Kramer Croisant is a Series 65-licensed financial advisor with Apella Wealth in West Hartford, CT, where he has worked since 2021. He has two years of industry experience and previously held roles at several CPA firms including Neumann Curtis CPAs and Barnett & Company. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a model-driven, quantitative investment approach with both discretionary and non-discretionary management options and integrates advanced technology and third-party platforms to support its portfolio strategies.

Jason Hand is a financial advisor at Redhawk Wealth Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Securities Service Network. Outside of his advisory role, he is involved with Retirement Visions LLC as an insurance advisor. Redhawk Wealth Advisors offers wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation across various investment vehicles and supports multi-generational wealth needs along with educational seminars.

Danielle Tata is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Fiduciary Trust International, Parametric Portfolio Associates, and Eaton Vance. Connecticut Wealth Management serves individuals, trusts, estates, non-profit organizations, businesses, and plan sponsors by offering financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting. The firm uses a long-term, fundamental analysis approach with strategic asset allocation, employing a variety of investment vehicles including no-load mutual funds, ETFs, and alternative investments.

Jean Yamamoto is a Series 65-licensed financial advisor at Apella Wealth with six years of industry experience. She previously worked at Young Wealth Management and has a background that includes 14 years at HomeMaking. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm’s investment approach is largely model-driven and quantitative, utilizing factor-based equity strategies, duration and credit considerations for fixed income, and advanced technology integration in portfolio management.

Taylor Drake is a CFA® charterholder with 17 years of industry experience. He is currently an advisor at Apella Wealth and has previously worked at firms including Provest Capital Management and Retirement Asset Management. He also provides investment-related expert testimony and consulting in arbitration and legal proceedings. Apella Wealth serves a diverse clientele, including individuals, 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 fixed-income allocations shaped by duration and credit considerations.

Peter Leppones is a CFP® professional with 32 years of experience in the financial services industry. He has been with Apella Capital, LLC since 2016 and previously worked at Symmetry Partners, LLC from 2016 to 2019. He is based in West Hartford, CT. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a largely model-driven, quantitative investment approach and integrates technology and third-party managers to provide tailored portfolio solutions.

Dominic Savio Higiro is a financial advisor at Apella Wealth with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at LPL Financial LLC and Connecticut River Wealth Management. 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 and integrates proprietary and third-party tools to support its discretionary and non-discretionary investment management and financial planning services.

Andy Li is a financial advisor at Apella Wealth with one year of industry experience. He holds a Series 65 designation and has previously worked at Morris Financial Concepts and Endurance Planning Group. Apella Wealth serves a diverse range of clients including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm uses a model-driven, quantitative investment approach that incorporates factor-based equity strategies and duration- and credit-focused fixed income allocations, alongside a variety of separately managed accounts and financial planning services.

Richard Persechino is a CFP® and Series 65 licensed advisor with five years of industry experience. He has been affiliated primarily with Connecticut Wealth Management, LLC since 2020, including a prior one-year tenure at New England Capital Planners, Inc. Connecticut Wealth Management serves individuals, trusts, estates, non-profits, businesses, and plan sponsors by providing financial planning, investment management, retirement plan advisory, and trust support services. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing a diverse range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Jason Gentile is a CFP® certificant with 20 years of industry experience currently with Apella Wealth. He has worked at Apella Capital, LLC since 2014 and previously spent 19 years at Symmetry Partners as well as a year at Merrill. He is also a licensed insurance agent and may recommend life, health, and long-term care insurance policies on a fully disclosed commission basis. Apella Wealth serves a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a largely model-driven and quantitative investment approach that integrates proprietary optimization, third-party models, and advanced technology tools across discretionary and non-discretionary strategies.

James Barker is a financial advisor at Apella Wealth with 28 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Apella Wealth, he spent 27 years at Barker Financial Group. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a largely model-driven and quantitative investment approach, integrating proprietary optimization, third-party models, and technology tools to manage discretionary and non-discretionary portfolios.

Mark Merritt is a financial advisor at Simplicity Wealth with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various firms including Nationwide Investment Services Corporation and EBIX. Outside of his advisory role, Merritt serves as a board member of the Jewish Community Council (JCRC) in West Hartford, where he leads the Government Relations subcommittee, and he is the chairman of A Connecticut Party of West Hartford. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and it offers advisory services alongside technology and operational solutions for advisers through its third-party asset management platform.

Daniel Bender is a CFP® and PFS™ with 25 years of industry experience. He currently serves as a financial advisor at Apella Wealth and is also a partner at PBMares, LLP, a CPA firm where he provides tax and accounting services. Additionally, he is involved with Hummbend, LLC, a retail business specializing in wild bird supplies. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm utilizes model-driven, quantitative investment approaches and integrates proprietary and third-party tools to manage portfolios across various asset classes.

Kathryn Dennen is a financial advisor with Compass Financial Management LLC in Oxford, CT, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at United Planners' Financial Services of America, Capital Analysts, and Lincoln Investment LLC. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management alongside retirement plan consulting and participant education. The firm employs a multi-disciplinary investment approach, combining fundamental, technical, charting, and cyclical analysis across various asset classes.

Jeffrey Koeppen is a CFP® professional with 25 years of industry experience and holds the Series 63 and Series 65 licenses. He has been with ICMA Retirement Corporation since 2008. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and discretionary and nondiscretionary advisory services through its Guided Pathways program, which uses investment models developed by Morningstar Investment Management.

Greg Hayes is a financial advisor at Apella Wealth in West Hartford, CT, holding a Series 65 credential with 10 years of industry experience. He worked for Iron Horse Wealth Management, LLC for 10 years before joining Apella Wealth in 2025. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a largely model-driven and quantitative investment approach, offering a range of services such as discretionary and non-discretionary management, separately managed accounts, financial planning, and an automated advisory option.

Samuel Barber is a financial advisor with Lifemark Securities Corp. in Naugatuck, CT, holding the ChFC® designation and Series 63 and 65 licenses, with 22 years of industry experience. He has worked at Lifemark Securities and the Chittenden Group since 2017 and previously worked at MML Investors Services and MassMutual Life Insurance Company from 2009 to 2017. Barber is also an insurance agent and broker with Chittenden-Warwick Insurance Group, providing sales and service of insurance and group benefits products. Lifemark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and retirement-plan sponsors. The firm emphasizes suitability-driven advice tailored through risk assessments, managing accounts on a discretionary or non-discretionary basis, with custody maintained by third-party custodians.

Sean Gannon is a financial advisor with Connecticut Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Chubb Insurance and Central Connecticut University, and he has managed Cornicello Financial LLC, providing budgeting and financial coaching services. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base, employing a long-term, fundamental analysis approach combined with strategic asset allocation.

Andrea Migliaccio is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at Santander Securities, Santander Bank, Citizens Securities, Wells Fargo Advisors, and LPL Financial. He also served on the Colchester Board of Finance for five years. Santander Securities LLC serves a broad retail client base with investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm supports approximately 10,800 client relationships and offers investment management chiefly through the FMAX wrap-fee platform, utilizing third-party discretionary managers and affiliated banking relationships.

Joshua Topp is a financial advisor with Flagship Harbor Advisors, LLC, holding the ChFC® designation and Series 66 license. He has 18 years of industry experience, including 13 years with LPL Financial and Flagship Harbor Advisors. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a diversified investment approach that includes mutual funds, ETFs, individual securities, and separately managed accounts.