Hernando Paredes

Greg Giandalone is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. He adopts a goals-based approach to financial planning, focusing on understanding clients' priorities to guide their financial strategies. Greg is a CERTIFIED FINANCIAL PLANNER® professional and a U.S. Army Veteran, which informs his disciplined and client-focused methodology. Greg's professional experience spans several prominent financial institutions. Prior to his current role, he worked as a Senior Financial Consultant at TD Ameritrade from 2016 to 2020. He also held positions as a Wealth Management Client Associate at Ameriprise Financial and Merrill Lynch, as well as a Financial Advisor at Merrill Lynch, and a Stockbroker at John Thomas Financial and E-1 Asset Management. Outside of his professional work, Greg engages in activities related to family, fitness, military service, pets, tennis, and volunteering.

James Mcintosh is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over twenty years of experience in the financial services industry, focusing on helping clients pursue their long-term personal and investment goals through personalized financial strategies. His client services include education planning, legacy planning, personal retirement planning, portfolio management, tax minimization, retirement income, and services for endowments, foundations, and non-profits. James began his career in 2000 and has held positions at Prudential Financial, Citigroup Asset Management, and UBS Financial Services before joining Merrill in 2009. He holds Series 7 and 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. James is a Phi Beta Kappa graduate of the University of Connecticut Honors Program, where he earned his bachelor's degree. Residing in Greenwich, Connecticut, James is active in community and cultural organizations, including the Connecticut Ancestry Society, Fairfield County Gaelic America Club, and the University of Connecticut Alumni Association. He enjoys genealogical research, hiking, music, reading, singing, spending time with his family, traveling, and writing.

Michael Pearson is a Wealth Management Advisor and co-leader of The Linke-Pearson Group, a boutique wealth management practice within Merrill Lynch Wealth Management based in Stamford, Connecticut. He serves high-earning executives, business leaders, and first-generation wealth creators, focusing on transforming financial complexity into clarity for clients with structurally complex financial lives. His approach integrates investment management, executive compensation strategies, wealth transfer, estate planning, and institutional consulting for retirement plans and nonprofits. With over 15 years of experience, Michael holds a Bachelor's Degree from the University of Connecticut and multiple professional designations including CFP®, CFA, ChFC®, CAIA®, CPWA®, and CPFA. He and his team manage over $1.7 billion in client assets (as of December 2025), delivering goal-based planning and data-driven investment processes tailored to the unique needs of their clients. Michael also contributes to the profession through speaking engagements and involvement with advisory networks. Michael is a member of the Estate Planning Council of Fairfield County and participates as a mentor at the University of Connecticut's School of Business. Outside of his professional work, he enjoys adventure sports, cooking, gardening, hiking, horseback riding, photography, reading, running, woodworking, and spending time with his family.

David Lewson is a Senior Financial Advisor at the Ridgefield Merrill Lynch Wealth Management office. He works with a select group of families and businesses to develop strategies aimed at creating, growing, preserving, and managing their wealth. David combines the personalized service of a small financial advisory boutique with the extensive resources and capabilities of one of the world's leading financial institutions. With over two decades of experience in the financial services industry, David specializes in areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, individual and corporate investment strategy, and retirement income. He holds multiple professional designations including the Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David earned a Bachelor of Science degree from Rensselaer Polytechnic Institute in 1986. David resides in Redding, Connecticut with his wife, Beth. He has been active in his community, serving as a member of the Redding Board of Education and the Redding Board of Ethics, as well as a trustee of the Western Connecticut Academy of International Studies Magnet School and a board member of Education Connection.

Clark Giles is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in retirement planning and portfolio management. He works with individuals seeking professional investment management and financial planning tailored to various stages of life. Clark holds a bachelor's degree in Economics and Computer Science from Providence College. He maintains Series 7, 63, and 65 FINRA registrations and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Outside of his professional work, Clark enjoys fishing, football, hiking, and skiing.