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 licensed advisor with four years at Apella Wealth and a total of two years in the financial industry. His prior experience includes roles at SS&C Technologies, Western New England University, and Live Nation Entertainment. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, providing discretionary and non-discretionary investment management, financial planning, sub-advisory services, and consulting. The firm uses a model-driven, quantitative investment approach supported by various third-party technologies and is notable for its institutional reach and broad product mix.

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.

Seth Hoffman is a financial advisor at Apella Wealth with 22 years of industry experience. He holds a Series 65 designation and spent 22 years at American Investment Services, Inc. before joining Apella Wealth in 2025. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to support portfolio management and client solutions.

Mary Ellen Deroche is a financial advisor with APELLA Wealth who holds the Series 65 designation and has 10 years of industry experience. She previously worked at Barker Financial Group Inc. for six years and joined Apella Capital, LLC in 2024. In addition to her advisory role, she serves as a trustee of a family trust. 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 offers a range of services such as discretionary and non-discretionary investment management, financial planning, sub-advisory relationships, and consulting.

Addison Pock is a CFP® with 14 years of industry experience, currently serving at Apella Wealth. He previously spent 11 years at PBMares Wealth Management, LLC, and continues an affiliation with PBMARES LLP. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, sub-advisory, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates advanced technologies to deliver customized portfolio solutions.

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 and holds a Series 65 designation. His prior roles include positions at Calandra Financial, Retirement Wealth Advisors, and his own firms, Calandra Wealth Management and Calandra Financial Group. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, and institutions, offering model-driven, quantitative investment management and financial planning. The firm integrates a variety of technologies and employs a broad product mix that includes separately managed accounts, automated investment platforms, held-away account advice, and institutional consulting.

Cole Connelly is a financial advisor at Symmetry Partners with a Series 65 credential and five years of industry experience. Prior to joining Symmetry Partners in 2021, he held roles at UMASS Amherst, Wampanoag Country Club, Harry's Pizza, and Hall High School. Symmetry Partners provides investment management services to individuals, retirement plans, pension and institutional clients, and serves as an adviser to registered investment companies, including mutual funds and ETFs. The firm employs a quantitative, research-driven investment approach using modern portfolio theory and factor-based methods across various investment vehicles.

Shawn O'Sullivan Jr. is a CFP® with five years of industry experience, currently serving as a financial advisor at Apella Wealth. He has worked exclusively with Apella Capital, LLC since 2017, aside from two years at Symmetry Partners, LLC and five years at Warning Lights, Inc. Apella Wealth serves a diverse client base including individuals across wealth levels, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach with a mix of factor-oriented equity strategies, fixed income allocations, and tax-sensitive portfolio customization, supported by various third-party technologies and an institutional product offering.

Michael Moses is a financial advisor at Bradley Foster & Sargent Inc with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Napatree Capital LLC and Fidelity Brokerage Services LLC. Bradley Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with an emphasis on individualized asset allocation and capital preservation. The firm is also notable for advising pooled investment vehicles, including a registered mutual fund and a private investment fund.

Mark Hugo is a financial advisor with StoneX Advisors Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with StoneX Advisors since 2015 and has held various roles across affiliated StoneX entities. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes multiple account structures and model-based solutions, working through independent advisors and an in-house Private Client Group.

Russell Morris is a financial advisor with AlphaStar Capital Management holding a Series 66 designation and five years of industry experience. Prior to joining AlphaStar, he worked at firms including Charthouse Wealth Management, Connecticut River Wealth Management, LPL Financial, and Ameriprise Financial. In addition to his advisory role, he is an insurance agent at Charthouse Wealth Management and serves as a notary. AlphaStar Capital Management manages approximately $1.84 billion for a range of clients including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management with an investment approach that combines strategic asset allocation and quantitative tactical strategies, utilizing subadvisers and exchange-traded products.

Patrick Sweeny is a financial advisor at Apella Wealth with 31 years of industry experience. He holds a Series 63 designation and has been with Apella Capital, LLC since 2014. Prior to that, he worked at Symmetry Partners, LLC starting in 1994. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, sub-advisory, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to customize and monitor client portfolios.

Marc Crone is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 designation and one year of industry experience. He previously worked at Independent Financial Group LLC and All Source Investment Management. Outside of his advisory role, he serves as Treasurer and Executive Committee member for Habitat for Humanity of Northwest Connecticut and chairs the local recreation committee in Norfolk, CT. Integrated Advisors Network is a multi-team SEC-registered firm offering portfolio management, financial planning, and related consulting to a diverse client base. The firm employs a combination of fundamental and quantitative strategies, including access to third-party managers and wrap-fee programs, to build client portfolios within a risk-profile framework.

William Horigan is a CFP® with six years of industry experience, currently affiliated with Connecticut Wealth Management, LLC. His professional background includes multiple roles within the same firm since 2017, along with prior experience at Providence College and Hartford Golf Club. 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 employs a long-term, fundamentally driven investment approach and offers access to private equity for qualified clients.

Jack Rose is a Certified Financial Planner (CFP®) with two years of industry experience, currently serving at Connecticut Wealth Management, LLC. His work history includes roles in the financial services sector and positions outside the industry such as at Hartford Golf Club and Petals and Paws. Connecticut Wealth Management provides comprehensive financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, trusts, estates, non-profits, businesses, and executives. The firm emphasizes long-term, fundamental analysis-based investment strategies, utilizing a range of asset classes and tailoring portfolios to client goals and risk tolerance.