Michael Maglieri is a CFP® professional with six years of industry experience, currently serving at Apella Wealth since 2025. He previously worked at PBMares Wealth Management and Stone Street Capital, with earlier experience at Williamsburg Sentara Emergency Department. Outside of his advisory role, he acts as an agent for various insurance companies in his individual capacity. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, and consulting. The firm employs a model-driven, quantitative investment approach featuring factor-oriented equity strategies, fixed-income allocations, and portfolio customization, supported by integrated third-party technologies.

Kyra Morris is a CFP® professional with 22 years of industry experience, currently advising at Apella Wealth since 2026. She previously led Morris Financial Concepts, Inc. for 25 years. Outside of advisory services, she serves as president of Morris Tax Planning, LLC, which provides tax preparation and bookkeeping services to some clients. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a model-driven, quantitative investment approach with a range of strategies and integrates multiple third-party technologies to support client solutions.

Andrew Chaffee is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Apella Wealth. His prior roles include positions at ClearLogic Financial, Inc., Cambridge Investment Research Inc., and Bishoff Financial Group. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, providing discretionary and non-discretionary investment management, financial planning, sub-advisory, and consulting services. The firm employs a model-driven, quantitative investment approach with a mix of factor-oriented equity strategies, fixed income, tax overlay management, and portfolio customization, supported by integrated third-party technologies and a range of institutional and retail products.

Jonathan Fairbanks is a financial advisor with Mutual Advisors, LLC in Hartford, CT, holding Series 63 and Series 65 credentials and 42 years of industry experience. His prior roles include positions at Mutual Securities, Inc., Janney Montgomery Scott, Morgan Stanley, Citigroup Global Markets, and A. G. Edwards & Sons, Inc. Outside of advising, he also works as an insurance agent, focusing primarily on monitoring existing annuity contracts. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional investors. The firm offers a range of advisory services and employs both active and passive investment strategies, with a notable emphasis on institutional management and specialized operational resources.

Charles Wareham is a financial advisor at AlphaStar Capital Management with 34 years of industry experience. He holds a Series 63 designation and has worked at several firms including Ameriprise, LPL Financial, and Independent Financial Group. Wareham is also the owner of Wareham & Associates and Vaylark Financial Services, which provide investment management, insurance services, and financial consulting. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs strategic and tactical investment approaches using a variety of financial instruments and utilizes third-party portfolio construction technology to support its services.

Cy Hess is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He is currently with The Patriot Financial Group, LLC and has previously worked at Cetera, Riverside Retirement Advisors, SECURITIES AMERICA, and Mass Mutual. Outside of his advisory work, he serves as president of West Hartford Youth Baseball and chairs the board of Community Health Resources. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of investment options and ongoing account monitoring.

Brendan Begley is a financial advisor with Northeast Planning Associates, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has held roles at multiple firms including Avantax Insurance Agency and LPL Financial LLC, and has also served as a director at First National Bank of Suffield. Outside of his advisory work, he serves as a board member for The Arthur G. Russell Company Incorporated and Fox Hollow Gun Club, Inc. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans through modular financial planning, discretionary investment management, and retirement plan advisory services. The firm manages approximately $414 million in discretionary assets with a team of about 70 advisors and focuses on tailored planning and fiduciary portfolios rather than corporate clients.

Audrey Johnson is a CFP® advisor with Apella Wealth in West Hartford, CT, bringing one year of industry experience. Her prior roles include positions at Perfected Wealth Management and Vision Wealth, along with work outside finance such as at Lure Fish House and involvement in event and floral services with Casi Cielo Events & Flowers. 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 employs a model-driven, quantitative investment approach with integrated third-party technologies and serves both retail and institutional clients.

Rileigh Daniels is a CFP® professional at Apella Wealth with three years of industry experience. Prior to joining Apella Wealth, Daniels worked at Magellan Federal and Charles Schwab Bank. Daniels also served a term in the Washington State House of Representatives in 2021. Apella Wealth serves a diverse clientele, including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach, offering a range of services from discretionary management to tax and retirement plan consulting.

