Dannae Enright is a CFP® professional with one year of experience currently advising clients at Apella Wealth. Prior to joining Apella Wealth, she worked at Morris Financial Concepts and has served as president of Be Worthy Bookkeeping, Inc. since 2018. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, and institutions, providing discretionary and non-discretionary investment management, financial planning, sub-advisory relationships, and consulting. The firm utilizes a model-driven, quantitative approach with factor-oriented equity strategies and integrates multiple third-party technologies to tailor and monitor client portfolios.

Kevin Young is a financial advisor at Apella Wealth with 16 years of industry experience. He holds the CFP® designation and Series 65 license. His career includes 15 years running Kevin M. Young Financial, Inc. and ongoing involvement with Horseshoe Management for over 20 years. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach that includes factor-oriented equity strategies, fixed-income allocations, and tax management, supported by integrated third-party technologies and tailored portfolio solutions.

Dennis Markway is a CFP® and ChFC® with 19 years of experience in the financial industry. He has been with Apella Wealth since 2025 and previously spent 13 years at Iron Horse Wealth Management. Outside of his advisory role, he serves as Director of Pro Bono Activities for the Financial Planning Association of Iowa and is involved in ethics instruction and financial management for a record label. 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 and integrates various technologies to provide customized portfolio solutions.

Rosa Chen is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Bradley, Foster & Sargent Inc since 2016. She holds Series 63 and Series 65 licenses and is based in Hartford, CT. 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 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.

Roger Manternach is a financial advisor at Bradley, Foster & Sargent Inc with 15 years of industry experience. He holds a Series 65 designation and has been with Bradley, Foster & Sargent since 2008. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, with a focus on high-net-worth clients. The firm emphasizes individualized asset allocation, long-term capital preservation, and a Growth-at-a-Reasonable-Price investment approach, managing discretionary portfolios and overseeing approximately $9.07 billion in assets.

Marcia Pereira is a financial advisor at Symmetry Partners with 20 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes ten years with VP Distributors LLC and Virtus Investment Partners. Symmetry Partners provides investment management services to individuals, retirement plans, pension and institutional clients, and acts as adviser to registered investment companies and ETFs. The firm uses a quantitative, research-driven approach emphasizing Modern Portfolio Theory and factor-based methods across various investment products.

Samuel Atherton is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has been with Apella Wealth since 2024 and previously worked for 20 years at ClearLogic Financial, Inc., formerly known as Ticknor Atherton & Associates. 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 uses a model-driven, quantitative investment approach with factor-oriented equity strategies and integrates multiple third-party technologies to support portfolio management and client reporting.

Jeffrey Haines is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Raymond James & Associates for seven years before joining Gateway Wealth Partners and its affiliated entities in 2023. Gateway Wealth Partners is a registered investment adviser serving individuals, including high-net-worth clients, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented with individual stocks, bonds, and independent managers.

Mark Broderick is a CFP® with six years of industry experience, currently serving at Apella Wealth. His previous roles include five years at Iron Horse Wealth Management and shorter tenures at McGraw Hill, Vector Marketing, Hy-Vee, and Loras College. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering both discretionary and non-discretionary investment management, financial planning, sub-advisory services, and consulting. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to support client solutions, with notable service to insurance company clients alongside its multi-factor and index strategies.

Matthew Hamel is an investment professional at Symmetry Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Virtus Investment Partners and Vp Distributors Inc. Hamel serves as Executive Vice President of Sales and Distribution at Symmetry Partners. Symmetry Partners provides investment management through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base including charitable organizations, corporate and pension plans, and high-net-worth individuals. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods across various investment vehicles and emphasizes intermediary distribution and marketing support.

Stephen Weiner is a CFP® professional with six years of industry experience. He is currently with Advisors Capital Management, LLC and has prior experience at Personal Business Mgt. Group, Ltd. Advisors Capital Management serves a broad range of clients, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, providing discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans. The firm combines top-down macro analysis with bottom-up security selection across fundamental, quantitative, and qualitative methods and manages over $8 billion in discretionary assets.

