Shawn O'Sullivan Jr. is a CFP® with five years of industry experience, currently serving as a financial advisor at Apella Wealth in West Hartford, CT. He has worked at Apella Capital, LLC since 2017 and also spent time at Symmetry Partners, LLC. Prior to his advisory career, he was involved with Warning Lights, Inc. for five years. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach with a range of solutions from discretionary management to automated advisory services.

Joseph Goss is a financial advisor with William Joseph Capital Management, Inc., holding a Series 65 designation and bringing 10 years of industry experience. He has been with William Joseph Capital Management since 2015 and also owns Joseph E. Goss, Ltd. dba The Producers Firm, which sells insurance products. In addition to his advisory role, he is involved in several insurance-related businesses, including Wealth Preservation Specialist, LLC and NBC National Marketing, Inc., as well as a tax advice and preparation firm, William Joseph Tax Strategies, Inc. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management combining financial planning and portfolio management, utilizing customized portfolio construction with third-party sub-advisors and a variety of analytical methods.

Michael Moses is a financial advisor at Bradley Foster & Sargent Inc with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Napatree Capital LLC and Fidelity Brokerage Services LLC. Bradley Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with an emphasis on individualized asset allocation and capital preservation. The firm is also notable for advising pooled investment vehicles, including a registered mutual fund and a private investment fund.

Patrick Sweeny is a financial advisor at Apella Wealth with 32 years of industry experience. He has been with Apella Capital, LLC since 2014 and previously worked at Symmetry Partners, LLC for 31 years. He holds a Series 63 designation. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a model-driven, quantitative investment approach and integrates proprietary and third-party tools to manage both discretionary and non-discretionary portfolios.

Marc Crone is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 designation and one year of industry experience. He previously worked at Independent Financial Group LLC and All Source Investment Management. Outside of his advisory role, he serves as Treasurer and Executive Committee member for Habitat for Humanity of Northwest Connecticut and chairs the local recreation committee in Norfolk, CT. Integrated Advisors Network is a multi-team SEC-registered firm offering portfolio management, financial planning, and related consulting to a diverse client base. The firm employs a combination of fundamental and quantitative strategies, including access to third-party managers and wrap-fee programs, to build client portfolios within a risk-profile framework.

William Horigan is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with Connecticut Wealth Management, LLC since 2017. Prior to his advisory role, he worked at Providence College and Hartford Golf Club. 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 uses a long-term investment approach centered on fundamental analysis and strategic asset allocation, incorporating a range of investment vehicles to tailor portfolios to client goals and risk tolerance.

Jack Rose is a Certified Financial Planner (CFP®) with two years of industry experience, currently serving at Connecticut Wealth Management, LLC. His work history includes roles in the financial services sector and positions outside the industry such as at Hartford Golf Club and Petals and Paws. Connecticut Wealth Management provides comprehensive financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, trusts, estates, non-profits, businesses, and executives. The firm emphasizes long-term, fundamental analysis-based investment strategies, utilizing a range of asset classes and tailoring portfolios to client goals and risk tolerance.

Janet Kendall is a financial advisor at MissionSquare Retirement with 39 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining MissionSquare in 2025, she worked at TIAA-CREF and TIAA for 12 years. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and delivered through multiple channels within MissionSquare-administered accounts.

Nathan Nagel is a financial advisor at Connecticut Wealth Management, LLC, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Corbin Advisors and several periods at Connecticut Wealth Management, as well as employment at the University of Connecticut and Christian Heritage School. Connecticut Wealth Management, LLC offers financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, businesses, and executives. The firm’s investment approach focuses on long-term, fundamental analysis and strategic asset allocation, employing a range of investment vehicles tailored to client goals and risk tolerance.

Waldemar Dziedzic is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. His prior work includes roles at Aegis Wealth Management, Inc. and various insurance and healthcare-related companies. He is also a licensed insurance agent for investment-related insurance products. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services through a multi-team network that employs diversified investment models and third-party managers within a structured risk framework.

Jamison Mc Andie is a CFP® with five years of industry experience, currently advising at Apella Wealth since 2023. His prior roles include positions at LPL Financial and Waddell & Reed. 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 offerings such as discretionary management, sub-advisory services, and an automated advisory option.

Logan Wetzel is a financial advisor at Apella Wealth in West Hartford, CT, with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Vanguard Group and Sarian Strategic Partners. Prior to his advisory career, he was affiliated with Villanova University for five years. 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 with specialized strategies for equity and fixed income, integrating proprietary and third-party tools to support its multi-team advisory platform.

Taylor Cock is a financial advisor with Apella Wealth in West Hartford, CT, holding a Series 65 designation and nine years of industry experience. He has worked at Apella Wealth since 2021 and was previously with Vestory, LLC from 2016 to 2020. Apella Wealth serves a diverse clientele including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a model-driven, quantitative investment approach with a range of solutions such as discretionary management, separately managed accounts, financial planning, and an automated advisory option.

Jeffrey Russitano Sr. is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and UnitedHealthcare. Outside of his advisory role, he serves as the non-compensated Treasurer on the board of TriCircle, a nonprofit organization. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets, serving individuals, pension plans, trusts, corporations, and other advisers. The firm offers customized portfolio management with a focus on fixed-income analysis and equity review, utilizing a scalable advisor network and a range of specialized services including sub-advisory ETF management.

Keith Barnofski is a financial advisor at MissionSquare Retirement with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Voya Financial Advisors for 11 years. Outside of his advisory role, he is co-owner of Streamocracy LLC, a mobile application development business focusing on evaluating new app ideas. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and non-discretionary Fund Advice developed by Morningstar Investment Management.

Christopher Murtha is a financial advisor with Capital Analysts in Hartford, CT, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior work includes positions at Lincoln Investment Planning, Inc. for 19 years, Global Portfolio Strategies, Inc., and TD Ameritrade, Inc. He also engages in providing life insurance and fixed annuities through Howard Financial and Associates PLLC. Capital Analysts serves a diverse client base, including retail and institutional investors, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment management supported by a proprietary fund-screening process and maintains institutional relationships to support its product offerings.

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, currently serving at Apella Wealth. His prior experience includes 16 years at Inspired Financial LLC and over 40 years operating as Mark L. Prendergast CPA. Since 2012, he has served on the Board of Directors for Regency Investment Advisors, Inc. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven and quantitative investment approach, offering solutions such as separately managed accounts, held-away portfolio advice, and sub-advisory services.

Luis Salinas is a CFP®, ChFC®, and Series 66 registered advisor with 11 years of industry experience. He is currently with Apella Wealth and has previously worked at LPL Financial and Northwestern Mutual in various capacities over nine years. Luis is based in West Hartford, CT. Apella Wealth serves individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a model-driven, quantitative investment approach with a range of portfolio solutions and integrates technology and third-party managers to support its offerings.

Matthew Terzian is a CFP® and CFA® with 13 years of industry experience. He is currently with Advisors Capital Management, LLC and has prior experience at Northwest Community Bank, Litchfield Bancorp, and Resources Management Corp. Outside of advisory work, he holds a 25% ownership stake in four apartment buildings in Texas. Advisors Capital Management serves individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, providing discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions. The firm combines top-down macro analysis with bottom-up security selection across various asset classes and manages over $8 billion in discretionary assets.