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. He has been in the financial services industry since 1983 and joined Merrill Lynch in 2015. His work primarily focuses on serving business owners, entrepreneurs, and corporate executives, addressing their distinct wealth management needs including financing, succession strategies, employee benefits, and complex financial planning. James holds the FINRA Series 7 and Series 66 registrations and the designation of Personal Investment Advisor (PIA). He earned his Bachelor's degree from William Paterson University. His approach to wealth management involves a detailed, consultative process that considers clients’ financial situations, goals, time horizons, liquidity needs, and risk tolerance. Leveraging Merrill Lynch’s resources, he offers strategies including portfolio management, stock option analysis, retirement planning, risk hedging, equity position monetization, and wealth transfer services. As a Senior Portfolio Advisor, he can manage custom investment strategies and discretionary portfolios through the firm’s Investment Advisory Program. Outside of his professional role, James participates in community organizations including the Appalachian Mountain Club, Red Cross, and USO. His personal interests include adventure sports, hiking, yoga, and spending time with his family. He emphasizes building long-term client relationships grounded in trust, credibility, and confidence.

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.

Eirini Emmanouilidou is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She joined Fidelity Investments in 2021 and has held several roles including Planning Consultant, Relationship Manager, and Financial Representative. Eirini has experience in helping families navigate financial transitions by developing personalized strategies that align with their goals and values, aiming to provide long-term financial security. Prior to her tenure at Fidelity Investments, she worked at Santander Bank as a Branch Manager and Relationship Banker. Her approach focuses on simplifying financial complexities so clients can concentrate on their priorities.

Hayriye Aslan is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over twenty-one years of experience in the investment and financial services industries. She supports clients by developing personalized financial strategies tailored to their individual goals, drawing upon a holistic approach to wealth management. In her role as a Senior Financial Advisor and Senior Portfolio Advisor, Hayriye assists clients with a range of services including college education planning, family wealth management, retirement planning, tax minimization, and investment strategy, among others. Prior to joining Merrill Lynch Wealth Management, Hayriye gained experience in the stock, bond, and repo markets, and has expertise in annuities, life insurance, and consumer banking. She holds an MBA in Finance from the University of Hartford and a Bachelor's degree from Bilkent University. Hayriye has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is committed to putting her clients’ needs first and continues to expand her knowledge through various training and certification programs. Outside her professional pursuits, Hayriye participates in community volunteer activities. Her personal interests include cooking, interior decorating, music, reading, soccer, and spending time with her family.

Shannon Smith is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with Wealth Management Advisors to understand clients' unique service and financial planning needs and assists them in working towards their personal financial goals. Shannon's career at Fidelity Investments began in 2018 as a Customer Relationship Advocate. She progressed through several roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming her current position in 2024. This progression reflects her experience in client relationship management and financial planning. No additional information about Shannon's education, credentials, personal interests, or community involvement has been provided.

Jonathan Johnson is a Senior Vice President and Senior Financial Advisor in the Farmington Merrill Lynch Wealth Management office. He specializes in family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Jonathan works directly with clients through personal consultations to set quantifiable goals and develop long-term financial strategies. With more than 30 years of experience in the financial services industry, including over 27 years at Merrill Lynch, Jonathan has established expertise supported by his Chartered Retirement Planning Counselor (CRPC) designation and Personal Investment Advisor (PIA) credential. He earned a bachelor's degree from Central Connecticut State University and a master's degree in finance from the University of Connecticut. Jonathan has been a member of the Connecticut State Teachers Retirement Board since 2007 and has served on the board of Amy’s Angels, a nonprofit organization providing assistance to individuals and families dealing with serious illness or injury, since 2015. His personal interests include golfing, hiking, photography, racquetball, reading, tennis, and traveling.

Denise Yuu is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized wealth management strategies that align with their full financial picture and evolving market conditions. Denise provides access to Merrill's investment insights alongside the banking and lending solutions of Bank of America to support clients in pursuing their financial goals. Denise holds a Personal Investment Advisor (PIA) designation and earned a Master's Degree from Columbia Business School as well as a Bachelor's Degree from Simmons College. She follows Merrill’s tradition of community involvement by volunteering with local organizations. Her approach centers on connecting all aspects of a client’s financial life to prioritize and pursue the goals that matter most.