Penny Schmidt is a CFP®-certified financial advisor with five years of industry experience, currently with Apella Wealth. She previously worked at Iron Horse Wealth Management and COUNTRY Capital Management Company. Outside of advising, she serves as Treasurer for the National Association of Women Business Owners, Iowa Chapter, overseeing the chapter’s financials without compensation, and she operates a health coaching business. 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 portfolio customization, supported by various technology integrations and a notable focus on institutional clients and insurance company relationships.

Matthew Bushnell is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 65 designation and two years of industry experience. Before joining CliftonLarsonAllen, he worked at Gillette Ridge Golf Course and Siena College, among other roles. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm employs a strategic asset allocation approach using model portfolios, third-party managed programs, mutual funds, ETFs, and selective private placements, combining fiduciary advisory services with broker-dealer and insurance activities.

Mark Barkasy is a financial advisor with St. Bernard Financial Services, Inc., holding a Series 66 designation and 22 years of industry experience. He has worked at Embark Financial and Insurance Partners, LLC, and Invest Financial Corporation. Outside of his advisory role, Barkasy serves as a track official at Manchester High School. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services including portfolio management and financial planning. The firm employs a long-term, conservative growth strategy with tactical asset allocation and typically maintains collaborative, largely non-discretionary client relationships.

Kevin Leahy is a CFP® professional with 24 years of experience, currently affiliated with Connecticut Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc. He has been with Connecticut Wealth Management since 2010 and with Purshe Kaplan Sterling since 2016. He serves as a trustee for several client accounts and is a member of the Board of Trustees at the University of Bridgeport. 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 with ongoing oversight and periodic formal reviews.

Kristina Wolff Singh is a financial advisor at ValMark Advisers, Inc. with four years of industry experience. She holds a Series 66 designation and has been with Wolff Wealth Advisors since 2021. Outside of her advisory role, she serves as a volunteer board member for Woman of Wonder, a nonprofit that raises funds for college scholarships benefiting single mothers and women raised by single mothers. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients through a network of advisory representatives. The firm’s approach emphasizes diversified, goal-based portfolios with active monitoring and rebalancing, utilizing mutual funds, ETFs, and third-party managers.

Jill Hollander is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Apella Wealth. She previously worked for Financial Connections for 32 years before joining Apella Wealth in 2026. Apella Wealth serves a diverse range of clients including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, sub-advisory relationships, and consulting. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to deliver customized client solutions.

Carter Easley is a Series 65 licensed advisor at APELLA Wealth with one year of industry experience. Prior to joining APELLA Wealth, he held roles at PBMares Wealth Management LLC, Unum Insurance Company, and the University of Tennessee - Chattanooga. APELLA Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach that incorporates factor-oriented equity strategies, fixed-income allocations, and portfolio customization, supported by a range of third-party technologies and an institutional product mix.

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.