Jason Raiti is a CFA® charterholder with two years of industry experience and is currently affiliated with Connecticut Wealth Management, LLC. He previously worked at Edgehill Endowment Partners for five years and spent three years at Choate Rosemary Hall. 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 investment approach grounded in fundamental analysis and uses a variety of instruments, including mutual funds, ETFs, individual securities, and alternative investments, tailoring portfolios to client goals and risk tolerance.

Matthew Bonvicini is a CFP® and Series 65-registered advisor with Connecticut Wealth Management, LLC, where he has worked since 2021. He has four years of industry experience, including a prior role at Prism Autism Education and Consultation. 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 emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles and third-party research.

Michael Femia is a financial advisor at Apella Wealth with a Series 65 credential and one year of industry experience. His prior roles include positions at The Wilder Companies and College Funding Services. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering both discretionary and non-discretionary investment management as well as financial planning. The firm employs a model-driven, quantitative investment approach and integrates various technologies to deliver customized solutions.

Christina Charest is a Series 65-licensed financial advisor with Bradley, Foster & Sargent Inc, based in Hartford, CT. She has seven years of industry experience and has been with Bradley, Foster & Sargent since 2004. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with approximately $9.07 billion in assets. The firm emphasizes individualized asset allocation, long-term holding, and a Growth-at-a-Reasonable-Price investment approach, and also serves as adviser to pooled investment vehicles including a registered mutual fund and a private investment fund.

Alison Cosgrove is a CFP® and holds a Series 66 license, with 11 years of industry experience. She is affiliated with Bradley, Foster & Sargent Inc and has been with JPMorgan Investment Management Inc. and J.P. Morgan Institutional Investments Inc. since 2014. 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 employs a long-term, capital-preservation focused investment approach combining fundamental analysis and technical tools, and manages both pooled investment vehicles and registered funds.

Thomas Sargent is a CFA® charterholder with 26 years of experience in the financial industry. He has worked at Bradley, Foster & Sargent Inc. since 2000. Bradley, Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, including advisory services to a registered mutual fund and a private investment vehicle. The firm emphasizes individualized asset allocation and a long-term, capital-preservation investment approach, using a blend of fundamental analysis and technical tools to pursue growth at reasonable prices.

Jennifer Coffey Smith is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Apella Wealth. She previously worked for Financial Connections Group, Inc. for 13 years before joining Apella Wealth in 2026. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, sub-advisory, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to deliver customized solutions.

Jenna Isleib is a financial advisor at Connecticut Wealth Management, LLC with four years of industry experience. She holds the CFP® designation and a Series 65 license. Prior to her current role, she worked at Mintz + Hoke and has experience in university admissions and the private sector. 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, and business owners. The firm’s investment approach focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a variety of investment vehicles and third-party research.

Lawrence Kushner is a financial advisor at NWF Advisory Services Inc with 20 years of industry experience. He holds a Series 66 designation and has worked at Next Financial Group Inc and OSAIC. Kushner is the founder of Cornerstone Wealth Management Group LLC and Wealth for Docs, which provide financial planning, investment management, and insurance services, and he is also the author of a book titled *Nine Money Mistakes that Doctors Make*. NWF Advisory Services, Inc. offers portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing with access to specialized advisory services.

Elizabeth Devino is a financial advisor at Connecticut Wealth Management, LLC with three years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to her advisory role, she worked for Mercury Fuel Service, Inc. for 16 years. Outside of her advisory duties, she serves as a Corporator with Thomaston Savings Bank and holds unpaid board and finance committee positions with Holy Cross High School and the Palace Theater in Waterbury, CT. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, and business clients. The firm employs a long-term, fundamentally driven investment approach with personalized portfolio construction and offers access to private equity investments for qualified clients.

Mitchell Ewart is a financial advisor at Apella Wealth with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Vestory, LLC, Pruco Securities, LLC, and The Prudential Insurance Company of America. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven and quantitative investment approach, offering services such as discretionary and non-discretionary management, financial planning, and consulting, supported by a range of proprietary and third-party technologies.