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.

Megan Trask is a CFP® and Series 65-licensed advisor with 10 years of industry experience. She has worked at Connecticut Wealth Management, LLC since 2017 with a prior six-year tenure at Reynders, McVeigh Capital Management LLC. Trask serves on the Investment Committee for Village for Families and Children. 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 focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles including no-load mutual funds, ETFs, and private equity for qualified clients.

Justin Morrow is a CFP® and Series 66 registered advisor with 16 years of industry experience. He has worked at Apella Capital, LLC since 2022 and previously spent six years at Merrill. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven and quantitative investment approach with factor-oriented equity strategies, fixed-income allocations, and tax-overlay management, supported by various third-party technologies to deliver comprehensive portfolio solutions.

Kayleigh Theroux is a financial advisor at Connecticut Wealth Management, LLC with a Series 65 designation and less than one year of industry experience. Her work history includes roles at Connecticut Wealth Management and various positions at the University of Connecticut. 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 employs a long-term, fundamental analysis-based investment approach, utilizing diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments, tailored to client objectives and risk profiles.

John Frigeri is a financial advisor at Madison Partners with 20 years of industry experience. He previously worked at Voya Financial Advisors for 12 years. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, using a customized, primarily long-term investment approach that incorporates ETFs, mutual funds, individual equities, fixed income, and alternatives.

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.

Alex Cal is a CFP® professional with six years of industry experience, currently affiliated with Foundations Investment Advisors LLC since 2023. Prior to this, he worked at Cetera and Travelers Insurance and has experience in tax preparation and consulting through his ownership of Cal Financial Services Ltd. He also volunteers with the Town of Plainville Aviation Commission. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 30,000 clients, offering portfolio management, financial planning, and retirement-plan support through a network of nearly 300 investment adviser representatives.

James Baronian is a financial advisor at Westminster Financial Advisory Corp with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westminster Financial Securities, Inc. since 2000. Outside of his advisory role, he is involved in marketing and sales for Medicare Advantage and Medicare Supplement plans. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, and various entities, utilizing a diversified, multi-asset class approach with both long- and short-term investment strategies.

Roxana Butnar is a CFP® and Series 65-registered financial advisor at Apella Wealth with four years of industry experience. Her prior work includes roles at Vestory, LLC, and a period at the University of Washington. 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, fixed-income allocations, and portfolio customization, supported by advanced technology integrations and a broad product mix that includes separately managed accounts, an automated TAMP, held-away plan advice, and institutional services.

Kramer Croisant is a financial advisor at APELLA Wealth with a Series 65 designation and two years of industry experience. Prior to joining APELLA Wealth, he held positions at several accounting and financial firms, including Neumann Curtis CPAs and Barnett & Company. APELLA Wealth serves a broad range of clients, 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 factor-oriented equity strategies, traditional fixed income, and tax-sensitive portfolio customization.

Danielle Tata is a Series 65 credentialed advisor at Connecticut Wealth Management, LLC with four years of experience. Her prior roles include positions at Fiduciary Trust International, Parametric Portfolio Associates, LLC, and Eaton Vance. 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 investment approach based on fundamental analysis and strategic asset allocation, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and private equity.

Jean Yamamoto is a financial advisor at Apella Wealth with six years of industry experience. She holds a Series 65 designation and previously worked at Young Wealth Management. 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 strategies spanning equity factor models, fixed-income allocations, and tax-sensitive portfolio customization, and integrates various third-party technologies to support its advisory services.

Taylor Drake is a CFA® charterholder with 17 years of industry experience and is currently with Apella Wealth. He has previously held roles at Provest Capital Management, LLC, and Retirement Asset Management, LLC. In addition to his advisory duties, Drake occasionally provides investment-related expert testimony and consulting in arbitration and legal proceedings. 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, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates advanced technology to deliver customized solutions.

Peter Leppones is a CFP® with 32 years of industry experience, currently serving at Apella Wealth. He has worked with Apella Capital, LLC since 2016 and previously spent three years at Symmetry Partners, LLC. 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 and integrates various third-party technologies to deliver customized 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.

Dominic Savio Higiro is a financial advisor at Apella Wealth with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC and Connecticut River Wealth Management. His background includes various roles during his education at the University of Hartford. Apella Wealth serves a diverse client base including individual households, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach with factor-oriented equity strategies and integrates multiple third-party technologies to customize and monitor client portfolios.

Peter Kennedy is a financial advisor at Integrated Advisors Network LLC holding a Series 65 designation. He has held various positions since 2016, including roles at All Source Investment Management, Talcott Financial Group, The Hanover Insurance Group, and State of Connecticut Retirement Plans and Trust Funds. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm uses a mix of fundamental and quantitative analysis, long- and short-term allocations, and options and hedging strategies to implement client plans, often placing clients on third-party sub-adviser platforms while supervising portfolio oversight and rebalancing.

Andy Li is a financial advisor at Apella Wealth with one year of industry experience. He holds a Series 65 credential and previously worked at Morris Financial Concepts and Endurance Planning Group. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach featuring factor-oriented equity strategies, fixed-income allocations, and portfolio customization, supported by various third-party technologies to enhance implementation and monitoring.

Robert Berriman is a financial advisor with StoneX Advisors Inc. holding Series 63 and Series 66 licenses and has 46 years of industry experience. He has been with StoneX Advisors Inc. and StoneX Securities Inc. since 2015. Outside of his advisory role, he serves as president of One Source Financial Group Inc., a retirement plan administration and insurance agency. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm uses a variety of platforms and strategies, including proprietary models and third-party money managers, to implement client investment solutions.

Richard Persechino is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Connecticut Wealth Management, LLC, where he has worked in various roles since 2020. Prior to that, he was with New England Capital Planners, Inc. and Clarendon Wealth Management. 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 for qualified clients and utilizing a range of investment vehicles including no-load mutual funds, ETFs, and individual securities.