Jennifer Barry is a CFP® with 27 years of industry experience, currently serving as a senior financial planner at Connecticut Wealth Management, LLC. Her prior experience includes two decades at Capital Strategies, Inc. and LPL Financial LLC, as well as a role with Purshe Kaplan Sterling Investments, Inc. In addition to her advisory work, she serves as a guardian and power of attorney for individuals, managing personal care and trust responsibilities. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, and business clients. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a variety of investment vehicles and third-party research.

Mia Servidone is a CFP® and holds a Series 65 license, currently affiliated with Connecticut Wealth Management, LLC. She has two years of industry experience, including roles at Connecticut Wealth Management and prior positions at Central Connecticut State University Bursar's Office and Picture Show. Connecticut Wealth Management offers 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, utilizing a range of investment vehicles and third-party research.

Michael Fernandes is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Connecticut Wealth Management, LLC. He previously worked at Fidelity Personal and Workplace Advisors for four years before joining his current firm. 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 and offers access to private equity investments for qualified clients.

Ayden Al Shimary is a financial advisor at Apella Wealth with two years of industry experience. He has held roles at Blue Water Wealth and completed a four-year tenure at the University of Washington prior to his advisory career. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering both discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs a model-driven, quantitative investment approach and integrates multiple third-party technologies to enhance portfolio management and client reporting.

Eric Stroehle is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Innovation Partners LLC, OSAIC, Woodbury Financial Services, and Questar Asset Management. Outside of his advisory work, he assists clients transitioning to retirement by helping them obtain affordable dental plans and developing related financial strategies through his sole proprietorship, Route65 Financial. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on non–high-net-worth investors and retirement plan participants. The firm provides portfolio management, financial planning, and specialized consulting services, employing various analytical approaches and discretionary management options.

David Bush is a CFP® and PFS™ credentialed advisor with 22 years of industry experience. He joined Apella Wealth in 2025 after a lengthy tenure at PBMares Wealth Management LLC and PBMares, LLP, where he worked from 2003 to 2025. Outside of his advisory work, Bush serves as a bank director at Chesapeake Bank and is a trustee for the Williamsburg Community Foundation. 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 services, and consulting. The firm employs a model-driven, quantitative investment approach with a range of strategies and integrates multiple third-party technologies to deliver customized portfolio solutions.

Matthew Marrella is a financial advisor with Apella Wealth in West Hartford, CT. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at myCIO Wealth Partners, The Vanguard Group, and Raymond James Financial Services, as well as multiple engagements at Muhlenberg College. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a model-driven, quantitative investment approach with a range of strategies and integrates advanced technologies to support portfolio management and client services.

Daniel Yoo is a CFP® with 13 years of industry experience and currently works at Apella Wealth. His prior roles include ten years at UBS Financial Services and six years at PBMares Wealth Management, LLC. He is also registered as an agent for various insurance companies. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach and offers a range of services such as discretionary and non-discretionary management, financial planning, and consulting, supported by integration of third-party technologies and a combination of institutional and retail client offerings.

Louis Czerwinski is a financial advisor at PKS Advisory Services, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Voya Financial Advisors and Purshe Kaplan Sterling Investments. Outside of advisory work, he volunteers to prepare taxes for elderly and low-income individuals in his community. PKS Advisory Services, LLC provides financial planning and investment management to individuals, trusts, retirement plans, and charitable organizations. The firm employs a client-specific approach to risk tolerance and time horizon, using a range of investment vehicles including mutual funds, ETFs, independent managers, and alternative investments, while maintaining oversight through ongoing monitoring and periodic reviews.

Austin Eason is a financial advisor at Apella Wealth with two years of industry experience. He holds a Series 65 designation and previously worked at PBMares Wealth Management LLC and Robertson, Anshutz, Schneid, Crane & Partners, PLL. Apella Wealth serves a diverse range of clients 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, fixed-income allocations, and tax-overlay management.

Patrick Sullivan is a CFP® professional with four years of industry experience. He is currently with Connecticut Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with Asset Strategies, Inc. and Sullivan & Company CPAs. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including 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 utilizing a range of investment vehicles supported by third-party research.

Diana Bacon is a CFP® professional with 25 years of industry experience, currently advising at Apella Wealth. She previously led Bacon Financial Management, Inc. for 14 years before joining Apella Capital, LLC. Outside of her advisory work, she operates Eating With Mom, a project focused on helping families transition to gluten-free, whole-food cooking. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, and institutions, offering both discretionary and non-discretionary investment management along with financial planning and consulting. The firm uses a model-driven, quantitative investment approach combined with technology integrations and serves a range of clients from non-high-net-worth households to insurance companies.

Edward Richter is a financial advisor with Apella Wealth in West Hartford, CT, holding the PFS™ designation and Series 65 license. He has 21 years of industry experience, including roles at WS Securities Incorporated and ARC Investment Planning & Management Inc. Richter has been with Apella Capital, LLC since 2016. 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 factor-oriented equity strategies and integrates various technologies to customize and monitor client portfolios.

Matthew O'Brien is a financial advisor with Prosperity Wealth Management, Inc. in Rocky Hill, CT, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Prosperity Wealth Management since 2017 and previously held roles at Sterne Agee Investment Advisor Services and Sterne Agee Financial Services. Outside of advisory work, he owns and manages an insurance agency offering annuity, life insurance, and long-term care products. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm emphasizes tailored portfolio supervision, utilizing multiple analysis methods and overseeing third-party managers as part of its investment approach.

Shawn Hoyt is a CFP® with five years of industry experience, currently affiliated with Apella Wealth. His career includes roles at Apella Capital, LLC since 2021 and a brief tenure at Vestory, LLC in 2020. Prior to entering the financial industry, he worked in flooring and design. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, providing discretionary and non-discretionary investment management, financial planning, sub-advisory services, and consulting. The firm employs a model-driven, quantitative investment approach with factor-oriented equity strategies and offers a range of solutions including SMA strategies, an automated TAMP via Betterment, and held-away portfolio advice.

Brendan Fitzgerald is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Connecticut Wealth Management, LLC since 2023 and previously spent 10 years at New England Guild Wealth Advisors. 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, utilizing a range of investment vehicles and third-party research to support decisions.

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® professional with 23 years of industry experience. She has been with Apella Wealth since 2023 and previously spent 20 years at Inspired Financial. Evelyn provides pro bono financial planning to underprivileged community members through events organized by the Financial Planning Association. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions. The firm offers model-driven, quantitative investment management and financial planning services, integrating various third-party technologies to deliver customized solutions.

Kathleen Parks is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Apella Wealth. She has previous experience at Symmetry Partners, Patriot Investment Management Group Inc., and R.W. Sidley, Inc., where she also holds a director role at a privately held concrete company. Parks was engaged with the Knoxville Rotary Club for 18 years and has been involved with the Financial Planning Association for nearly three decades. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management and financial planning services. The firm employs a model-driven, quantitative investment approach and integrates various technologies to support portfolio customization and tax management.