Kathleen Parks is a CFP®-certified financial advisor at Apella Wealth with 22 years of industry experience. She has worked at Apella Capital since 2017 and previously held roles at Symmetry Partners, Patriot Investment Management Group, and R.W. Sidley, where she also served as a director of a privately held concrete company. Parks has been involved with the Financial Planning Association since 1997 and was a member of the Knoxville Rotary Club for 18 years. 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 a range of portfolio solutions and integrates advanced technology and third-party managers in its processes.

Samuel Marrella is a CFP® with 41 years of industry experience. He is currently with Apella Wealth and has previously worked at Raymond James Financial and operated several of his own financial firms. He is also the author of a book available on Amazon. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies, using primarily model-driven, quantitative investment strategies and integrating multiple technology platforms to support its multi-team advisory approach.

Mimi Huss is a financial advisor at Apella Wealth with five years of industry experience. She holds a Series 65 credential and has worked at Morris Financial Concepts, Inc. and Palmetto Veterinary Hospital prior to joining Apella Wealth. 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, quantitative investment approach with offerings that include discretionary and non-discretionary management, separately managed accounts, held-away portfolio advice, and automated advisory solutions.

Robert Klingensmith is a financial advisor at Apella Wealth in Santa Monica, CA, holding a Series 66 designation with 20 years of industry experience. His career includes roles at PBMares, LLP, where he serves as a partner and consulting service line leader, as well as prior experience with firms such as Mass Mutual Investors Services and HSBC Securities. 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 a range of managed account solutions and integrates technology and third-party managers to support its offerings.

James Femia is a financial advisor at Apella Wealth with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cabot Wealth Management, Sentinel Pension Advisors, and Symmetry Partners. 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 largely model-driven, quantitative investment approach and offers a variety of management and advisory solutions, integrating proprietary and third-party models and technology in its processes.

Thomas Spavone is a CFP® professional with one year of experience in financial advising at Apella Wealth. He is also a Tax Partner at PBMares, LLP, where he provides compliance, accounting, and tax advisory services. His prior work includes roles at PBMares Wealth Management LLC and CST Group. 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 and integrates various technology platforms and third-party managers to deliver both discretionary and non-discretionary investment solutions.

Alexander Crawford is a CFP® with 12 years of industry experience. He has worked at Apella Wealth since 2025 and previously held roles at PBMARES Wealth Management LLC and Lionsbridge. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a largely model-driven and quantitative investment approach, integrating proprietary and third-party tools to offer discretionary and non-discretionary management, separately managed accounts, financial planning, and sub-advisory services.

Justin Morrow is a CFP® with 16 years of experience in the financial advisory industry. He has worked at Apella Capital, LLC since 2022 and previously held positions at Merrill and Capital One Advisors, LLC. 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 and offers a range of services such as discretionary and non-discretionary investment management, separately managed accounts, held-away portfolio advice, and financial planning.

Roxana Butnar is a CFP® and Series 65-licensed advisor at Apella Wealth with four years of industry experience. She has worked at Apella Capital, LLC in various roles since 2021 and previously held positions at Vestory, LLC, the University of Washington, and Icehouse Cryotherapy. 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 largely model-driven, quantitative investment approach that integrates proprietary optimization and third-party tools to manage equity and fixed-income allocations.

Barbara Fallon is a financial advisor at Apella Wealth with one year of industry experience. She holds the CFP® designation and Series 65 license. Prior to joining Apella Wealth, she worked at Morris Financial Concepts and served seven years with the Federal Bureau of Investigation. Apella Wealth serves a diverse range of clients including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach and offers a variety of services including discretionary and non-discretionary management, financial planning, and automated advisory solutions.

Kramer Croisant is a Series 65-licensed financial advisor with Apella Wealth in West Hartford, CT, where he has worked since 2021. He has two years of industry experience and previously held roles at several CPA firms including Neumann Curtis CPAs and Barnett & Company. 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, quantitative investment approach with both discretionary and non-discretionary management options and integrates advanced technology and third-party platforms to support its portfolio strategies.

Jean Yamamoto is a Series 65-licensed financial advisor at Apella Wealth with six years of industry experience. She previously worked at Young Wealth Management and has a background that includes 14 years at HomeMaking. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm’s investment approach is largely model-driven and quantitative, utilizing factor-based equity strategies, duration and credit considerations for fixed income, and advanced technology integration in portfolio management.

Taylor Drake is a CFA® charterholder with 17 years of industry experience. He is currently an advisor at Apella Wealth and has previously worked at firms including Provest Capital Management and Retirement Asset Management. He also provides investment-related expert testimony and consulting in arbitration and legal proceedings. Apella Wealth serves a diverse clientele, including individuals, 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 fixed-income allocations shaped by duration and credit considerations.

Peter Leppones is a CFP® professional with 32 years of experience in the financial services industry. He has been with Apella Capital, LLC since 2016 and previously worked at Symmetry Partners, LLC from 2016 to 2019. He is based in West Hartford, CT. 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 largely model-driven, quantitative investment approach and integrates technology and third-party managers to provide tailored portfolio solutions.

Dominic Savio Higiro is a financial advisor at Apella Wealth with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at LPL Financial LLC and Connecticut River Wealth Management. 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 and integrates proprietary and third-party tools to support its discretionary and non-discretionary investment management and financial planning services.

Andy Li is a financial advisor at Apella Wealth with one year of industry experience. He holds a Series 65 designation and has previously worked at Morris Financial Concepts and Endurance Planning Group. Apella Wealth serves a diverse range of clients including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm uses a model-driven, quantitative investment approach that incorporates factor-based equity strategies and duration- and credit-focused fixed income allocations, alongside a variety of separately managed accounts and financial planning services.

Jason Gentile is a CFP® certificant with 20 years of industry experience currently with Apella Wealth. He has worked at Apella Capital, LLC since 2014 and previously spent 19 years at Symmetry Partners as well as a year at Merrill. He is also a licensed insurance agent and may recommend life, health, and long-term care insurance policies on a fully disclosed commission basis. Apella Wealth serves a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a largely model-driven and quantitative investment approach that integrates proprietary optimization, third-party models, and advanced technology tools across discretionary and non-discretionary strategies.

James Barker is a financial advisor at Apella Wealth with 28 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Apella Wealth, he spent 27 years at Barker Financial Group. 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 largely model-driven and quantitative investment approach, integrating proprietary optimization, third-party models, and technology tools to manage discretionary and non-discretionary portfolios.

Daniel Bender is a CFP® and PFS™ with 25 years of industry experience. He currently serves as a financial advisor at Apella Wealth and is also a partner at PBMares, LLP, a CPA firm where he provides tax and accounting services. Additionally, he is involved with Hummbend, LLC, a retail business specializing in wild bird supplies. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm utilizes model-driven, quantitative investment approaches and integrates proprietary and third-party tools to manage portfolios across various asset classes.

Greg Hayes is a financial advisor at Apella Wealth in West Hartford, CT, holding a Series 65 credential with 10 years of industry experience. He worked for Iron Horse Wealth Management, LLC for 10 years before joining Apella Wealth in 2025. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a largely model-driven and quantitative investment approach, offering a range of services such as discretionary and non-discretionary management, separately managed accounts, financial planning, and an automated advisory option.