Jamison Mc Andie is a CFP® with five years of industry experience, currently advising at Apella Wealth since 2023. His prior roles include positions at LPL Financial and Waddell & Reed. 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 with offerings such as discretionary management, sub-advisory services, and an automated advisory option.

Logan Wetzel is a financial advisor at Apella Wealth in West Hartford, CT, with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Vanguard Group and Sarian Strategic Partners. Prior to his advisory career, he was affiliated with Villanova University for five years. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a model-driven, quantitative investment approach with specialized strategies for equity and fixed income, integrating proprietary and third-party tools to support its multi-team advisory platform.

Taylor Cock is a financial advisor with Apella Wealth in West Hartford, CT, holding a Series 65 designation and nine years of industry experience. He has worked at Apella Wealth since 2021 and was previously with Vestory, LLC from 2016 to 2020. Apella Wealth serves a diverse clientele including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a model-driven, quantitative investment approach with a range of solutions such as discretionary management, separately managed accounts, financial planning, and an automated advisory option.

Keith Barnofski is a financial advisor at MissionSquare Retirement with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Voya Financial Advisors for 11 years. Outside of his advisory role, he is co-owner of Streamocracy LLC, a mobile application development business focusing on evaluating new app ideas. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and non-discretionary Fund Advice developed by Morningstar Investment Management.

Christopher Murtha is a financial advisor with Capital Analysts in Hartford, CT, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior work includes positions at Lincoln Investment Planning, Inc. for 19 years, Global Portfolio Strategies, Inc., and TD Ameritrade, Inc. He also engages in providing life insurance and fixed annuities through Howard Financial and Associates PLLC. Capital Analysts serves a diverse client base, including retail and institutional investors, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment management supported by a proprietary fund-screening process and maintains institutional relationships to support its product offerings.

Eric Natale is a financial advisor at Connecticut Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked in the energy sector at Baker Hughes and General Electric. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a long-term, fundamental analysis investment approach with portfolios customized to client goals, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and private equity.

Mark Prendergast is a CFP® with 20 years of industry experience, currently serving at Apella Wealth. His prior experience includes 16 years at Inspired Financial LLC and over 40 years operating as Mark L. Prendergast CPA. Since 2012, he has served on the Board of Directors for Regency Investment Advisors, Inc. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven and quantitative investment approach, offering solutions such as separately managed accounts, held-away portfolio advice, and sub-advisory services.

Luis Salinas is a CFP®, ChFC®, and Series 66 registered advisor with 11 years of industry experience. He is currently with Apella Wealth and has previously worked at LPL Financial and Northwestern Mutual in various capacities over nine years. Luis is based in West Hartford, CT. Apella Wealth serves individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a model-driven, quantitative investment approach with a range of portfolio solutions and integrates technology and third-party managers to support its offerings.

John Shanley is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently with Connecticut Wealth Management, LLC and has prior experience at Mercer Advisors Inc., Pinnacle Investment Management Inc., and Fidelity. Shanley serves on the finance committee of the Connecticut Historical Society, a nonprofit museum and educational center. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, businesses, and executives. The firm follows a long-term investment approach grounded in fundamental analysis, employing strategic asset allocation across mutual funds, ETFs, individual securities, and alternative investments tailored to client objectives.

Stephanie Murphy is a CFP® certificant with seven years of industry experience. She is currently with Apella Wealth and previously worked at ClearLogic Financial, Inc. and AHRI. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven and quantitative investment approach, offering a range of services from discretionary management to financial planning and automated advisory solutions.

Douglas Huddleston is a CFP® with 16 years of industry experience. He is currently with Apella Wealth and has previously worked at Barker Financial Group, Inc. for 16 years. Apella Wealth serves a broad 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 with a focus on factor-based equity strategies and duration- and credit-conscious fixed-income allocations.

Michael Maglieri is a CFP® professional at Apella Wealth with six years of industry experience. He previously worked at PBMares Wealth Management and Stone Street Capital. He is also licensed as an insurance agent for various companies. 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 with offerings that include discretionary management, separately managed accounts, financial planning, and technology-enabled solutions.

Kyra Morris is a CFP® professional with 22 years of industry experience. She is currently with Apella Wealth and previously led Morris Financial Concepts for over 25 years. Outside of advisory work, she serves as president of Morris Tax Planning, LLC, a firm that provides tax preparation and bookkeeping services. 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 with offerings ranging from discretionary management to held-away portfolio advice and automated advisory options.

Andrew Chaffee is a CFP® and holds a Series 65 license with three years of industry experience. He is currently an advisor at Apella Wealth and previously worked at ClearLogic Financial, Inc., Cambridge Investment Research Inc., Bishoff Financial Group, Leidos, Leonardo DRS, and Roboteam, Inc. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm utilizes a largely model-driven, quantitative investment approach with a range of services including discretionary and non-discretionary investment management, financial planning, and an automated advisory option.

Jonathan Fairbanks is a financial advisor with Mutual Advisors, LLC in Hartford, CT, holding Series 63 and Series 65 credentials and 42 years of industry experience. His prior roles include positions at Mutual Securities, Inc., Janney Montgomery Scott, Morgan Stanley, Citigroup Global Markets, and A. G. Edwards & Sons, Inc. Outside of advising, he also works as an insurance agent, focusing primarily on monitoring existing annuity contracts. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional investors. The firm offers a range of advisory services and employs both active and passive investment strategies, with a notable emphasis on institutional management and specialized operational resources.

Charles Wareham is a financial advisor with AlphaStar Capital Management in Hartford, CT, holding a Series 63 designation and 34 years of industry experience. His work history includes positions at Independent Financial Group LLC, LPL Financial, and Ameriprise. He is also the owner of Wareham & Associates and Vaylark Financial Services, providing investment management, insurance, and financial consulting services. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm uses strategic and tactical investment approaches through Alphastar Model Portfolios and advisor-directed models, incorporating a range of investment vehicles and technology tools.

David Palladino is a financial advisor at Fortis Capital Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has been with Fortis since 2022. Prior to his advisory role, he managed a power washing business, where he continues to participate occasionally as a project manager and laborer. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring across a range of investment strategies, managing approximately $1.21 billion in assets as of early 2025.

Cy Hess is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He is currently with The Patriot Financial Group, LLC and has previously worked at Cetera, Riverside Retirement Advisors, SECURITIES AMERICA, and Mass Mutual. Outside of his advisory work, he serves as president of West Hartford Youth Baseball and chairs the board of Community Health Resources. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of investment options and ongoing account monitoring.

Matthew Sweeney is a financial advisor at William Joseph Capital Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Wealth Preservation Specialists, LLC and William Joseph Capital Management since 2015. He is a part-owner of Wealth Preservation Specialists, LLC, a non-investment insurance revenue-sharing entity, and serves as an advisor to Investipal, Inc., a Toronto-based startup providing advisory services. Additionally, he is a part-owner and managing partner of William Joseph Tax Strategies, Inc., which offers tax advice and preparation services. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans, integrating portfolio management and financial planning into comprehensive wealth management. The firm manages accounts on discretionary and non-discretionary bases, using a range of custodians and third-party models while maintaining supervisory oversight.

Audrey Johnson is a CFP® professional at Apella Wealth with one year of industry experience. Prior to joining Apella Wealth, she worked at Perfected Wealth Management and has held various roles in both the financial and service industries. She also has experience with Casi Cielo Events & Flowers, indicating involvement in entrepreneurial activities outside of finance. Apella Wealth serves individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach with a focus on factor-based equity strategies and duration- and credit-sensitive fixed income, integrating proprietary and third-party tools to support portfolio management and client service.