Adrian Johnston is a financial advisor at Apella Wealth with Series 65 and Series 66 credentials and one year of industry experience. His prior work includes roles at Providence, Merrill, Bank of America, and Scorebook Live. 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 using factor-oriented equity strategies and portfolio customization, supported by advanced technologies and a broad product mix that includes separately managed accounts, an automated TAMP, and institutional solutions.

Charles Willauer is a Series 65-licensed financial advisor with 15 years of industry experience. He currently works at Bradley, Foster & Sargent Inc, joining the firm in 2025 after previous roles at Clearstead Trust, RINET Company, LLC, and Wellesley Investment Partners, LLC. Outside of his advisory role, Mr. Willauer serves as a Trustee for the Thompson Island Outward Bound Education Center, where he chairs the Investment Committee overseeing the organization’s endowment. Bradley, Foster & Sargent, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, retirement plans, and institutions, managing approximately $9.07 billion in assets. The firm follows a long-term, capital-preservation approach with an emphasis on individualized asset allocation and employs both fundamental and technical analysis to pursue growth at reasonable prices.

Anthony Galicia is a Series 65 licensed advisor at Connecticut Wealth Management, LLC with one year of industry experience. He previously worked at PwC and EY and has a background that includes roles in education and community organizations such as Soundview YMCA and local schools. 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 investment approach with strategic asset allocation and offers a range of investment options including mutual funds, ETFs, individual securities, and private equity for qualified clients.

Kevin Kazlauskas is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Santander Securities since 2012 and has been affiliated with Santander Bank, NA since 2000. Santander Securities LLC provides investment advisory and related services to a diverse client base including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and ongoing suitability reviews.

Jarrett Solomon is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Connecticut Wealth Management, LLC since 2014. He is a membership owner of Ten One Ten, LLC, a role he has held since 2014 and to which he devotes limited time outside of trading hours. Connecticut Wealth Management 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 based on fundamental analysis and strategic asset allocation, utilizing a range of investment vehicles tailored to client goals and risk tolerance.

Micah Sanzo is a financial advisor at Apella Wealth in West Hartford, CT, holding a Series 65 designation. He has been with Apella Wealth since 2026 and has experience serving in the Army National Guard since 2020. Prior to his financial advisory role, he worked at Chick-Fil-A for seven years. Apella Wealth serves a diverse client base, including individuals across various wealth levels, retirement plan sponsors, foundations, and institutions. The firm utilizes a model-driven, quantitative investment approach featuring factor-oriented equity strategies, fixed-income allocations, tax-overlay management, and portfolio customization, supported by multiple third-party technologies and a broad product mix.

Michael Torello is a financial advisor at Gateway Wealth Partners, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Cetera and Foresters Financial Services. Torello is also commissioned as a notary. Gateway Wealth Partners is a registered investment adviser that 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 when appropriate.

Nathan White is a CFP® with five years of industry experience currently advising at Apella Wealth. He has worked previously with Morris Financial Concepts, Falconbridge Property Services, Wildes Financial Strategies, and Coastal Financial Planning Group. Outside of financial advising, he has been involved with landscaping services through Down to Earth Landscaping and Riverside Landscape Services. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, and institutional clients. The firm uses a model-driven, quantitative investment approach with factor-oriented equity strategies and integrates various third-party technologies to support portfolio management and client reporting.

Gina Chironis is a financial advisor at Apella Wealth with 16 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Apella Wealth in 2023, she spent 13 years with Clarity Wealth Management, Inc. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach featuring factor-oriented equity strategies, fixed-income allocations, and portfolio customization, supported by several integrated third-party technologies to deliver and monitor client solutions.

Joseph Ferry Jr. is a financial advisor with Lifemark Securities Corp. and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including service as Vice President and agent/broker at Chittenden Group, where he has been involved in insurance sales since 1995. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, offering programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Gina Mazzadra is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Foundations Investment Advisors LLC and also works with Fuchs Financial LLC, where she assists with retirement planning. Her prior experience includes roles at Alphastar Capital Management, Morgan Stanley, and Voya. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs an asymmetric rebalancing approach supported by third-party sub-advisers and custodians.

Benjamin Fuchs is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Foundations Investment Advisors LLC and has previously held roles at AlphaStar Capital Management, LLC, and several other firms. Fuchs also manages Fuchs Financial, where he serves as an insurance agent overseeing the sale of fixed insurance products. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and retirement plans, using a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Brandon Holland is a financial advisor with Foundations Investment Advisors LLC in West Hartford, CT. He holds a Series 65 credential and has been active in the financial industry since 2023. His prior experience includes roles at Fuchs Financial and the IFS Institute, as well as positions in education at Central Connecticut State University and Bristol Central High School. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analyses and uses model portfolios with an asymmetric rebalancing approach.

Michael Lodsin Jr. is a financial advisor at First Citizens Investor Services, Inc. with 15 years of industry experience. He holds a Series 65 credential and has worked at firms including TIAA, The Hartford, and SVB Wealth LLC. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a broad client base including individuals, trusts, charitable organizations, and pension plans. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management and utilizes both fundamental and quantitative analysis, supported by its affiliation with a bank holding company.

Peter Aiksnoras is a financial advisor with Compass Financial Management LLC in Oxford, CT, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His previous roles include positions at Securities America, Inc. and Questar Capital Corporation. Outside of his advisory work, he serves as treasurer for the Naugatuck Fish and Game Club and the Oxford Housing Authority, is a member of the Board of Governors for the Miamogue Yacht Club, and volunteers as a financial educator focusing on retirement planning and social security. Compass Financial Management serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, utilizing a multi-disciplinary investment approach across various asset classes with ongoing portfolio monitoring.

Michele Matzinger is a CFA® charterholder with four years of industry experience. She has been with Bradley Foster & Sargent Inc since 2021 and worked previously at New England Asset Management from 2008 to 2021. Bradley Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with a focus on individualized asset allocation, capital preservation, and a Growth-at-a-Reasonable-Price investment approach. The firm also advises pooled investment vehicles and maintains formal ethics and trading oversight policies.

Tamara Durbin is a CFP® practitioner with 26 years of industry experience, currently serving at Apella Wealth since 2026. Her prior experience includes roles at CS TOMASI Wealth Management, LPL Financial, Securities America Advisors, and Thrivent Financial for Lutherans. Outside of her advisory work, she is involved with KÖR, a business she has been connected with since 2018. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management and consulting. The firm employs a model-driven, quantitative investment approach with a broad product mix that encompasses SMA strategies, automated managed accounts, and held-away portfolio advice, supported by various third-party technologies and a notable institutional reach.

Brendan Conry is a financial advisor with Connecticut Wealth Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including long tenures at Commonwealth Equity Services, Inc. and Commonwealth Financial Network. Conry volunteers on the investment committees of the New Britain Museum of American Art and the FloGris Museum, assisting with their endowment portfolios. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, and business clients. The firm focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles and third-party research.

Daniel Ballou is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Connecticut Wealth Management, LLC, where he has worked since 2019, following seven years at Putnam Investments. 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 employs a long-term, fundamentally driven asset allocation approach and offers access to private equity investments for qualified clients.

Stacie Nemetz is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Apella Wealth. Her prior roles include positions at N.R. Smith and Associates, Cetera Advisor Networks, OCM Investments, and Oaktree Capital Management. 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 with a range of strategies and integrates various technologies to support portfolio management and client services.