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 the energy sector at Baker Hughes and General Electric. 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, fundamental analysis investment approach with portfolios customized to client goals, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and private equity.

Mark Prendergast is a CFP® professional with 20 years of industry experience, currently serving at Apella Wealth. His prior work includes 16 years at Inspired Financial LLC and over 40 years operating Mark L. Prendergast CPA. He serves on the Board of Directors for Regency Investment Advisors, Inc., a role he has held since 2012. Apella Wealth serves a diverse client base 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 advanced technologies to provide customized portfolio solutions.

Luis Salinas is a CFP® and ChFC® with 11 years of industry experience. He has worked at Apella Wealth since 2025 and previously held roles at LPL Financial and Northwestern Mutual. Luis holds the Series 66 license. 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, tax-overlay management, and portfolio customization, and integrates various third-party technologies to support its advisory services.

John Shanley is a CFP® with 13 years of industry experience, currently affiliated with Connecticut Wealth Management, LLC. His prior work includes roles at Mercer Advisors Inc. and Pinnacle Investment Management Inc. Shanley serves on the finance committee of the Connecticut Historical Society, a nonprofit museum and educational center. 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, incorporating third-party research and offering access to private equity for qualified clients.

Stephanie Murphy is a CFP® professional with seven years of experience in the financial services industry. She is currently with Apella Wealth, having joined in 2024 after six years at ClearLogic Financial, Inc. and eleven years at AHRI. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach incorporating factor-oriented equity strategies and traditional fixed income, supported by technology integration to customize and optimize client portfolios.

Douglas Huddleston is a CFP® with 16 years of industry experience, currently serving as an advisor at Apella Wealth. He previously worked at Barker Financial Group, Inc. for 16 years before joining Apella Capital, LLC. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, delivering a range of investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach that integrates multiple third-party technologies and offers distinctive institutional reach alongside a broad product mix.

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 with six years of industry experience, currently serving at Apella Wealth since 2025. He previously worked at PBMares Wealth Management and Stone Street Capital, with earlier experience at Williamsburg Sentara Emergency Department. Outside of his advisory role, he acts as an agent for various insurance companies in his individual capacity. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, and consulting. The firm employs a model-driven, quantitative investment approach featuring factor-oriented equity strategies, fixed-income allocations, and portfolio customization, supported by integrated third-party technologies.

Kyra Morris is a CFP® professional with 22 years of industry experience, currently advising at Apella Wealth since 2026. She previously led Morris Financial Concepts, Inc. for 25 years. Outside of advisory services, she serves as president of Morris Tax Planning, LLC, which provides tax preparation and bookkeeping services to some clients. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a model-driven, quantitative investment approach with a range of strategies and integrates multiple third-party technologies to support client solutions.

Andrew Chaffee is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Apella Wealth. His prior roles include positions at ClearLogic Financial, Inc., Cambridge Investment Research Inc., and Bishoff Financial Group. 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, and consulting services. The firm employs a model-driven, quantitative investment approach with a mix of factor-oriented equity strategies, fixed income, tax overlay management, and portfolio customization, supported by integrated third-party technologies and a range of institutional and retail products.

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 at AlphaStar Capital Management with 34 years of industry experience. He holds a Series 63 designation and has worked at several firms including Ameriprise, LPL Financial, and Independent Financial Group. Wareham is also the owner of Wareham & Associates and Vaylark Financial Services, which provide investment management, insurance services, and financial consulting. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs strategic and tactical investment approaches using a variety of financial instruments and utilizes third-party portfolio construction technology to support its services.

Cy Hess is a CFA® charterholder with 22 years of industry experience. He is currently affiliated with The Patriot Financial Group, LLC and has worked at firms including Cetera and Riverside Retirement Advisors. Outside of his advisory role, Hess serves as president of West Hartford Youth Baseball and is chairman of the board at Community Health Resources. The Patriot Financial Group serves individuals, small businesses, and retirement plans by providing investment management, financial planning, and consulting services. The firm constructs tailored portfolios using a combination of fundamental, technical, and charting analysis, with ongoing monitoring and rebalancing to meet client needs.

Audrey Johnson is a CFP® advisor with Apella Wealth in West Hartford, CT, bringing one year of industry experience. Her prior roles include positions at Perfected Wealth Management and Vision Wealth, along with work outside finance such as at Lure Fish House and involvement in event and floral services with Casi Cielo Events & Flowers. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management and consulting services. The firm employs a model-driven, quantitative investment approach with integrated third-party technologies and serves both retail and institutional clients.

Rileigh Daniels is a CFP® professional at Apella Wealth with three years of industry experience. Prior to joining Apella Wealth, Daniels worked at Magellan Federal and Charles Schwab Bank. Daniels also served a term in the Washington State House of Representatives in 2021. Apella Wealth serves a diverse clientele, including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach, offering a range of services from discretionary management to tax and retirement plan consulting.

Jason Raiti is a CFA® charterholder with two years of industry experience and is currently affiliated with Connecticut Wealth Management, LLC. He previously worked at Edgehill Endowment Partners for five years and spent three years at Choate Rosemary Hall. 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 grounded in fundamental analysis and uses a variety of instruments, including mutual funds, ETFs, individual securities, and alternative investments, tailoring portfolios to client goals and risk tolerance.

Matthew Bonvicini is a CFP® and Series 65-registered advisor with Connecticut Wealth Management, LLC, where he has worked since 2021. He has four years of industry experience, including a prior role at Prism Autism Education and Consultation. 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 emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles and third-party research.

Michael Storer is a financial advisor with Symmetry Partners, holding Series 66 and Series 63 credentials and more than 30 years of industry experience. His prior work includes roles at New York Life Investment Management LLC and Northern Lights Distributors, Llc. He also serves as Senior Regional Director at Symmetry Partners, focusing on business development and national account relationship management. Symmetry Partners offers fee-based portfolio management and quantitative, model-driven advisory services to a diverse client base ranging from individual investors to institutional pension plans. The firm utilizes factor-based equity strategies and diversified fixed-income allocations implemented through mutual funds, ETFs, and separately managed accounts, supported by a scalable technology platform.