Dennis Antonopoulos

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.

Timothy Woodward is a Financial Consultant at Fidelity Investments, a position he has held since 2022. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2020 to 2022. His earlier experience includes serving as an Associate Financial Consultant at Charles Schwab & Co. from 2018 to 2020. In his current role, Timothy collaborates with clients to develop and implement wealth planning strategies aimed at benefiting them and their families both now and in the future. He leverages Fidelity's trusted brand, advanced technology, and financial planning insights to support his clients' financial goals. Outside of his professional work, Timothy enjoys baseball, concerts, cooking and baking, hiking, and music.