Peter Crowe is a financial advisor with MissionSquare Retirement based in Simsbury, CT. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior roles include positions at Icma Rc, Cetera Advisor Networks, Robert S. Hensley and Associates, and Ameritas Life Insurance Corp. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management and supported by a multi-team advisory structure.

Miguel Carneiro is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Connecticut Wealth Management, LLC. He previously worked at Fidelity Investments for four years before joining his current firm. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting services 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 investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Tristan Miller is a financial advisor at Apella Wealth with one year of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include positions at Vori, Upstart, Dimensional Fund Advisors, and the University of Oregon. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm uses a model-driven, quantitative investment approach that incorporates factor-based equity strategies and customized fixed-income allocations, along with technology-enabled portfolio management and planning solutions.

David Sutkaitis is a financial advisor with Redhawk Wealth Advisors, Inc. in Farmington, CT, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and SSN Advisory, Inc. Outside of his advisory work, Sutkaitis serves as an NRA pistol instructor and is the head of security at Emmanuel Baptist Church in Newington, CT. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across various asset classes, supported by a weekly investment committee and the use of third-party signal providers for certain strategies.

Harvey Siegel is a financial advisor at Apella Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including ARC Investment Planning & Management, Symmetry Partners, and WS Securities Incorporated. Siegel has been with Apella Capital since 2016. Apella Wealth serves a diverse range of clients, including individuals, 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 fixed-income management, integrating proprietary optimization and third-party tools in its portfolio implementation.

I am a fee-only flat-fee Certified Financial Planner® and a Certified Exit Planning Advisor®. I'm also working toward my Retirement Income Certified Planner® designation. My passion and specialty are income planning for retirement, whether at a "normal" retirement age or for an early retirement. Our services include comprehensive financial planning, which feeds into income planning and tax-smart distributions. We help our clients maximize the lifetime enjoyment of their money so they don't run out in retirement but also don't leave more than desired in their estate. While I don't focus only on business owners, my experience starting and selling businesses helps me better understand business owners' planning needs, challenges, and opportunities. Book a no-obligation Zoom meeting to learn more, get to know each other, and decide if working together would be a win-win. https://maximizeyourmoney.com/intro/

Jackson Voshell is a financial advisor at Apella Wealth with a Series 65 designation and one year of industry experience. Prior to joining Apella Wealth, he held roles at Morris Financial Concepts, Radius Church, and Configure Partners, and completed six years of full-time education. Apella Wealth serves a diverse group of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach incorporating factor-based equity strategies and duration- and credit-focused fixed-income allocations, alongside a range of managed account solutions and technology integrations.

Justin Piskorski is a financial advisor at Apella Wealth with a Series 65 designation and one year of industry experience. Prior to joining Apella Wealth, he worked at Patient Funding Alternatives and was involved with Berlin Batting Cages. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a largely model-driven, quantitative investment approach that integrates proprietary optimization, third-party models, and advanced technology to manage both discretionary and non-discretionary portfolios.

Samuel De Bono is a CFP® and Series 65-registered advisor at Connecticut Wealth Management, LLC with four years of industry experience. He has been with Connecticut Wealth Management since 2021, having previously worked at CG Financial Services and Claudia Pollak Law. 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, utilizing a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

Jennifer Barry is a CFP® professional with 28 years of industry experience. She is currently with Connecticut Wealth Management, LLC, where she has worked in multiple periods since 2019. Prior to that, she spent 20 years at Capital Strategies, Inc. and LPL Financial. Outside of her advisory role, she serves as a guardian and power of attorney for individuals, managing personal care and trust responsibilities. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a range of clients, including individuals, trusts, estates, non-profits, 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.

Mia Servidone is a CFP® and holds a Series 65 license, working with Connecticut Wealth Management, LLC. She has three years of industry experience, including roles at Central Connecticut State University Bursar's Office and Connecticut Wealth Management. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base. The firm employs a long-term, fundamental analysis approach with strategic asset allocation, utilizing various investment vehicles including mutual funds, ETFs, and alternative investments.

Michael Fernandes is a CFP® professional at Connecticut Wealth Management, LLC with 14 years of industry experience. He worked at Fidelity Personal and Workplace Advisors from 2015 to 2019 before joining Connecticut Wealth Management. 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, employing mutual funds, ETFs, individual securities, and alternative investments, and provides retirement plan fiduciary support and trust services under written agreements.

Ayden Al Shimary is a financial advisor at Apella Wealth with two years of industry experience. He holds a Series 65 designation and has prior work history that includes roles at Blue Water Wealth and the University of Washington. Apella Wealth serves individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies, using a model-driven, quantitative investment approach that incorporates factor-based equity strategies and duration- and credit-focused fixed-income allocations. The firm offers various portfolio solutions, financial planning, and consulting services while integrating advanced technology and third-party managers in its implementation process.

Eric Stroehle is a financial advisor with IP Financial Advisory Services LLC in Oakville, CT, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior experience includes roles at Innovation Partners LLC, OSAIC, Woodbury Financial Services, Questar Asset Management, Ameritas Investment Corp., and CCF Investments. Outside of his advisory work, he operates a sole proprietorship assisting clients with affordable dental plans and related insurance products. IP Financial Advisory Services primarily serves individual retail clients and offers portfolio management, financial planning, and consulting services. The firm focuses on constructing personalized portfolios for non-high-net-worth investors and retirement plan participants, employing various analytical approaches and discretionary management options.

David Bush is a CFP® and PFS™ credentialed advisor with 22 years of industry experience. He currently works at Apella Wealth and previously spent over two decades with PBMares in various roles. Outside of his advisory work, he serves as a bank director for Chesapeake Bank and is a trustee for the Williamsburg Community Foundation. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach and integrates third-party technology and managers to provide tailored portfolio solutions.

Matthew Marrella is a financial advisor at Apella Wealth with five years of industry experience. He holds a Series 66 designation and has worked at firms including The Vanguard Group and myCIO Wealth Partners, LLC. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm utilizes a largely model-driven, quantitative investment approach with offerings ranging from discretionary management to automated advisory solutions.

Daniel Yoo is a CFP® with 13 years of experience in the financial advisory industry. He currently works at Apella Wealth and previously held roles at UBS Financial Services and PBMares Wealth Management. In addition to his advisory work, he is an agent for various insurance companies. 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 and offers a range of services such as discretionary and non-discretionary management, separately managed accounts, held-away portfolio advice, and automated advisory solutions.

Louis Czerwinski is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with PKSA d/b/a Allegiant Wealth Management since 2019 and previously worked at VOYA Financial Advisors, LPL Financial, and Investacorp Advisory Services. Outside of his advisory role, he volunteers to prepare taxes for elderly and low-income individuals in the community. PKS Advisory Services, LLC provides financial planning, consulting, and investment management for individuals, trusts, retirement plans, charitable organizations, and other entities. The firm customizes portfolios based on client risk tolerance and time horizon, utilizing a range of investment strategies including no-load mutual funds, ETFs, individual securities, model portfolios, and alternative investments.

Austin Eason is a financial advisor at Apella Wealth with two years of industry experience. He holds a Series 65 designation and previously worked at PBMares Wealth Management LLC and Robertson, Anshutz, Schneid, Crane & Partners, PLL. 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 that integrates proprietary optimization and third-party models across equity and fixed-income allocations.

Patrick Sullivan is a CFP® professional with four years of industry experience. He has worked at Connecticut Wealth Management, LLC since 2021 and previously at Asset Strategies, Inc. from 2016 to 2021. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, incorporating various investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.