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.

James Stockman is a financial advisor with AlphaStar Capital Management and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, including prior roles at Transamerica Capital, Independent Financial Group, and Oppenheimerfunds. Outside of advisory work, he is involved as a landlord in real estate property management. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical portfolio approaches through both proprietary models and third-party technologies.

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.

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.

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.

Thomas Barnes Jr. is a financial advisor with The Patriot Financial Group, LLC in Bristol, CT, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes roles at LPL Financial, Securities America Inc., and CETERA Financial Specialists LLC. Barnes serves as chairman of the City of Bristol Retirement Board and holds board and treasury positions with local community organizations. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a range of investment strategies and offering services including discretionary portfolio management, retirement plan advisory, and insurance product recommendations.

Daniel Beyer is a financial advisor at Apella Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at Iron Horse Wealth Management, LLC, and Kabel Business Services. Outside of advisory work, he is a limited partner in Bookpress Publishing, a book publishing business. Apella Wealth serves individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach, offering a range of solutions such as separately managed accounts, held-away portfolio advice, and automated advisory services.

Aidan Mc Mullan is a financial advisor at Apella Wealth with a Series 65 designation and one year of industry experience. Prior to joining Apella Wealth, he held positions at U Financial Group, Westchester University, and several other organizations. Apella Wealth serves a diverse range of clients including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs model-driven, quantitative investment strategies with a focus on factor-based equity allocations and duration- and credit-sensitive fixed income, offering services such as discretionary management, separately managed accounts, financial planning, and held-away portfolio advice.

Paul Bosnyak is a financial advisor with Interactive Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held multiple roles at Interactive Financial Advisors since 2016 and is also the owner of Market Square Financial & Casualty, a fixed insurance sales and service business. Interactive Financial Advisors serves individuals—including high-net-worth and non-HNW clients—as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and advisory consulting, utilizing asset-allocation models and primarily implementing strategies with ETFs and mutual funds.

Flavia Kirz is a CFP® professional currently with Apella Wealth and has one year of industry experience. Her prior roles include six years at Financial Connections Group, Inc., as well as positions at Branson School and Kiddo! Mill Valley Schools Community Foundation. Apella Wealth serves a diverse client base that includes individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach and integrates advanced technology and third-party platforms to deliver customized portfolio management and financial planning solutions.

Benjamin Roy is a Series 65-licensed financial advisor at Connecticut Wealth Management, LLC, with one year of industry experience. His background includes roles at the University of Connecticut and work with the Town of Manchester Recreation Department. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base. The firm employs a long-term, fundamental analysis approach with strategic asset allocation, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Charles Olson is a financial advisor at Connecticut Wealth Management, LLC with 17 years of industry experience. He holds the CFP® designation along with Series 65 and Series 66 licenses. Prior to joining Connecticut Wealth Management, Olson worked at several firms including People's United Advisors, Wilmington Trust, and Uvest Financial Services Group. He also serves on the United Way of the Capital Area Investment Committee in a volunteer capacity. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing a range of investment vehicles and providing oversight of independent managers along with private equity opportunities for qualified clients.

Kelly Boutin is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Day Pitney LLP and the University of Connecticut School of Law. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation and offers a range of investment options including no-load mutual funds, ETFs, individual securities, and alternative investments.

Jill Brandon is a financial advisor at The Patriot Financial Group, LLC with 32 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Cetera Financial Specialists, Riverside Wealth Management, Securities America, and Robert Hensley and Associates. Outside of her advisory work, she serves as a riding instructor at Spirithorse Therapeutic Riding Center and is involved with local nonprofit and community organizations, including co-chairing Gifts for Canton and participating on the investment committee of the Chrysalis Center. The Patriot Financial Group provides customized investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm employs a mix of analytical approaches and independent managers to tailor portfolios according to client goals and risk tolerance, offering a broad range of investment options including mutual funds, ETFs, fixed income, private equity, and advisory annuities.

Zachary Chernus is a CFA® charterholder with three years of industry experience, currently affiliated with Sequoia Financial Group, L.L.C. He has previously worked at Karpas Strategies, Shenkman Capital, and UBS. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model portfolios and customized solutions, utilizing various investment vehicles and oversight by an Investment Policy Committee.

Adrian Andreotta is a CFP® with 15 years of industry experience, currently serving at OSAIC Institutions, Inc. He previously worked at Infinex Investments, LPL Financial, and Wells Fargo in various capacities over the past 15 years. Outside of his financial advisory role, he is the owner and captain of a charter fishing boat, which he plans to operate starting in May 2025. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of advisor representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a distinctive service and distribution model.