Marcia Bernstein is a financial advisor with Foundations Investment Advisors LLC in Avon, CT, holding a Series 65 designation and 11 years of industry experience. She has worked at Foundations Investment Advisors since 2017 and previously at The Patriot Financial Group from 2015 to 2017. Bernstein is also self-employed as an insurance sales agent, a role she has maintained since 2000. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

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.

Matthew Landon is a CFA® charterholder with 25 years of industry experience. He is a principal at Napatree Capital LLC, where he has worked since 2021. His prior experience includes roles at Commonwealth Financial Network and LPL Financial. Outside of his advisory work, Landon serves on the boards of several organizations, including Veritas Prep Charter School and New England Public Media, and holds leadership positions with the Longmeadow Boys Lacrosse Association and GammaRoad Capital Partners. Napatree Capital is an SEC-registered advisory firm that serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $260 million across about 181 client relationships, offering wealth management, investment management, financial planning, and retirement-plan advisory services through a long-term, customized investment approach.

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.

Kevin Leahy is a CFP® professional with 24 years of experience, currently affiliated with Connecticut Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc. He has been with Connecticut Wealth Management since 2010 and with Purshe Kaplan Sterling since 2016. He serves as a trustee for several client accounts and is a member of the Board of Trustees at the University of Bridgeport. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, business owners, executives, and plan sponsors. The firm’s investment approach focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction with ongoing oversight and periodic formal reviews.

Jill Hollander is a CFP® professional with 18 years of experience in financial advising. She has worked at Apella Wealth since 2026 and previously spent 32 years at Financial Connections. 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 a range of strategies and technologies, and its client roster includes insurance companies alongside traditional advisory clients.

Carter Easley is a financial advisor at Apella Wealth in West Hartford, CT, holding a Series 65 designation. He joined the industry in 2025 and has experience at PBMares Wealth Management LLC and Unum Insurance Company. 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-sensitive portfolio customization, supported by various third-party technologies and a range of advisory and consulting services.

Jeffrey Euting is a CFP® professional with 23 years of experience in the financial services industry. He has been with CGN Advisors, LLC since 2015. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base that includes individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and offers services such as educational workshops, tax-return preparation, and pension consulting.

Ian Green is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC since 2024. His prior experience includes roles at Greenlight Retirement Plan Consultants and Voya Financial Partners. He is a board member of the CFA Hartford Society, where he helps plan and oversee member activities and educational opportunities. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers as appropriate.

Kathleen Christensen is a financial advisor at Connecticut Wealth Management, LLC with 17 years of industry experience. She holds the PFS™ designation and Series 65 license. Christensen serves on the boards of the Bridge Family Center, a nonprofit organization, and the Connecticut Women’s Council. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, business owners, executives, and plan sponsors. The firm’s investment approach emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, incorporating third-party research and independent manager recommendations.

Joshua Sweeney is a CFA® charterholder with 12 years of industry experience. He is currently with Connecticut Wealth Management, LLC, where he has worked since 2023. His prior experience includes roles at CharterUP, Ameriprise Financial Services, Procarian Wealth Advisors, Pathfinder Wealth Consulting, and Water Island Capital. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, estates, nonprofits, business owners, executives, and plan sponsors. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, while also offering access to private equity investments for qualified clients.

Matthew Di Battista is a CFP® and holds a Series 65 license, currently with Apella Wealth. He has two years of industry experience and previously worked at SS&C Technologies and Western New England University. Outside of financial services, his work history includes roles at Live Nation Entertainment and Axe Throwing Entertainment. Apella Wealth serves a diverse range of clients, including individuals, retirement plan sponsors, foundations, and institutions. The firm uses a model-driven, quantitative investment approach with factor-oriented equity strategies and offers services such as discretionary and non-discretionary investment management, financial planning, and consulting.

John Russo is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Connecticut Wealth Management since 2023. Prior to his advisory role, he completed his education at Connecticut College and worked in educational roles at Choate Rosemary Hall and South Windsor High School. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profit organizations, businesses, and executives. The firm employs a primarily long-term investment approach based on fundamental analysis and strategic asset allocation, utilizing a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and private equity.

Amit Trivedi is a financial advisor at Fortis Capital Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Company, and Foresters Financial Services. Additionally, he is an independent insurance agent focusing on fixed insurance products. Fortis Capital Advisors serves a diverse client base including individuals, families, businesses, and institutional clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a variety of investment strategies—passive, active, tactical, and blended—with options for ESG-focused portfolios and manages $1.615 billion in discretionary assets.

Seth Hoffman is a financial advisor with Apella Wealth in West Hartford, CT. He holds a Series 65 designation and has 22 years of industry experience, including a long tenure at American Investment Services, Inc. before joining Apella Wealth in 2025. 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 relationships, and consulting. The firm employs a model-driven, quantitative investment approach with factor-oriented equity strategies and integrates various third-party technologies to support portfolio management and client services.

Mary Ellen Deroche is a financial advisor at Apella Wealth with 10 years of industry experience. She holds a Series 65 designation and has previously worked at Barker Financial Group Inc. and Apella Capital, LLC. Outside of her advisory role, she serves as Trustee of a family trust. 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 factor-oriented equity strategies and tax-overlay management, integrating various third-party technologies to support portfolio customization and monitoring.

Addison Pock is a CFP® and Series 65 credentialed advisor with 14 years of industry experience. He is currently with Apella Wealth and previously worked at PBMares Wealth Management, where he spent 11 years. Apella Wealth serves a diverse client base including individual households, retirement plan sponsors, foundations, and institutions. The firm utilizes a model-driven, quantitative investment approach featuring factor-oriented equity strategies and traditional fixed income, supported by various third-party technologies to deliver customized portfolio solutions.

Joseph Koontz is a financial advisor at Connecticut Wealth Management, LLC with a Series 65 designation. He has been with the firm since 2024 and has prior work experience at ESPN from 2010 to 2024. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, estates, nonprofits, business owners, executives, and plan sponsors. The firm’s investment approach focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing various investment vehicles and independent research.