Portland, ME Middle Street Office

Dillon Burns is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He has held various roles at Fidelity Investments since 2018, including Investment Consultant, Client Relationship Manager, and Financial Representative. His experience encompasses client relationship management and investment consulting. Dillon's approach focuses on understanding each client's past, present, and future to collaborate effectively throughout the financial planning process. He aims to help clients implement plans that align with their unique goals and preferences, ensuring that today's financial decisions support their future priorities. Outside of his professional role, Dillon enjoys hiking, skiing, attending concerts, and playing board games.

John Cesere is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he worked as a Relationship Manager at Fidelity Investments from 2025 to 2026, and as a Financial Representative from 2023 to 2024. In his current role, John focuses on developing financial plans that align with the specific goals and motivations of his clients and their families. John takes a collaborative approach to financial planning, emphasizing clear communication, education, and thoughtful guidance to help clients make informed decisions as their needs change. He believes that strong financial planning begins with building strong relationships and understanding what matters most to his clients. Outside of his professional career, John has interests in photography, scuba diving, soccer, surfing, and traveling.

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.

Amanda Kabantu is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Before joining Fidelity, she held various roles including positions at Bentley University and as a waitress at Bruno’s Restaurant in Portland, Maine. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Dustin Fier is a Financial Consultant at Fidelity Investments, a role he has held since 2022. Prior to this, he progressed through several positions within Fidelity, including Planning Consultant from 2021 to 2022 and Investment Consultant from 2020 to 2021. His earlier experience includes roles such as Retirement Planner at HUB International from 2016 to 2020, Retirement Education Specialist at Norton Financial Services from 2014 to 2016, Financial Advisor at USAA Financial Services from 2010 to 2014, and Financial Representative at Northwestern Mutual from 2008 to 2010. Throughout his career, Dustin has focused on personalized financial planning and collaboration to help clients build value and trust. He uses a variety of tools and resources to address the financial goals important to his clients and their families. He holds a California Insurance License. Outside of his professional work, Dustin enjoys activities such as camping, hiking, outdoor adventures, running, skiing, and traveling.

Jasmine Ferrante is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held various positions across multiple sectors including education and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a systematic investment process that combines proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Kevin Davis is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2014, advancing through multiple roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2026. Throughout his career at Fidelity, Kevin has focused on goal-based financial planning. He partners with clients to create customized wealth plans that adapt to their changing life circumstances. His approach emphasizes understanding clients' priorities to provide trustworthy advice and support. Outside of his professional role, Kevin enjoys boating, family activities, golf, hiking, and spending time at the lake.

Christopher Thomas is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He brings a comprehensive approach to financial planning, emphasizing the development of personalized plans that focus on clients' priorities and goals. Christopher values building personal relationships and understanding what his clients aim to achieve. His career in the financial services industry spans over two decades, beginning in 2001 at Fidelity Investments as a Premium and Service Trader. He has held various roles within the company, including Private Access Relationship Manager, Branch Service Manager, Account Executive, and Financial Consultant. Prior to his current role, he worked as a Financial Consultant at Charles and Co. from 2012 to 2013.

Geoff Hight is currently serving as a Market Leader. He has held various roles at Fidelity Investments since 2007, including Vice President, Regional Planning Leader from 2022 to 2025, Vice President, Branch Leader from 2015 to 2022, Assistant Branch Manager from 2014 to 2015, Vice President, Senior Account Executive from 2012 to 2014, Account Executive from 2010 to 2012, Investments Representative from 2008 to 2010, and Financial Representative from 2007 to 2008. Throughout his career, Geoff has developed expertise in leading teams and managing branch operations within Fidelity Investments. His approach focuses on building meaningful relationships and partnering with clients to create customized financial plans aligned with their individual goals. The information provided does not include details regarding his education, credentials, personal interests, or community involvement.

Jack Lithgow is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2026. He has held various roles within Fidelity Investments since 2021, including Planning Consultant, Relationship Manager, and Financial Representative. Jack focuses on integrating planning and investment guidance to assist clients in building a confident financial future. Throughout his career at Fidelity Investments, Jack has supported clients at different stages of their financial journey, emphasizing clarity, care, and peace of mind. His professional experience encompasses financial planning and relationship management, aiming to foster client success. Outside of his professional work, Jack enjoys boating, attending concerts, fishing, playing golf, spending time at the lake, and caring for pets.

Kate Kerrigan is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She has held various roles within the company, including Investment Consultant (2024-2025), Planning Consultant (2023-2025), Relationship Manager (2022-2023), and Financial Representative (2021-2022). Her professional focus is on building personalized financial plans tailored to clients' goals and preferences. Kate holds a California Insurance License, enabling her to provide clients with guidance on various insurance products as part of their financial planning. She is committed to helping clients and their families enjoy life to the fullest through strategic financial planning.

Melody Cole is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2022, progressing through positions including Customer Relationship Advocate, Financial Representative, and Relationship Manager. Her professional experience encompasses client relationship management and financial planning. Melody holds an Arkansas Insurance License, which supports her work in advising clients on financial matters. Outside of her professional role, Melody engages in family activities and enjoys outdoor pursuits such as hiking, running, skiing, and traveling.

Courtney Sullivan is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She partners with individuals and families to create holistic financial plans tailored to their goals and needs, focusing on building and reviewing strategies to enhance efficiency and comfort. Courtney has accumulated experience within Fidelity Investments in various roles, including Investment Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. Prior to that, she worked as an Investor Services Associate at Putnam Investments and as a Support Associate at Baystate Financial, both in 2021.

Derek Kelley is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he worked as a Relationship Manager at Fidelity Investments from 2024 to 2026, and as a Financial Representative at the same company in 2024. He began his career as an intern at IIS Financial Services from 2022 to 2024. Derek focuses on helping clients understand their financial choices and build personalized financial plans to enable confident decision-making. Outside of his professional role, Derek has personal interests that include baseball, golf, music, soccer, theater, and traveling.

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.