John Falvey

For years Quentara was the unexpected primary caregiver for her father who was diagnosed with Alzheimers. During his transition she continued to work, buy a house, get married, and start a family. She founded Powwow with the intent of helping other families prioritize their goals that are often neglected due to the in-the-moment demands of kids and aging parents. Powwow is fee-for-service, meaning a family's net worth, relationships, goals, and concerns are discussed and illustrated without the need to invest assets or purchase product. If you have questions related to every day goals, elder care transition, and kids you've come to the right place. Quentara has been featured in numerous publications, including NerdWallet, CBS MoneyWatch, and Financial Planning Magazine. She has also been invited to present on financial planning and elder care topics throughout Massachusetts. Follow her on social media and reach out to schedule a free consultation.

John Shea is a Vice President, Financial Consultant at Fidelity Investments. In this role, he helps individuals and families build and maintain financial plans to support life's most meaningful goals, focusing on retirement income planning, investment guidance, and tax-efficient investing. John has been with Fidelity Investments since 2011, progressing through various roles including Financial Representative, Investment Solutions Representative, Regional Investment Consultant, and Investment Consultant before becoming Vice President, Financial Consultant in 2024. His experience spans multiple facets of financial consulting and investment solutions within the firm. Outside of his professional career, John enjoys boating, camping, family activities, hiking, skiing, and volunteering.

Chris McCarthy is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through positions including Investment Consultant, Financial Representative, Investment Solutions Representative, and Customer Relationship Advocate. Chris works with individuals and families in the seacoast community to create personalized financial plans tailored to their goals and situations. His approach focuses on assisting clients in working towards their definition of financial success.

Sandra Frey is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has over 19 years of experience in the financial services industry, focusing on helping clients organize their financial affairs and develop personalized plans that support their desired lifestyles. Sandra works closely with clients to identify and prioritize goals such as estate planning, investments, tax minimization, wealth transfer, and retirement income, crafting strategies tailored to their individual circumstances and preferences. Sandra holds the Chartered Retirement Planning Counselor™ (CRPC™) designation, the Chartered SRI Counselor (CSRIC) credential, and is a Personal Investment Advisor (PIA). She also maintains FINRA registrations including Series 7, Series 24, Series 53, and Series 66, and holds licenses as a National Insurance Producer for Life, Health & Long Term Care Insurance, as well as being an NMLS Registered Agent. Sandra’s expertise includes portfolio management services, socially responsible and ESG investing, college education planning, philanthropic planning, and special needs planning strategies. She integrates home financing solutions through collaboration with a Wealth Management Lending Officer to provide comprehensive financial guidance. A native of Baltimore, Sandra currently resides in Cambridge, Maryland. She has a history of community involvement, having served on the boards of the Tidewater Rotary Club, Mid Shore Pro Bono, Junior Achievement of Talbot County, and as Past President of the Chesapeake Women's Network. Additionally, she volunteers with Habitat for Humanity Choptank and the Talbot Hospice Foundation. In her personal time, Sandra enjoys gardening, hiking, music, reading, swimming, traveling, and yoga.

Adam Bomberger is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2017. In his role, he focuses on helping clients build and implement financial plans aimed at the growth, preservation, and transfer of their wealth. Prior to his current position, he held roles as a Financial Consultant and Investment Representative at Fidelity Investments from 2013 to 2017. Adam holds a California Insurance License, which supports his work in providing comprehensive financial consulting services. His experience at Fidelity Investments spans over a decade, reflecting his commitment to the financial advisory field.