Meredith Pickett is a CFP® with one year of industry experience, currently advising at Connecticut Wealth Management, LLC. She previously worked at Planning Partners and has been involved with The Institute of Sustainable Nutrition since 2013, serving as an instructor and board member in addition to her advisory role. Connecticut Wealth Management provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm’s investment approach is long-term and fundamentally based, utilizing strategic asset allocation across mutual funds, ETFs, individual securities, and alternative investments tailored to client goals.

Alexander Romejko is a financial advisor at Connecticut Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and previously worked at New England Guild Wealth Advisors, Inc. and the University of Connecticut. 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 employs a long-term, fundamentally driven investment approach with personalized portfolio construction and offers access to private equity investments for qualified clients.

Evelyn Zohlen is a CFP® with 23 years of industry experience, currently serving as an advisor at Apella Wealth since 2023. Prior to this, she worked at Inspired Financial for 20 years. She volunteers approximately 40 hours per year providing pro bono financial planning to underprivileged community members through the Financial Planning Association. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, sub-advisory, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates multiple third-party technologies to support portfolio management and client reporting.

Kathleen Parks is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Apella Wealth. Her career includes roles at Symmetry Partners, Patriot Investment Management Group, and R.W. Sidley, Inc., where she also held a director position at a privately held concrete company. She was a member of the Knoxville Rotary Club for 18 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 with a range of strategies and integrates multiple third-party technologies to deliver customized portfolio management and consulting services.

Samuel Marrella is a CFP® with 41 years of experience in financial advising. He is currently with Apella Wealth and has previously held roles at Raymond James Financial and his own firms, including Marrella Financial Group. He is an author, having written a book that is available on Amazon. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, and institutions, providing model-driven, quantitative investment management and financial planning. The firm combines separately managed account strategies, an automated TAMP, held-away portfolio advice, and institutional solutions within a multi-team environment of approximately 90 advisors.

Labib Fasihuddin is a CFP® professional with eight years of industry experience, currently serving at Connecticut Wealth Management, LLC. His career includes roles at Northwestern Mutual and multiple positions within Connecticut Wealth Management since 2017. Prior to his financial advisory work, he was involved with the University of Connecticut in recreational and other capacities from 2013 to 2017. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, and plan sponsors. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolios, incorporating third-party research and access to private equity investments for qualified clients.

Richard Rosen is a CFP® professional with 15 years of industry experience. He is currently with Connecticut Wealth Management, LLC, where he has worked since 2023. Prior to that, he spent five years at Adviser Investments and five years at LPL Financial. 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 focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, offering access to private equity for qualified clients and utilizing a range of investment vehicles including no-load mutual funds, ETFs, and individual securities.

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 31 years of industry experience. He has been with Icma Retirement Corporation since 2002 and is also affiliated with Insurance Concepts Group. He holds Series 63 and Series 65 designations. 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, utilizing investment advice and model portfolios developed by Morningstar Investment Management.

Nolan Cicerrella is a financial advisor at The Mather Group, LLC with one year of industry experience. He previously worked for seven years at Conning Asset Management. Nolan holds a Series 65 designation. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with customized portfolio options and incorporates AI and machine-learning tools while maintaining human oversight.

Mimi Huss is a Series 65-credentialed financial advisor at Apella Wealth with five years of industry experience. Prior to joining Apella Wealth, she worked at Morris Financial Concepts, Inc. for six years and held positions outside of finance at Palmetto Veterinary Hospital and the Church of the Holy Cross. 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 strategies and technology integrations, offering services from discretionary investment management to tax and retirement plan consulting.

Kristina Gambino is a financial advisor at RedHawk Wealth Advisors, Inc. with three years of industry experience. She holds a Series 65 designation and has previously worked at Di Fiducia LLC, Elevage Partners, LLC, and Bradway Financial, LLC. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, using a documented due-diligence process and risk management tools to guide investment decisions.

Michael Tedone is a financial advisor with Connecticut Wealth Management, LLC, holding the PFS™ designation and Series 66 license, and has 22 years of industry experience. He has been with Connecticut Wealth Management in various capacities since 2013. Tedone serves as a trustee for multiple trusts and is a board member of the Boys and Girls Club of Hartford. Connecticut Wealth Management offers 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, utilizing a range of investment vehicles and third-party research.

Zachary Bylykbashi is a CFP® professional with six years of industry experience, currently serving at Connecticut Wealth Management, LLC. His prior experience includes roles at Commonwealth Financial Network and Egidio Assante Lennon Wealth Management. Outside of his advisory work, he is an assistant wrestling coach at Wesleyan University. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profit organizations, businesses, and executives. The firm employs a primarily long-term investment approach grounded in fundamental analysis and offers tailored portfolios that include mutual funds, ETFs, individual securities, alternative investments, and private equity to qualified clients.

James Femia is a financial advisor at Apella Wealth with 29 years of industry experience. He has been with Apella Capital, LLC since 2015 and also worked at Symmetry Partners, LLC from 2015 to 2019. He holds Series 63 and Series 65 licenses. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management, financial planning, sub-advisory, and consulting services. The firm employs a model-driven, quantitative investment approach that integrates factor-oriented equity strategies, fixed-income allocations, tax management, and portfolio customization, supported by various third-party technologies to deliver and monitor client solutions.

Sabrina Behboudi is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. She holds the Series 65 credential and previously worked at X-Golf and the University of Connecticut. Connecticut Wealth Management provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, businesses, and executives. The firm emphasizes a long-term investment approach based on fundamental analysis and strategic asset allocation, incorporating a variety of investment vehicles tailored to client goals and risk tolerance.

Thomas Spavone is a CFP® professional with one year of industry experience, currently serving as an advisor at Apella Wealth. He also holds a role as a Tax Partner at PBMares, LLP, where he provides compliance, accounting, and tax advisory services to clients. 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, quantitative investment approach and integrates multiple third-party technologies to deliver customized portfolio solutions.

Jerry Schreibstein is affiliated with Bradley Foster & Sargent Inc and holds a Series 65 designation. He has no industry experience as a financial advisor but has worked at Ear Nose and Throat Surgeons of Western New England since 1990. 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 a Growth-at-a-Reasonable-Price investment approach. The firm also serves as adviser to registered mutual funds and private investment funds, overseeing roughly $9.07 billion in assets.

Alexander Crawford is a CFP® with 11 years of industry experience. He is currently an advisor at APELLA Wealth and has previously worked at Lionsbridge and PBMARES Wealth Management LLC. APELLA Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach featuring factor-oriented equity strategies, fixed-income allocations, tax-overlay management, and portfolio customization, supported by integration of advanced third-party technologies.

Christopher Winkel is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Connecticut Wealth Management, LLC with four years of industry experience. He has been with Connecticut Wealth Management since 2021. Connecticut Wealth Management provides comprehensive financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, estates, nonprofits, and business owners. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles and offering private equity access to qualified clients.