Mimi Huss is a financial advisor at Apella Wealth with five years of industry experience. She holds a Series 65 credential and has worked at Morris Financial Concepts, Inc. and Palmetto Veterinary Hospital prior to joining Apella Wealth. 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 offerings that include discretionary and non-discretionary management, separately managed accounts, held-away portfolio advice, and automated advisory solutions.

Kristina Gambino is a Series 65-licensed financial advisor at Redhawk Wealth Advisors, Inc. with four years of industry experience. Her prior experience includes roles at Di Fiducia LLC, Elevage Partners, LLC, and Bradway Financial, LLC. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic and tactical asset allocation approach across a variety of investment vehicles, supported by a weekly investment committee and incorporates third-party signal providers while maintaining discretionary authority over client accounts.

Jose Pena is a Series 65-licensed advisor at Apella Wealth with one year of industry experience. Prior to joining Apella Wealth, he worked for over three decades at the U.S. Government Accountability Office. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs model-driven, quantitative investment strategies and offers a range of services such as discretionary management, separately managed accounts, financial planning, and automated advisory solutions.

Patricia Matty is a financial advisor at St. Germain Investment Management with 19 years of industry experience. She holds a Series 66 designation and has been with St. Germain firms since 2003. Outside of her investment career, she co-owns a handmade candle and gift business with her son. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm manages approximately $3.8 billion in assets and emphasizes a long-term, asset-allocation-driven approach using both quantitative and qualitative analysis.

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.

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.

Jerry Schreibstein is a financial advisor at Bradley Foster & Sargent Inc with one year of industry experience. Prior to entering finance, he has worked at Ear Nose and Throat Surgeons of Western New England since 1990. Bradley Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions. The firm manages approximately $9.07 billion in assets and serves both individual and pooled investment clients, emphasizing a capital-preservation investment philosophy with a blend of fundamental and technical analysis.

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.

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.

James Paldino II is a CFA® charterholder with five years of industry experience, currently serving at Bradley, Foster & Sargent Inc. since 2020. His prior roles include positions at Cigna and the University of Chicago Booth School of Business. Bradley, Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, managing approximately $9.07 billion in assets. The firm follows a long-term, capital-preservation first investment philosophy and serves both individual and pooled investment clients, including acting as adviser to registered and private investment funds.

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.

Tanya Haas is a financial advisor at St. Germain Investment Management with seven years of industry experience. She previously worked at Alexandra DEST Capital Management for 14 years. Outside of her advisory role, she operates Haas Financial Solutions, providing daily money management services such as budgeting assistance and bill paying support without control over clients’ funds. St. Germain Investment Management offers discretionary portfolio management and financial planning to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate accounts. The firm employs a long-term, asset-allocation-driven approach utilizing both quantitative and qualitative analysis across model portfolios.

Daniel Moroney is a CFP® with 26 years of industry experience. He is currently with Sound Income Strategies, LLC and Retirement Income Source SFG, having previously worked at GWFS Equities, Inc. for 10 years. Outside of his advisory roles, he is involved with Western Mass Transfer and Trade, a non-investment business handling removal and transferring of bodies to funeral homes. Sound Income Strategies is a fee-based investment adviser serving a diverse client base including individuals, corporations, pension plans, and other registered advisors. The firm focuses on fixed-income and income-oriented strategies, employing fundamental and technical analysis, and offers services such as asset management, financial planning, ERISA plan consulting, insurance planning, and ETF sub-advisory.

Roxana Butnar is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Apella Wealth with five years of industry experience. Her prior roles include positions at Vestory, LLC, as well as experience outside the financial sector. Apella Wealth provides investment management and financial planning services to a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm utilizes a largely model-driven, quantitative investment approach and integrates proprietary and third-party tools for portfolio management and client service.

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.

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.

Cameron Burns is a financial advisor at Bradley, Foster & Sargent Inc with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with Bradley, Foster & Sargent since 2011. Bradley, Foster & Sargent provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, including high-net-worth clients. The firm also advises a registered mutual fund and a private investment vehicle, using a long-term, capital-preservation first investment approach supported by fundamental and technical analysis.