Kramer Croisant is a financial advisor at APELLA Wealth with a Series 65 designation and two years of industry experience. Prior to joining APELLA Wealth, he held positions at several accounting and financial firms, including Neumann Curtis CPAs and Barnett & Company. APELLA Wealth serves a broad range of clients, 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 factor-oriented equity strategies, traditional fixed income, and tax-sensitive portfolio customization.

Jason Hand is a financial advisor with RedHawk Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and 20 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities Service Network. Outside of advisory work, he is involved with Retirement Visions LLC as an insurance advisor. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, using a documented due-diligence process and risk tools to guide investment decisions.

Danielle Tata is a Series 65 credentialed advisor at Connecticut Wealth Management, LLC with four years of experience. Her prior roles include positions at Fiduciary Trust International, Parametric Portfolio Associates, LLC, and Eaton Vance. 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 based on fundamental analysis and strategic asset allocation, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and private equity.

Jean Yamamoto is a financial advisor at Apella Wealth with six years of industry experience. She holds a Series 65 designation and previously worked at Young Wealth Management. 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 strategies spanning equity factor models, fixed-income allocations, and tax-sensitive portfolio customization, and integrates various third-party technologies to support its advisory services.

Taylor Drake is a CFA® charterholder with 17 years of industry experience and is currently with Apella Wealth. He has previously held roles at Provest Capital Management, LLC, and Retirement Asset Management, LLC. In addition to his advisory duties, Drake occasionally provides investment-related expert testimony and consulting in arbitration and legal proceedings. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management, financial planning, sub-advisory, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates advanced technology to deliver customized solutions.

Peter Leppones is a CFP® with 32 years of industry experience, currently serving at Apella Wealth. He has worked with Apella Capital, LLC since 2016 and previously spent three years at Symmetry Partners, LLC. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management, financial planning, sub-advisory relationships, and consulting. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to deliver customized portfolio solutions.

Dominic Savio Higiro is a financial advisor at Apella Wealth with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC and Connecticut River Wealth Management. His background includes various roles during his education at the University of Hartford. Apella Wealth serves a diverse client base including individual households, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach with factor-oriented equity strategies and integrates multiple third-party technologies to customize and monitor client portfolios.

Robert Berriman is a financial advisor with StoneX Advisors Inc. holding Series 63 and Series 66 licenses and has 46 years of industry experience. He has been with StoneX Advisors Inc. and StoneX Securities Inc. since 2015. Outside of his advisory role, he serves as president of One Source Financial Group Inc., a retirement plan administration and insurance agency. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm uses a variety of platforms and strategies, including proprietary models and third-party money managers, to implement client investment solutions.

Richard Persechino is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Connecticut Wealth Management, LLC, where he has worked in various roles since 2020. Prior to that, he was with New England Capital Planners, Inc. and Clarendon Wealth Management. 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, offering access to private equity for qualified clients and utilizing a range of investment vehicles including no-load mutual funds, ETFs, and individual securities.

Jason Gentile is a financial advisor at Apella Wealth with 20 years of industry experience. He holds the CFP® designation and Series 66 license and has been with Apella Capital, LLC since 2014. Outside of his advisory role, Mr. Gentile is a licensed insurance agent authorized to recommend life, health, and long-term care insurance policies on a commission basis. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering 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 deliver customized portfolio solutions.

James Barker is a financial advisor at Apella Wealth with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Apella Wealth, Barker led Barker Financial Group for 27 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 featuring factor-oriented equity strategies, tax-overlay management, and portfolio customization, supported by integrated third-party technologies and a broad range of discretionary and non-discretionary services.

Mark Merritt is a financial advisor at Simplicity Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at several firms, including Nationwide Investment Services Corporation and EBIX. Merritt is president of Merritt Consulting Group and serves as a board member of the Jewish Community Council, where he leads the Government Relations subcommittee; he is also chairman of A Connecticut Party of West Hartford. Simplicity Wealth serves a diverse range of clients from individual investors to institutional entities, offering advisory services that include financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds approach primarily using ETFs and mutual funds, with ongoing portfolio monitoring and due diligence on third-party managers, and combines advisory services with technology and operational support for other advisers.

Daniel Bender is a CFP® and PFS™ with 24 years of industry experience. He is currently with Apella Wealth and has been a partner at PBMares, LLP since 2013, where he provides tax and accounting services. Outside of his financial advisory work, he is a member of Hummbend, LLC, a retail business specializing in birding supplies. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to support its broad range of solutions.

Jeffrey Koeppen is a CFP® with 24 years of industry experience and currently serves as a financial advisor at MissionSquare Retirement. He has been with the firm, previously known as ICMA Retirement Corporation, since 2008. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, utilizing investment advice and model portfolios developed by Morningstar Investment Management.

Greg Hayes is a financial advisor at Apella Wealth with 10 years of industry experience. He holds a Series 65 license and worked previously at Iron Horse Wealth Management, LLC for 10 years. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering 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 capabilities in serving institutional clients such as insurance companies.

Sean Gannon is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Chubb Insurance and held various roles in education and business management. He is also the managing member of Cornicello Financial LLC, where he provides budgeting consulting and financial coaching. Connecticut Wealth Management, LLC offers financial planning, investment management, and retirement-plan advisory services to individuals, trusts, non-profits, businesses, and executives. The firm employs a primarily long-term investment approach based on fundamental analysis and strategic asset allocation, utilizing a range of investment vehicles tailored to client goals and risk tolerance.

Thomas Barnes Jr. is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at LPL Financial, Securities America Inc., Riverside Wealth Management, and Cetera Financial Specialists LLC. He serves as chairman of the City of Bristol Retirement Board and holds board and treasury roles with the Central CT Chamber of Commerce and The West Cemetery Association. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management and employs a range of investment strategies and asset types, managing approximately $2.4 billion across 37 advisors.

Daniel Beyer is a financial advisor at Apella Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at Iron Horse Wealth Management and Kabel Business Services. Beyer is also a limited partner in Bookpress Publishing, a book publishing venture. Apella Wealth serves individuals, retirement plan sponsors, foundations, and institutions with investment management, financial planning, sub-advisory, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates multiple third-party technologies to support its diverse client base, including insurance company clients.

Flavia Kirz is a CFP® professional at Apella Wealth with one year of experience in financial advising. She previously worked at Financial Connections Group, Inc. for six years and has a background that includes roles in education and nonprofit organizations. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm uses a model-driven, quantitative investment approach featuring factor-oriented equity strategies, fixed-income allocations, and tax-overlay management, supported by integrations with advanced technology platforms.

Benjamin Roy is a Series 65-licensed advisor at Connecticut Wealth Management, LLC with one year of industry experience. His background includes work at the University of Connecticut and the Town of Manchester Recreation Department. Connecticut Wealth Management, LLC offers financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a primarily long-term investment approach based on fundamental analysis and strategic asset allocation, utilizing a range of investment vehicles tailored to client goals and risk tolerance.