Kimberly Wohler is a CFP® professional with 21 years of industry experience, currently with Apella Wealth in West Hartford, CT. She spent 20 years at Financial Connections Group, Inc. before joining Apella Wealth in 2026. 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 offers a range of services such as discretionary and non-discretionary management, separately managed accounts, financial planning, and innovative technology integrations.

Tyler Ondatje is a CFP® with 11 years of industry experience, currently serving as an advisor at Apella Wealth. His prior experience includes roles at Clarity Wealth Management, Anchor Capital Management Group, Seaside Wealth Management, and JP Morgan 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 largely model-driven, quantitative investment approach and offers a range of services such as discretionary and non-discretionary management, separately managed accounts, financial planning, and an automated advisory platform.

Adam Alonzo is a financial advisor at Apella Wealth with Series 65 and Series 66 credentials. He joined the firm in 2026 and has experience at previous firms including Equitable Advisors and roles in wine and spirits retail. Outside of advising, he has been involved with a recreation department and has entrepreneurial experience related to hospitality and retail. 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, integrating proprietary and third-party tools to manage portfolios across various asset classes and client needs.

Samuel Marrella Jr. is a financial advisor with Apella Wealth, holding Series 65 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors Inc. and Marrella Private Wealth, LLC. Outside of his advisory work, he is a partner in The Greenbriar Collective, a business that began as a golf-themed social media page and now sells branded merchandise. 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 focus on factor-based equity strategies and fixed-income allocations, offering a range of portfolio solutions and integrating third-party technology and sub-advisers into its process.

Derek Jobe is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Apella Wealth since 2021. His prior roles include positions at Vestory, LLC, Key Investment Services, and Key Bank. 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 focus on factor-based strategies and integrates proprietary and third-party technology to support portfolio management and client service.

Laura Carlson is a PFS™ credentialed advisor with Apella Wealth, based in West Hartford, CT. She has four years of industry experience, including her current role at Apella Capital since 2022 and over a decade previously at NR Smith & Associates. 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 with a variety of managed account solutions and integrates advanced technology and third-party managers into its processes.

Shawn Steel is a CFP® with 13 years of industry experience, currently serving as an advisor at Apella Wealth. Prior to joining Apella Wealth in 2024, he worked for 11 years at ClearLogic Financial, Inc. Shawn is based in West Hartford, CT. Apella Wealth serves a diverse client base that includes individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a largely model-driven, quantitative investment approach, combining proprietary and third-party strategies to meet a wide range of client needs.

Adrian Johnston is a financial advisor at Apella Wealth in West Hartford, CT, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to joining Apella Wealth in 2022, he worked at Providence and Merrill, among other firms. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm emphasizes model-driven, quantitative investment strategies and incorporates technology and third-party managers in its portfolio management approach.

Micah Sanzo is a financial advisor at Apella Wealth with a Series 65 designation and one year of industry experience. Prior to joining Apella Wealth, he served in the Army National Guard and worked at Chick-Fil-A. 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 an emphasis on factor-based equity strategies and fixed-income allocation, offering a variety of management and advisory solutions including separately managed accounts and automated advisory options.

Nathan White is a CFP® with five years of experience in financial advising. He is currently with Apella Wealth and has previously worked at firms including Coastal Financial Planning Group and Morris Financial Concepts. Outside of finance, his background includes roles in landscaping services. 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 integrates proprietary and third-party tools to manage portfolios across various client types.

Gina Chironis is a financial advisor at Apella Wealth with 17 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Apella Wealth in 2023, she worked at Clarity Wealth Management, Inc. for 13 years and at Cetera for one year. 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 offers a variety of managed account solutions, financial planning, and consulting services.

Tamara Durbin is a CFP® with 26 years of industry experience, currently serving at Apella Wealth since 2026. Her prior roles include positions at CS TOMASI Wealth Management, LPL Financial, Securities America Advisors, and Thrivent Financial for Lutherans. Outside of her advisory career, she has been involved with KÖR since 2018. 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 utilizing factor-based equity strategies and fixed-income management, and it integrates proprietary optimization alongside third-party tools and sub-advisers.

Stacie Nemetz is a CFP® professional with 13 years of industry experience. She is currently with Apella Wealth and has previously worked at firms including N.R. Smith and Associates, Cetera Advisor Networks, OCM Investments, and Oaktree Capital Management. 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 solutions such as discretionary and non-discretionary management, separately managed accounts, held-away portfolio advice, and an automated advisory option.

Belinda Ramberg is a financial advisor at Apella Wealth with six years of industry experience. She holds a Series 65 designation and has worked previously at ClearLogic Financial and Alexandria Financial Associates, Ltd. Apella Wealth serves a diverse range of individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a largely model-driven and quantitative investment approach, integrating proprietary and third-party tools to offer various portfolio solutions and advisory services.

Kurtis Johnson is a CFP® professional with 20 years of experience in the financial industry. He is currently with Apella Wealth and has previously worked at PBMARES Wealth Management, TIAA-CREF, and Fidelity. 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, quantitative investment approach, combining proprietary and third-party models to manage equity and fixed-income allocations while integrating various technologies and third-party platforms.

Thomas Cock Jr. is a financial advisor at Apella Wealth with 20 years of industry experience. He holds the Series 65 designation and has previously worked at Vestory, Inc. and Merriman, LLC. He has been with Apella Capital, LLC since 2021. 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 approach to investment management and offers a range of services such as discretionary and non-discretionary management, financial planning, and automated advisory solutions.

Shelly Braden is a CFP® professional with 11 years of experience in financial advising. She currently works at Apella Wealth and has previously held positions at PBMARES Wealth Management LLC, Commonwealth Financial Network, Cornerstone Wealth, and KLS Professional Advisors Group, LLC. 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 that integrates proprietary and third-party tools, offering solutions such as separately managed accounts, financial planning, and automated advisory options.

Joseph Ferreira is a financial advisor at Apella Wealth with one year of industry experience. He holds a Series 65 credential and has previously worked at Morgan Stanley and UPS, as well as held various roles connected to Union College and Wethersfield Country Club. 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 that incorporates factor-based equity strategies and duration- and credit-focused fixed-income allocations, and offers a range of investment management and financial planning services.

Daneen Weaver is a financial advisor at Apella Wealth with 26 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at Raymond James Financial Services and Marrella Private Wealth. Additionally, she serves as an officer and insurance agent at Marrella Insurance Group. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm emphasizes model-driven, quantitative investment strategies and integrates proprietary and third-party tools to manage portfolios and accommodate held-away assets.

Paul Marrella is a CFP® professional with 34 years of experience in the financial services industry. He is currently with Apella Wealth and has previously held roles at Marrella Private Wealth, Marrella Financial Group, and Raymond James Financial. Marrella serves on the advisory board of LedgeRock Golf Club, contributing to strategic planning for member experience improvements. 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 including discretionary and non-discretionary management, separately managed accounts, and held-away portfolio advice.