Cara Holland

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.

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.

Greta Watkins is a Financial Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity in 2022 and has held various roles including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she gained experience as a Financial Services Associate at Charles Schwab and completed internships at Collier Financial Solutions, Inc. and Southern New Hampshire Health. As a CERTIFIED FINANCIAL PLANNER®, Greta specializes in developing comprehensive financial plans that address retirement planning, investment strategy, and tax-efficient investing. She focuses on understanding her clients' unique goals and financial aspirations to create tailored plans that provide peace of mind and confidence for the future. Outside of her professional work, Greta enjoys cooking and baking, fishing, hiking, outdoor adventures, spending time with pets, and playing soccer.

Kenneth Mongeon is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He works with local individuals and families to support their financial goals related to building, preserving, and passing along wealth through informed financial decisions. Kenneth has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 1996. His career includes positions such as Investment Consultant, Regional Retirement Consultant III, Retirement Product and Service Specialist, and Manager of Inside Sales, among others. He holds a California Insurance License. Outside of his professional work, Kenneth enjoys baseball, golf, and skiing.