Anthony Galicia is a Series 65 licensed advisor at Connecticut Wealth Management, LLC with one year of industry experience. He previously worked at PwC and EY and has a background that includes roles in education and community organizations such as Soundview YMCA and local schools. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a long-term, fundamental investment approach with strategic asset allocation and offers a range of investment options including mutual funds, ETFs, individual securities, and private equity for qualified clients.

Kevin Kazlauskas is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Santander Securities since 2012 and has been affiliated with Santander Bank, NA since 2000. Santander Securities LLC provides investment advisory and related services to a diverse client base including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and ongoing suitability reviews.

Jarrett Solomon is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Connecticut Wealth Management, LLC since 2014. He is a membership owner of Ten One Ten, LLC, a role he has held since 2014 and to which he devotes limited time outside of trading hours. Connecticut Wealth Management provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a long-term investment approach based on fundamental analysis and strategic asset allocation, utilizing a range of investment vehicles tailored to client goals and risk tolerance.

Micah Sanzo is a financial advisor at Apella Wealth in West Hartford, CT, holding a Series 65 designation. He has been with Apella Wealth since 2026 and has experience serving in the Army National Guard since 2020. Prior to his financial advisory role, he worked at Chick-Fil-A for seven years. Apella Wealth serves a diverse client base, including individuals across various wealth levels, retirement plan sponsors, foundations, and institutions. The firm utilizes a model-driven, quantitative investment approach featuring factor-oriented equity strategies, fixed-income allocations, tax-overlay management, and portfolio customization, supported by multiple third-party technologies and a broad product mix.

Nathan White is a CFP® with five years of industry experience currently advising at Apella Wealth. He has worked previously with Morris Financial Concepts, Falconbridge Property Services, Wildes Financial Strategies, and Coastal Financial Planning Group. Outside of financial advising, he has been involved with landscaping services through Down to Earth Landscaping and Riverside Landscape Services. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, and institutional clients. The firm uses a model-driven, quantitative investment approach with factor-oriented equity strategies and integrates various third-party technologies to support portfolio management and client reporting.

Gina Chironis is a financial advisor at Apella Wealth with 16 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Apella Wealth in 2023, she spent 13 years with Clarity Wealth Management, Inc. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach featuring factor-oriented equity strategies, fixed-income allocations, and portfolio customization, supported by several integrated third-party technologies to deliver and monitor client solutions.

Benjamin Fuchs is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Foundations Investment Advisors LLC and has previously held roles at AlphaStar Capital Management, LLC, and several other firms. Fuchs also manages Fuchs Financial, where he serves as an insurance agent overseeing the sale of fixed insurance products. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and retirement plans, using a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Brandon Holland is a financial advisor with Foundations Investment Advisors LLC in West Hartford, CT. He holds a Series 65 credential and has been active in the financial industry since 2023. His prior experience includes roles at Fuchs Financial and the IFS Institute, as well as positions in education at Central Connecticut State University and Bristol Central High School. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analyses and uses model portfolios with an asymmetric rebalancing approach.

Michael Lodsin Jr. is a financial advisor at First Citizens Investor Services, Inc. with 15 years of industry experience. He holds a Series 65 credential and has worked at firms including TIAA, The Hartford, and SVB Wealth LLC. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a broad client base including individuals, trusts, charitable organizations, and pension plans. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management and utilizes both fundamental and quantitative analysis, supported by its affiliation with a bank holding company.

Michele Matzinger is a CFA® charterholder with four years of industry experience. She has been with Bradley Foster & Sargent Inc since 2021 and worked previously at New England Asset Management from 2008 to 2021. Bradley Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with a focus on individualized asset allocation, capital preservation, and a Growth-at-a-Reasonable-Price investment approach. The firm also advises pooled investment vehicles and maintains formal ethics and trading oversight policies.

