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.

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.

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.

Jack Rose is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Connecticut Wealth Management, LLC with two years of industry experience. Prior to joining the firm, he worked at Key Bank and the Hartford Golf Club, among other roles. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Janet Kendall is a financial advisor at MissionSquare Retirement with 39 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining MissionSquare in 2025, she worked at TIAA-CREF and TIAA for 12 years. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and delivered through multiple channels within MissionSquare-administered accounts.

Nathan Nagel is a Series 65-licensed financial advisor at Connecticut Wealth Management, LLC with experience beginning in 2025. Prior to his advisory role, he worked in education at Christian Heritage School and the University of Connecticut. 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 variety of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Dennis Oconnor is a financial advisor at Blackridge Asset Management, LLC with 39 years of industry experience. He holds a Series 63 designation and previously worked at Cetera Advisors LLC for 10 years. Oconnor is also active as an insurance agent with Top Advisors Group. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of investment adviser representatives. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations, offering tailored portfolio management and access to model portfolios and third-party managers.

Jamison Mc Andie is a CFP® with five years of industry experience, currently advising at Apella Wealth since 2023. His prior roles include positions at LPL Financial and Waddell & Reed. 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 with offerings such as discretionary management, sub-advisory services, and an automated advisory option.

Logan Wetzel is a financial advisor at Apella Wealth in West Hartford, CT, with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Vanguard Group and Sarian Strategic Partners. Prior to his advisory career, he was affiliated with Villanova University for five years. 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, integrating proprietary and third-party tools to support its multi-team advisory platform.

Taylor Cock is a financial advisor with Apella Wealth in West Hartford, CT, holding a Series 65 designation and nine years of industry experience. He has worked at Apella Wealth since 2021 and was previously with Vestory, LLC from 2016 to 2020. Apella Wealth serves a diverse clientele including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a model-driven, quantitative investment approach with a range of solutions such as discretionary management, separately managed accounts, financial planning, and an automated advisory option.

Jeffrey Russitano Sr. is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and UnitedHealthcare. Outside of his advisory role, he serves as the non-compensated Treasurer on the board of TriCircle, a nonprofit organization. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets, serving individuals, pension plans, trusts, corporations, and other advisers. The firm offers customized portfolio management with a focus on fixed-income analysis and equity review, utilizing a scalable advisor network and a range of specialized services including sub-advisory ETF management.

Eric Natale is a financial advisor at Connecticut Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked in roles at Baker Hughes and General Electric. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting services to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, employing a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

Mark Prendergast is a CFP® with 20 years of industry experience, currently serving at Apella Wealth. His prior experience includes 16 years at Inspired Financial LLC and over 40 years operating as Mark L. Prendergast CPA. Since 2012, he has served on the Board of Directors for Regency Investment Advisors, 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 investment approach, offering solutions such as separately managed accounts, held-away portfolio advice, and sub-advisory services.

Luis Salinas is a CFP®, ChFC®, and Series 66 registered advisor with 11 years of industry experience. He is currently with Apella Wealth and has previously worked at LPL Financial and Northwestern Mutual in various capacities over nine years. Luis is based in West Hartford, CT. Apella Wealth serves individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a model-driven, quantitative investment approach with a range of portfolio solutions and integrates technology and third-party managers to support its offerings.

Matthew Terzian is a CFP® and CFA® with 13 years of industry experience. He is currently with Advisors Capital Management, LLC and has prior experience at Northwest Community Bank, Litchfield Bancorp, and Resources Management Corp. Outside of advisory work, he holds a 25% ownership stake in four apartment buildings in Texas. Advisors Capital Management serves individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, providing discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions. The firm combines top-down macro analysis with bottom-up security selection across various asset classes and manages over $8 billion in discretionary assets.