Jennifer Coffey Smith is a CFP® with 12 years of industry experience. She has worked at Apella Wealth since 2026 and previously spent 13 years at Financial Connections Group, Inc. Her practice is based in West Hartford, CT. Apella Wealth serves a diverse range of individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a model-driven, quantitative investment approach that incorporates factor-based equity strategies and duration- and credit-focused fixed-income allocations, alongside a variety of managed account solutions and technology-enabled tools.

Lawrence Kushner is a financial advisor with NWF Advisory Services Inc who holds a Series 66 designation and has 21 years of industry experience. He previously worked at Next Financial Group Inc for 15 years and has held roles at OSAIC and The Ameriflex Group. Outside of his advisory work, Kushner is the founder of Cornerstone Wealth Management Group LLC and Wealth for Docs, and he authored the book "Nine Money Mistakes that Doctors Make." NWF Advisory Services manages approximately $6.4 billion in client assets through a network of over 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm utilizes an open-architecture, technology-driven platform to offer portfolio management, financial planning, and retirement consulting services across various account types and investment strategies.

Mitchell Ewart is a financial advisor at Apella Wealth with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Vestory, LLC, Pruco Securities, LLC, and The Prudential Insurance Company of America. Ewart has been with Apella Wealth since 2021. 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 focus on factor-based equity strategies and duration- and credit-informed fixed income, offering a variety of investment management and advisory solutions.

Joseph Ciarleglio is a Series 65-credentialed financial advisor with Bradley, Foster & Sargent Inc in Hartford, CT. He has seven years of industry experience and has been with the firm since 2013. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms. The firm manages discretionary portfolios with a focus on capital preservation and a Growth-at-a-Reasonable-Price strategy, overseeing approximately $9.07 billion in assets across several thousand accounts.

Patrick Kennedy is a financial advisor at Integrated Advisors Network LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to his current role. Integrated Advisors Network is a multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and access to third-party managers, employing a mix of fundamental and quantitative approaches guided by client risk profiles.

Peter Kirschenbaum is a financial advisor at Bradley, Foster & Sargent Inc with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bradley, Foster & Sargent since 2021. His prior experience includes roles at People's United Advisors, Inc and Olson Mobeck Investment Advisors. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios and overseeing approximately $9.07 billion in assets. The firm emphasizes individualized asset allocation, long-term holding with a focus on capital preservation, and a Growth-at-a-Reasonable-Price investment approach.

Christopher Sargent is a Series 65-licensed financial advisor at Bradley Foster & Sargent Inc. with four years of industry experience. He has been with Bradley Foster & Sargent since 2021. Bradley Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, including advising a registered mutual fund and a private investment vehicle. The firm manages approximately $9.07 billion in assets, focusing on individualized asset allocation and a long-term, capital-preservation investment approach using fundamental and technical analysis.

John Flanagan is a CFP® with 23 years of industry experience. He has been with CGN Advisors, LLC since 2021 and previously worked at Flanagan Financial Group and Mercer Advisors / Pinnacle Investment Management. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, often engaging institutional third-party managers and conducting regular portfolio reviews.

Shawn Devillier is a financial advisor at B. Riley Wealth Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Winslow, Evans & Crocker, Inc. and National Securities Corporation. He is also licensed as a fixed insurance agent with B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions.

Peter Crowe is a financial advisor with MissionSquare Retirement based in Simsbury, CT. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior roles include positions at Icma Rc, Cetera Advisor Networks, Robert S. Hensley and Associates, and Ameritas Life Insurance Corp. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management and supported by a multi-team advisory structure.

Tristan Miller is a financial advisor at Apella Wealth with one year of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include positions at Vori, Upstart, Dimensional Fund Advisors, and the University of Oregon. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm uses a model-driven, quantitative investment approach that incorporates factor-based equity strategies and customized fixed-income allocations, along with technology-enabled portfolio management and planning solutions.

Harvey Siegel is a financial advisor at Apella Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including ARC Investment Planning & Management, Symmetry Partners, and WS Securities Incorporated. Siegel has been with Apella Capital since 2016. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a model-driven, quantitative investment approach with a focus on factor-based equity strategies and fixed-income management, integrating proprietary optimization and third-party tools in its portfolio implementation.

Lynne Holcomb is a CFA® charterholder currently with Apollon Wealth Management, LLC. She has 15 years of prior experience at PGIM before joining Apollon in 2024. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, retirement plans, pooled vehicles, and insurance company clients. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, using a combination of centrally managed models and locally managed portfolios with investment strategies across multiple asset classes and specialized services for insurance clients and pooled funds.

I am a fee-only flat-fee Certified Financial Planner® and a Certified Exit Planning Advisor®. I'm also working toward my Retirement Income Certified Planner® designation. My passion and specialty are income planning for retirement, whether at a "normal" retirement age or for an early retirement. Our services include comprehensive financial planning, which feeds into income planning and tax-smart distributions. We help our clients maximize the lifetime enjoyment of their money so they don't run out in retirement but also don't leave more than desired in their estate. While I don't focus only on business owners, my experience starting and selling businesses helps me better understand business owners' planning needs, challenges, and opportunities. Book a no-obligation Zoom meeting to learn more, get to know each other, and decide if working together would be a win-win. https://maximizeyourmoney.com/intro/

Jackson Voshell is a financial advisor at Apella Wealth with a Series 65 designation and one year of industry experience. Prior to joining Apella Wealth, he held roles at Morris Financial Concepts, Radius Church, and Configure Partners, and completed six years of full-time education. Apella Wealth serves a diverse group of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach incorporating factor-based equity strategies and duration- and credit-focused fixed-income allocations, alongside a range of managed account solutions and technology integrations.

Justin Piskorski is a financial advisor at Apella Wealth with a Series 65 designation and one year of industry experience. Prior to joining Apella Wealth, he worked at Patient Funding Alternatives and was involved with Berlin Batting Cages. 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 that integrates proprietary optimization, third-party models, and advanced technology to manage both discretionary and non-discretionary portfolios.

Ayden Al Shimary is a financial advisor at Apella Wealth with two years of industry experience. He holds a Series 65 designation and has prior work history that includes roles at Blue Water Wealth and the University of Washington. Apella Wealth serves individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies, using a model-driven, quantitative investment approach that incorporates factor-based equity strategies and duration- and credit-focused fixed-income allocations. The firm offers various portfolio solutions, financial planning, and consulting services while integrating advanced technology and third-party managers in its implementation process.

Aaron Simmons is a financial advisor with Bradley Foster & Sargent Inc in Hartford, CT. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Bradley Foster & Sargent in 2025, he worked at Napatree Capital LLC, The Washington Trust Company, and StrategicPoint Investment Advisors LLC. Bradley Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, including advisory roles for a registered mutual fund and a private investment vehicle. The firm focuses on individualized asset allocation and a long-term, capital-preservation investment philosophy using a growth-at-reasonable-prices approach combined with fundamental and technical analysis.

David Bush is a CFP® and PFS™ credentialed advisor with 22 years of industry experience. He currently works at Apella Wealth and previously spent over two decades with PBMares in various roles. Outside of his advisory work, he serves as a bank director for Chesapeake Bank and is a trustee for the Williamsburg Community Foundation. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach and integrates third-party technology and managers to provide tailored portfolio solutions.

Matthew Marrella is a financial advisor at Apella Wealth with five years of industry experience. He holds a Series 66 designation and has worked at firms including The Vanguard Group and myCIO Wealth Partners, LLC. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm utilizes a largely model-driven, quantitative investment approach with offerings ranging from discretionary management to automated advisory solutions.