Rileigh Daniels is a CFP® and holds a Series 66 license, with three years of industry experience. She has worked at Apella Wealth since 2026, following positions at Magellan Federal and Charles Schwab. Earlier in her career, Daniels served in the Washington State House of Representatives and worked in mortgage 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 that integrates proprietary and third-party tools to manage a variety of portfolio solutions.

Michael Howard is a financial advisor at Capital Analysts with 50 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment Planning, Inc. since 2004. Prior to that, he operated Howard Financial Planners, Inc. for 18 years and has been involved with Howard Financial Corporation since 1975. Outside of his advisory work, he is co-president of Howard Financial and Associates PLLC, which engages in insurance and fixed annuity sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through proprietary model portfolios, access to third-party managers, and retirement-plan advice, delivering services via a nationwide network of independent advisors and firm-managed programs.

Jason Raiti is a CFA® charterholder with two years of industry experience and is currently affiliated with Connecticut Wealth Management, LLC. He previously worked at Edgehill Endowment Partners for five years and spent three years at Choate Rosemary Hall. 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 grounded in fundamental analysis and uses a variety of instruments, including mutual funds, ETFs, individual securities, and alternative investments, tailoring portfolios to client goals and risk tolerance.

Matthew Bonvicini is a CFP® and Series 65-registered advisor with Connecticut Wealth Management, LLC, where he has worked since 2021. He has four years of industry experience, including a prior role at Prism Autism Education and Consultation. Connecticut Wealth Management provides 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 portfolio construction, utilizing a range of investment vehicles and third-party research.

Michael Femia is a financial advisor with Apella Wealth in West Hartford, CT, holding a Series 65 credential and two years of industry experience. His prior roles include positions at The Wilder Companies and College Funding Services. 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 emphasis on factor-based equity strategies and duration- and credit-conscious fixed-income allocations.

Christina Charest is a Series 65-licensed financial advisor with Bradley, Foster & Sargent Inc, based in Hartford, CT. She has seven years of industry experience and has been with Bradley, Foster & Sargent since 2004. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with approximately $9.07 billion in assets. The firm emphasizes individualized asset allocation, long-term holding, and a Growth-at-a-Reasonable-Price investment approach, and also serves as adviser to pooled investment vehicles including a registered mutual fund and a private investment fund.

Alison Cosgrove is a CFP® and holds a Series 66 license, with 11 years of industry experience. She is affiliated with Bradley, Foster & Sargent Inc and has been with JPMorgan Investment Management Inc. and J.P. Morgan Institutional Investments Inc. since 2014. Bradley, Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, including high-net-worth clients. The firm employs a long-term, capital-preservation focused investment approach combining fundamental analysis and technical tools, and manages both pooled investment vehicles and registered funds.

Ethan Medling is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds a Series 65 designation and previously worked as a self-employed advisor and in the electrical industry. Medling is also the owner of Right Path Financial LLC, which provides investment advisory and retirement planning services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to a diverse client base including individuals, corporations, and charitable organizations. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios, supporting tailored suitability assessments and regular rebalancing.

Thomas Sargent is a CFA® charterholder with 26 years of experience in the financial industry. He has worked at Bradley, Foster & Sargent Inc. since 2000. Bradley, Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, including advisory services to a registered mutual fund and a private investment vehicle. The firm emphasizes individualized asset allocation and a long-term, capital-preservation investment approach, using a blend of fundamental analysis and technical tools to pursue growth at reasonable prices.

James Tavares is a financial advisor with MissionSquare Retirement who holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior roles include positions at Foreside Financial Services, Symmetry Partners, Apella Capital, and Foresters Financial. He serves as president of Pine Acres Club Inc., a swim and tennis club in Wethersfield, Connecticut. MissionSquare Retirement serves state and local government employers, their employees, and certain non‑profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which includes discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Jennifer Coffey Smith is a CFP® with 12 years of industry experience. She has worked at Apella Wealth since 2026 and previously spent 13 years at Financial Connections Group, Inc. Her practice is based in West Hartford, CT. Apella Wealth serves a diverse range of individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. 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 managed account solutions and technology-enabled tools.

Jenna Isleib is a financial advisor at Connecticut Wealth Management, LLC with four years of industry experience. She holds the CFP® designation and a Series 65 license. Prior to her current role, she worked at Mintz + Hoke and has experience in university admissions and the private sector. 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, and business owners. The firm’s investment approach focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a variety of investment vehicles and third-party research.

Elizabeth Devino is a financial advisor at Connecticut Wealth Management, LLC with three years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to her advisory role, she worked for Mercury Fuel Service, Inc. for 16 years. Outside of her advisory duties, she serves as a Corporator with Thomaston Savings Bank and holds unpaid board and finance committee positions with Holy Cross High School and the Palace Theater in Waterbury, CT. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, and business clients. The firm employs a long-term, fundamentally driven investment approach with personalized portfolio construction and offers access to private equity investments for qualified clients.

Mitchell Ewart is a financial advisor at Apella Wealth with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Vestory, LLC, Pruco Securities, LLC, and The Prudential Insurance Company of America. Ewart has been with Apella Wealth since 2021. 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 focus on factor-based equity strategies and duration- and credit-informed fixed income, offering a variety of investment management and advisory solutions.

Joseph Ciarleglio is a Series 65-credentialed financial advisor with Bradley, Foster & Sargent Inc in Hartford, CT. He has seven years of industry experience and has been with the firm since 2013. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms. The firm manages discretionary portfolios with a focus on capital preservation and a Growth-at-a-Reasonable-Price strategy, overseeing approximately $9.07 billion in assets across several thousand accounts.

Brenda Larkin is a financial advisor at Westminster Financial Advisory Corp with 27 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors Corp. In addition to her advisory role, she consults on the financial aspects of divorce through Goldberg Larkin LLC. Westminster Financial Advisory Corp provides investment supervisory services and financial planning to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes a diversified, multi-asset class investment approach with a buy-and-hold strategy supplemented by tactical adjustments based on market conditions.

Patrick Kennedy is a financial advisor at Integrated Advisors Network LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to his current role. Integrated Advisors Network is a multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and access to third-party managers, employing a mix of fundamental and quantitative approaches guided by client risk profiles.

Peter Kirschenbaum is a financial advisor at Bradley, Foster & Sargent Inc with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bradley, Foster & Sargent since 2021. His prior experience includes roles at People's United Advisors, Inc and Olson Mobeck Investment Advisors. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios and overseeing approximately $9.07 billion in assets. The firm emphasizes individualized asset allocation, long-term holding with a focus on capital preservation, and a Growth-at-a-Reasonable-Price investment approach.

Eric Pitruzzello is a financial advisor at Connecticut Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at American Senior Benefits, Northwestern Mutual, and multiple community and educational organizations. Connecticut Wealth Management provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, non-profits, businesses, and executives. The firm employs a long-term investment approach grounded in fundamental analysis, utilizing strategic asset allocation with a range of investment vehicles tailored to client needs.

Kevin Briganti is a CFP® with five years of industry experience, currently serving as a financial advisor at Connecticut Wealth Management, LLC. He has been with the firm since 2020 and also works as an on-ice official in the American Hockey League and Hockey East Association. 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 employs a long-term, fundamentally driven investment approach and offers access to private equity investments for qualified clients.