Daniel Yoo is a CFP® with 13 years of experience in the financial advisory industry. He currently works at Apella Wealth and previously held roles at UBS Financial Services and PBMares Wealth Management. In addition to his advisory work, he is an agent for various insurance companies. 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 and offers a range of services such as discretionary and non-discretionary management, separately managed accounts, held-away portfolio advice, and automated advisory solutions.

Matthew Grohocki Jr. is a financial advisor at Bradley Foster & Sargent Inc. with five years of industry experience. He holds a Series 66 designation and has prior experience at Gateway Wealth Partners, LLC, Adviser's Pride, Inc., and LPL Financial, LLC. Additionally, he is involved as an author outside of his investment activities. Bradley, Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, including high-net-worth clients. The firm manages approximately $9.07 billion in assets and employs a long-term, capital-preservation focused investment approach that combines fundamental and technical analysis.

Austin Eason is a financial advisor at Apella Wealth with two years of industry experience. He holds a Series 65 designation and previously worked at PBMares Wealth Management LLC and Robertson, Anshutz, Schneid, Crane & Partners, PLL. 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 that integrates proprietary optimization and third-party models across equity and fixed-income allocations.

Diana Bacon is a CFP® with 25 years of industry experience currently advising at Apella Wealth. Her prior roles include positions at Goldman Sachs Wealth Services, Ernst & Young Investment Advisers LLP, and her own firm, Bacon Financial Management. Outside of finance, she operates Eating With Mom, a venture focused on helping families transition their cooking to gluten-free, whole foods. Apella Wealth serves a broad range of individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach that incorporates both proprietary and third-party tools to manage equity and fixed-income allocations.

Edward Richter is a financial advisor at Apella Wealth with 22 years of industry experience. He holds the PFS™ designation and Series 65 license. His work history includes roles at Apella Capital, LLC, Symmetry Partners, LLC, WS Securities Incorporated, and ARC Investment Planning & Management Inc. 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 largely model-driven and quantitative investment approach with strategies focused on factor-based equity allocations and duration- and credit-sensitive fixed income, integrating proprietary optimization tools and third-party technology in its portfolio management.

Shawn Hoyt is a CFP® professional with six years of industry experience, currently serving as an advisor at Apella Wealth since 2021. His prior work experience includes roles at Vestory, LLC and a background in design and flooring. 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 with a range of discretionary and non-discretionary services, integrating proprietary optimization, third-party models, and technology into its processes.

Evelyn Zohlen is a CFP®-certified financial advisor with 23 years of industry experience. She currently works at Apella Wealth, joining the firm in 2023 after two decades at Inspired Financial. Evelyn provides pro bono financial planning to underprivileged community members through events organized by the Financial Planning Association. 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 with a focus on factor-based equity strategies and fixed-income management, integrating proprietary tools and third-party platforms into its process.

Kathleen Parks is a CFP®-certified financial advisor at Apella Wealth with 22 years of industry experience. She has worked at Apella Capital since 2017 and previously held roles at Symmetry Partners, Patriot Investment Management Group, and R.W. Sidley, where she also served as a director of a privately held concrete company. Parks has been involved with the Financial Planning Association since 1997 and was a member of the Knoxville Rotary Club for 18 years. 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 a range of portfolio solutions and integrates advanced technology and third-party managers in its processes.

Samuel Marrella is a CFP® with 41 years of industry experience. He is currently with Apella Wealth and has previously worked at Raymond James Financial and operated several of his own financial firms. He is also the author of a book available on Amazon. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies, using primarily model-driven, quantitative investment strategies and integrating multiple technology platforms to support its multi-team advisory approach.

Nolan Cicerrella is a Series 65-licensed financial advisor with The Mather Group, LLC, where he has worked since 2022. He has a total of nine years of industry experience, including seven years at Conning Asset Management. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customization options such as direct indexing and ESG factor portfolios.

Mimi Huss is a financial advisor at Apella Wealth with five years of industry experience. She holds a Series 65 credential and has worked at Morris Financial Concepts, Inc. and Palmetto Veterinary Hospital prior to joining Apella Wealth. 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 offerings that include discretionary and non-discretionary management, separately managed accounts, held-away portfolio advice, and automated advisory solutions.

Kristina Gambino is a Series 65-licensed financial advisor at Redhawk Wealth Advisors, Inc. with four years of industry experience. Her prior experience includes roles at Di Fiducia LLC, Elevage Partners, LLC, and Bradway Financial, LLC. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic and tactical asset allocation approach across a variety of investment vehicles, supported by a weekly investment committee and incorporates third-party signal providers while maintaining discretionary authority over client accounts.

Jose Pena is a Series 65-licensed advisor at Apella Wealth with one year of industry experience. Prior to joining Apella Wealth, he worked for over three decades at the U.S. Government Accountability Office. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs model-driven, quantitative investment strategies and offers a range of services such as discretionary management, separately managed accounts, financial planning, and automated advisory solutions.

James Femia is a financial advisor at Apella Wealth with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cabot Wealth Management, Sentinel Pension Advisors, and Symmetry Partners. 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 largely model-driven, quantitative investment approach and offers a variety of management and advisory solutions, integrating proprietary and third-party models and technology in its processes.

Thomas Spavone is a CFP® professional with one year of experience in financial advising at Apella Wealth. He is also a Tax Partner at PBMares, LLP, where he provides compliance, accounting, and tax advisory services. His prior work includes roles at PBMares Wealth Management LLC and CST Group. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach and integrates various technology platforms and third-party managers to deliver both discretionary and non-discretionary investment solutions.

Alexander Crawford is a CFP® with 12 years of industry experience. He has worked at Apella Wealth since 2025 and previously held roles at PBMARES Wealth Management LLC and Lionsbridge. 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 and quantitative investment approach, integrating proprietary and third-party tools to offer discretionary and non-discretionary management, separately managed accounts, financial planning, and sub-advisory services.

Adam Angibeau is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Sound Income Strategies, LLC. His prior work includes roles at Sanford C. Bernstein & Co., Modern Advisors LLC, NS Capital LLC, and Fidelity Investments. Angibeau is also involved in client acquisition and fixed insurance sales through Retirement Income Source SFG. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate clients, pension plans, and other registered advisors. The firm focuses on fixed-income and income-oriented strategies using active portfolio management and also offers insurance planning, educational workshops, and ETF sub-advisory services.

James Paldino II is a CFA® charterholder with five years of industry experience, currently serving at Bradley, Foster & Sargent Inc. since 2020. His prior roles include positions at Cigna and the University of Chicago Booth School of Business. Bradley, Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, managing approximately $9.07 billion in assets. The firm follows a long-term, capital-preservation first investment philosophy and serves both individual and pooled investment clients, including acting as adviser to registered and private investment funds.

Justin Morrow is a CFP® with 16 years of experience in the financial advisory industry. He has worked at Apella Capital, LLC since 2022 and previously held positions at Merrill and Capital One Advisors, LLC. 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 and offers a range of services such as discretionary and non-discretionary investment management, separately managed accounts, held-away portfolio advice, and financial planning.

Roxana Butnar is a CFP® and Series 65-licensed advisor at Apella Wealth with four years of industry experience. She has worked at Apella Capital, LLC in various roles since 2021 and previously held positions at Vestory, LLC, the University of Washington, and Icehouse Cryotherapy. 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 largely model-driven, quantitative investment approach that integrates proprietary optimization and third-party tools to manage equity and fixed-income allocations.