations of families with their financial needs.

John Arena is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2022. In his role, he focuses on helping clients and their families grow and protect their wealth, make investment decisions, and simplify their financial lives. Prior to joining Fidelity Investments, John worked as a Regional Sales Consultant at Prudential from 2018 to 2022. He began his career in financial services as a Financial Advisor at Merrill Lynch from 2016 to 2018. Outside of his professional work, John engages in board games, family activities, movies, parenthood, reading, and volunteering.