Paul Marrella is a CFP® with 34 years of industry experience currently serving at Apella Wealth. His prior roles include leadership positions at Marrella Private Wealth, Marrella Financial Group, and Raymond James Financial. He serves on the advisory board of LedgeRock Golf Club, participating in strategic planning efforts. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs a model-driven, quantitative investment approach with a broad product mix and integrates multiple third-party technologies to support client solutions.

Stephen Valley is a CFA® charterholder with 12 years of industry experience. He is currently with Apella Wealth and previously worked at Morris Financial Concepts, Inc. and Comprehensive Counseling Services. Apella Wealth serves a diverse client base that includes individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach with a range of strategies and integrates multiple third-party technologies to support portfolio management and client reporting.

Aaron Leland is a financial advisor at Apella Wealth with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Bond Financial PLLC and Eagle Strategies. He has been with Apella Capital, LLC since 2022. 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 and integrates various technology platforms to support its solutions, with a notable focus on both individual and institutional clients.

Antonio Disorbo is a financial advisor at Connecticut Wealth Management, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Connecticut Wealth Management in 2020, he worked at New England Capital Planners, Inc. and LPL Financial LLC. Outside of advising, he serves as a notary public, providing complimentary notarization services to clients. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, estates, nonprofits, and businesses. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, incorporating third-party research and access to private equity for qualified clients.

Patrick Sullivan is a financial advisor with Connecticut Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Wealthspire Advisors and West Hartford Public Schools, as well as involvement with the University of Maryland, College Park, and Immanuel Congregational Church. Connecticut Wealth Management provides financial planning, investment management, retirement-plan advisory, and business consulting services to a diverse client base, including individuals, trusts, non-profits, and businesses. The firm employs a long-term, fundamentally based investment approach using a range of assets tailored to client goals and risk tolerance.

Eugene Daponte Jr. is a financial advisor at Bradley Foster & Sargent Inc with 19 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Bradley Foster & Sargent in 2022, he worked at People's Bank for 22 years. Bradley Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with an emphasis on individualized asset allocation and capital preservation. The firm also serves as adviser to pooled investment vehicles, including a registered mutual fund and a private investment fund.

Matthew Gallagher is a CFP® professional with seven years of experience in financial advising. He currently works at Apella Wealth and previously was employed at Northwestern Mutual in roles spanning wealth management, investment services, and life insurance between 2017 and 2019. Gallagher also has experience with Vintech Management Services and the University of Connecticut. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates multiple technologies to support portfolio customization and tax management.

Julie Brohard is a CFP® and Series 65-licensed advisor with four years of industry experience. She is currently with Apella Wealth and previously worked at ClearLogic Financial, Inc. and Freddie Mac. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, providing investment management, financial planning, sub-advisory, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates multiple third-party technologies to support portfolio management and client reporting.

Adam Scherer is a CFP® professional at Blueprint Financial Advisors with five years of industry experience. He is the owner and director of Greenbeat Financial LLC, providing tax preparation and planning services, and serves as treasurer for two nonprofit organizations, The Farm School and Charter Oak Academy PTO Corp. Scherer also holds a role as VP of Product Development and Innovation and CFP instructor at the Boston Institute of Finance. Blueprint Financial Advisors is an SEC-registered multi-advisor firm managing approximately $1.4 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting for individuals, trusts, pension and ERISA plans, and nonprofits, employing a proprietary strategic-and-tactical investment framework aimed at optimizing after-tax outcomes.

Dannae Enright is a CFP® professional with one year of experience currently advising clients at Apella Wealth. Prior to joining Apella Wealth, she worked at Morris Financial Concepts and has served as president of Be Worthy Bookkeeping, Inc. since 2018. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, and institutions, providing discretionary and non-discretionary investment management, financial planning, sub-advisory relationships, and consulting. The firm utilizes a model-driven, quantitative approach with factor-oriented equity strategies and integrates multiple third-party technologies to tailor and monitor client portfolios.

