Carter Easley is a financial advisor at Apella Wealth in West Hartford, CT. He holds a Series 65 designation and has been in the industry since 2025. His prior work experience includes roles at PBMares Wealth Management LLC and Unum Insurance Company. Apella Wealth serves individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach and integrates proprietary and third-party tools to manage diverse account types and client needs.

Matthew Di Battista is a CFP® and Series 65-registered advisor at Apella Wealth with two years of industry experience. His prior work history includes roles at SS&C Technologies and Western New England University. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a model-driven and quantitative investment approach, offering a range of solutions such as discretionary and non-discretionary management, separately managed accounts, held-away portfolio advice, and automated advisory services.

Kathleen Duffy is a CFP® and ChFC® with 28 years of experience in the financial services industry. She has worked at Apella Wealth since 2025 and previously spent 18 years at Independence Wealth Advisors Inc. and nine years at Ameriprise. Apella Wealth serves a diverse range of clients including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a model-driven and quantitative approach to investment management, integrating proprietary and third-party tools to accommodate held-away assets and provide customized solutions across a broad client base.

Seth Hoffman is a financial advisor at Apella Wealth with 22 years of industry experience. He holds a Series 65 designation and previously spent 22 years at American Investment Services, Inc. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven and quantitative approach to investment management, offering a range of solutions such as discretionary and non-discretionary management, separately managed accounts, financial planning, and automated advisory options.

Mary Ellen Deroche is a financial advisor at Apella Wealth with 10 years of industry experience and holds a Series 65 credential. She previously worked at Barker Financial Group Inc. and currently serves as Trustee of a family trust. Apella Wealth serves a diverse range of individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies, using a model-driven, quantitative investment approach combined with various portfolio management strategies and technology integrations.

Addison Pock is a CFP® with 15 years of industry experience. He is currently affiliated with Apella Wealth and has previously worked at PBMares Wealth Management, LLC and PBMARES LLP. Apella Wealth serves a diverse range of individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach and offers a variety of solutions such as discretionary and non-discretionary management, separately managed accounts, and automated advisory services.

Phillip Calandra is a financial advisor at Apella Wealth with 18 years of industry experience. He holds a Series 65 credential and has previously worked at several firms including Retirement Wealth Advisors, Inc., Calandra Financial, LLC, and Planmember Securities Corporation. Apella Wealth serves a diverse range of clients such as individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a model-driven, quantitative investment approach and offers a variety of services including discretionary and non-discretionary management, separately managed accounts, financial planning, and automated advisory options.

Shawn O'Sullivan Jr. is a CFP® with five years of industry experience, currently serving as a financial advisor at Apella Wealth in West Hartford, CT. He has worked at Apella Capital, LLC since 2017 and also spent time at Symmetry Partners, LLC. Prior to his advisory career, he was involved with Warning Lights, Inc. for five years. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach with a range of solutions from discretionary management to automated advisory services.

Patrick Sweeny is a financial advisor at Apella Wealth with 32 years of industry experience. He has been with Apella Capital, LLC since 2014 and previously worked at Symmetry Partners, LLC for 31 years. He holds a Series 63 designation. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a model-driven, quantitative investment approach and integrates proprietary and third-party tools to manage both discretionary and non-discretionary portfolios.

Jamison Mc Andie is a CFP® with five years of industry experience, currently advising at Apella Wealth since 2023. His prior roles include positions at LPL Financial and Waddell & Reed. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach with offerings such as discretionary management, sub-advisory services, and an automated advisory option.

Logan Wetzel is a financial advisor at Apella Wealth in West Hartford, CT, with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Vanguard Group and Sarian Strategic Partners. Prior to his advisory career, he was affiliated with Villanova University for five years. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a model-driven, quantitative investment approach with specialized strategies for equity and fixed income, integrating proprietary and third-party tools to support its multi-team advisory platform.

Taylor Cock is a financial advisor with Apella Wealth in West Hartford, CT, holding a Series 65 designation and nine years of industry experience. He has worked at Apella Wealth since 2021 and was previously with Vestory, LLC from 2016 to 2020. Apella Wealth serves a diverse clientele including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a model-driven, quantitative investment approach with a range of solutions such as discretionary management, separately managed accounts, financial planning, and an automated advisory option.

Mark Prendergast is a CFP® with 20 years of industry experience, currently serving at Apella Wealth. His prior experience includes 16 years at Inspired Financial LLC and over 40 years operating as Mark L. Prendergast CPA. Since 2012, he has served on the Board of Directors for Regency Investment Advisors, Inc. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven and quantitative investment approach, offering solutions such as separately managed accounts, held-away portfolio advice, and sub-advisory services.

Luis Salinas is a CFP®, ChFC®, and Series 66 registered advisor with 11 years of industry experience. He is currently with Apella Wealth and has previously worked at LPL Financial and Northwestern Mutual in various capacities over nine years. Luis is based in West Hartford, CT. Apella Wealth serves individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a model-driven, quantitative investment approach with a range of portfolio solutions and integrates technology and third-party managers to support its offerings.

Stephanie Murphy is a CFP® certificant with seven years of industry experience. She is currently with Apella Wealth and previously worked at ClearLogic Financial, Inc. and AHRI. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven and quantitative investment approach, offering a range of services from discretionary management to financial planning and automated advisory solutions.

Douglas Huddleston is a CFP® with 16 years of industry experience. He is currently with Apella Wealth and has previously worked at Barker Financial Group, Inc. for 16 years. Apella Wealth serves a broad range of individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach with a focus on factor-based equity strategies and duration- and credit-conscious fixed-income allocations.

Michael Maglieri is a CFP® professional at Apella Wealth with six years of industry experience. He previously worked at PBMares Wealth Management and Stone Street Capital. He is also licensed as an insurance agent for various companies. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach with offerings that include discretionary management, separately managed accounts, financial planning, and technology-enabled solutions.

Kyra Morris is a CFP® professional with 22 years of industry experience. She is currently with Apella Wealth and previously led Morris Financial Concepts for over 25 years. Outside of advisory work, she serves as president of Morris Tax Planning, LLC, a firm that provides tax preparation and bookkeeping services. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach with offerings ranging from discretionary management to held-away portfolio advice and automated advisory options.

Andrew Chaffee is a CFP® and holds a Series 65 license with three years of industry experience. He is currently an advisor at Apella Wealth and previously worked at ClearLogic Financial, Inc., Cambridge Investment Research Inc., Bishoff Financial Group, Leidos, Leonardo DRS, and Roboteam, Inc. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm utilizes a largely model-driven, quantitative investment approach with a range of services including discretionary and non-discretionary investment management, financial planning, and an automated advisory option.

Audrey Johnson is a CFP® professional at Apella Wealth with one year of industry experience. Prior to joining Apella Wealth, she worked at Perfected Wealth Management and has held various roles in both the financial and service industries. She also has experience with Casi Cielo Events & Flowers, indicating involvement in entrepreneurial activities outside of finance. Apella Wealth serves individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach with a focus on factor-based equity strategies and duration- and credit-sensitive fixed income, integrating proprietary and third-party tools to support portfolio management and client service.