John Shanley is a CFP® with 13 years of industry experience, currently affiliated with Connecticut Wealth Management, LLC. His prior work includes roles at Mercer Advisors Inc. and Pinnacle Investment Management Inc. Shanley serves on the finance committee of the Connecticut Historical Society, a nonprofit museum and educational center. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, business owners, executives, and plan sponsors. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, incorporating third-party research and offering access to private equity for qualified clients.

Stephanie Murphy is a CFP® professional with seven years of experience in the financial services industry. She is currently with Apella Wealth, having joined in 2024 after six years at ClearLogic Financial, Inc. and eleven years at AHRI. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach incorporating factor-oriented equity strategies and traditional fixed income, supported by technology integration to customize and optimize client portfolios.

Douglas Huddleston is a CFP® with 16 years of industry experience, currently serving as an advisor at Apella Wealth. He previously worked at Barker Financial Group, Inc. for 16 years before joining Apella Capital, LLC. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, delivering a range of investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach that integrates multiple third-party technologies and offers distinctive institutional reach alongside a broad product mix.

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 at Mutual Advisors, LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Mutual Securities, Inc. and Janney Montgomery Scott. Outside of his advisory role, he is also licensed as an insurance agent, focusing mainly on monitoring existing annuity contracts. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering a range of services including asset management, financial consulting, and ERISA plan advisory, employing both passive and active investment strategies tailored to client objectives.

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 with 22 years of industry experience. He is currently affiliated with The Patriot Financial Group, LLC and has worked at firms including Cetera and Riverside Retirement Advisors. Outside of his advisory role, Hess serves as president of West Hartford Youth Baseball and is chairman of the board at Community Health Resources. The Patriot Financial Group serves individuals, small businesses, and retirement plans by providing investment management, financial planning, and consulting services. The firm constructs tailored portfolios using a combination of fundamental, technical, and charting analysis, with ongoing monitoring and rebalancing to meet client needs.

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.

Michael Howard is a financial advisor at Capital Analysts with 49 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment Planning, Inc. since 2004. Howard has been involved in his own firms, including Howard Financial Planners, Inc. and Howard Financial Corp., since the mid-1970s. Outside of advisory work, he co-presides over Howard Financial and Associates PLLC, which focuses on insurance and fixed annuities. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers both discretionary and non-discretionary portfolio management, utilizing proprietary research tools and a range of investment programs supported by a large network of advisors.

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.

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 25 years of industry experience. He has been with Bradley, Foster & Sargent Inc in Hartford, CT since 2000. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing roughly $9.07 billion in assets. The firm emphasizes individualized asset allocation, long-term capital preservation, and a Growth-at-a-Reasonable-Price investment approach, and it serves as adviser to a registered mutual fund and a private investment fund in addition to managing client portfolios.

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.