James Femia is a financial advisor at Apella Wealth with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cabot Wealth Management, Sentinel Pension Advisors, and Symmetry Partners. 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, quantitative investment approach and offers a variety of management and advisory solutions, integrating proprietary and third-party models and technology in its processes.

Sabrina Behboudi is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. She holds a Series 65 credential. Prior to joining Connecticut Wealth Management, she worked at X-Golf and was affiliated with the University of Connecticut. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

Thomas Spavone is a CFP® professional with one year of experience in financial advising at Apella Wealth. He is also a Tax Partner at PBMares, LLP, where he provides compliance, accounting, and tax advisory services. His prior work includes roles at PBMares Wealth Management LLC and CST Group. 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 and integrates various technology platforms and third-party managers to deliver both discretionary and non-discretionary investment solutions.

Alexander Crawford is a CFP® with 12 years of industry experience. He has worked at Apella Wealth since 2025 and previously held roles at PBMARES Wealth Management LLC and Lionsbridge. 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 offer discretionary and non-discretionary management, separately managed accounts, financial planning, and sub-advisory services.

Christopher Winkel is a CFP® and holds a Series 65 license with four years of industry experience. He has been with Connecticut Wealth Management, LLC since 2021. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation and utilizes a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

Adam Angibeau is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Sound Income Strategies, LLC. His prior work includes roles at Sanford C. Bernstein & Co., Modern Advisors LLC, NS Capital LLC, and Fidelity Investments. Angibeau is also involved in client acquisition and fixed insurance sales through Retirement Income Source SFG. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate clients, pension plans, and other registered advisors. The firm focuses on fixed-income and income-oriented strategies using active portfolio management and also offers insurance planning, educational workshops, and ETF sub-advisory services.

Megan Trask is a CFP® and Series 65 registered financial advisor with 11 years of industry experience. She has worked primarily at Connecticut Wealth Management, LLC, with prior experience at Reynders, McVeigh Capital Management LLC. Megan serves on the Investment Committee for Village for Families and Children, a nonprofit organization. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, nonprofits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, using a range of investment vehicles and offering fiduciary support and recruiting services.

Justin Morrow is a CFP® with 16 years of experience in the financial advisory industry. He has worked at Apella Capital, LLC since 2022 and previously held positions at Merrill and Capital One Advisors, LLC. 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 such as discretionary and non-discretionary investment management, separately managed accounts, held-away portfolio advice, and financial planning.

Kayleigh Theroux is a financial advisor at Connecticut Wealth Management, LLC with a Series 65 credential and less than one year of industry experience. Prior to joining the firm, she held various roles at the University of Connecticut and worked at multiple service-oriented positions including Big Dipper Ice Cream Parlour. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm typically uses a long-term, fundamental analysis approach combined with strategic asset allocation, employing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

James Baronian is a financial advisor at Westminster Financial Advisory Corp with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westminster Financial Securities, Inc. since 2000. Outside of his advisory role, he is involved in marketing and sales for Medicare Advantage and Medicare Supplement plans. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, and various entities, utilizing a diversified, multi-asset class approach with both long- and short-term investment strategies.

Roxana Butnar is a CFP® and Series 65-licensed advisor at Apella Wealth with four years of industry experience. She has worked at Apella Capital, LLC in various roles since 2021 and previously held positions at Vestory, LLC, the University of Washington, and Icehouse Cryotherapy. 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, quantitative investment approach that integrates proprietary optimization and third-party tools to manage equity and fixed-income allocations.

Barbara Fallon is a financial advisor at Apella Wealth with one year of industry experience. She holds the CFP® designation and Series 65 license. Prior to joining Apella Wealth, she worked at Morris Financial Concepts and served seven years with the Federal Bureau of Investigation. 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 offers a variety of services including discretionary and non-discretionary management, financial planning, and automated advisory solutions.

Kramer Croisant is a Series 65-licensed financial advisor with Apella Wealth in West Hartford, CT, where he has worked since 2021. He has two years of industry experience and previously held roles at several CPA firms including Neumann Curtis CPAs and Barnett & Company. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a model-driven, quantitative investment approach with both discretionary and non-discretionary management options and integrates advanced technology and third-party platforms to support its portfolio strategies.

Jason Hand is a financial advisor at Redhawk Wealth Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Securities Service Network. Outside of his advisory role, he is involved with Retirement Visions LLC as an insurance advisor. Redhawk Wealth Advisors offers wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation across various investment vehicles and supports multi-generational wealth needs along with educational seminars.

Danielle Tata is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Fiduciary Trust International, Parametric Portfolio Associates, and Eaton Vance. Connecticut Wealth Management serves individuals, trusts, estates, non-profit organizations, businesses, and plan sponsors by offering financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting. The firm uses a long-term, fundamental analysis approach with strategic asset allocation, employing a variety of investment vehicles including no-load mutual funds, ETFs, and alternative investments.

Jean Yamamoto is a Series 65-licensed financial advisor at Apella Wealth with six years of industry experience. She previously worked at Young Wealth Management and has a background that includes 14 years at HomeMaking. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm’s investment approach is largely model-driven and quantitative, utilizing factor-based equity strategies, duration and credit considerations for fixed income, and advanced technology integration in portfolio management.

Taylor Drake is a CFA® charterholder with 17 years of industry experience. He is currently an advisor at Apella Wealth and has previously worked at firms including Provest Capital Management and Retirement Asset Management. He also provides investment-related expert testimony and consulting in arbitration and legal proceedings. Apella Wealth serves a diverse clientele, 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 allocations shaped by duration and credit considerations.

Peter Leppones is a CFP® professional with 32 years of experience in the financial services industry. He has been with Apella Capital, LLC since 2016 and previously worked at Symmetry Partners, LLC from 2016 to 2019. He is based in West Hartford, CT. 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 largely model-driven, quantitative investment approach and integrates technology and third-party managers to provide tailored portfolio solutions.

Dominic Savio Higiro is a financial advisor at Apella Wealth with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at LPL Financial LLC and Connecticut River Wealth Management. 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 integrates proprietary and third-party tools to support its discretionary and non-discretionary investment management and financial planning services.

Andy Li is a financial advisor at Apella Wealth with one year of industry experience. He holds a Series 65 designation and has previously worked at Morris Financial Concepts and Endurance Planning Group. Apella Wealth serves a diverse range of clients including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm uses a model-driven, quantitative investment approach that incorporates factor-based equity strategies and duration- and credit-focused fixed income allocations, alongside a variety of separately managed accounts and financial planning services.