Holly Benson

Frank Maltais is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has worked with Fidelity since 2005, progressing through various roles including Senior Account Executive, Account Executive, Financial Planning Consultant, Investments Representative, and Financial Representative. Prior to joining Fidelity, he was an Investment Advisor Representative at John Hancock Financial Services. With more than 20 years of experience, Frank has partnered with families, individuals, and institutions specializing in comprehensive investment and wealth planning. He emphasizes building planning relationships through listening, keeping clients well informed, and providing proactive guidance. Outside of work, Frank and his family spend summers lobstering around Penobscot Bay. His personal interests include boating, family activities, fishing, fitness, reading, and skiing.

Jonathan Singer is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides customized financial and investment management strategies to individuals, families, and organizations, focusing on wealth accumulation, preservation, and transfer. Jonathan employs a comprehensive wealth management process that includes portfolio development, liability management, asset preservation, and creating lifetime retirement income streams. He collaborates closely with clients’ attorneys and accountants to address tax, trust, philanthropic, and estate planning matters. With more than 30 years of industry experience, Jonathan joined Bank of America Merrill Lynch Wealth Management in 2003. He holds a Bachelor of Arts degree in Economics from Hobart and William Smith Colleges and maintains professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the Maine Estate Planning Council and serves on the Advisory Board for the Salvation Army. A lifelong Maine resident, Jonathan lives in Cumberland with his wife and two children. His personal interests include biking, boating, ice hockey, music, and spending time with family. He is also involved with the Campaign Cabinet for the United Way of Greater Portland, reflecting his commitment to community participation.

Katherine Storey is Vice President, Wealth Planner at Fidelity Investments. She has been with Fidelity since 2008, progressing through roles including Financial Representative, Private Client Specialist, Investment Representative, Account Executive, Financial Consultant, and Wealth Planner. In her current role, Katherine partners with families and individuals to understand their financial situations, assess goals, and help build confidence in their financial futures. Her extensive experience at Fidelity spans wealth planning and financial consulting. Outside of work, Katherine enjoys boating, skiing, and spending time with family.