Vero Beach, FL Beachland Blvd Office

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.

Elia Diaz is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior roles include positions at Flagstar, SafeSpace, and The Googan. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles with registered investment companies and its use of AI-driven research methods.

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.