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 Series 66-credentialed financial advisor with seven years of industry experience. He is currently affiliated with Sound Income Strategies, LLC and has held prior roles at Scranton Financial Group, Bank of America, Merrill, and Dime Bank. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, other registered advisors, and retirement plans, offering asset management, financial planning, and specialized advisory services. The firm focuses on fixed-income and income-oriented investment strategies, employing fundamental and technical analysis to actively manage portfolios and provide customized solutions.

Kurtis Johnson is a CFP® professional with 20 years of experience in the financial industry. He is currently with Apella Wealth and previously worked at PBMARES Wealth Management LLC and TIAA. Apella Wealth serves a diverse client base including individual investors, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach featuring factor-oriented equity strategies, fixed-income allocations, and portfolio customization, supported by various third-party technologies and a mix of separately managed accounts, automated platforms, and institutional solutions.

Thomas Cock Jr. is a financial advisor with APELLA Wealth who holds a Series 65 credential and has 20 years of industry experience. He has worked at Apella Capital, LLC since 2021 and previously spent 11 years at Vestory, Inc. 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 services such as discretionary and non-discretionary investment management, financial planning, sub-advisory relationships, and consulting.

Shelly Braden is a CFP® with 11 years of industry experience, currently serving as an advisor at APELLA Wealth. Her prior roles include positions at PBMARES Wealth Management LLC, Commonwealth Financial Network, Cornerstone Wealth, and KLS Professional Advisors Group, LLC. She holds Series 65 and Series 63 licenses. 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, fixed-income allocations, and tax-sensitive portfolio customization, integrating multiple third-party technologies to support its services.

Joseph Ferreira is a financial advisor at Apella Wealth with one year of industry experience and holds a Series 65 credential. His prior work history includes roles at Morgan Stanley and various positions associated with Union College and Wethersfield Country Club. Apella Wealth serves a diverse client base that includes individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach with a range of strategies and integrates multiple third-party technologies to support its advisory services.

Adam Seifert is a financial advisor with The Patriot Financial Group, LLC in West Hartford, CT, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has held advisory roles at Cetera Financial Specialists LLC, Riverside Retirement Advisors, Securities America, Inc., and other firms. Outside of his advisory work, he serves as Vice President of Membership for the nonprofit Northwest CT Human Resource 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 using a range of investment strategies and securities, along with retirement plan advisory and a wrap-fee program, managing approximately $2.4 billion across 37 advisors.

Charles Birbara is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes 23 years at Merrill followed by roles at SB Advisory, IFS Securities, and Cabot Lodge Securities. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing advice on a non-discretionary basis with a focus on mutual fund and ETF allocation, individual equity selection, and third-party manager programs.

Jake Woznyk is a financial advisor at Connecticut Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and has been with Connecticut Wealth Management since 2023. Prior to his advisory career, he was a student for ten years. 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 investments for qualified clients and utilizing a range of investment vehicles including no-load mutual funds, ETFs, and individual securities.

Daneen Weaver is a financial advisor with APELLA Wealth, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Prior to joining APELLA Wealth, she worked extensively at Raymond James Financial Services, Inc. She also serves as an officer and insurance agent at Marrella Insurance Group, where she handles annuity-related administrative duties. 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 incorporates factor-oriented equity strategies, fixed-income allocations, and tax-sensitive portfolio customization, supported by advanced technology integrations and a broad product mix including separately managed accounts and automated investment platforms.

Paul Marrella is a CFP® professional with 34 years of industry experience, currently serving as an advisor at Apella Wealth. His career includes leadership roles at Marrella Private Wealth, Marrella Financial Group, and Raymond James Financial. He serves on the advisory board of LedgeRock Golf Club, contributing to strategic planning efforts. Apella Wealth serves a broad range of clients, including individuals, retirement plan sponsors, foundations, and institutions, offering model-driven and quantitative investment management alongside financial planning and consulting. The firm integrates advanced technologies and serves a diverse client base, including insurance companies, distinguishing itself among multi-team advisory firms.

Aaron Leland is a financial advisor at Apella Wealth with 20 years of industry experience. He holds the Series 66 designation and has worked previously at Bond Financial PLLC and with New York Life-affiliated firms, including Eagle Strategies and NYLife Securities. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach and offers a range of services such as discretionary and non-discretionary management, financial planning, and consulting, supported by integration of various technology platforms.

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® with seven years of industry experience, currently serving as a financial advisor at Apella Wealth. He previously worked at Northwestern Mutual in various roles from 2017 to 2019 and has a background that includes positions at the University of Connecticut and Vintech Management Services. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates advanced technologies to support portfolio management and client solutions.

Ronald Tine is a ChFC® credentialed financial advisor with 36 years of industry experience, currently with StoneX Advisors Inc. He has been with StoneX Advisors since 2015 and also maintains a role as an insurance agent through his own firm, RJ Tine Associates LLC, where he focuses on life, disability, group health, long-term care insurance, and fixed annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a range of investment strategies through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers.

Julie Brohard is a CFP® professional with four years of industry experience. She currently works at Apella Wealth, joining the firm in 2024 after two years at ClearLogic Financial, Inc. Prior to her financial advisory career, she spent over two decades at Freddie Mac. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management and consulting services. The firm employs a model-driven and quantitative investment approach, utilizing factor-oriented equity strategies and systematic portfolio optimization, and supports its processes with multiple third-party technologies.

Adam Scherer is a CFP® professional at Blueprint Financial Advisors with five years of industry experience. He is the owner and director of Greenbeat Financial LLC, providing tax preparation and planning services, and serves as treasurer for two nonprofit organizations, The Farm School and Charter Oak Academy PTO Corp. Scherer also holds a role as VP of Product Development and Innovation and CFP instructor at the Boston Institute of Finance. 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, employing a proprietary strategic-and-tactical investment framework aimed at optimizing after-tax outcomes.

Kevin Young is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Apella Wealth and has previously operated his own firm, Kevin M. Young Financial, Inc., for 15 years. He also maintains a long-term role at Horseshoe 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 a mix of equity and fixed-income strategies, tax-overlay management, and portfolio customization, supported by various third-party technologies.