Samantha Medley

Joseph Isabelle is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He partners with individuals and their families to create financial plans aimed at minimizing hidden risks in retirement. Joseph has extensive experience at Fidelity Investments, having served in various roles since 2001. His previous positions include PAS Financial Consultant, Investment Solutions Consultant, Portfolio Specialist, Client Management Representative, and Financial Representative. This diverse experience provides him with a comprehensive understanding of financial consulting and investment solutions.

Jim Callahan is a Financial Consultant at Fidelity Investments, a role he has held since 2015. He has been part of Fidelity since 2013, initially serving as an Investment Consultant until 2015. Prior to his tenure at Fidelity, Jim gained experience at Mercer where he was Director of Participant Services from 2009 to 2013 and Manager of Operations from 2004 to 2009. He also worked at Putnam Investments as a Team Leader from 2000 to 2004 and as a Participant Services Representative from 1999 to 2000. With over 20 years in the financial industry, Jim brings a diverse background to his work, focusing on reviewing clients' financial goals and investing needs. He emphasizes collaboration and education to help clients create, execute, and monitor financial plans. Specific details about his education, credentials, personal interests, or community involvement were not provided.

Seth Thompson serves as a Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he assists families in planning and managing all aspects of their financial lives, including banking, liabilities, portfolio management, and wealth planning. Seth provides customized financial advice by understanding each client's life goals and drawing upon a variety of investment products and services from Merrill and Bank of America to implement appropriate strategies. Seth has expertise in areas such as family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, socially responsible investing, women and wealth, tax minimization, and retirement income. He holds professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Seth earned a Bachelor's Degree in Business Management and Finance from the Pennsylvania State University System in 2003. Before joining Merrill in 2013, Seth managed multiple business operations in Denver and Colorado Springs. Outside of his professional work, he is involved with community organizations such as Junior Achievement and Young America. His personal interests include camping, football, hiking, hunting, music, reading, running, skiing, spending time with family, and traveling.

Brian Hash is a Financial Consultant at Fidelity Investments, where he has been employed since 2002. Throughout his career at Fidelity, he has held various roles including Branch Leader, Branch Service Manager, Senior Manager of the Private Client Group, Manager of Retirement Investment Services, Retirement Services Team Lead, and Retirement Services Representative. Brian's professional experience encompasses a range of responsibilities within financial consulting, branch leadership, retirement investment services, and private client management. His work focuses on educating and empowering clients to make informed financial decisions and developing customized financial plans tailored to individual needs.

Joanna Burzynska is a Financial Consultant at Fidelity Investments, a role she has held since 2020. She partners with individuals and families to assist them in navigating complex financial decisions through comprehensive wealth planning. Her approach centers on developing a thorough understanding of her clients' goals to create long-term plans that serve them and their families. Joanna has extensive experience in the financial services industry, having held various positions including Wealth Management Advisor at TIAA from 2018 to 2020, Vice President and Private Client Advisor at J.P. Morgan Chase from 2016 to 2018, and multiple roles at Fidelity Investments dating back to 2011. She holds a California Insurance License.

Arushee Divyakirti is a Financial Advisor with Merrill Lynch Wealth Management, specializing in creating tailored financial plans for individuals and families. She focuses on areas including investment planning, retirement strategies, college education planning, tax-efficient wealth management, liquidity management, philanthropic planning, women and wealth, tax minimization, and retirement income. Arushee emphasizes understanding her clients' unique aspirations and priorities to develop customized strategies aimed at achieving their financial goals. With over 10 years of experience, Arushee provides comprehensive guidance on investing, retirement planning, and managing unexpected financial needs. She also collaborates with Bank of America specialists to offer support in banking, credit, home financing, and small business solutions. Arushee holds the Personal Investment Advisor (PIA) designation and has earned a Bachelor's Degree from the University of Delhi, a Master's Degree from Western Michigan University, and an accredited certificate from the Hindu Institute of Management. She is fluent in English and Hindi and actively contributes to community initiatives such as Ekal Vidyalaya USA. Outside of her professional responsibilities, Arushee enjoys camping, cooking, hiking, spending time with her family, and watching movies. Her approach centers on building trust and transparency to help clients navigate financial decisions with confidence.