Daniel Fazah is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works one-on-one with clients to understand their financial goals and develop strategies to address their short-, mid-, and long-term objectives. He provides ongoing advice and guidance, helping clients manage a variety of priorities including investing, retirement planning, and saving for unexpected expenses. Additionally, he connects clients with Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Daniel brings expertise in creating portfolio strategies tailored to individual client needs and adapting these strategies as circumstances change. He holds the Personal Investment Advisor (PIA) professional designation and earned a Bachelor's Degree from Rhode Island College. His approach emphasizes uncovering what matters most to clients and their families to support the pursuit of their financial goals.

Caitlin Zinno is a financial advisor at Citizens Securities, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James and Merrill. Citizens Securities serves a broad retail client base with investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory program using ETF-based portfolios alongside managed accounts and operates as a broker-dealer and insurance agency.