I’m Glenn Brown, a Certified Financial Planner™ and Chartered Retirement Planning Counselor with 30 years in wealth management. In 2017, I founded PlanDynamic, LLC to provide fee-only fiduciary advice, investment management, and comprehensive financial planning directly to motivated individuals. I focus on financial independence—not just retirement. By aligning your plan with your values, we build a staged, evolving roadmap that opens new choices along the way. Using adaptable technology, we model scenarios, track progress, and adjust actions in real time, so you understand the impact of every decision. As a ‘Sandwicher’ raising two daughters while supporting aging parents alongside my wife Karina, I understand the challenges of balancing time, priorities, and decisions to benefit both now and in the future. My goal is simple: help you gain clarity, act with confidence, and enjoy your journey to financial independence.

Robert Spiegel is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity since 1996, gaining extensive experience through various positions including Planning Consultant, Investment Consultant, Regional Consultant, and several Financial Consultant roles. His career has involved working with large companies, individuals, and families to develop personalized financial plans. Throughout his tenure at Fidelity, Robert has focused on building comprehensive plans designed to help clients pursue multiple financial goals, grow and protect their wealth, and support the people who matter most to them. His dedication and experience are central to his approach in delivering personalized financial planning. Outside of his professional work, Robert enjoys biking, camping, cars, fitness, golf, and surfing.

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.

Zachary Perigo is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he partners with individuals and families to develop customized financial plans that assess both present and future needs. His approach involves analyzing and addressing multiple goals based on clients' preferences and unique priorities to help them grow, preserve, and distribute their wealth efficiently. Zachary began his financial services career as a Financial Representative at Northwestern Mutual from 2015 to 2016. He joined Fidelity Investments in 2017, where he has held various positions including Premium Relationship Associate, Investment Solutions Representative, Investment Consultant, and Financial Consultant before advancing to his current role. He holds an insurance license in Arkansas. Outside of his professional work, Zachary enjoys activities such as fitness, football, hiking, lake outings, snowboarding, and traveling.

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.

Tom Boardman serves as Vice President, Wealth Planner at Fidelity Investments, where he partners with clients to develop and implement family wealth plans aimed at achieving their short, intermediate, and long-term goals. He has been with Fidelity Investments since 2005, holding various roles including Wealth Planner since 2018, Financial Consultant from 2013 to 2018, and Investment Representative from 2012 to 2013. Prior to his current role, Tom gained experience as a Private Client Specialist and Financial Representative at Fidelity Investments, along with positions focused on retirement and customer service. His extensive tenure at Fidelity reflects a commitment to client service and wealth management. Outside of his professional career, Tom's personal interests include comedy, fitness, music, skiing, and snowboarding.

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.

Scott Bonacci is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He collaborates with clients to manage life events and plan for the future, helping them navigate important financial decisions. Scott has been with Fidelity Investments since 2004, serving in various capacities including Financial Consultant, Vice President of Live Channel Experience, Vice President of Finance, and Director of Finance. His extensive experience at Fidelity spans over 15 years, encompassing financial consulting and leadership roles in finance and client experience.