Margi Coutinho-Betancourt is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2015. She has been with Fidelity Investments since 2012, progressing through roles including Investment Consultant and Financial Consultant. Prior to joining Fidelity, she worked at First Command Financial Planning Services from 1991 to 2012, starting as an Administrative Assistant and later becoming a Financial Advisor. Her expertise includes retirement planning, income planning, and wealth planning, working closely with clients to develop customized financial plans that align with their short- and long-term goals. Margi emphasizes building strong relationships with clients based on trust throughout the financial planning process. Outside of her professional work, Margi has interests in cooking and baking, football, golf, theater, traveling, and volunteering.

Katherine Mcsween is a Senior Financial Advisor with Merrill Lynch Wealth Management. In her role, she provides integrated strategy, implementation, and service to a select nationwide clientele, which includes small-business owners, executives, and multi-generational families. She focuses on personalized wealth management strategies to help clients pursue their objectives, managing portfolios that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Katherine also addresses a wide range of client needs, including investment management, trust and estate planning services, credit and banking through Bank of America, retirement planning, and philanthropy. Since beginning her wealth management career in 2007, Katherine has developed expertise in areas such as college education planning, legacy planning, liquidity management, retirement income, tax minimization, and small business strategies. She places particular emphasis on the financial needs of women at various life stages. Katherine holds a Personal Investment Advisor (PIA) designation and earned her bachelor's degree from James Madison University. Outside of her professional work, Katherine embraces fitness as a way of life and enjoys combining sports and workouts with friends and family, especially her children. Her personal interests include cooking, interior decorating, reading, running, swimming, tennis, and writing. She values continual learning and taking on new challenges both in and out of the office.

Nader Tamadon is the Resident Director and Wealth Management Advisor at Merrill Lynch, specializing in providing tailored financial strategies for families and closely held business owners. He focuses on wealth preservation, tax minimization, education funding, estate planning, retirement income navigation, and business succession. With expertise in exit planning, Nader facilitates structured and coordinated approaches for business owners preparing for growth, succession, or a sale, emphasizing pre-liquidity strategies, succession planning, and life-after-sale objectives. His collaborative method involves aligning CPAs, estate attorneys, bankers, and other specialists to support clients' financial goals. Nader holds a Bachelor's degree in Finance from Towson University and an MBA in Management from Hofstra University. He is a CERTIFIED FINANCIAL PLANNER® professional and has earned several industry credentials, including Certified Private Wealth Advisor (CPWA®), Certified Exit Planning Advisor (CEPA), Accredited Wealth Management Advisor (AWMA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Fluent in English and Persian, he also participates in professional and community organizations such as the Tahirih Justice Center and is affiliated with the Baha'i Faith. Outside of his professional work, Nader enjoys baseball, basketball, football, golfing, and spending time with his family.

Richard Harrison is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2009, serving previously as Regional Director from 2021 to 2023 and as Regional Investment Consultant from 2009 to 2021. In his current role, Richard collaborates with clients to develop personalized financial strategies that align with their goals. He emphasizes building relationships based on trust and transparency to support clients in making informed financial decisions and creating long-term plans. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Andrew Arnold is an Investment Consultant at Fidelity Investments, where he supports clients with their planning and service needs. He focuses on forming lasting relationships with clients and helping shape their financial picture for the better. He has been with Fidelity Investments since 2024, starting as a Financial Representative before becoming a Planning Consultant in 2025. Outside of his professional work, Andrew has personal interests that include cooking and baking, fitness, movies, and soccer.

Liam McCracken is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He began his career at Fidelity as a Relationship Manager in 2023 before transitioning to an Investment Consultant position in 2024. In his current role, Liam partners with clients through the financial planning process to develop plans that are appropriate and understandable, focusing on goals such as retirement and other financial objectives. His approach emphasizes collaboration throughout each phase of the client's financial journey. Outside of his professional work, Liam has personal interests that include cars, cooking and baking, football, social events with friends, golf, and music.

Parker Willis is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to develop and implement comprehensive financial plans tailored to their individual needs. He focuses on simplifying investing to ensure clients are comfortable with their financial strategies. Willis has been with Fidelity Investments since 2015, progressing through roles including Financial Services Representative, Financial Representative, Relationship Manager, and Investments Consultant before becoming a Financial Consultant in 2022. Prior to joining Fidelity, he worked as a Mortgage Loan Officer at EverBank from 2013 to 2014.

Raymond Hasser is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing more than 40 years of experience serving client families. Since beginning his wealth management career in 1982, he has worked closely with a diverse clientele, often across multiple generations. His background as a police officer and Military Police in the Army informs a disciplined and thoughtful approach to financial advising, emphasizing goals-based strategies tailored to clients' individual concerns and aspirations. Ray focuses on helping clients navigate areas such as college education planning, family wealth management, managing new wealth, personal retirement planning, portfolio management, special needs planning, tax minimization, and retirement income. He emphasizes a personalized, boutique-like experience by meeting clients in their homes and coordinating proactively with their CPAs and attorneys to align tax and estate planning strategies. His appreciation of behavioral finance shapes his customization of portfolios to align with clients’ comfort levels regarding risk. Ray holds a Personal Investment Advisor (PIA) designation and earned high school diplomas from Ohio University and Wright State University. Outside of his professional role, he enjoys biking, reading, traveling, woodworking, and yoga. He is proud of his family, including his wife Sue and their five grown children.