John Shanley is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently with Connecticut Wealth Management, LLC and has prior experience at Mercer Advisors Inc., Pinnacle Investment Management Inc., and Fidelity. Shanley serves on the finance committee of the Connecticut Historical Society, a nonprofit museum and educational center. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, businesses, and executives. The firm follows a long-term investment approach grounded in fundamental analysis, employing strategic asset allocation across mutual funds, ETFs, individual securities, and alternative investments tailored to client objectives.

Stephanie Murphy is a CFP® certificant with seven years of industry experience. She is currently with Apella Wealth and previously worked at ClearLogic Financial, Inc. and AHRI. 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 a range of services from discretionary management to financial planning and automated advisory solutions.

Douglas Huddleston is a CFP® with 16 years of industry experience. He is currently with Apella Wealth and has previously worked at Barker Financial Group, Inc. for 16 years. Apella Wealth serves a broad range of individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach with a focus on factor-based equity strategies and duration- and credit-conscious fixed-income allocations.

Michael Maglieri is a CFP® professional at Apella Wealth with six years of industry experience. He previously worked at PBMares Wealth Management and Stone Street Capital. He is also licensed as an insurance agent for various companies. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach with offerings that include discretionary management, separately managed accounts, financial planning, and technology-enabled solutions.

Kyra Morris is a CFP® professional with 22 years of industry experience. She is currently with Apella Wealth and previously led Morris Financial Concepts for over 25 years. Outside of advisory work, she serves as president of Morris Tax Planning, LLC, a firm that provides tax preparation and bookkeeping 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 with offerings ranging from discretionary management to held-away portfolio advice and automated advisory options.

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.

David Palladino is a financial advisor at Fortis Capital Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has been with Fortis since 2022. Prior to his advisory role, he managed a power washing business, where he continues to participate occasionally as a project manager and laborer. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring across a range of investment strategies, managing approximately $1.21 billion in assets as of early 2025.

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.

Matthew Sweeney is a financial advisor at William Joseph Capital Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Wealth Preservation Specialists, LLC and William Joseph Capital Management since 2015. He is a part-owner of Wealth Preservation Specialists, LLC, a non-investment insurance revenue-sharing entity, and serves as an advisor to Investipal, Inc., a Toronto-based startup providing advisory services. Additionally, he is a part-owner and managing partner of William Joseph Tax Strategies, Inc., which offers tax advice and preparation services. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans, integrating portfolio management and financial planning into comprehensive wealth management. The firm manages accounts on discretionary and non-discretionary bases, using a range of custodians and third-party models while maintaining supervisory oversight.

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.

Michael Howard is a financial advisor at Capital Analysts with 50 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment Planning, Inc. since 2004. Prior to that, he operated Howard Financial Planners, Inc. for 18 years and has been involved with Howard Financial Corporation since 1975. Outside of his advisory work, he is co-president of Howard Financial and Associates PLLC, which engages in insurance and fixed annuity sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through proprietary model portfolios, access to third-party managers, and retirement-plan advice, delivering services via a nationwide network of independent advisors and firm-managed programs.

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 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.

Ethan Medling is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds a Series 65 designation and previously worked as a self-employed advisor and in the electrical industry. Medling is also the owner of Right Path Financial LLC, which provides investment advisory and retirement planning services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to a diverse client base including individuals, corporations, and charitable organizations. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios, supporting tailored suitability assessments and regular rebalancing.

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. 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.