Jordan Letendre

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.

Sam Medley is an Investment Consultant currently working at Fidelity Investments. In this role, Sam partners with clients to understand their financial needs and goals, collaborating with both the client and their wealth management team to create plans that support their family's objectives. Sam's experience at Fidelity Investments includes roles as a Planning Consultant since 2024, a Relationship Manager in 2024, and a Financial Representative from 2023 to 2024. This range of positions has contributed to their expertise in financial planning and client relationship management. Outside of work, Sam has interests in cooking and baking, fitness, reading, and running.

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.

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.