Roxana Butnar is a CFP® professional at Apella Wealth with four years of industry experience. She has worked at Apella Capital, LLC since 2021 and previously held roles at Vestory, LLC, Icehouse Cryotherapy, and the University of Washington. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, and consulting services. The firm utilizes a model-driven, quantitative investment approach with a focus on factor-oriented equity strategies and portfolio customization.

Daryl Lepage is a CFP® with 33 years of industry experience. He is currently with Merit Financial Advisors and has previously worked at Purshe Kaplan Sterling Investments, Brook Wealth Management, LLC, and LPL Financial LLC. Lepage is also a licensed independent insurance agent providing insurance advice to clients. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

Barbara Fallon is a financial advisor at Apella Wealth with one year of industry experience. She holds the CFP® designation and the Series 65 license. Prior to joining Apella Wealth, she worked at Morris Financial Concepts and spent seven years with the Federal Bureau of Investigation. Outside of her advisory role, she is involved in residential real estate property management. 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 technology platforms to offer customized portfolio solutions and a wide range of advisory services.

Kramer Croisant is a financial advisor at Apella Wealth in West Hartford, CT, holding a Series 65 designation with two years of industry experience. His prior roles include positions at several accounting firms such as Neumann Curtis CPAs and McGregor-Caverhill CPAs. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates advanced technologies to support portfolio management and client solutions.

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 Series 65 credentialed advisor at Connecticut Wealth Management, LLC with four years of experience. Her prior roles include positions at Fiduciary Trust International, Parametric Portfolio Associates, LLC, and Eaton Vance. 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 based on fundamental analysis and strategic asset allocation, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and private equity.

Jean Yamamoto is a Series 65-licensed financial advisor with six years of industry experience. She currently works at Apella Wealth and previously worked at Young Wealth Management and HomeMaking. 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 factor-oriented equity strategies and offers a range of services from discretionary investment management to tax and retirement plan consulting.

Taylor Drake is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Apella Wealth. His prior roles include positions at Provest Capital Management, LLC and Retirement Asset Management, LLC. In addition to his advisory work, he occasionally provides investment-related expert testimony and consulting in arbitration and legal proceedings. 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 combination of factor-oriented equity strategies, fixed-income allocations, and portfolio customization, integrating various third-party technologies to support its solutions.

Peter Leppones is a CFP® with over 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. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, and consulting services. The firm utilizes a model-driven, quantitative investment approach with factor-oriented equity strategies and incorporates various technologies to support portfolio management and client reporting.

Dominic Savio Higiro is a financial advisor at Apella Wealth with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC and Connecticut River Wealth Management. 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 factor-oriented equity strategies and customized portfolio solutions, integrating advanced technologies and offering a broad mix of discretionary and non-discretionary services.

Andy Li is a financial advisor at Apella Wealth with one year of industry experience. He holds a Series 65 credential and previously worked at Morris Financial Concepts and Endurance Planning Group. 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 various third-party technologies to enhance implementation and monitoring.

Richard Persechino is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Connecticut Wealth Management, LLC, where he has worked in various roles since 2020. Prior to that, he was with New England Capital Planners, Inc. and Clarendon Wealth Management. 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 emphasizes 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.

Jason Gentile is a CFP® with 20 years of industry experience, currently serving as an advisor at Apella Wealth since 2014. He holds a Series 66 license and is also a licensed insurance agent, able to recommend life, health, and long-term care insurance policies on a commission basis. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a model-driven, quantitative investment approach, integrating multiple third-party technologies to customize and monitor client portfolios.

James Barker is a ChFC®-designated financial advisor at Apella Wealth with 28 years of industry experience. He previously led Barker Financial Group for 27 years before joining Apella Wealth in 2024. 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 quantitative, model-driven investment approach combining factor-oriented equity strategies, traditional fixed income, and portfolio customization, supported by advanced technology integrations and a notable institutional client reach.

Mark Merritt is a financial advisor at Simplicity Wealth with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with firms including Nationwide Investment Services Corporation and EBIX. Merritt is also president of Merritt Consulting Group and serves as a board member of the Jewish Community Council (JCRC), where he leads the Government Relations subcommittee, and he is chairman of a local political party in West Hartford. Simplicity Wealth provides advisory services to a diverse client base, including individuals, institutions, and other financial firms, utilizing a fund-of-funds investment approach with ETFs, mutual funds, and individual securities. The firm offers a managed account platform with discretionary portfolio management and integrates advisory services with technology and operational support for other advisers.

Daniel Bender is a CFP® and PFS™ credentialed advisor at Apella Wealth with 24 years of industry experience. He has been with Apella Wealth since 2025 and concurrently serves as a partner and accountant at PBMares, LLP, a CPA firm where he provides tax and accounting services. Outside of financial advising, he is involved with Hummbend, LLC, a retail business specializing in wild bird supplies. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management, financial planning, sub-advisory, and consulting services. The firm uses a model-driven and quantitative investment approach with a focus on factor-oriented equity strategies, tax management, and portfolio customization, supported by advanced technology integrations and a distinctive institutional client reach.

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 with 10 years of industry experience. He holds a Series 65 designation and previously worked for Iron Horse Wealth Management, LLC for 10 years. 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 and portfolio customization, and integrates multiple third-party technologies to deliver investment management, financial planning, sub-advisory, and consulting services.

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.