Belinda Ramberg is a financial advisor at Apella Wealth with six years of industry experience. She holds a Series 65 designation and has worked previously at ClearLogic Financial and Alexandria Financial Associates, Ltd. Apella Wealth serves a diverse range of individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a largely model-driven and quantitative investment approach, integrating proprietary and third-party tools to offer various portfolio solutions and advisory services.

Brendan Conry, Jr is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Connecticut Wealth Management since 2025 and previously was with Commonwealth Financial Network and Conry Asset Management. His background also includes roles outside of financial services, such as in technology and retail. 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 emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, offering access to private equity investments and using a range of investment vehicles including mutual funds, ETFs, and individual securities.

Benjamin Barning is a financial advisor with Sound Income Strategies, LLC and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Scranton Financial Group, Bank of America, Merrill, and Dime Bank. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis with portfolio customization and ETF sub-advisory services.

Kurtis Johnson is a CFP® professional with 20 years of experience in the financial industry. He is currently with Apella Wealth and has previously worked at PBMARES Wealth Management, TIAA-CREF, and Fidelity. 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, combining proprietary and third-party models to manage equity and fixed-income allocations while integrating various technologies and third-party platforms.

Thomas Cock Jr. is a financial advisor at Apella Wealth with 20 years of industry experience. He holds the Series 65 designation and has previously worked at Vestory, Inc. and Merriman, LLC. He has been with Apella Capital, LLC since 2021. Apella Wealth serves a diverse clientele including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a model-driven, quantitative approach to investment management and offers a range of services such as discretionary and non-discretionary management, financial planning, and automated advisory solutions.

Shelly Braden is a CFP® professional with 11 years of experience in financial advising. She currently works at Apella Wealth and has previously held positions at PBMARES Wealth Management LLC, Commonwealth Financial Network, Cornerstone Wealth, and KLS Professional Advisors Group, LLC. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach that integrates proprietary and third-party tools, offering solutions such as separately managed accounts, financial planning, and automated advisory options.

Joseph Ferreira is a financial advisor at Apella Wealth with one year of industry experience. He holds a Series 65 credential and has previously worked at Morgan Stanley and UPS, as well as held various roles connected to Union College and Wethersfield Country Club. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach that incorporates factor-based equity strategies and duration- and credit-focused fixed-income allocations, and offers a range of investment management and financial planning services.

Adam Seifert is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with firms including Cetera Financial Specialists, Riverside Retirement Advisors, Securities America, and Voya Financial. Outside of his advisory work, Seifert serves as Vice President of Membership for the Northwest CT Human Resource Association, a nonprofit organization. The Patriot Financial Group offers investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios using a combination of charting, fundamental, and technical analysis, and employs a range of investment options including mutual funds, ETFs, fixed income, private equity, and advisory annuity products.

Jake Woznyk is a financial advisor at Connecticut Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has been with the firm since 2023. Prior to his advisory career, he spent ten years as a student. 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, using a variety of investment vehicles tailored to client goals and risk tolerance.

Daneen Weaver is a financial advisor at Apella Wealth with 26 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at Raymond James Financial Services and Marrella Private Wealth. Additionally, she serves as an officer and insurance agent at Marrella Insurance Group. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm emphasizes model-driven, quantitative investment strategies and integrates proprietary and third-party tools to manage portfolios and accommodate held-away assets.

Paul Marrella is a CFP® professional with 34 years of experience in the financial services industry. He is currently with Apella Wealth and has previously held roles at Marrella Private Wealth, Marrella Financial Group, and Raymond James Financial. Marrella serves on the advisory board of LedgeRock Golf Club, contributing to strategic planning for member experience improvements. 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 and offers a range of services including discretionary and non-discretionary management, separately managed accounts, and held-away portfolio advice.

Stephen Valley is a CFA® charterholder with 12 years of experience in the financial advisory industry. He is currently with Apella Wealth, where he has worked since 2026. Prior to this, he held positions at Morris Financial Concepts, Inc., Comprehensive Counseling Services, and Abacus Planning Group, Inc. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a model-driven, quantitative investment approach with a variety of strategies and integrates proprietary and third-party technologies to manage portfolios and client relationships.

Aaron Leland is a financial advisor at Apella Wealth with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Bond Financial PLLC, Eagle Strategies (NY Life), New York Life Insurance, and Equitable Advisors. 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 management options and integrates proprietary and third-party tools to accommodate held-away assets and plan-based relationships.

Antonio Disorbo is a financial advisor at Connecticut Wealth Management, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Connecticut Wealth Management in 2020, he worked at New England Capital Planners, Inc. and LPL Financial LLC. Outside of advising, he serves as a notary public, providing complimentary notarization services to clients. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, estates, nonprofits, and businesses. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, incorporating third-party research and access to private equity for qualified clients.

Patrick Sullivan is a financial advisor with Connecticut Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Wealthspire Advisors and West Hartford Public Schools, as well as involvement with the University of Maryland, College Park, and Immanuel Congregational Church. Connecticut Wealth Management provides financial planning, investment management, retirement-plan advisory, and business consulting services to a diverse client base, including individuals, trusts, non-profits, and businesses. The firm employs a long-term, fundamentally based investment approach using a range of assets tailored to client goals and risk tolerance.

Eugene Daponte Jr. is a financial advisor at Bradley Foster & Sargent Inc with 19 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Bradley Foster & Sargent in 2022, he worked at People's Bank for 22 years. Bradley Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with an emphasis on individualized asset allocation and capital preservation. The firm also serves as adviser to pooled investment vehicles, including a registered mutual fund and a private investment fund.

Matthew Gallagher is a CFP® professional with seven years of industry experience, currently serving at Apella Wealth since 2019. He previously worked at Northwestern Mutual in various roles from 2017 to 2019 and has a background that includes experience at the University of Connecticut and Vintech Management Services. 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 and quantitative investment approach, integrating proprietary and third-party tools to manage portfolios and accommodate held-away assets and plan-based relationships.

Ronald Tine is a financial advisor at StoneX Advisors Inc. with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining StoneX Advisors in 2015, he worked at Guardian Life and has operated his own insurance agency, RJ Tine Associates LLC, where he serves as an insurance agent specializing in life, disability, group health, long-term care, and fixed annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes both independent advisors and an in-house Private Client Group to deliver investment strategies through various models and third-party money managers.

Julie Brohard is a CFP®-certified financial advisor at Apella Wealth with four years of industry experience. Before joining Apella Wealth in 2024, she worked at ClearLogic Financial, Inc. and spent over two decades at Freddie Mac. Apella Wealth serves a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach and integrates various technology platforms and external managers to deliver customized portfolio solutions.

Adam Scherer is a CFP® professional with five years of industry experience, currently serving at Blueprint Financial Advisors. He has previously worked at Greenbeat Financial LLC and has been involved with the Boston Institute of Finance since 2020 as a VP of Product Development and CFP instructor. Outside of financial advising, he holds treasurer roles at two nonprofit organizations, The Farm School and Charter Oak Academy PTO Corp. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm managing approximately $1.4 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting for individuals, trusts, pension and ERISA plans, and nonprofits, utilizing a proprietary strategic-and-tactical investment framework across diverse asset classes.