Andrew Chaffee is a CFP® and holds a Series 65 license with three years of industry experience. He is currently an advisor at Apella Wealth and previously worked at ClearLogic Financial, Inc., Cambridge Investment Research Inc., Bishoff Financial Group, Leidos, Leonardo DRS, and Roboteam, Inc. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm utilizes a largely model-driven, quantitative investment approach with a range of services including discretionary and non-discretionary investment management, financial planning, and an automated advisory option.

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 with AlphaStar Capital Management in Hartford, CT, holding a Series 63 designation and 34 years of industry experience. His work history includes positions at Independent Financial Group LLC, LPL Financial, and Ameriprise. He is also the owner of Wareham & Associates and Vaylark Financial Services, providing investment management, insurance, and financial consulting services. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm uses strategic and tactical investment approaches through Alphastar Model Portfolios and advisor-directed models, incorporating a range of investment vehicles and technology tools.

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® professional at Apella Wealth with one year of industry experience. Prior to joining Apella Wealth, she worked at Perfected Wealth Management and has held various roles in both the financial and service industries. She also has experience with Casi Cielo Events & Flowers, indicating involvement in entrepreneurial activities outside of finance. Apella Wealth serves individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach with a focus on factor-based equity strategies and duration- and credit-sensitive fixed income, integrating proprietary and third-party tools to support portfolio management and client service.

Rileigh Daniels is a CFP® and holds a Series 66 license, with three years of industry experience. She has worked at Apella Wealth since 2026, following positions at Magellan Federal and Charles Schwab. Earlier in her career, Daniels served in the Washington State House of Representatives and worked in mortgage services. 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 that integrates proprietary and third-party tools to manage a variety of portfolio solutions.

Jason Raiti is a CFA® charterholder with two years of experience currently working at Connecticut Wealth Management, LLC. His prior roles include five years at Edgehill Endowment Partners and three years at Choate Rosemary Hall. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base including individuals, trusts, estates, non-profits, and plan sponsors. The firm utilizes a long-term, fundamental analysis approach combined with strategic asset allocation, incorporating various investment vehicles such as no-load mutual funds, ETFs, individual securities, and alternative investments.

Matthew Bonvicini is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Connecticut Wealth Management, LLC with four years of industry experience. Prior to joining Connecticut Wealth Management in 2021, he worked at Prism Autism Education and Consultation for one year. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base including individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach with strategic asset allocation, utilizing no-load mutual funds, ETFs, individual securities, and alternative investments.

Michael Femia is a financial advisor with Apella Wealth in West Hartford, CT, holding a Series 65 credential and two years 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, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach with emphasis on factor-based equity strategies and duration- and credit-conscious fixed-income allocations.

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.

Sjaun Sanderson is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has prior experience with JB Capital, LLC and Johnson Brunetti. Sanderson is also involved in the sale of life insurance and fixed annuities through an affiliated insurance company, JN Financial. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm employs a mix of proprietary models and third-party managers to manage primarily discretionary accounts, incorporating methods such as modern portfolio theory and quantitative analysis.

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.

Margaret Aguirre is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 65 designations and eight years of industry experience. Her prior roles include positions at Johnson Brunetti, PFS Investments Inc., and Capitol Region Education Council. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, incorporating modern portfolio theory, fundamental, technical, and quantitative analysis.

Jennifer Coffey Smith is a CFP® with 12 years of industry experience. She has worked at Apella Wealth since 2026 and previously spent 13 years at Financial Connections Group, Inc. Her practice is based in West Hartford, CT. Apella Wealth serves a diverse range of individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a model-driven, quantitative investment approach that incorporates factor-based equity strategies and duration- and credit-focused fixed-income allocations, alongside a variety of managed account solutions and technology-enabled tools.

Jenna Isleib is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Connecticut Wealth Management, LLC since 2020, including her current role beginning in 2021, and previously worked at Mintz + Hoke. Prior to her financial services roles, she was involved with the University of Connecticut Undergraduate Admissions and worked in other sectors including electric services and recreation. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, using a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Lawrence Kushner is a financial advisor with NWF Advisory Services Inc who holds a Series 66 designation and has 21 years of industry experience. He previously worked at Next Financial Group Inc for 15 years and has held roles at OSAIC and The Ameriflex Group. Outside of his advisory work, Kushner is the founder of Cornerstone Wealth Management Group LLC and Wealth for Docs, and he authored the book "Nine Money Mistakes that Doctors Make." NWF Advisory Services manages approximately $6.4 billion in client assets through a network of over 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm utilizes an open-architecture, technology-driven platform to offer portfolio management, financial planning, and retirement consulting services across various account types and investment strategies.

Elizabeth Devino is a financial advisor at Connecticut Wealth Management, LLC with four years of industry experience. She holds the PFS™ designation and a Series 65 license. Outside of her advisory role, she serves as a Corporator with Thomaston Savings Bank and holds unpaid board and finance committee positions with the Palace Theater and Holy Cross High School, both in Waterbury, CT. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, incorporating a range of investments from mutual funds and ETFs to individual securities and alternative investments.

Mitchell Ewart is a financial advisor at Apella Wealth with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Vestory, LLC, Pruco Securities, LLC, and The Prudential Insurance Company of America. Ewart has been with Apella Wealth since 2021. 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 focus on factor-based equity strategies and duration- and credit-informed fixed income, offering a variety of investment management and advisory solutions.