Anita Roberts

Dave McCary, CFP®, CPWA®, CRI®, MBA, serves doctors, business owners, commercial real estate owners, and ultra-high net worth family members nationwide who want to create family wealth across generations in a tax efficient manner. He is their outsourced CFO and CIO to their CEO. Dave also acts as Investment Advisor to his clients' business retirement plans, sharing their Plan Sponsor ERISA liability for safe investing for them and their employees. His quality retirement plan advising results in a strong employee benefit package that helps clients attract top talent into their businesses. As a former Private Banker for a large NYC commercial bank (now part of JP Morgan), investment officer for a Aetna Life Insurance in Hartford, entrepreneur in commercial real estate serving clients including JP Morgan, Citibank's Alternative Asset Group, Greenwich Capital, and Allied Capital, and co-Founder and lead Advisor to his family's Virtual Family Office since 2001, Dave has the experience and hard-earned wisdom needed to be an effective fee-only fiduciary Advisor to his clients. In his community, Dave is a respected Trustee helping oversee over $100 million for the following groups: 1) University of Hartford Art School; 2) Connecticut Museum of History; 3) Colt Family Bequest; and 4) Episcopal Bishops of Connecticut Endowment. Outside of work, Dave enjoys family time while also pursuing skiing (PSIA Certified ski instructor), photography (www.dwmccary.com), biking (pedal and motorized), golf, and flying small planes. Dave lives in West Hartford with his wife, and together they have three adult children and four grandchildren.

Basia Pietrzak is currently serving as a Branch Leader at Fidelity Investments, a position she has held since 2022. In this role, she is responsible for delivering customer service and supporting her team through coaching, feedback, and recognition. Prior to this, she held several roles at Fidelity Investments including Client Services Team Leader, OBTL, and CRM. Her professional experience also includes positions at Fairbanks Wealth Management as an Account Executive and at Janney Montgomery Scott as a Registered Client Associate and Assistant Branch Manager. Basia's work focuses on leadership, client services, and team development within the financial services sector. Outside of her professional responsibilities, Basia has personal interests that include cooking and baking, fitness, pets, and reading.

James Stewart is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 30 years of experience in the financial services industry, he focuses on serving business owners, entrepreneurs, and corporate executives by addressing their unique wealth management needs. His expertise includes executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, socially responsible investing, tax minimization, and retirement income planning. James began his career in 1983 and joined Merrill Lynch Wealth Management in 2015. He holds a Bachelor's Degree from William Paterson University and is a Personal Investment Advisor (PIA). James holds FINRA Series 7 and Series 66 registrations. His approach involves in-depth consultations to understand clients' financial situations and goals, followed by customized wealth plans that integrate accumulation, preservation, tax planning, and inter-generational wealth transfer. He collaborates with affiliated professionals to implement complex strategies as needed. Outside of his professional role, James enjoys adventure sports, hiking, yoga, and spending time with his family. He is involved with several community organizations, including the Appalachian Mountain Club, CAST Coalition Against Slavery and Trafficking, Disabled American Veterans, Middlesex Chamber of Commerce, Shriner's Children's Hospital, St Jude's Children's Hospital, and a nutrition coalition. His community involvement also extends to the Red Cross, USO, and Wounded Warrior programs.

George Silvester is a Financial Advisor with Merrill Lynch Wealth Management, serving as a member of the Boston Executive Services Team since 2017. He works primarily with founders, executives, and key associates at both privately held and publicly traded companies, focusing on the intricacies of equity ownership and equity compensation. George's approach begins with understanding what is most important to his clients and assessing their current position relative to their goals, ultimately developing customized financial strategies that align with their evolving life needs, resources, and aspirations. George began his career at Merrill Lynch Wealth Management as a Summer Analyst in 2016, where he developed an understanding of the client-advisor relationship and the collaborative pursuit of clients’ life goals. He holds a Bachelor of Science in Management with a concentration in Finance from Tulane University’s A.B. Freeman School of Business. Additionally, George has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation awarded by the College for Financial Planning, as well as the Personal Investment Advisor (PIA) designation. Outside of his professional work, George’s personal interests include biking, bowling, chess, cooking, golfing, hiking, and reading.

David Chapin is the Vice President, Wealth Planner at Fidelity, a role he has held since 2025. In this position, he partners with individuals and their families to co-create financial plans tailored to their unique needs. Prior to this, he worked as a Financial Consultant at Fidelity Investments in 2025. His experience also includes serving as a Senior Wealth Advisor at Citizens Securities from 2023 to 2024 and as a VP Financial Consultant at Charles Schwab from 2017 to 2023. David's professional background encompasses roles focused on wealth planning and financial consulting, reflecting his expertise in developing financial plans that simplify clients' financial lives. Outside of his work, he enjoys camping, family activities, fitness, hiking, and outdoor adventures.

Michael Denucci is a Wealth Management Advisor and managing partner of DeNucci, Crosby and Associates, a wealth management team based in West Hartford, Connecticut. He began his career with Transamerica Asset Management and joined Merrill Lynch Wealth Management in 1998. In his role, Michael serves as the lead Portfolio Manager for his team, developing customized investment portfolios with strong risk management parameters. With over 25 years of experience at Merrill, Michael focuses on creating personalized financial strategies that address the needs of multiple generations within families. His areas of expertise include retirement income planning, estate planning strategy, inter-generational wealth transfer, education planning, liquidity management, personal retirement planning, portfolio management, tax minimization, and support for women and wealth. He utilizes the resources available through Merrill to help clients advance their personal, family, and philanthropic objectives. Michael holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. He earned his bachelor’s degree from the University of California, Los Angeles (UCLA) in 1996. Michael resides in West Hartford with his wife, Corinne, and enjoys biking, chess, golfing, skiing, and table tennis.