Jake Woznyk is a financial advisor at Connecticut Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and has been with Connecticut Wealth Management since 2023. Prior to his advisory career, he was a student for ten years. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, business owners, executives, and plan sponsors. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, offering access to private equity investments for qualified clients and utilizing a range of investment vehicles including no-load mutual funds, ETFs, and individual securities.

Daneen Weaver is a financial advisor at Apella Wealth with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Raymond James Financial Services and Marrella Private Wealth, among other firms. In addition to her advisory role, Daneen serves as an officer and insurance agent for Marrella Insurance Group, where she handles annuity paperwork and commission verification. Apella Wealth serves a diverse clientele including individuals, retirement plan sponsors, foundations, and institutions, offering both discretionary and non-discretionary investment management and consulting. The firm employs a model-driven, quantitative investment approach and integrates multiple technology partners to deliver customized portfolio solutions.

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.

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.

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.

Jeffrey Davis is a financial advisor with Kovack Advisors, Inc. in Bristol, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Kovack Advisors and Kovack Securities since 2013 and has been an insurance agent with various carriers since 2001. Outside of his advisory role, he volunteers as a soccer coach with the Bristol Soccer Club. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension plans, and banking institutions. The firm offers asset management, third-party manager recommendations, and financial planning, employing a diversified investment approach primarily through mutual funds and ETFs.

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.

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 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.

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.

Penny Schmidt is a CFP® professional at Apella Wealth with five years of industry experience. She previously worked at Iron Horse Wealth Management and COUNTRY Capital Management Company. Outside of financial advising, Penny is a health coach and serves as the unpaid treasurer for the Iowa chapter of the National Association of Women Business Owners. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, and institutions, offering model-driven and quantitative investment management, financial planning, and consulting services. The firm integrates multiple third-party technologies and serves a range of client types, including insurance companies, with a broad mix of investment strategies and advisory solutions.

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.