Matthew Bushnell is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 65 designation and two years of industry experience. Before joining CliftonLarsonAllen, he worked at Gillette Ridge Golf Course and Siena College, among other roles. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm employs a strategic asset allocation approach using model portfolios, third-party managed programs, mutual funds, ETFs, and selective private placements, combining fiduciary advisory services with broker-dealer and insurance activities.

Kevin Leahy is a CFP® professional with 25 years of experience in financial advising. He is currently with Connecticut Wealth Management, LLC and has previously worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, and KR Wealth Management. He serves as a member of the Board of Trustees at the University of Bridgeport. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting services to a diverse clientele including individuals, trusts, estates, non-profits, and plan sponsors. The firm employs a long-term, fundamental analysis investment approach using a variety of instruments such as no-load mutual funds, ETFs, individual securities, and alternative investments.

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 with a Series 65 credential and one year of industry experience. Prior to joining Apella Wealth, he held roles at PBMares Wealth Management LLC and Unum Insurance Company. 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 a focus on factor-based equity strategies and fixed-income allocations, and it integrates proprietary and third-party technology to manage portfolios and accommodate held-away assets.

Jeffrey Euting is a CFP® professional with 23 years of experience in the financial services industry. He has been with CGN Advisors, LLC since 2015. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base that includes individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and offers services such as educational workshops, tax-return preparation, and pension consulting.

Ian Green is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC since 2024. His prior experience includes roles at Greenlight Retirement Plan Consultants and Voya Financial Partners. He is a board member of the CFA Hartford Society, where he helps plan and oversee member activities and educational opportunities. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers as appropriate.

Kathleen Christensen is a financial advisor at Connecticut Wealth Management, LLC with 17 years of industry experience. She holds the PFS™ designation and Series 65 license. Her prior experience includes five years at Marcum Wealth Management, LLC. Christensen serves on the boards of the Bridge Family Center, a nonprofit organization in West Hartford, CT, and the Connecticut Women’s Council. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, nonprofits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation and offers services under written agreements, including trust and recruiting services for business-owner clients.

Joshua Sweeney is a CFA® charterholder with 13 years of industry experience. He is currently with Connecticut Wealth Management, LLC, where he has worked since 2023, and has held prior roles at firms including Ameriprise and Water Island Capital. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting services. The firm serves individuals, trusts, estates, non-profit organizations, businesses, and plan sponsors using a long-term, fundamental analysis investment approach combined with strategic asset allocation.

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.

John Russo is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Connecticut College and Choate Rosemary Hall. Connecticut Wealth Management serves individuals, trusts, estates, non-profits, businesses, and plan sponsors with financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

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.

Joseph Koontz is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at ESPN for 14 years. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, offering portfolios that include mutual funds, ETFs, individual securities, and alternative investments.

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.

Richard Knudsen is a financial advisor at William Joseph Capital Management, Inc. with nine years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Advantage Capital Corporation for 20 years. Outside of investment advisory, he is president and owner of Health Insurance Quote Services, Inc., a business specializing in life and health insurance and annuities, which he has operated since 1996. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management and financial planning into comprehensive wealth management, offering services that include ERISA plan consulting and fee-based insurance product support.

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.

Joseph Goss is a financial advisor with William Joseph Capital Management, Inc., holding a Series 65 designation and bringing 10 years of industry experience. He has been with William Joseph Capital Management since 2015 and also owns Joseph E. Goss, Ltd. dba The Producers Firm, which sells insurance products. In addition to his advisory role, he is involved in several insurance-related businesses, including Wealth Preservation Specialist, LLC and NBC National Marketing, Inc., as well as a tax advice and preparation firm, William Joseph Tax Strategies, Inc. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management combining financial planning and portfolio management, utilizing customized portfolio construction with third-party sub-advisors and a variety of analytical methods.

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.

William Horigan is a CFP® with seven years of industry experience, currently serving at Connecticut Wealth Management, LLC. He has worked exclusively with the firm since 2017. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach with strategic asset allocation, incorporating a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.