Logan Wetzel is a financial advisor at Apella Wealth with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Inc. and Sarian Strategic Partners. 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 that incorporates factor-oriented equity strategies, fixed-income allocations, and tax-overlay management, supported by integrated third-party technologies and a broad product mix that includes institutional and insurance clients.

Taylor Cock is a financial advisor with Apella Wealth in West Hartford, CT, holding a Series 65 credential and nine years of industry experience. He has worked with Vestory, LLC prior to joining Apella Wealth in 2021. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management, financial planning, sub-advisory relationships, and consulting. The firm utilizes a model-driven, quantitative investment approach grounded in modern portfolio theory and systematic optimization, with a notable institutional reach and a range of products including separately managed accounts, an automated TAMP via Betterment, and held-away portfolio advice.

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 the energy sector at Baker Hughes and General Electric. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a long-term, fundamental analysis investment approach with portfolios customized to client goals, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and private equity.

Mark Prendergast is a CFP® with 20 years of industry experience. He is currently with Apella Wealth and has previously worked at Inspired Financial LLC and maintained his own CPA practice since 1986. He serves on the Board of Directors for Regency Investment Advisors, Inc. since 2012. 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 uses a model-driven, quantitative investment approach that incorporates factor-oriented equity strategies and integrates advanced technologies to customize and monitor client portfolios.

Luis Salinas is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) with 11 years of industry experience. He is currently with Apella Wealth and has previously worked at Northwestern Mutual in various capacities from 2015 to 2024, as well as LPL Financial. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, and institutions. The firm uses a model-driven, quantitative investment approach with a range of strategies and integrates advanced technologies for portfolio management and client solutions.

John Shanley is a CFP® with 13 years of industry experience, currently affiliated with Connecticut Wealth Management, LLC. His prior work includes roles at Mercer Advisors Inc. and Pinnacle Investment Management Inc. Shanley serves on the finance committee of the Connecticut Historical Society, a nonprofit museum and educational center. 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, incorporating third-party research and offering access to private equity for qualified clients.

Stephanie Murphy is a CFP® and holds a Series 65 license with seven years of industry experience. She currently works at APELLA Wealth and previously spent six years at ClearLogic Financial, Inc. and eleven years at AHRI. 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 incorporates factor-oriented equity strategies, fixed-income allocations, and tax management, supported by a range of third-party technologies to deliver customized solutions.

Douglas Huddleston is a certified financial planner (CFP®) with 16 years of industry experience. He is currently with Apella Wealth, where he has worked since 2024 following a 16-year tenure at Barker Financial Group, Inc. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, and consulting. The firm’s approach is model-driven and quantitative, utilizing factor-oriented equity strategies and tax-sensitive portfolio customization, with an emphasis on integrating technology and serving both retail and institutional clients.

Michael Maglieri is a CFP®-designated financial advisor with six years of industry experience. He is currently with Apella Wealth and previously worked at PBMares Wealth Management and Stone Street Capital. Outside of his advisory role, he is also an agent for various insurance companies. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a model-driven, quantitative investment approach and integrates multiple third-party technologies to provide tailored solutions.

Kyra Morris is a CFP® professional with 22 years of industry experience, currently serving at Apella Wealth. She previously led Morris Financial Concepts, Inc. for 25 years and Morris Financial Concepts for 36 years. Outside her advisory role, she is president of Morris Tax Planning, LLC, which provides tax preparation and bookkeeping services to clients. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management along with planning and consulting services. The firm employs a model-driven, quantitative investment approach with tax-sensitive portfolio customization and integrates multiple third-party technologies to support its client solutions.

Andrew Chaffee is a CFP® professional with three years of industry experience, currently advising at APELLA Wealth. His prior roles include positions at ClearLogic Financial, Cambridge Investment Research, Bishoff Financial Group, Leidos, Leonardo DRS, and Roboteam, Inc. He holds the Series 65 designation. APELLA Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach with factor-oriented equity strategies, fixed-income allocations, and tax-overlay management, integrating various third-party technologies to support its advisory services.

Jonathan Fairbanks is a financial advisor at Mutual Advisors, LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Mutual Securities, Inc. and Janney Montgomery Scott. Outside of his advisory role, he is also licensed as an insurance agent, focusing mainly on monitoring existing annuity contracts. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering a range of services including asset management, financial consulting, and ERISA plan advisory, employing both passive and active investment strategies tailored to client objectives.

Cy Hess is a CFA® charterholder with 22 years of industry experience. He is currently affiliated with The Patriot Financial Group, LLC and has worked at firms including Cetera and Riverside Retirement Advisors. Outside of his advisory role, Hess serves as president of West Hartford Youth Baseball and is chairman of the board at Community Health Resources. The Patriot Financial Group serves individuals, small businesses, and retirement plans by providing investment management, financial planning, and consulting services. The firm constructs tailored portfolios using a combination of fundamental, technical, and charting analysis, with ongoing monitoring and rebalancing to meet client needs.

Brendan Begley is a financial advisor with Northeast Planning Associates, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has held roles at multiple firms including Avantax Insurance Agency and LPL Financial LLC, and has also served as a director at First National Bank of Suffield. Outside of his advisory work, he serves as a board member for The Arthur G. Russell Company Incorporated and Fox Hollow Gun Club, Inc. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans through modular financial planning, discretionary investment management, and retirement plan advisory services. The firm manages approximately $414 million in discretionary assets with a team of about 70 advisors and focuses on tailored planning and fiduciary portfolios rather than corporate clients.

Audrey Johnson is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Apella Wealth. Her background includes previous roles at Perfected Wealth Management and Vision Wealth, as well as work outside the financial industry. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering model-driven and quantitative investment management, financial planning, and consulting services. The firm employs factor-oriented equity strategies and portfolio customization supported by advanced technology integration, and it is notable for its institutional client reach and broad product mix.

Rileigh Daniels is a CFP® professional with three years of industry experience, currently advising at Apella Wealth. Prior to joining Apella, Daniels held roles at Magellan Federal, Charles Schwab Bank, and the Washington State House of Representatives. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering model-driven, quantitative investment management and financial planning services. The firm employs factor-oriented equity strategies and portfolio customization, supported by various technology integrations and a notable reach into institutional and insurance company clients.

Jason Raiti is a CFA® charterholder with two years of industry experience and is currently affiliated with Connecticut Wealth Management, LLC. He previously worked at Edgehill Endowment Partners for five years and spent three years at Choate Rosemary Hall. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a long-term investment approach grounded in fundamental analysis and uses a variety of instruments, including mutual funds, ETFs, individual securities, and alternative investments, tailoring portfolios to client goals and risk tolerance.

Matthew Bonvicini is a CFP® and Series 65-registered advisor with Connecticut Wealth Management, LLC, where he has worked since 2021. He has four years of industry experience, including a prior role at Prism Autism Education and Consultation. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, and plan sponsors. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles and third-party research.

Michael Femia is a financial advisor at APELLA Wealth with a Series 65 designation and one year of industry experience. His prior roles include positions at The Wilder Companies and College Funding Services. APELLA Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, sub-advisory services, and consulting. The firm employs a model-driven, quantitative investment approach with a mix of SMA strategies, an automated TAMP, and portfolio customization, supported by various third-party technologies and an institutional client focus.

Christina Charest is a Series 65-licensed financial advisor with Bradley, Foster & Sargent Inc, based in Hartford, CT. She has seven years of industry experience and has been with Bradley, Foster & Sargent since 2004. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with approximately $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.