Kathleen Christensen is a financial advisor at Connecticut Wealth Management, LLC with 17 years of industry experience. She holds the PFS™ designation and Series 65 license. Christensen serves on the boards of the Bridge Family Center, a nonprofit organization, and the Connecticut Women’s Council. 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’s investment approach emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, incorporating third-party research and independent manager recommendations.

Joshua Sweeney is a CFA® charterholder with 12 years of industry experience. He is currently with Connecticut Wealth Management, LLC, where he has worked since 2023. His prior experience includes roles at CharterUP, Ameriprise Financial Services, Procarian Wealth Advisors, Pathfinder Wealth Consulting, and Water Island Capital. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, estates, nonprofits, business owners, executives, and plan sponsors. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, while also offering access to private equity investments for qualified clients.

Matthew Di Battista is a CFP® and holds a Series 65 license, currently with Apella Wealth. He has two years of industry experience and previously worked at SS&C Technologies and Western New England University. Outside of financial services, his work history includes roles at Live Nation Entertainment and Axe Throwing Entertainment. Apella Wealth serves a diverse range of clients, including individuals, retirement plan sponsors, foundations, and institutions. The firm uses a model-driven, quantitative investment approach with factor-oriented equity strategies and offers services such as discretionary and non-discretionary investment management, financial planning, and consulting.

John Russo is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Connecticut Wealth Management since 2023. Prior to his advisory role, he completed his education at Connecticut College and worked in educational roles at Choate Rosemary Hall and South Windsor High School. 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 based on fundamental analysis and strategic asset allocation, utilizing a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and private equity.

Amit Trivedi is a financial advisor at Fortis Capital Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Company, and Foresters Financial Services. Additionally, he is an independent insurance agent focusing on fixed insurance products. Fortis Capital Advisors serves a diverse client base including individuals, families, businesses, and institutional clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a variety of investment strategies—passive, active, tactical, and blended—with options for ESG-focused portfolios and manages $1.615 billion in discretionary assets.

Seth Hoffman is a financial advisor with Apella Wealth in West Hartford, CT. He holds a Series 65 designation and has 22 years of industry experience, including a long tenure at American Investment Services, Inc. before joining Apella Wealth in 2025. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering both 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 integrates various third-party technologies to support portfolio management and client services.

Mary Ellen Deroche is a financial advisor at Apella Wealth with 10 years of industry experience. She holds a Series 65 designation and has previously worked at Barker Financial Group Inc. and Apella Capital, LLC. Outside of her advisory role, she serves as Trustee of a family trust. 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 factor-oriented equity strategies and tax-overlay management, integrating various third-party technologies to support portfolio customization and monitoring.

Addison Pock is a CFP® and Series 65 credentialed advisor with 14 years of industry experience. He is currently with Apella Wealth and previously worked at PBMares Wealth Management, where he spent 11 years. Apella Wealth serves a diverse client base including individual households, retirement plan sponsors, foundations, and institutions. The firm utilizes a model-driven, quantitative investment approach featuring factor-oriented equity strategies and traditional fixed income, supported by various third-party technologies to deliver customized portfolio solutions.

Joseph Koontz is a financial advisor at Connecticut Wealth Management, LLC with a Series 65 designation. He has been with the firm since 2024 and has prior work experience at ESPN from 2010 to 2024. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, estates, nonprofits, business owners, executives, and plan sponsors. The firm’s investment approach focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing various investment vehicles and independent research.

Phillip Calandra is a financial advisor at Apella Wealth with 18 years of industry experience. He holds a Series 65 designation and has worked at firms including Calandra Financial, Retirement Wealth Advisors, and Calandra Wealth Management. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to support portfolio management and client reporting.

Shawn O'Sullivan Jr. is a CFP® with five years of industry experience, currently advising at Apella Wealth. He has held various roles within Apella Capital, LLC since 2017 and previously worked at Symmetry Partners, LLC and Warning Lights, Inc. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering model-driven, quantitative investment management and financial planning. The firm is notable for its institutional reach, use of factor-oriented equity strategies, automated TAMP solutions, and integration of multiple third-party technologies to support client portfolios.

Michael Moses is a financial advisor at Bradley Foster & Sargent Inc with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Napatree Capital LLC and Fidelity Brokerage Services LLC. 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 is also notable for advising pooled investment vehicles, including a registered mutual fund and a private investment fund.

Patrick Sweeny is a financial advisor at Apella Wealth with 31 years of industry experience. He holds a Series 63 designation and has been with Apella Capital, LLC since 2014, also maintaining a long-term association with Symmetry Partners, LLC since 1994. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering both discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a model-driven, quantitative investment approach, integrating advanced technologies and serving a broad range of clients including insurance companies, which is notable for a multi-team firm of its size.

Marc Crone is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 designation and one year of industry experience. He previously worked at Independent Financial Group LLC and All Source Investment Management. Outside of his advisory role, he serves as Treasurer and Executive Committee member for Habitat for Humanity of Northwest Connecticut and chairs the local recreation committee in Norfolk, CT. Integrated Advisors Network is a multi-team SEC-registered firm offering portfolio management, financial planning, and related consulting to a diverse client base. The firm employs a combination of fundamental and quantitative strategies, including access to third-party managers and wrap-fee programs, to build client portfolios within a risk-profile framework.

William Horigan is a CFP® with six years of industry experience, currently affiliated with Connecticut Wealth Management, LLC. His professional background includes multiple roles within the same firm since 2017, along with prior experience at Providence College and Hartford Golf Club. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, and plan sponsors. The firm employs a long-term, fundamentally driven investment approach and offers access to private equity for qualified clients.

Jack Rose is a Certified Financial Planner (CFP®) with two years of industry experience, currently serving at Connecticut Wealth Management, LLC. His work history includes roles in the financial services sector and positions outside the industry such as at Hartford Golf Club and Petals and Paws. Connecticut Wealth Management provides comprehensive financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, trusts, estates, non-profits, businesses, and executives. The firm emphasizes long-term, fundamental analysis-based investment strategies, utilizing a range of asset classes and tailoring portfolios to client goals and risk tolerance.

Janet Kendall is a financial advisor at MissionSquare Retirement with 39 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining MissionSquare in 2025, she worked at TIAA-CREF and TIAA for 12 years. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and delivered through multiple channels within MissionSquare-administered accounts.

Nathan Nagel is a financial advisor at Connecticut Wealth Management, LLC, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Corbin Advisors and several periods at Connecticut Wealth Management, as well as employment at the University of Connecticut and Christian Heritage School. Connecticut Wealth Management, LLC offers financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, businesses, and executives. The firm’s investment approach focuses on long-term, fundamental analysis and strategic asset allocation, employing a range of investment vehicles tailored to client goals and risk tolerance.

Waldemar Dziedzic is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. His prior work includes roles at Aegis Wealth Management, Inc. and various insurance and healthcare-related companies. He is also a licensed insurance agent for investment-related insurance products. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services through a multi-team network that employs diversified investment models and third-party managers within a structured risk framework.

Jamison Mc Andie is a CFP® with five years of industry experience, currently serving as a financial advisor at Apella Wealth. His prior experience includes roles at LPL Financial and Waddell & Reed. 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 uses a model-driven, quantitative investment approach and integrates various third-party technologies to deliver customized client solutions.