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.

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.

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 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.

Adam Scherer is a CFP® professional with five years of industry experience, currently serving at Blueprint Financial Advisors. He has previously worked at Greenbeat Financial LLC and has been involved with the Boston Institute of Finance since 2020 as a VP of Product Development and CFP instructor. Outside of financial advising, he holds treasurer roles at two nonprofit organizations, The Farm School and Charter Oak Academy PTO Corp. 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, utilizing a proprietary strategic-and-tactical investment framework across diverse asset classes.

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.

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.

John Poitras is a financial advisor at William Joseph Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked in various roles including at Integrity Marketing/Stateline Senior Services and public schools. Outside of financial advising, he is involved in insurance sales through Integrity Marketing/Stateline Senior Services. William Joseph Capital Management, Inc. offers investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management with financial planning and provides ERISA plan consulting and fee-based insurance product services.

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.

Jeffrey Davis is a financial advisor at Kovack Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors and Kovack Securities since 2013. Outside of his advisory work, he volunteers as a soccer coach for the Bristol Soccer Club. Kovack Advisors, Inc. is a multi-team registered investment adviser managing over $6 billion in client assets and serving a diverse client base including individuals, pension plans, charitable organizations, and governmental entities. The firm uses an Envestnet-supported workflow with a combination of internally developed models and third-party managers to manage client portfolios across multiple custodians.

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.

Matthew Rosenberger is a financial advisor with Redhawk Wealth Advisors, Inc. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at Silver Oak Securities, LPL Enterprise, and The Prudential Insurance Company of America. Rosenberger is also associated with Retirement Visions, LLC as an independent financial professional. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs a strategic and tactical asset allocation approach and offers services including multi-generational wealth planning, separately managed accounts, and educational seminars.

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.

William Mccloskey is a financial advisor with William Joseph Capital Management, Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He also serves as Managing Partner and full-time employee at Integrity Marketing Group, LLC, focusing on insurance sales including annuities, disability, health, life, and long-term care. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses with wealth management services that integrate financial planning and portfolio management. The firm employs a combination of customized portfolio construction and third-party sub-advisors through the AssetMark platform, utilizing quantitative, fundamental, technical, cyclical, and qualitative analysis methods.