Christopher Cahill

Neel Koladiya is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides financial guidance and investment strategies to clients seeking to manage and grow their assets. Neel holds professional designations as a Personal Investment Advisor (PIA) and a Retirement Accredited Financial Advisor (RAFA), reflecting his expertise in personal investing and retirement planning. He completed his high school education at Hamden High School. No additional information about personal interests or community involvement is available.

David Haslam is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2011, he has worked with individuals, families, and businesses to create personalized financial strategies that align with their goals and risk tolerance. His expertise includes retirement planning, family wealth management, business financial strategies, tax minimization, and legacy planning. David employs a disciplined approach supported by Merrill's market research, technology, and specialized teams to help clients pursue their financial objectives. David holds a Bachelor's Degree in Business from St. Leo University and has 30 years of experience in business finance, management, and development. He is a Personal Investment Advisor (PIA) and focuses particularly on assisting those near or in retirement, as well as entrepreneurs and business owners seeking both short- and long-term financial strategies. David is committed to delivering service in a family office environment tailored to meet and exceed client expectations. Outside of his professional role, David participates in community activities, including volunteering with the United Way of Marion County. He enjoys boating, cooking, fishing, music, photography, traveling, and spending time with his wife Tammi and son Gavin, often engaging in sporting events and outdoor activities throughout Florida.

Dorothy Carpenter is a Financial Consultant at Fidelity Investments, where she has been working since 2019. She partners with clients to understand their financial objectives and develop customized financial plans tailored to meet their individual needs. Dorothy emphasizes a collaborative approach, beginning with a thorough understanding of each client's situation, followed by discussing strategies that prioritize their interests, and providing ongoing assistance to keep their financial plans on track. Dorothy has accumulated extensive experience at Fidelity Investments, holding various positions since 2011. Her roles have included Investment Consultant, Relationship Manager, Retirement Relationship Manager, Retirement Solutions Representative, High Net Worth Associate 1, and Financial Service Representative. This progression reflects her broad expertise in financial consulting and client relationship management. Outside of her professional commitments, Dorothy enjoys family activities, exploring culinary experiences as a foodie, watching football, horseback riding, and traveling.

Dustin Shaw is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He began his career as a Financial Advisor at Raymond James & Associates from 2006 to 2008, followed by a role as Financial Advisor at Merrill Lynch from 2008 to 2010. In his professional practice, Dustin focuses on guiding clients through their financial decisions by understanding their personal and business stories and goals. He emphasizes honesty, experience, and communication as foundational elements in building client relationships and works alongside clients to achieve their definition of financial success. Outside of his professional responsibilities, Dustin enjoys boating, camping, golf, hiking, outdoor adventures, and traveling.