Samuel Marrella is a CFP® professional with 41 years of experience in the financial services industry. He is currently with Apella Wealth and has held prior roles at Raymond James Financial and his own Marrella Financial Group. He is the author of a book that is available on Amazon. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach using factor-oriented equity strategies and traditional fixed-income allocations, integrating various technologies to deliver customized portfolio solutions.

Labib Fasihuddin is a CFP® professional with eight years of industry experience, currently serving at Connecticut Wealth Management, LLC. His career includes roles at Northwestern Mutual and multiple positions within Connecticut Wealth Management since 2017. Prior to his financial advisory work, he was involved with the University of Connecticut in recreational and other capacities from 2013 to 2017. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, and plan sponsors. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolios, incorporating third-party research and access to private equity investments for qualified clients.

Gary Kazanjian is a financial advisor at Capitol Securities Management, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked in educational roles at Tufts University, Choate Rosemary Hall, and Glastonbury High School. Kazanjian is also a member of the CT River Valley Chamber of Commerce, where he participates in networking and community meetings. Capitol Securities Management serves individual, institutional, and corporate clients by providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, offering various investment programs including discretionary and non-discretionary managed accounts and third-party money managers.

Richard Rosen is a CFP® professional with 15 years of industry experience. He is currently with Connecticut Wealth Management, LLC, where he has worked since 2023. Prior to that, he spent five years at Adviser Investments and five years at LPL Financial. 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, offering access to private equity for qualified clients and utilizing a range of investment vehicles including no-load mutual funds, ETFs, and individual securities.

Michael Evans is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Vanderbilt Securities, LLC since 2017 and previously at Hornor Townsend & Kent Inc. and Penn Mutual. Outside of advisory work, Evans is the proprietor of a life insurance business and serves as chairman of the Cheshire Retirement Board. He is also an author of an upcoming novel titled "UNDERESTIMATED...What would you do if you knew the truth?". Vanderbilt Advisory Services serves a diverse client base including individuals, charities, trusts, businesses, and retirement plans, offering portfolio management and financial planning services. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, and it is notable for its integration with retirement-plan and benefits firms, supporting pension consulting and plan administration alongside advisory services.

Mimi Huss is a Series 65-licensed financial advisor at Apella Wealth with five years of industry experience. Prior to joining Apella Wealth in 2026, she worked at Morris Financial Concepts, Inc. for six years in total. Her background also includes roles outside finance, such as at Palmetto Veterinary Hospital and Church of the Holy Cross. 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 a range of strategies and integrates multiple third-party technologies to support portfolio management and client services.

Michael Tedone is a financial advisor with Connecticut Wealth Management, LLC, holding the PFS™ designation and Series 66 license, and has 22 years of industry experience. He has been with Connecticut Wealth Management in various capacities since 2013. Tedone serves as a trustee for multiple trusts and is a board member of the Boys and Girls Club of Hartford. Connecticut Wealth Management offers 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, utilizing a range of investment vehicles and third-party research.

Zachary Bylykbashi is a CFP® professional with six years of industry experience, currently serving at Connecticut Wealth Management, LLC. His prior experience includes roles at Commonwealth Financial Network and Egidio Assante Lennon Wealth Management. Outside of his advisory work, he is an assistant wrestling coach at Wesleyan University. 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 grounded in fundamental analysis and offers tailored portfolios that include mutual funds, ETFs, individual securities, alternative investments, and private equity to qualified clients.

Lyle Pennell is a financial advisor at Gateway Wealth Partners, LLC with over 23 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Gateway Wealth Partners in 2024, he worked at Private Advisor Group, LLC and LPL Financial. Gateway Wealth Partners is a registered investment adviser that 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 when appropriate.

James Femia is a financial advisor at Apella Wealth with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Apella Capital, LLC since 2015, including four years at Symmetry Partners, LLC during that time. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, sub-advisory services, and consulting. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to deliver and monitor customized client solutions.

Sabrina Behboudi is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. She holds the Series 65 credential and previously worked at X-Golf and the University of Connecticut. Connecticut Wealth Management provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, businesses, and executives. The firm emphasizes a long-term investment approach based on fundamental analysis and strategic asset allocation, incorporating a variety of investment vehicles tailored to client goals and risk tolerance.

Nicholas Greenhouse is a financial advisor at Brookwood Investment Group with six years of industry experience. He holds a Series 65 credential and has worked at firms including Redwood Private Wealth LLC and Belpointe Asset Management. Outside of his advisory role, he works as a bartender at Craft Kitchen. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,000 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing tailored portfolios across various investment strategies.

Thomas Spavone is a CFP® professional at Apella Wealth with one year of industry experience. He previously worked at PBMares Wealth Management LLC and serves as a Tax Partner at PBMares, LLP, providing compliance, accounting, and tax advisory services. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm utilizes a model-driven, quantitative investment approach with factor-oriented equity strategies, fixed-income allocations, tax-overlay management, and portfolio customization, supported by various technology integrations to deliver comprehensive financial solutions.

Alexander Crawford is a CFP® with 11 years of industry experience. He is currently an advisor at Apella Wealth and previously worked at PBMARES Wealth Management LLC and Lionsbridge. 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 integrates multiple third-party technologies to provide customized portfolio management and consulting services.

Christopher Winkel is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Connecticut Wealth Management, LLC with four years of industry experience. He has been with Connecticut Wealth Management since 2021. Connecticut Wealth Management provides comprehensive financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, estates, nonprofits, and business owners. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles and offering private equity access to qualified clients.

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® with 16 years of industry experience, currently serving as an advisor at Apella Wealth. His prior work includes six years at Merrill before joining Apella Capital, LLC in 2022. 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 a range of integrated third-party technologies.

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.

Alex Cal is a CFP® with six years of industry experience and is currently an advisor at Foundations Investment Advisors LLC. Prior to joining Foundations in 2023, he worked at Cetera and Travelers Insurance. Outside of his advisory role, he provides tax preparation and consulting services through his own firm and volunteers on the Plainville Aviation Commission. Foundations Investment Advisors LLC offers financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and asymmetric rebalancing to manage client assets.

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.