Andrew David leads Connect Advisory Group as CEO & Managing Member. With 25 years of experience and a specialty in insurance planning, Andrew has built his career around one idea: that real financial guidance starts with really knowing the people you serve. He works closely with medical professionals and business owners to build coverage and planning strategies that protect what they've worked so hard to build. Andrew believes the best advice comes from genuine relationships, not transactions, and he brings that same care to every conversation, whether it's in the office or on the Tennis or Pickleball courts.

Noel David serves as Chief Investment Officer and Investment Advisor Representative at Connect Advisory Group. With 28 years of portfolio management experience, Noel brings a steady, disciplined approach to building investment strategies that align with each client's goals and risk tolerance. He's spent his career helping clients navigate changing markets with clarity instead of anxiety, translating complex investment decisions into plans people actually understand and feel confident in. For Noel, sound investing is less about chasing returns and more about building a foundation clients can rely on for the long run.

Hunter Todd is a Financial Consultant and Investment Advisor Representative at Connect Advisory Group. With 7 years of dedicated client service, Hunter brings energy, attentiveness, and a genuine commitment to helping clients feel confident about their financial future. He works closely with the team to support medical professionals and business owners through every stage of their planning, always making sure clients feel heard and understood. Hunter believes that great advice starts with connection and kindness, and he's focused on building relationships that last well beyond the first meeting and on the tennis or pickleball court.