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.

Lorraine Sloper is a Senior Financial Advisor and senior partner in The Sloper Zawerucka Group at Merrill Lynch Wealth Management. She brings over 39 years of experience in the financial services industry, with a focus on retirement accumulation and income strategies, risk management, and customized wealth planning. Lorraine specializes in helping affluent families identify their life goals and implement disciplined, holistic plans to achieve financial security, including managing wealth preservation and growth through challenging market environments. Throughout her career, Lorraine has provided tailored wealth management and investment strategies, including work with high net worth Private Bank and Trust clients. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned a bachelor's degree from the University of Massachusetts after attending Bentley College. Lorraine also engages with her community through involvement with organizations such as the Rotary Club of Attleboro, the Community Foundation, the Animal Rescue League, and New Hope, Inc. Outside of her professional work, Lorraine has personal interests in interior decorating, music, reading, singing, swimming, and spending time with her family. She is married and resides in Rhode Island.

Karin Dovey is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of financial experience to her role. She holds the CERTIFIED FINANCIAL PLANNER® designation and is also a Personal Investment Advisor (PIA). Karin’s expertise lies in helping clients navigate major life transitions such as retirement, career changes, loss of loved ones, and legacy planning. She works with individuals to develop strategies that support their financial goals and long-term wealth building. Karin began her career in the insurance and banking industries before joining Merrill Lynch in 2006. She has also taught personal finance courses and is committed to ongoing financial education for her clients. Karin holds a bachelor’s degree from North Central College, a master’s degree from the University of Phoenix, and a high school diploma from Glenbard North High School. In addition to her professional work, Karin is involved with the Northern Illinois Food Bank and has contributed to community programs such as teaching sewing to Girl Scout troops and supporting the Dress-a-Child initiative. Her personal interests include cooking, gardening, knitting, photography, reading, sewing, and traveling.

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 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.

Robert Todisco is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2015, progressing through roles including Planning Consultant, Relationship Manager, Financial Representative, Workplace Planning and Guidance Consultant, and Workplace High Engagement Team Representative. In his professional capacity, Robert works with individuals, families, and businesses to prioritize their goals and develop wealth plans that align with their visions. His experience encompasses financial planning and client relationship management. Outside of his professional work, Robert's personal interests include boating, family activities, golf, parenthood, pets, and traveling.

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.

Helene Kingsland serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, she partners with clients to develop personalized financial strategies aimed at achieving their specific goals. Helene emphasizes a collaborative and goal-oriented approach, fostering strong relationships and helping clients make informed decisions through ongoing communication and guidance. Her professional expertise includes retirement planning, portfolio management, tax minimization, and college education planning. Helene works with a range of investment strategies, including individualized portfolios and third-party investment options, to support her clients’ financial objectives. She holds a Bachelor’s degree from the University of Southern California. Helene integrates her belief in the connection between physical fitness and financial well-being into her advisory process, encouraging clients to embrace a balanced lifestyle alongside their wealth management. Through this holistic approach, she aims to inspire and support clients on their path to financial success.

Phoebe Peck is a Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth management strategies tailored to professionals, business owners, former athletes, and high net worth individuals in New York City and beyond. She focuses on helping clients navigate complex financial goals such as personal retirement planning, college education funding, managing new wealth, and small business strategies. Phoebe works closely with clients to develop customized financial plans that align with their priorities, aiming to build long-term value and confidence in their financial futures. Originally from Mendham, New Jersey, Phoebe attended the Peck School, Seton Hall Prep, and earned a Bachelor's Degree in Economics with a minor in Entrepreneurship from Wake Forest University. Her background emphasizes critical thinking, discipline, and strategic planning, which she applies to every client relationship. Phoebe holds the Personal Investment Advisor (PIA) designation and provides access to the investment resources of Merrill Lynch alongside banking and lending solutions through Bank of America. Outside of her professional responsibilities, Phoebe has personal interests that include baseball, basketball, football, golfing, music, pickleball, skiing, soccer, tennis, and traveling. She enjoys connecting with clients in a collaborative and transparent manner to create financial strategies that address their evolving needs.

Thomas Curry is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1997 and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Thomas brings expertise in college education planning, philanthropic planning, retirement income strategies, portfolio management, and financial services tailored for businesses, retirees, executives, and nonprofit organizations. Thomas earned a Bachelor of Science in Finance from the University of Rhode Island and a Master of Business Administration with a finance concentration from Bryant College. His approach emphasizes understanding clients’ life priorities to develop personalized financial strategies aligned with their goals and aspirations. Beyond his advisory role, Thomas is active in his community, serving as an assistant coach for youth hockey and as Vice President of the World War 2 Foundation, a nonprofit organization dedicated to preserving the histories of World War II veterans and survivors. He also supports his children’s sports activities and enjoys cooking, ice hockey, ice skating, and traveling.