Gordon Forgione is a financial advisor with Foundations Investment Advisors LLC in Glastonbury, CT, holding Series 63 and Series 65 designations and 16 years of industry experience. His prior roles include positions at AE Wealth Management, Change Path LLC, and Lincoln Investment. In addition to his advisory work, he owns and operates an insurance sales business, Midstate Insurance and Financial Services, doing business as Summit Retirement Solutions. Foundations Investment Advisors provides financial planning and ongoing portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios and an asymmetric rebalancing approach.

Michele Matzinger is a CFA® charterholder with four years of industry experience. She has been with Bradley Foster & Sargent Inc since 2021 and worked previously at New England Asset Management from 2008 to 2021. Bradley Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with a focus on individualized asset allocation, capital preservation, and a Growth-at-a-Reasonable-Price investment approach. The firm also advises pooled investment vehicles and maintains formal ethics and trading oversight policies.

Tamara Durbin is a CFP® practitioner with 26 years of industry experience, currently serving at Apella Wealth since 2026. Her prior experience includes roles at CS TOMASI Wealth Management, LPL Financial, Securities America Advisors, and Thrivent Financial for Lutherans. Outside of her advisory work, she is involved with KÖR, a business she has been connected with since 2018. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management and consulting. The firm employs a model-driven, quantitative investment approach with a broad product mix that encompasses SMA strategies, automated managed accounts, and held-away portfolio advice, supported by various third-party technologies and a notable institutional reach.

Brendan Conry is a financial advisor with Connecticut Wealth Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including long tenures at Commonwealth Equity Services, Inc. and Commonwealth Financial Network. Conry volunteers on the investment committees of the New Britain Museum of American Art and the FloGris Museum, assisting with their endowment portfolios. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, and business clients. The firm focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles and third-party research.

Daniel Ballou is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Connecticut Wealth Management, LLC, where he has worked since 2019, following seven years at Putnam Investments. 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 employs a long-term, fundamentally driven asset allocation approach and offers access to private equity investments for qualified clients.

Stacie Nemetz is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Apella Wealth. Her prior roles include positions at N.R. Smith and Associates, Cetera Advisor Networks, OCM Investments, and Oaktree Capital Management. 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 with a range of strategies and integrates various technologies to support portfolio management and client services.

Belinda Ramberg is a financial advisor at Apella Wealth with six years of industry experience. She holds a Series 65 designation and previously worked for eight years at ClearLogic Financial before joining Apella Wealth. 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 relationships, and consulting. The firm employs a model-driven, quantitative investment approach with factor-oriented equity strategies and tax-overlay management, integrating multiple third-party technologies to support its solutions.

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 at Apella Wealth with 20 years of industry experience. He has previously worked at PBMARES Wealth Management LLC and TIAA. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, providing model-driven, quantitative investment management and financial planning services. The firm combines factor-oriented equity strategies, tax-overlay management, and portfolio customization with technology integration to support a broad range of client needs.

Thomas Cock Jr. is a Series 65-licensed financial advisor with 20 years of industry experience. He has worked at Apella Capital, LLC since 2019 and previously spent 11 years at Vestory, Inc. 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 approach with factor-oriented equity strategies, fixed-income allocations, and tax-overlay management, integrating multiple third-party technologies to support client solutions.

Shelly Braden is a financial advisor at Apella Wealth with 11 years of industry experience. She holds the CFP® designation along with Series 65 and Series 63 licenses. Her prior experience includes roles at PBMARES Wealth Management LLC, Commonwealth Financial Network, Cornerstone Wealth, and KLS Professional Advisors Group, LLC. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering both discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a model-driven, quantitative investment approach using factor-oriented equity strategies, fixed-income allocations, and portfolio customization, supported by various third-party technologies and a broad product mix that includes institutional clients and integrated insurance solutions.

Joseph Ferreira is a Series 65-registered advisor at Apella Wealth with one year of industry experience. Prior to joining Apella Capital, LLC, he held positions at Morgan Stanley and has a background that includes various roles at Union College and Wethersfield Country Club. Apella Wealth serves a diverse client base including individuals across wealth levels, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach combining factor-oriented equity strategies, fixed-income allocations, and tax management, supported by various third-party technologies and a product mix that includes separately managed accounts, an automated TAMP, and held-away portfolio advice.

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.