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.

Peter Ganey is a financial advisor at MissionSquare Retirement with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including ICMA RC Services, Horace Mann Investors, and Hooker & Holcombe Retirement Services. 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 Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

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.

Janet Kendall is a financial advisor at MissionSquare Retirement with 39 years of industry experience. She holds the ChFC® designation and Series 63 and Series 66 licenses. Prior to joining MissionSquare in 2025, she worked for TIAA and TIAA-CREF from 2013 to 2025. 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, including discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management and delivered through multiple channels within MissionSquare-administered accounts.

Nathan Nagel is a financial advisor at Connecticut Wealth Management, LLC, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Corbin Advisors and several periods at Connecticut Wealth Management, as well as employment at the University of Connecticut and Christian Heritage School. Connecticut Wealth Management, LLC offers financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, businesses, and executives. The firm’s investment approach focuses on long-term, fundamental analysis and strategic asset allocation, employing a range of investment vehicles tailored to client goals and risk tolerance.

Waldemar Dziedzic is a financial advisor at Sequent Planning, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Aegis Wealth Management and Winthrop Bentley Capital. Dziedzic is also a licensed insurance agent specializing in investment-related insurance products. Sequent Planning, LLC serves individuals—including high-net-worth clients—retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm employs a structured risk framework and offers asset management, financial planning, and retirement plan services through a network of approximately 97 independent investment adviser representatives.

Jamison Mc Andie is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at APELLA Wealth since 2023 and previously held positions at LPL Financial, Waddell & Reed, Dynamic Resources, and Image Media. 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 integrates multiple third-party technologies to support portfolio management and reporting.