Stephen Valley is a CFA® charterholder with 12 years of experience in the financial advisory industry. He is currently with Apella Wealth, where he has worked since 2026. Prior to this, he held positions at Morris Financial Concepts, Inc., Comprehensive Counseling Services, and Abacus Planning Group, Inc. 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 with a variety of strategies and integrates proprietary and third-party technologies to manage portfolios and client relationships.

Aaron Leland is a financial advisor at Apella Wealth with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Bond Financial PLLC, Eagle Strategies (NY Life), New York Life Insurance, and Equitable Advisors. 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 with a range of management options and integrates proprietary and third-party tools to accommodate held-away assets and plan-based relationships.

Matthew Gallagher is a CFP® professional with seven years of industry experience, currently serving at Apella Wealth since 2019. He previously worked at Northwestern Mutual in various roles from 2017 to 2019 and has a background that includes experience at the University of Connecticut and Vintech Management Services. 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 manage portfolios and accommodate held-away assets and plan-based relationships.

Julie Brohard is a CFP®-certified financial advisor at Apella Wealth with four years of industry experience. Before joining Apella Wealth in 2024, she worked at ClearLogic Financial, Inc. and spent over two decades at Freddie Mac. 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 and integrates various technology platforms and external managers to deliver customized portfolio solutions.

Dannae Enright is a CFP® professional with one year of industry experience, currently serving as an advisor at Apella Wealth. Prior to joining Apella, she worked at Morris Financial Concepts for one year and has operated Be Worthy Bookkeeping, Inc. since 2018. At Be Worthy Bookkeeping, she holds the role of president, providing 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 largely model-driven, quantitative investment approach with a range of solutions such as discretionary and non-discretionary management, separately managed accounts, and automated advisory services.

Kevin Young is a CFP® and holds a Series 65 license with 16 years of industry experience. He has worked at Apella Capital, LLC since 2024 and previously operated Kevin M. Young Financial, Inc. for 15 years. He also has a 20-year affiliation with Horseshoe 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 and integrates proprietary optimization with third-party technology to manage discretionary and non-discretionary portfolios.

Dennis Markway is a CFP®, ChFC®, and Series 63-licensed financial advisor with 19 years of industry experience. He currently works at Apella Wealth and spent 13 years at Iron Horse Wealth Management prior to that. Outside of his advisory role, he serves as Director of Pro Bono Activities for the Financial Planning Association of Iowa and is a CFP and insurance ethics instructor. He also manages accounting for a record label as CFO and is involved in music writing and performance. 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, offering a range of solutions such as separately managed accounts, held-away portfolio advice, and an automated advisory option.

Samuel Atherton is a CFP® with 21 years of experience in the financial industry. He has been with Apella Wealth since 2024 and previously worked for 20 years at ClearLogic Financial, Inc., formerly known as Ticknor Atherton & Associates. 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 offers various services such as discretionary and non-discretionary management, separately managed accounts, financial planning, and an automated advisory platform.

Mark Broderick is a CFP® with six years of industry experience, currently serving as a financial advisor at Apella Wealth. His prior roles include five years at Iron Horse Wealth Management and earlier positions at McGraw Hill and Vector Marketing. 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, integrating proprietary optimization, third-party models, and various technology platforms to manage portfolios and client relationships.

Brian Pon is a CFP® professional with 18 years of industry experience. He currently works at Apella Wealth and previously spent 26 years with Financial Connections Group, Inc. 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, incorporating factor-based equity strategies and duration- and credit-focused fixed-income allocations, while also integrating third-party technology and sub-advisors in its portfolio management.

Penny Schmidt is a CFP® with five years of industry experience, currently serving as an advisor at Apella Wealth. She previously worked at Iron Horse Wealth Management and COUNTRY Capital Management Company. Outside of financial advising, Penny is a health coach and serves as treasurer for the National Association of Women Business Owners, Iowa Chapter. 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 and offers a range of services including discretionary management, financial planning, and held-away portfolio advice.

Jill Hollander is a CFP® with 18 years of industry experience. She has worked at Financial Connections for 32 years before joining Apella Wealth in 2026. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a largely model-driven, quantitative investment approach and integrates various proprietary and third-party tools to manage portfolios and accommodate held-away assets.

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.

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.