Dennis Mccurdy

Sam Medley is an Investment Consultant at Fidelity Investments, a position held since 2026. In this role, Sam works closely with clients to understand their financial priorities and collaborates with them to develop personalized financial plans aimed at supporting their current needs and future goals. Sam has held several roles at Fidelity Investments, including Planning Consultant from 2024 to 2026, Relationship Manager in 2024, and Financial Representative from 2023 to 2024. This progression reflects a consistent focus on client service and financial planning. Outside of work, Sam has interests in cooking and baking, fishing, fitness, reading, running, and traveling.

Jonathan Olson is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to organize, manage, and achieve their financial goals, taking the time to understand their priorities and develop strategies that align with their short-, mid-, and long-term objectives. Jonathan's areas of expertise include college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategies, tax minimization, and retirement income. He serves as a resource for general investing, retirement planning, and financial preparedness, providing ongoing advice and guidance tailored to clients' evolving needs. He holds a Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Nashwauk High School, an Associate's Degree from Vermilion Community College, completion of an Accredited Certificate Program at Hibbing Technical College, and attendance at the University of Minnesota System without degree conferral. Outside of his professional work, Jonathan enjoys baseball, boating, camping, fishing, ice hockey, reading, softball, spending time with his family, volleyball, and woodworking.

Dennis Arnone is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to providing tailored financial guidance. Dennis earned a Bachelor's Degree from Saint Michaels College. His expertise includes investment advisory services and wealth management, supporting clients in achieving their financial goals through strategic planning and personalized advice.

Richard Higgins is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing new wealth, personal retirement planning, and portfolio management services. Richard holds the Personal Investment Advisor (PIA) professional designation and earned a Bachelor's Degree from Northeastern University. Outside of his professional role, he has personal interests in football, horseback riding, music, and skiing.

Laura Wiedeman is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2016. She leads The Freeman Wiedeman Group, focusing on delivering comprehensive wealth management strategies that align with her clients' personal passions, goals, and concerns. Laura works with a diverse client base including high-net-worth individuals, engineers, educators, business owners, and a growing circle of women seeking tailored financial guidance. Her expertise covers areas such as college education planning, family wealth management, legacy planning, tax minimization, retirement income, and socially responsible investing. Prior to joining Merrill Lynch, Laura gained experience as an Assistant Manager at Bank of America, which enhances her ability to integrate banking insights with investment management. She holds a Bachelor of Arts degree from Worcester State University and a high school diploma from Tahanto Regional Highschool. Laura maintains professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of her professional role, Laura is actively involved in her community through volunteer work and board membership. She has served on the Board of Directors for Dress for Success in Worcester, participated on the Community Investment Committee of United Way, and volunteered for Big Brothers Big Sisters of Central Massachusetts. Laura enjoys spending time with her family, including her husband and two daughters, playing soccer, practicing yoga, and vacationing in Falmouth, Massachusetts.