Mark Barkasy is a financial advisor with St. Bernard Financial Services, Inc., holding a Series 66 designation and 22 years of industry experience. He has worked at Embark Financial and Insurance Partners, LLC, and Invest Financial Corporation. Outside of his advisory role, Barkasy serves as a track official at Manchester High School. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services including portfolio management and financial planning. The firm employs a long-term, conservative growth strategy with tactical asset allocation and typically maintains collaborative, largely non-discretionary client relationships.

Kevin Leahy is a CFP® professional with 24 years of experience, currently affiliated with Connecticut Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc. He has been with Connecticut Wealth Management since 2010 and with Purshe Kaplan Sterling since 2016. He serves as a trustee for several client accounts and is a member of the Board of Trustees at the University of Bridgeport. 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 with ongoing oversight and periodic formal reviews.

Kristina Wolff Singh is a financial advisor at ValMark Advisers, Inc. with four years of industry experience. She holds a Series 66 designation and has been with Wolff Wealth Advisors since 2021. Outside of her advisory role, she serves as a volunteer board member for Woman of Wonder, a nonprofit that raises funds for college scholarships benefiting single mothers and women raised by single mothers. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients through a network of advisory representatives. The firm’s approach emphasizes diversified, goal-based portfolios with active monitoring and rebalancing, utilizing mutual funds, ETFs, and third-party managers.

Jill Hollander is a CFP® with 18 years of industry experience. She has worked at Financial Connections for 32 years before joining Apella Wealth in 2026. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a largely model-driven, quantitative investment approach and integrates various proprietary and third-party tools to manage portfolios and accommodate held-away assets.

Carter Easley is a financial advisor at Apella Wealth in West Hartford, CT. He holds a Series 65 designation and has been in the industry since 2025. His prior work experience includes roles at PBMares Wealth Management LLC and Unum Insurance Company. Apella Wealth serves 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 and integrates proprietary and third-party tools to manage diverse account types and client needs.

Jeffrey Euting is a CFP® professional with 23 years of experience in the financial services industry. He has been with CGN Advisors, LLC since 2015. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base that includes individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and offers services such as educational workshops, tax-return preparation, and pension consulting.

Ian Green is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC since 2024. His prior experience includes roles at Greenlight Retirement Plan Consultants and Voya Financial Partners. He is a board member of the CFA Hartford Society, where he helps plan and oversee member activities and educational opportunities. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers as appropriate.

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 Series 65-registered advisor at Apella Wealth with two years of industry experience. His prior work history includes roles at SS&C Technologies and Western New England University. 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 and quantitative investment approach, offering a range of solutions such as discretionary and non-discretionary management, separately managed accounts, held-away portfolio advice, and automated advisory services.

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.

Nancy Barnwell is a financial advisor with Principal Advised Services in Manchester, CT, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her career includes positions at Prudential Investment Management Services and Empower Financial Services. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models and operating within the Principal Financial Group family, which provides access to affiliated products and integrated support services.

Seth Hoffman is a financial advisor at Apella Wealth with 22 years of industry experience. He holds a Series 65 designation and previously spent 22 years at American Investment Services, 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 approach to investment management, offering a range of solutions such as discretionary and non-discretionary management, separately managed accounts, financial planning, and automated advisory options.

Mary Ellen Deroche is a financial advisor at Apella Wealth with 10 years of industry experience and holds a Series 65 credential. She previously worked at Barker Financial Group Inc. and currently serves as Trustee of a family trust. Apella Wealth serves a diverse range of individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies, using a model-driven, quantitative investment approach combined with various portfolio management strategies and technology integrations.

Addison Pock is a CFP® with 15 years of industry experience. He is currently affiliated with Apella Wealth and has previously worked at PBMares Wealth Management, LLC and PBMARES LLP. Apella Wealth serves a diverse range of individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach and offers a variety of solutions such as discretionary and non-discretionary management, separately managed accounts, and automated advisory services.

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 credential and has previously worked at several firms including Retirement Wealth Advisors, Inc., Calandra Financial, LLC, and Planmember Securities Corporation. Apella Wealth serves a diverse range of clients such as individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a model-driven, quantitative investment approach and offers a variety of services including discretionary and non-discretionary management, separately managed accounts, financial planning, and automated advisory options.

Cole Connelly is a financial advisor with Symmetry Partners holding a Series 65 designation. He has been with Symmetry Partners since 2021. Prior to joining the firm, he held positions at UMASS Amherst, Wampanoag Country Club, Harry's Pizza, and Hall High School. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to a diverse client base including individual investors, retirement plans, and institutional pension plans. The firm uses a quantitative investment approach grounded in Modern Portfolio Theory and provides its strategies through multiple channels, including proprietary mutual funds and ETFs.

Richard Knudsen is a financial advisor at William Joseph Capital Management, Inc. with nine years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Advantage Capital Corporation for 20 years. Outside of investment advisory, he is president and owner of Health Insurance Quote Services, Inc., a business specializing in life and health insurance and annuities, which he has operated since 1996. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management and financial planning into comprehensive wealth management, offering services that include ERISA plan consulting and fee-based insurance product support.

Shawn O'Sullivan Jr. is a CFP® with five years of industry experience, currently serving as a financial advisor at Apella Wealth in West Hartford, CT. He has worked at Apella Capital, LLC since 2017 and also spent time at Symmetry Partners, LLC. Prior to his advisory career, he was involved with Warning Lights, Inc. for five years. 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, quantitative investment approach with a range of solutions from discretionary management to automated advisory services.