Kevin Young is a financial advisor at Apella Wealth with 16 years of industry experience. He holds the CFP® designation and Series 65 license. His career includes 15 years running Kevin M. Young Financial, Inc. and ongoing involvement with Horseshoe Management for over 20 years. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach that includes factor-oriented equity strategies, fixed-income allocations, and tax management, supported by integrated third-party technologies and tailored portfolio solutions.

Dale Breault is a financial advisor with Capital Analysts, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Lincoln Investment Planning since 2013. Outside of his advisory role, he serves on the Finance Counsel at Saint John the Evangelist Catholic Church and is a board member of Mission Driven Catholic, a nonprofit focused on empowering Catholic educators. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Dennis Markway is a CFP® and ChFC® with 19 years of experience in the financial industry. He has been with Apella Wealth since 2025 and previously spent 13 years at Iron Horse Wealth Management. Outside of his advisory role, he serves as Director of Pro Bono Activities for the Financial Planning Association of Iowa and is involved in ethics instruction and financial management for a record label. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, and consulting. The firm employs a model-driven, quantitative investment approach and integrates various technologies to provide customized portfolio solutions.

Rosa Chen is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Bradley, Foster & Sargent Inc since 2016. She holds Series 63 and Series 65 licenses and is based in Hartford, CT. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing roughly $9.07 billion in assets. The firm emphasizes individualized asset allocation, long-term holding, and a Growth-at-a-Reasonable-Price investment approach, and also serves as adviser to pooled investment vehicles including a registered mutual fund and a private investment fund.

Roger Manternach is a Series 65-licensed financial advisor at Bradley, Foster & Sargent Inc. with 16 years of industry experience. He has worked at Bradley, Foster & Sargent since 2008 and previously at Columbia Management Advisors, Inc. for one year. Bradley, Foster & Sargent provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, including management of a registered mutual fund and a private investment vehicle. The firm employs a long-term, capital-preservation focused investment approach using fundamental and technical analysis, guided by an Investment Committee and a comprehensive security Guidance List.

Samuel Atherton is a Certified Financial Planner (CFP®) with 21 years of industry experience. 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 client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, sub-advisory, and consulting services. The firm uses a model-driven, quantitative investment approach with factor-oriented equity strategies and integrates multiple third-party technologies to support portfolio management and client reporting.

Marcia Bernstein is a financial advisor with Foundations Investment Advisors LLC in Avon, CT, holding a Series 65 designation and 11 years of industry experience. She has worked at Foundations Investment Advisors since 2017 and previously at The Patriot Financial Group from 2015 to 2017. Bernstein is also self-employed as an insurance sales agent, a role she has maintained since 2000. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Mark Broderick is a CFP® with six years of industry experience, currently serving at Apella Wealth. His previous roles include five years at Iron Horse Wealth Management and shorter tenures at McGraw Hill, Vector Marketing, Hy-Vee, and Loras College. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering both discretionary and non-discretionary investment management, financial planning, sub-advisory services, and consulting. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to support client solutions, with notable service to insurance company clients alongside its multi-factor and index strategies.

Matthew Landon is a CFA® charterholder with 25 years of industry experience. He is a principal at Napatree Capital LLC, where he has worked since 2021. His prior experience includes roles at Commonwealth Financial Network and LPL Financial. Outside of his advisory work, Landon serves on the boards of several organizations, including Veritas Prep Charter School and New England Public Media, and holds leadership positions with the Longmeadow Boys Lacrosse Association and GammaRoad Capital Partners. Napatree Capital is an SEC-registered advisory firm that serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $260 million across about 181 client relationships, offering wealth management, investment management, financial planning, and retirement-plan advisory services through a long-term, customized investment approach.

Brian Pon is a CFP® professional with 18 years of experience in the financial services industry. He has been with Apella Wealth since 2026, following a 26-year tenure at Financial Connections Group, Inc. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates multiple third-party technologies to support its solutions.