Phillip Calandra is a financial advisor at Apella Wealth with 18 years of industry experience. He holds a Series 65 designation and has worked at firms including Calandra Financial, Retirement Wealth Advisors, and Calandra Wealth Management. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to support portfolio management and client reporting.

Shawn O'Sullivan Jr. is a CFP® with five years of industry experience, currently advising at Apella Wealth. He has held various roles within Apella Capital, LLC since 2017 and previously worked at Symmetry Partners, LLC and Warning Lights, Inc. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering model-driven, quantitative investment management and financial planning. The firm is notable for its institutional reach, use of factor-oriented equity strategies, automated TAMP solutions, and integration of multiple third-party technologies to support client portfolios.

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 31 years of industry experience. He holds a Series 63 designation and has been with Apella Capital, LLC since 2014, also maintaining a long-term association with Symmetry Partners, LLC since 1994. 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, and consulting. The firm employs a model-driven, quantitative investment approach, integrating advanced technologies and serving a broad range of clients including insurance companies, which is notable for a multi-team firm of its size.

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® with six years of industry experience, currently affiliated with Connecticut Wealth Management, LLC. His professional background includes multiple roles within the same firm since 2017, along with prior experience at Providence College and Hartford Golf Club. 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 employs a long-term, fundamentally driven investment approach and offers access to private equity for qualified clients.

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 serving as a financial advisor at Apella Wealth. His prior experience includes roles at LPL Financial and Waddell & Reed. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management and consulting services. The firm uses a model-driven, quantitative investment approach and integrates various third-party technologies to deliver customized client solutions.

Logan Wetzel is a financial advisor at Apella Wealth with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Vanguard Group and Sarian Strategic Partners. Wetzel also spent five years at Villanova University prior to his advisory roles. 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 and tax-sensitive portfolio customization, supported by a range of third-party technologies and institutional client services.

Taylor Cock is a financial advisor at Apella Wealth with nine years of industry experience. He holds a Series 65 designation and has worked at Apella Wealth since 2021. Prior to joining Apella, he spent four years at Vestory, LLC. 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 advanced technologies and a mix of separately managed strategies, automated TAMP solutions, and institutional offerings.

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 at Capital Analysts with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Lincoln Investment Planning, Inc. since 2007. Outside of advisory work, he provides life insurance and fixed annuities through Howard Financial and Associates PLLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment team and proprietary screening tools, alongside a range of advisor-managed and third-party investment options.

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® professional with 20 years of industry experience, currently serving at Apella Wealth. His prior work includes 16 years at Inspired Financial LLC and over 40 years operating Mark L. Prendergast CPA. He serves on the Board of Directors for Regency Investment Advisors, Inc., a role he has held since 2012. 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 and integrates advanced technologies to provide customized portfolio solutions.

Luis Salinas is a CFP® and ChFC® with 11 years of industry experience. He has worked at Apella Wealth since 2025 and previously held roles at LPL Financial and Northwestern Mutual. Luis holds the Series 66 license. 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, tax-overlay management, and portfolio customization, and integrates various third-party technologies to support its advisory services.

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.