Aaron Simmons is a financial advisor with Bradley Foster & Sargent Inc in Hartford, CT. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Bradley Foster & Sargent in 2025, he worked at Napatree Capital LLC, The Washington Trust Company, and StrategicPoint Investment Advisors LLC. Bradley Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, including advisory roles for a registered mutual fund and a private investment vehicle. The firm focuses on individualized asset allocation and a long-term, capital-preservation investment philosophy using a growth-at-reasonable-prices approach combined with fundamental and technical analysis.

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.

Matthew Grohocki Jr. is a financial advisor at Bradley Foster & Sargent Inc. with five years of industry experience. He holds a Series 66 designation and has prior experience at Gateway Wealth Partners, LLC, Adviser's Pride, Inc., and LPL Financial, LLC. Additionally, he is involved as an author outside of his investment activities. 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 manages approximately $9.07 billion in assets and employs a long-term, capital-preservation focused investment approach that combines fundamental and technical analysis.

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.

Diana Bacon is a CFP® with 25 years of industry experience currently advising at Apella Wealth. Her prior roles include positions at Goldman Sachs Wealth Services, Ernst & Young Investment Advisers LLP, and her own firm, Bacon Financial Management. Outside of finance, she operates Eating With Mom, a venture focused on helping families transition their cooking to gluten-free, whole foods. 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 that incorporates both proprietary and third-party tools to manage equity and fixed-income allocations.

Brendan Roberts is a financial advisor at St. Germain Investment Management with Series 63 and Series 65 credentials and three years of industry experience. He previously worked at MML Investors Services, LLC and MassMutual Life Insurance Co from 2021 to 2024. St. Germain Investment Management provides discretionary portfolio management and financial planning to individual investors, high net worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs model-based asset allocation combining quantitative and qualitative analysis, with a focus on long-term investment horizons and customized portfolio adjustments.

Nicholas Fyntrilakis is a financial advisor at Impact Partnership Wealth, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Foundations Investment Advisors LLC. Outside of his advisory role, he is involved in insurance sales in Massachusetts. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, operating through a network of nearly 90 advisers and multiple offices.

Edward Richter is a financial advisor at Apella Wealth with 22 years of industry experience. He holds the PFS™ designation and Series 65 license. His work history includes roles at Apella Capital, LLC, Symmetry Partners, LLC, WS Securities Incorporated, and ARC Investment Planning & Management Inc. Apella Wealth serves a diverse range of individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven and quantitative investment approach with strategies focused on factor-based equity allocations and duration- and credit-sensitive fixed income, integrating proprietary optimization tools and third-party technology in its portfolio management.

Shawn Hoyt is a CFP® professional with six years of industry experience, currently serving as an advisor at Apella Wealth since 2021. His prior work experience includes roles at Vestory, LLC and a background in design and flooring. 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 with a range of discretionary and non-discretionary services, integrating proprietary optimization, third-party models, and technology into its processes.

Evelyn Zohlen is a CFP®-certified financial advisor with 23 years of industry experience. She currently works at Apella Wealth, joining the firm in 2023 after two decades at Inspired Financial. Evelyn provides pro bono financial planning to underprivileged community members through events organized by the Financial Planning Association. 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 with a focus on factor-based equity strategies and fixed-income management, integrating proprietary tools and third-party platforms into its process.

Kathleen Parks is a CFP®-certified financial advisor at Apella Wealth with 22 years of industry experience. She has worked at Apella Capital since 2017 and previously held roles at Symmetry Partners, Patriot Investment Management Group, and R.W. Sidley, where she also served as a director of a privately held concrete company. Parks has been involved with the Financial Planning Association since 1997 and was a member of the Knoxville Rotary Club for 18 years. 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 a range of portfolio solutions and integrates advanced technology and third-party managers in its processes.

Samuel Marrella is a CFP® with 41 years of industry experience. He is currently with Apella Wealth and has previously worked at Raymond James Financial and operated several of his own financial firms. He is also the author of a book available on Amazon. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies, using primarily model-driven, quantitative investment strategies and integrating multiple technology platforms to support its multi-team advisory approach.

Thomas Jadlos is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC, NYLife Securities LLC, and Vantis Life Insurance Company. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services through a network of about 89 advisers, utilizing a broad ecosystem of affiliated entities and service providers.

Laura Delmolino is a CFP®-designated advisor with over 31 years of industry experience. She currently works at St. Germain Investment Management and has held prior roles at Apella Capital and St. Germain Securities. Laura serves as an at-large board member of the Mass. Maritime Academy Parents Association. St. Germain Investment Management provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate accounts. The firm manages approximately $3.8 billion in assets, employs a long-term, asset-allocation-driven investment approach, and maintains a high client-to-advisor ratio across its multi-team structure.

Gary Wolff is a financial advisor with ValMark Advisers, Inc. in Manchester, CT, holding the ChFC® designation along with Series 63 and 65 licenses. He has 43 years of industry experience and has been with ValMark Advisers since 2007. Wolff is also president of Wolff Insurance Inc. and serves on several nonprofit boards, including the Connecticut Section PGA Golf Foundation and the Connecticut Center for Entrepreneurship & Innovation at the University of Connecticut. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutions through a network of approximately 280 advisors. The firm offers diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Michael Savage is a financial advisor at MissionSquare Retirement with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Icma Retirement Corporation since 2002 and Insurance Concepts Group since 1995. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Richard Pelletier is a financial advisor at Impact Partnership Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with FOUNDATIONS INVESTMENT ADVISORS, LLC and HTR Group N.E., LLC. Pelletier also teaches economics, law, and investment courses at local universities and colleges, and co-authors educational material outside of his advisory work. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a multi-team firm with about 89 advisors. The firm employs a range of strategies including model portfolios and discretionary asset management, supported by affiliated entities and service providers.

Nolan Cicerrella is a Series 65-licensed financial advisor with The Mather Group, LLC, where he has worked since 2022. He has a total of nine years of industry experience, including seven years at Conning Asset Management. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customization options such as direct indexing and ESG factor portfolios.