Nicholas Petronchak is a financial advisor with Gateway Wealth Partners, LLC and holds Series 63 and Series 66 designations. He has 11 years of industry experience, having previously worked at LPL Financial and Waddell & Reed, Inc. He is dually registered with Gateway Wealth Partners and LPL Financial, spending the majority of his time providing investment advisory services and also engages in insurance sales. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation with low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, and manages a majority of assets on a non-discretionary basis.

Jason Pueschel is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Patrick Capital Markets, Money Concepts Capital Corp., and Preferred Capital Securities, LLC. In addition to his advisory work, he manages a tax preparation and accounting platform through Alternative Tax Management, LLC. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and employs a range of investment approaches including fundamental, technical, and cyclical analysis, offering discretionary asset management alongside financial planning and consulting.

Steven Hyman is a financial advisor at Gateway Wealth Partners, LLC with 40 years of industry experience. He formerly worked at Creative Funding Corporation for over four decades. In addition to his advisory role, he is a licensed independent life and health insurance agent. Gateway Wealth Partners serves individuals, corporations, and retirement plans, offering financial planning, wealth management, and retirement plan consulting. The firm uses a combination of low-cost diversified funds, individual securities, and independent managers, applying both fundamental and technical analysis.

Siamak Dowlatshahi is a financial advisor at Gateway Wealth Partners, LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LPL Financial and National Planning Corporation. Outside of advisory work, he is also involved in providing fixed insurance products such as life, group health, and long-term care insurance. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, combined with fundamental and technical analysis, and manages approximately $1.25 billion in assets.

Eric Natale is a financial advisor at Connecticut Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked in roles at Baker Hughes and General Electric. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting services to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, employing a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

Mark Prendergast is a CFP® with 20 years of industry experience, currently serving at Apella Wealth. His prior experience includes 16 years at Inspired Financial LLC and over 40 years operating as Mark L. Prendergast CPA. Since 2012, he has served on the Board of Directors for Regency Investment Advisors, Inc. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven and quantitative investment approach, offering solutions such as separately managed accounts, held-away portfolio advice, and sub-advisory services.

Luis Salinas is a CFP®, ChFC®, and Series 66 registered advisor with 11 years of industry experience. He is currently with Apella Wealth and has previously worked at LPL Financial and Northwestern Mutual in various capacities over nine years. Luis is based in West Hartford, CT. Apella Wealth serves individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a model-driven, quantitative investment approach with a range of portfolio solutions and integrates technology and third-party managers to support its offerings.

John Shanley is a CFP® professional with 14 years of industry experience, currently serving at Connecticut Wealth Management, LLC. His prior roles include positions at Mercer Advisors Inc., Pinnacle Investment Management Inc., and Fidelity. Shanley volunteers on the finance committee of the Connecticut Historical Society, where he assists with budgeting and reviewing the investment portfolio. 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, offering a range of investment options including no-load mutual funds, ETFs, individual stocks and bonds, and private equity opportunities for qualified clients.

Stephanie Murphy is a CFP® certificant with seven years of industry experience. She is currently with Apella Wealth and previously worked at ClearLogic Financial, Inc. and AHRI. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven and quantitative investment approach, offering a range of services from discretionary management to financial planning and automated advisory solutions.

Douglas Huddleston is a CFP® with 16 years of industry experience. He is currently with Apella Wealth and has previously worked at Barker Financial Group, Inc. for 16 years. Apella Wealth serves a broad range of individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach with a focus on factor-based equity strategies and duration- and credit-conscious fixed-income allocations.

Christopher Codeanne is a financial advisor at Symmetry Partners with one year of industry experience and holds a Series 65 credential. He has held prior roles at Artura Wealth, LLC, Figur8 Inc, ConcertAI LLC, and Oxford Performance Materials Inc. Since January 2024, he has served on the board of Strategikon Pharma Inc., a SaaS-based clinical business operations firm. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, qualified retirement plans, and institutional pension plans. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory, using factor-based equity strategies and diversified allocations implemented through mutual funds, ETFs, and separately managed accounts.

Michael Maglieri is a CFP® professional at Apella Wealth with six years of industry experience. He previously worked at PBMares Wealth Management and Stone Street Capital. He is also licensed as an insurance agent for various companies. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach with offerings that include discretionary management, separately managed accounts, financial planning, and technology-enabled solutions.

Kyra Morris is a CFP® professional with 22 years of industry experience. She is currently with Apella Wealth and previously led Morris Financial Concepts for over 25 years. Outside of advisory work, she serves as president of Morris Tax Planning, LLC, a firm that provides tax preparation and bookkeeping services. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach with offerings ranging from discretionary management to held-away portfolio advice and automated advisory options.

Andrew Chaffee is a CFP® and holds a Series 65 license with three years of industry experience. He is currently an advisor at Apella Wealth and previously worked at ClearLogic Financial, Inc., Cambridge Investment Research Inc., Bishoff Financial Group, Leidos, Leonardo DRS, and Roboteam, Inc. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm utilizes a largely model-driven, quantitative investment approach with a range of services including discretionary and non-discretionary investment management, financial planning, and an automated advisory option.

Jonathan Fairbanks is a financial advisor with Mutual Advisors, LLC in Hartford, CT, holding Series 63 and Series 65 credentials and 42 years of industry experience. His prior roles include positions at Mutual Securities, Inc., Janney Montgomery Scott, Morgan Stanley, Citigroup Global Markets, and A. G. Edwards & Sons, Inc. Outside of advising, he also works as an insurance agent, focusing primarily on monitoring existing annuity contracts. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional investors. The firm offers a range of advisory services and employs both active and passive investment strategies, with a notable emphasis on institutional management and specialized operational resources.

Charles Wareham is a financial advisor with AlphaStar Capital Management in Hartford, CT, holding a Series 63 designation and 34 years of industry experience. His work history includes positions at Independent Financial Group LLC, LPL Financial, and Ameriprise. He is also the owner of Wareham & Associates and Vaylark Financial Services, providing investment management, insurance, and financial consulting services. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm uses strategic and tactical investment approaches through Alphastar Model Portfolios and advisor-directed models, incorporating a range of investment vehicles and technology tools.

David Palladino is a financial advisor at Fortis Capital Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has been with Fortis since 2022. Prior to his advisory role, he managed a power washing business, where he continues to participate occasionally as a project manager and laborer. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring across a range of investment strategies, managing approximately $1.21 billion in assets as of early 2025.

Cy Hess is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He is currently with The Patriot Financial Group, LLC and has previously worked at Cetera, Riverside Retirement Advisors, SECURITIES AMERICA, and Mass Mutual. Outside of his advisory work, he serves as president of West Hartford Youth Baseball and chairs the board of Community Health Resources. 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 variety of investment options and ongoing account monitoring.

Audrey Johnson is a CFP® professional at Apella Wealth with one year of industry experience. Prior to joining Apella Wealth, she worked at Perfected Wealth Management and has held various roles in both the financial and service industries. She also has experience with Casi Cielo Events & Flowers, indicating involvement in entrepreneurial activities outside of finance. 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 with a focus on factor-based equity strategies and duration- and credit-sensitive fixed income, integrating proprietary and third-party tools to support portfolio management and client service.

Rileigh Daniels is a CFP® and holds a Series 66 license, with three years of industry experience. She has worked at Apella Wealth since 2026, following positions at Magellan Federal and Charles Schwab. Earlier in her career, Daniels served in the Washington State House of Representatives and worked in mortgage services. Apella Wealth serves a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach that integrates proprietary and third-party tools to manage a variety of portfolio solutions.