Shawn Steel is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at APELLA Wealth. Prior to joining APELLA Wealth in 2024, he spent 11 years at ClearLogic Financial, Inc. He holds the Series 65 designation and is based in West Hartford, CT. 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, fixed-income allocations, and portfolio customization, supported by an integrated suite of third-party technologies and partnerships.

Galan Daukas is a financial advisor at Bradley, Foster & Sargent Inc with 19 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at Ocean View Capital LLC and People's Securities, Inc. Bradley, Foster & Sargent provides investment advisory and financial planning services to high-net-worth individuals, families, non-profits, institutions, and law firms. The firm manages discretionary portfolios with a focus on individualized asset allocation, capital preservation, and a Growth-at-a-Reasonable-Price investment strategy, and also serves as adviser to pooled investment vehicles including a registered mutual fund and a private investment fund.

Adrian Johnston is a financial advisor at Apella Wealth with four years at the firm and a total of seven years in the industry. He holds Series 65 and Series 66 licenses and has prior experience at Providence, Merrill, and Bank of America, N.A. Outside of advisory roles, he worked at Scorebook Live and attended Gonzaga University. 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 multiple third-party technologies to deliver customized portfolio solutions.

Charles Willauer is a Series 65-licensed financial advisor with 15 years of industry experience. He currently works at Bradley, Foster & Sargent Inc, joining the firm in 2025 after previous roles at Clearstead Trust, RINET Company, LLC, and Wellesley Investment Partners, LLC. Outside of his advisory role, Mr. Willauer serves as a Trustee for the Thompson Island Outward Bound Education Center, where he chairs the Investment Committee overseeing the organization’s endowment. Bradley, Foster & Sargent, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, retirement plans, and institutions, managing approximately $9.07 billion in assets. The firm follows a long-term, capital-preservation approach with an emphasis on individualized asset allocation and employs both fundamental and technical analysis to pursue growth at reasonable prices.

Anthony Galicia is a Series 65 licensed advisor at Connecticut Wealth Management, LLC with one year of industry experience. He previously worked at PwC and EY and has a background that includes roles in education and community organizations such as Soundview YMCA and local schools. 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, fundamental investment approach with strategic asset allocation and offers a range of investment options including mutual funds, ETFs, individual securities, and private equity for qualified clients.

Kevin Kazlauskas is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Santander Securities since 2012 and has been affiliated with Santander Bank, NA since 2000. Santander Securities LLC provides investment advisory and related services to a diverse client base including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and ongoing suitability reviews.

Jarrett Solomon is a CFP® and Series 65-licensed financial advisor with 21 years of industry experience. He has been with Connecticut Wealth Management, LLC since 2014, serving the firm in various capacities. Outside of his advisory role, he is a membership owner of Ten One Ten, LLC. 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, utilizing a range of investment vehicles including private equity for qualified clients.

Micah Sanzo is a financial advisor with APELLA Wealth in West Hartford, CT, holding a Series 65 designation. He has been with APELLA Wealth since 2026 and has prior experience serving in the Army National Guard since 2020. APELLA Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a mix of discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a model-driven, quantitative investment approach grounded in modern portfolio theory and integrates advanced technologies to support its client solutions.

Michael Torello is a financial advisor at Gateway Wealth Partners, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Cetera and Foresters Financial Services. Torello is also commissioned as a notary. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Nathan White is a CFP® with five years of industry experience, currently serving as a financial advisor at Apella Wealth. His prior roles include positions at Coastal Financial Planning Group and several other firms. Outside of financial services, he has experience in the landscaping industry. 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 factor-oriented equity strategies and tax-overlay management, integrating advanced technologies and offering a combination of discretionary and non-discretionary services.

Gina Chironis is a financial advisor at APELLA Wealth with 16 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining APELLA Wealth in 2023, she spent 13 years at Clarity Wealth Management, Inc. APELLA Wealth serves a broad mix of clients, including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach featuring factor-oriented equity strategies and portfolio customization, and offers a variety of services such as discretionary investment management, financial planning, and consulting.

Paul Bandurski is a CFP® professional with 26 years of industry experience. He is currently with Symmetry Partners, where he has worked since 2024. Prior to that, he spent over a decade at Fidelity Investments and Fidelity Personal and Workplace Advisors. Symmetry Partners provides investment management services to a diverse client base, including high-net-worth individuals, retirement plans, and institutional clients. The firm’s quantitative, research-driven approach applies Modern Portfolio Theory and factor-based strategies across multiple investment vehicles and offers both model portfolios and advisory services to registered investment companies.

Joseph Ferry Jr. is a financial advisor with Lifemark Securities Corp. and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including service as Vice President and agent/broker at Chittenden Group, where he has been involved in insurance sales since 1995. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, offering programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Gina Mazzadra is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Morgan Stanley, Voya, Alphastar Capital Management LLC, and Fuchs Financial LLC, where she assists with retirement planning. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 30,000 clients. The firm provides portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of local investment adviser representatives.

Benjamin Fuchs is a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of industry experience. He is currently with Foundations Investment Advisors LLC and has worked at several firms including AlphaStar Capital Management and JB Capital, LLC. In addition to his advisory work, he manages a business that sells fixed insurance products such as life and health insurance. Foundations Investment Advisors is a multi-advisor registered investment adviser serving nearly 30,000 clients with portfolio management, financial planning, and retirement-plan support. The firm operates through a network of investment adviser representatives who utilize model portfolios and third-party sub-advisers.

Brandon Holland is a Series 65 licensed advisor with Foundations Investment Advisors LLC, based in West Hartford, CT. He has been with Foundations since 2026 and has prior experience at Fuchs Financial and the IFS Institute. Holland also has a background in education, having worked at Central Connecticut State University and Bristol Central High School. Foundations Investment Advisors is a multi-advisor registered investment adviser managing about $10.1 billion for nearly 30,000 clients through a network of nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing model portfolios and third-party sub-advisers.

Gordon Forgione is a financial advisor at Foundations Investment Advisors LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at several firms, including AE Wealth Management, Change Path LLC, and Lincoln Investment. In addition to his advisory role, he is owner of Midstate Insurance and Financial Services LLC, where he is involved in insurance sales and services. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Michele Matzinger is a CFA® charterholder with four years of industry experience. She has been with Bradley Foster & Sargent Inc since 2021 and worked previously at New England Asset Management from 2008 to 2021. Bradley Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with a focus on individualized asset allocation, capital preservation, and a Growth-at-a-Reasonable-Price investment approach. The firm also advises pooled investment vehicles and maintains formal ethics and trading oversight policies.

Tamara Durbin is a CFP® professional with 26 years of experience in financial advisory. She currently works at Apella Wealth and has held prior roles at CS TOMASI Wealth Management, LPL Financial, Securities America Advisors, and Thrivent Financial for Lutherans. Additionally, she is involved with KÖR, which she has been with for six 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 utilizing factor-oriented equity strategies, fixed-income allocations, and tax-overlay management, supported by a range of third-party technologies and a product mix that includes separately managed accounts, automated managed platforms, and institutional services.

Brendan Conry is a financial advisor with Connecticut Wealth Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including long tenures at Commonwealth Equity Services, Inc. and Commonwealth Financial Network. Conry volunteers on the investment committees of the New Britain Museum of American Art and the FloGris Museum, assisting with their endowment portfolios. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, and business clients. The firm focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles and third-party research.