Heather Periana

Dillon Burns is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He has held various roles at Fidelity Investments since 2018, including Investment Consultant, Client Relationship Manager, and Financial Representative. His experience encompasses client relationship management and investment consulting. Dillon's approach focuses on understanding each client's past, present, and future to collaborate effectively throughout the financial planning process. He aims to help clients implement plans that align with their unique goals and preferences, ensuring that today's financial decisions support their future priorities. Outside of his professional role, Dillon enjoys hiking, skiing, attending concerts, and playing board games.

Martin Madden is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies that help clients pursue their long-term financial goals. He focuses on providing services for endowments, foundations, and non-profits, defined benefit and defined contribution plan investment consulting, as well as personal retirement planning and retirement income solutions. Martin works closely with successful professionals to create cash flow projections and financial models that enable clients to gain flexibility and security in their retirement years. Martin holds a Bachelor's Degree from Providence College and a Master's Degree from DePaul University. He has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also serves as a board member for SMCC and participates in community initiatives such as Junior Achievement, Maine. In his personal time, Martin enjoys activities including chess, golfing, hiking, skiing, and spending time with his family. He values community involvement and dedicates effort to volunteering with local organizations.

Nathan Hubbard is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2018, holding various positions including Investment Consultant, Relationship Manager, Financial Representative, Workplace Planning Consultant, and Customer Relationship Advocate. Nathan's experience spans multiple facets of financial services, focusing on partnering with individuals and families to create customized financial plans. He holds a California Insurance License, supporting his expertise in financial planning and investment consulting. Outside of his professional work, Nathan's personal interests include boating, family activities, golf, spending time at the lake, pets, and swimming.