Tamara Durbin is a CFP® practitioner with 26 years of industry experience, currently serving at Apella Wealth since 2026. Her prior experience includes roles at CS TOMASI Wealth Management, LPL Financial, Securities America Advisors, and Thrivent Financial for Lutherans. Outside of her advisory work, she is involved with KÖR, a business she has been connected with since 2018. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management and consulting. The firm employs a model-driven, quantitative investment approach with a broad product mix that encompasses SMA strategies, automated managed accounts, and held-away portfolio advice, supported by various third-party technologies and a notable institutional reach.

Brendan Conry is a financial advisor with Connecticut Wealth Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including long tenures at Commonwealth Equity Services, Inc. and Commonwealth Financial Network. Conry volunteers on the investment committees of the New Britain Museum of American Art and the FloGris Museum, assisting with their endowment portfolios. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, and business clients. The firm focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles and third-party research.

Daniel Ballou is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Connecticut Wealth Management, LLC, where he has worked since 2019, following seven years at Putnam Investments. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, business owners, executives, and plan sponsors. The firm employs a long-term, fundamentally driven asset allocation approach and offers access to private equity investments for qualified clients.

Stacie Nemetz is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Apella Wealth. Her prior roles include positions at N.R. Smith and Associates, Cetera Advisor Networks, OCM Investments, and Oaktree Capital Management. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, sub-advisory relationships, and consulting. The firm employs a model-driven, quantitative investment approach with a range of strategies and integrates various technologies to support portfolio management and client services.

Belinda Ramberg is a financial advisor at Apella Wealth with six years of industry experience. She holds a Series 65 designation and previously worked for eight years at ClearLogic Financial before joining Apella Wealth. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management, financial planning, sub-advisory relationships, and consulting. The firm employs a model-driven, quantitative investment approach with factor-oriented equity strategies and tax-overlay management, integrating multiple third-party technologies to support its solutions.

Brendan Conry, Jr is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Connecticut Wealth Management since 2025 and previously was with Commonwealth Financial Network and Conry Asset Management. His background also includes roles outside of financial services, such as in technology and retail. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, business owners, executives, and plan sponsors. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, offering access to private equity investments and using a range of investment vehicles including mutual funds, ETFs, and individual securities.

Kurtis Johnson is a CFP® professional at Apella Wealth with 20 years of industry experience. He has previously worked at PBMARES Wealth Management LLC and TIAA. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, providing model-driven, quantitative investment management and financial planning services. The firm combines factor-oriented equity strategies, tax-overlay management, and portfolio customization with technology integration to support a broad range of client needs.

Thomas Cock Jr. is a Series 65-licensed financial advisor with 20 years of industry experience. He has worked at Apella Capital, LLC since 2019 and previously spent 11 years at Vestory, Inc. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, sub-advisory relationships, and consulting. The firm employs a model-driven, quantitative approach with factor-oriented equity strategies, fixed-income allocations, and tax-overlay management, integrating multiple third-party technologies to support client solutions.

Shelly Braden is a financial advisor at Apella Wealth with 11 years of industry experience. She holds the CFP® designation along with Series 65 and Series 63 licenses. Her prior experience includes roles at PBMARES Wealth Management LLC, Commonwealth Financial Network, Cornerstone Wealth, and KLS Professional Advisors Group, LLC. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering both discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a model-driven, quantitative investment approach using factor-oriented equity strategies, fixed-income allocations, and portfolio customization, supported by various third-party technologies and a broad product mix that includes institutional clients and integrated insurance solutions.

Joseph Ferreira is a Series 65-registered advisor at Apella Wealth with one year of industry experience. Prior to joining Apella Capital, LLC, he held positions at Morgan Stanley and has a background that includes various roles at Union College and Wethersfield Country Club. Apella Wealth serves a diverse client base including individuals across wealth levels, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach combining factor-oriented equity strategies, fixed-income allocations, and tax management, supported by various third-party technologies and a product mix that includes separately managed accounts, an automated TAMP, and held-away portfolio advice.