Daniel Massucci

Cynthia Guertin Gileau is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2000, focusing on developing financial strategies for high-net-worth individuals, families, and businesses to help them achieve both short- and long-term financial goals. Her areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. Cynthia holds the Personal Investment Advisor (PIA) designation and earned her Bachelor's Degree from the Florida Institute of Technology. She also completed her high school education at Plainfield High School.

Nat Nunn is a Senior Financial Advisor with Merrill Lynch Wealth Management and a partner on the Ellison Kibler & Associates team. The group is one of the oldest and largest in the country at Merrill, with over 39 years of experience providing wealth management advice and guidance to high-net-worth individuals, families, private business owners, corporations, foundations, endowments, and retirement plans. Nat’s practice includes a core focus on exit planning for private business owners. Nat offers expertise in a broad range of client focus areas including executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Nat is a Personal Investment Advisor (PIA) and holds a bachelor's degree from the University of the South. In addition to professional responsibilities, Nat is involved in community activities, volunteering with local organizations. Personal interests include adventure sports, fishing, golfing, hunting, spending time with family, and traveling. Nat’s approach centers on connecting all aspects of a client’s financial life to prioritize and pursue their most important goals.

Manlio DiRocco is a Financial Consultant I at Fidelity Investments, where he currently supports clients in managing their financial plans. He has been with Fidelity Investments since 2021, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative I, II, and III before his current position. His experience at Fidelity Investments spans client relationship management and investment solutions, providing him with a foundation in financial consulting. Manlio holds insurance licenses in Arkansas and California, enabling him to offer insurance-related advice as part of his services. Outside of his professional role, Manlio's personal interests include family activities, fishing, fitness, hiking, motorcycles, and traveling.