PGP Investment Advisors (LPL Financial)
Senior Partner / Financial Advisor
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Free consultation — call with no strings attached.
About Dave
In Dave's own words
Dave Ross has spent more than fifteen years in financial services, including several in estate planning — which means he is comfortable in the part of the conversation most people would rather skip. He's a Senior Partner at PGP Investment Advisors in Southington, working with families on retirement, investments, college funding, life insurance, and long-term care. If you've changed jobs and left a retirement account behind somewhere, that's a good thread to pull. Dave is HUDDLE's Vice President. Securities and advisory services offered through LPL Financial, Member FINRA SIPC.
Dave Ross, Jr. is a Senior Partner and financial advisor with PGP Investment Advisors (LPL Financial) in Southington, CT, with over 15 years in financial services—including years in estate planning with The Hartford. He focuses on the full retirement-planning process and takes a personalized approach to each client, helping individuals and families plan for retirement, college, life insurance, and long-term care. Dave also serves as HUDDLE's Vice President. (Securities and advisory services offered through LPL Financial, Member FINRA/SIPC.)
Ideal referral
Anyone approaching retirement, changing jobs with a 401(k) to roll over, receiving an inheritance, or who simply doesn't have a financial plan yet.
What makes Dave different
Why Dave vs. a product-pushing salesperson: 15+ years of experience and an estate-planning background, with a personalized plan built around each client's goals—a relationship-driven advisor focused on your retirement, not a quota.
Keller Williams Realty – The Miale Team
Erin Anderson is a residential real estate agent and Director of Growth with The Miale Team at Keller Williams Realty, serving West Hartford, Newington, and the Greater Hartford area. She guides buyers and sellers through every step of the transaction—pricing, marketing, negotiation, and closing—backed by the resources of one of the region's most active real estate teams.
Newberry Insurance Group
Allison Bannerman handles personal lines insurance at Newberry Insurance Group, an independent agency that has served Connecticut and New England since 1913. As part of an alliance representing 25+ carriers, Newberry can shop more companies than most agencies to match individuals and families with the right coverage at a competitive rate—and because they're independent, the focus stays on the client's needs, not one carrier's products.
Compass Mediation CT
Aaron Bowman is the mediator behind Compass Mediation CT, helping people navigate conflict with dignity and resolve disputes outside of court through a calm, neutral, and confidential process. Mediation is typically faster and far less expensive than litigation. Aaron offers a free 15-minute introductory call, and works by appointment and virtually across Connecticut. (Compass Mediation is not a law firm.)
Members Dave regularly works alongside — the people you're likely to need next.
Setting up commercial premises? Also useful:
Newberry Insurance Group
Allison Bannerman handles personal lines insurance at Newberry Insurance Group, an independent agency that has served Connecticut and New England since 1913. As part of an alliance representing 25+ carriers, Newberry can shop more companies than most agencies to match individuals and families with the right coverage at a competitive rate—and because they're independent, the focus stays on the client's needs, not one carrier's products.
Technology On Call
Technology On Call (Paul Berg, "The Tech Doctor") is your one trusted partner for business growth through IT support, websites, social media & SEO, marketing, video, and AI—practical, jargon-free help that saves time, wins customers, and makes your business look like the real deal, online or at your door across Connecticut. Paul has been in business for over five decades, holds an engineering degree from RPI, and founded Technology On Call in 1995 to help owners transform and grow their companies.
Datapay Payroll
David Kaletski works with Datapay Payroll, a West Hartford-based payroll provider that beats national competitors' rates by 30–40% while delivering responsive, local, personal service. Datapay helps small and mid-sized employers run payroll accurately and on time, stay compliant, and add on the HR tools they need as they grow. David also serves as HUDDLE's Membership lead.
Colliers International
Christian Dietz is a Senior Associate and commercial real estate broker with Colliers International in Hartford, CT. He represents businesses, investors, and property owners in the purchase, sale, and leasing of commercial property, backed by Colliers' market data and national platform.
Allison Bannerman — Insurance, Paul Berg — IT & Media Services, David Kaletski — Payroll Services, Christian Dietz — Commercial Real Estate
Also useful when you're running a business:
Payment Fellow
Andy Willauer is a Senior Account Manager with PayHub Payments—a Connecticut-based, family-owned processor (since 2008) that's locally rooted but nationally trusted. Andy helps businesses accept cards affordably with transparent pricing, no hidden fees, and no long-term contracts. He reviews merchants' current statements for savings, sets up Clover POS, online, and mobile solutions (including QuickBooks integration), and offers next-day funding with responsive local support.
Harper & Whitfield, PC
Wendy Reola is a Manager and Enrolled Agent with Harper & Whitfield, PC, based in the firm's Simsbury office. As an Enrolled Agent—federally licensed to represent taxpayers before the IRS—she helps individuals and businesses with tax preparation, planning, and accounting. Wendy also serves as HUDDLE's Treasurer/Secretary.
Andy Willauer — Payment Processing, Wendy Reola — Tax & Accounting
Standing up a new business? You'll likely also need:
KTJones Management Consulting
Kristen Tangarone is a business operations consultant and Fractional COO at KTJones Management Consulting in New Hartford, CT. She helps small businesses streamline operations, develop leadership, and put data-driven strategy to work—building the systems and processes that let owners scale without burning out, with executive-level operational leadership and no full-time hire required.
Kristen Tangarone — Business Consulting
Going through a family transition? Also helpful:
Keller Williams Realty – The Miale Team
Erin Anderson is a residential real estate agent and Director of Growth with The Miale Team at Keller Williams Realty, serving West Hartford, Newington, and the Greater Hartford area. She guides buyers and sellers through every step of the transaction—pricing, marketing, negotiation, and closing—backed by the resources of one of the region's most active real estate teams.
The Growth Chapter, LLC
Ashley Chambrello is a counselor and therapist and the owner of The Growth Chapter, LLC in Rocky Hill, CT, serving clients across Connecticut via telehealth and in person. The practice offers compassionate, evidence-based mental health care for children, adolescents, adults, couples, and families—including Brainspotting therapy and Gottman-based couples work—and accepts all major Connecticut insurances (Anthem, Aetna, Cigna, ConnectiCare, United, and Medicaid).
Orzolek Moving Services, LLC
Josh Orzolek is the owner of Orzolek Moving Services, LLC, a local Connecticut moving company. Josh and his team handle residential and small-business moves—loading, transport, and labor-only help—with a focus on care, reliability, and treating customers' belongings as their own.
Compass Mediation CT
Aaron Bowman is the mediator behind Compass Mediation CT, helping people navigate conflict with dignity and resolve disputes outside of court through a calm, neutral, and confidential process. Mediation is typically faster and far less expensive than litigation. Aaron offers a free 15-minute introductory call, and works by appointment and virtually across Connecticut. (Compass Mediation is not a law firm.)
Erin Anderson — Real Estate, Ashley Chambrello — Mental Health Counseling, Josh Orzolek — Moving Services, Aaron Bowman — Mediation
Planning a retirement or senior move? Also useful:
GCGH Law
Keith Hathaway leads Hathaway Law, one of Connecticut's most trusted real estate closing practices, with 20+ years in business and more than 20,000 closings completed. The firm handles residential closings, commercial transactions, and investor legal services with flat-fee pricing, direct attorney access, and a 24-hour contract-review turnaround—making closings smooth and surprise-free for buyers, sellers, agents, and investors.
Keith Hathaway — Legal
