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 Series 66-licensed advisor at Fortis Capital Advisors, LLC with four years of industry experience. Prior to joining Fortis Capital Advisors in 2022, he managed a power washing business, Pals Power Washing, from 2013 to 2022, occasionally contributing as a project manager and laborer. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management, financial planning, and consulting services, employing a range of investment strategies including passive, active, tactical, and ESG-aware approaches.

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.

Matthew Sweeney is a financial advisor at William Joseph Capital Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Wealth Preservation Specialists, LLC and William Joseph Capital Management since 2015. He is a part-owner of Wealth Preservation Specialists, LLC, a non-investment insurance revenue-sharing entity, and serves as an advisor to Investipal, Inc., a Toronto-based startup providing advisory services. Additionally, he is a part-owner and managing partner of William Joseph Tax Strategies, Inc., which offers tax advice and preparation services. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans, integrating portfolio management and financial planning into comprehensive wealth management. The firm manages accounts on discretionary and non-discretionary bases, using a range of custodians and third-party models while maintaining supervisory oversight.

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.

Jason Raiti is a CFA® charterholder with two years of experience currently working at Connecticut Wealth Management, LLC. His prior roles include five years at Edgehill Endowment Partners and three years at Choate Rosemary Hall. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base including individuals, trusts, estates, non-profits, and plan sponsors. The firm utilizes a long-term, fundamental analysis approach combined with strategic asset allocation, incorporating various investment vehicles such as no-load mutual funds, ETFs, individual securities, and alternative investments.

Matthew Bonvicini is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Connecticut Wealth Management, LLC with four years of industry experience. Prior to joining Connecticut Wealth Management in 2021, he worked at Prism Autism Education and Consultation for one year. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base including individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach with strategic asset allocation, utilizing no-load mutual funds, ETFs, individual securities, and alternative investments.

Michael Storer is a financial advisor at Symmetry Partners with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Symmetry Partners since 2008, including roles focused on business development and national account relationship management. His prior experience includes positions at New York Life Investment Management LLC, Northern Lights Distributors, LLC, and Foreside Financial Services, LLC. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, retirement plans, and institutional pension plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory and manages proprietary mutual funds and ETFs alongside offering OCIO and sub-advisory services.

Michael Femia is a financial advisor with Apella Wealth in West Hartford, CT, holding a Series 65 credential and two years of industry experience. His prior roles include positions at The Wilder Companies and College Funding Services. 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, quantitative investment approach with emphasis on factor-based equity strategies and duration- and credit-conscious fixed-income allocations.

Christina Charest is a Series 65-licensed financial advisor with Bradley, Foster & Sargent Inc, based in Hartford, CT. She has seven years of industry experience and has been with Bradley, Foster & Sargent since 2004. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with approximately $9.07 billion in assets. The firm emphasizes individualized asset allocation, long-term holding, and a Growth-at-a-Reasonable-Price investment approach, and also serves as adviser to pooled investment vehicles including a registered mutual fund and a private investment fund.

Alison Cosgrove is a CFP® and holds a Series 66 license, with 11 years of industry experience. She is affiliated with Bradley, Foster & Sargent Inc and has been with JPMorgan Investment Management Inc. and J.P. Morgan Institutional Investments Inc. since 2014. Bradley, Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, including high-net-worth clients. The firm employs a long-term, capital-preservation focused investment approach combining fundamental analysis and technical tools, and manages both pooled investment vehicles and registered funds.

Ethan Medling is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds a Series 65 designation and previously worked as a self-employed advisor and in the electrical industry. Medling is also the owner of Right Path Financial LLC, which provides investment advisory and retirement planning services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to a diverse client base including individuals, corporations, and charitable organizations. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios, supporting tailored suitability assessments and regular rebalancing.

Sjaun Sanderson is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has prior experience with JB Capital, LLC and Johnson Brunetti. Sanderson is also involved in the sale of life insurance and fixed annuities through an affiliated insurance company, JN Financial. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm employs a mix of proprietary models and third-party managers to manage primarily discretionary accounts, incorporating methods such as modern portfolio theory and quantitative analysis.

Thomas Sargent is a CFA® charterholder with 26 years of experience in the financial industry. He has worked at Bradley, Foster & Sargent Inc. since 2000. Bradley, Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, including advisory services to a registered mutual fund and a private investment vehicle. The firm emphasizes individualized asset allocation and a long-term, capital-preservation investment approach, using a blend of fundamental analysis and technical tools to pursue growth at reasonable prices.

James Tavares is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Foreside Financial Services, Symmetry Partners, and Apella Capital. Outside of his advisory role, he serves as president of Pine Acres Club Inc., a swim and tennis club in Wethersfield, CT. 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 investment advisory services, including discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Margaret Aguirre is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 65 designations and eight years of industry experience. Her prior roles include positions at Johnson Brunetti, PFS Investments Inc., and Capitol Region Education Council. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, incorporating modern portfolio theory, fundamental, technical, and quantitative analysis.