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.

Theodore Greggis is a financial advisor with Private Client Services, LLC, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior roles include positions at Blackridge Asset Management, Peak Brokerage Services, and SS&C Technologies. Private Client Services is a multi-team advisory firm that serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in client assets.

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 at Apella Wealth with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Raymond James Financial Services and Marrella Private Wealth, among other firms. In addition to her advisory role, Daneen serves as an officer and insurance agent for Marrella Insurance Group, where she handles annuity paperwork and commission verification. Apella Wealth serves a diverse clientele including individuals, retirement plan sponsors, foundations, and institutions, offering both discretionary and non-discretionary investment management and consulting. The firm employs a model-driven, quantitative investment approach and integrates multiple technology partners to deliver customized portfolio solutions.

Paul Marrella is a CFP® with 34 years of industry experience currently serving at Apella Wealth. His prior roles include leadership positions at Marrella Private Wealth, Marrella Financial Group, and Raymond James Financial. He serves on the advisory board of LedgeRock Golf Club, participating in strategic planning efforts. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs a model-driven, quantitative investment approach with a broad product mix and integrates multiple third-party technologies to support client solutions.

Stephen Valley is a CFA® charterholder with 12 years of industry experience. He is currently with Apella Wealth and previously worked at Morris Financial Concepts, Inc. and Comprehensive Counseling Services. 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 portfolio management and client reporting.

Aaron Leland is a financial advisor at Apella Wealth with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Bond Financial PLLC and Eagle Strategies. He has been with Apella Capital, LLC since 2022. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, sub-advisory relationships, and consulting. The firm employs a model-driven, quantitative investment approach and integrates various technology platforms to support its solutions, with a notable focus on both individual and institutional clients.

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 experience in financial advising. He currently works at Apella Wealth and previously was employed at Northwestern Mutual in roles spanning wealth management, investment services, and life insurance between 2017 and 2019. Gallagher also has experience with Vintech Management Services and the University of Connecticut. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates multiple technologies to support portfolio customization and tax management.

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® and Series 65-licensed advisor with four years of industry experience. She is currently with Apella Wealth and previously worked at ClearLogic Financial, Inc. and Freddie Mac. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, providing 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.

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.

Dannae Enright is a CFP® professional with one year of experience currently advising clients at Apella Wealth. Prior to joining Apella Wealth, she worked at Morris Financial Concepts and has served as president of Be Worthy Bookkeeping, Inc. since 2018. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, and institutions, providing discretionary and non-discretionary investment management, financial planning, sub-advisory relationships, and consulting. The firm utilizes a model-driven, quantitative approach with factor-oriented equity strategies and integrates multiple third-party technologies to tailor and monitor client portfolios.

Kevin Young is a financial advisor at Apella Wealth with 16 years of industry experience. He holds the CFP® designation and Series 65 license. His career includes 15 years running Kevin M. Young Financial, Inc. and ongoing involvement with Horseshoe Management for over 20 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 that includes factor-oriented equity strategies, fixed-income allocations, and tax management, supported by integrated third-party technologies and tailored portfolio solutions.

Dennis Markway is a CFP® and ChFC® with 19 years of experience in the financial industry. He has been with Apella Wealth since 2025 and previously spent 13 years at Iron Horse Wealth Management. Outside of his advisory role, he serves as Director of Pro Bono Activities for the Financial Planning Association of Iowa and is involved in ethics instruction and financial management for a record label. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, and consulting. The firm employs a model-driven, quantitative investment approach and integrates various technologies to provide customized portfolio solutions.

Rosa Chen is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Bradley, Foster & Sargent Inc since 2016. She holds Series 63 and Series 65 licenses and is based in Hartford, CT. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing roughly $9.07 billion in assets. The firm emphasizes individualized asset allocation, long-term holding, and a Growth-at-a-Reasonable-Price investment approach, and also serves as adviser to pooled investment vehicles including a registered mutual fund and a private investment fund.

Roger Manternach is a financial advisor at Bradley, Foster & Sargent Inc with 15 years of industry experience. He holds a Series 65 designation and has been with Bradley, Foster & Sargent since 2008. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, with a focus on high-net-worth clients. The firm emphasizes individualized asset allocation, long-term capital preservation, and a Growth-at-a-Reasonable-Price investment approach, managing discretionary portfolios and overseeing approximately $9.07 billion in assets.

Marcia Pereira is a financial advisor at Symmetry Partners with 20 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes ten years with VP Distributors LLC and Virtus Investment Partners. Symmetry Partners provides investment management services to individuals, retirement plans, pension and institutional clients, and acts as adviser to registered investment companies and ETFs. The firm uses a quantitative, research-driven approach emphasizing Modern Portfolio Theory and factor-based methods across various investment products.