Matthew Landon is a CFA® charterholder with 25 years of industry experience. He is a principal at Napatree Capital LLC, where he has worked since 2021. His prior experience includes roles at Commonwealth Financial Network and LPL Financial. Outside of his advisory work, Landon serves on the boards of several organizations, including Veritas Prep Charter School and New England Public Media, and holds leadership positions with the Longmeadow Boys Lacrosse Association and GammaRoad Capital Partners. Napatree Capital is an SEC-registered advisory firm that serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $260 million across about 181 client relationships, offering wealth management, investment management, financial planning, and retirement-plan advisory services through a long-term, customized investment approach.

Brian Pon is a CFP® professional with 18 years of experience in the financial services industry. He has been with Apella Wealth since 2026, following a 26-year tenure at Financial Connections Group, Inc. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates multiple third-party technologies to support its solutions.

Joseph Mauriello is a financial advisor at Capitol Securities Management, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services and Liberty Bank. Mauriello serves as an advisory board member for the Main Street Foundation - Men and Boys Fund, a nonprofit focused on supporting underprivileged boys in his community. Capitol Securities Management serves a diverse range of clients, including individual investors, institutions, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting services through both broker-dealer and registered investment adviser platforms.

Penny Schmidt is a CFP® professional at Apella Wealth with five years of industry experience. She previously worked at Iron Horse Wealth Management and COUNTRY Capital Management Company. Outside of financial advising, Penny is a health coach and serves as the unpaid treasurer for the Iowa chapter of the National Association of Women Business Owners. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, and institutions, offering model-driven and quantitative investment management, financial planning, and consulting services. The firm integrates multiple third-party technologies and serves a range of client types, including insurance companies, with a broad mix of investment strategies and advisory solutions.

Matthew Bushnell is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 65 designation and two years of industry experience. Before joining CliftonLarsonAllen, he worked at Gillette Ridge Golf Course and Siena College, among other roles. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm employs a strategic asset allocation approach using model portfolios, third-party managed programs, mutual funds, ETFs, and selective private placements, combining fiduciary advisory services with broker-dealer and insurance activities.

Mark Barkasy is a financial advisor with St. Bernard Financial Services, Inc., holding a Series 66 designation and 22 years of industry experience. He has worked at Embark Financial and Insurance Partners, LLC, and Invest Financial Corporation. Outside of his advisory role, Barkasy serves as a track official at Manchester High School. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services including portfolio management and financial planning. The firm employs a long-term, conservative growth strategy with tactical asset allocation and typically maintains collaborative, largely non-discretionary client relationships.

Kevin Leahy is a CFP® professional with 24 years of experience, currently affiliated with Connecticut Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc. He has been with Connecticut Wealth Management since 2010 and with Purshe Kaplan Sterling since 2016. He serves as a trustee for several client accounts and is a member of the Board of Trustees at the University of Bridgeport. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, business owners, executives, and plan sponsors. The firm’s investment approach focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction with ongoing oversight and periodic formal reviews.

Kristina Wolff Singh is a financial advisor at ValMark Advisers, Inc. with four years of industry experience. She holds a Series 66 designation and has been with Wolff Wealth Advisors since 2021. Outside of her advisory role, she serves as a volunteer board member for Woman of Wonder, a nonprofit that raises funds for college scholarships benefiting single mothers and women raised by single mothers. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients through a network of advisory representatives. The firm’s approach emphasizes diversified, goal-based portfolios with active monitoring and rebalancing, utilizing mutual funds, ETFs, and third-party managers.

Jill Hollander is a CFP® professional with 18 years of experience in financial advising. She has worked at Apella Wealth since 2026 and previously spent 32 years at Financial Connections. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach with a range of strategies and technologies, and its client roster includes insurance companies alongside traditional advisory clients.