Frank Maltais is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has worked with Fidelity since 2005, progressing through various roles including Senior Account Executive, Account Executive, Financial Planning Consultant, Investments Representative, and Financial Representative. Prior to joining Fidelity, he was an Investment Advisor Representative at John Hancock Financial Services. With more than 20 years of experience, Frank has partnered with families, individuals, and institutions specializing in comprehensive investment and wealth planning. He emphasizes building planning relationships through listening, keeping clients well informed, and providing proactive guidance. Outside of work, Frank and his family spend summers lobstering around Penobscot Bay. His personal interests include boating, family activities, fishing, fitness, reading, and skiing.

Jonathan Singer is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides customized financial and investment management strategies to individuals, families, and organizations, focusing on wealth accumulation, preservation, and transfer. Jonathan employs a comprehensive wealth management process that includes portfolio development, liability management, asset preservation, and creating lifetime retirement income streams. He collaborates closely with clients’ attorneys and accountants to address tax, trust, philanthropic, and estate planning matters. With more than 30 years of industry experience, Jonathan joined Bank of America Merrill Lynch Wealth Management in 2003. He holds a Bachelor of Arts degree in Economics from Hobart and William Smith Colleges and maintains professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the Maine Estate Planning Council and serves on the Advisory Board for the Salvation Army. A lifelong Maine resident, Jonathan lives in Cumberland with his wife and two children. His personal interests include biking, boating, ice hockey, music, and spending time with family. He is also involved with the Campaign Cabinet for the United Way of Greater Portland, reflecting his commitment to community participation.

Katherine Storey is Vice President, Wealth Planner at Fidelity Investments. She has been with Fidelity since 2008, progressing through roles including Financial Representative, Private Client Specialist, Investment Representative, Account Executive, Financial Consultant, and Wealth Planner. In her current role, Katherine partners with families and individuals to understand their financial situations, assess goals, and help build confidence in their financial futures. Her extensive experience at Fidelity spans wealth planning and financial consulting. Outside of work, Katherine enjoys boating, skiing, and spending time with family.

Emily Getchell is Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals dedicated to delivering comprehensive planning experiences that strengthen client relationships and enhance guidance standards. In her leadership role, she focuses on supporting advisors in achieving meaningful outcomes for clients and fostering career fulfillment through clarity and confidence. Emily's career in the financial services industry spans over a decade, with progressive roles at Fidelity Investments since 2019, including Vice President, Regional Planning Consultant, and Financial Consultant. Prior to joining Fidelity, she held positions such as Retirement Investment Counselor at Lebel & Harriman, LLP, Financial Consultant at Norton Financial Services, Assistant Portfolio Manager at Ram Trust Services, and various roles at Vanguard, including Relationship Manager and Client Relationship Associate. Outside of her professional work, Emily engages in activities such as music, running, skiing, theater, volunteering, and yoga.

Jeffrey Dunkle is a Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he works closely with clients to develop personalized financial plans that address their individual needs and priorities, utilizing the resources available at Fidelity. His professional experience spans over a decade in the financial services industry. Prior to his current role, he served as a Financial Advisor and Wealth Planning Associate at UBS Financial Services Inc. from 2017 to 2020. Before that, he was a Regional Investment Consultant at MFS Investment Management from 2013 to 2017, and he began his career as an Investment Operations Analyst at Fidelity Investments from 2011 to 2013.