Logan Wetzel is a financial advisor at Apella Wealth with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Inc. and Sarian Strategic Partners. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach that incorporates factor-oriented equity strategies, fixed-income allocations, and tax-overlay management, supported by integrated third-party technologies and a broad product mix that includes institutional and insurance clients.

Taylor Cock is a financial advisor with Apella Wealth in West Hartford, CT, holding a Series 65 credential and nine years of industry experience. He has worked with Vestory, LLC prior to joining Apella Wealth in 2021. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management, financial planning, sub-advisory relationships, and consulting. The firm utilizes a model-driven, quantitative investment approach grounded in modern portfolio theory and systematic optimization, with a notable institutional reach and a range of products including separately managed accounts, an automated TAMP via Betterment, and held-away portfolio advice.

Jeffrey Russitano Sr. is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and UnitedHealthcare. Outside of his advisory role, he serves as the non-compensated Treasurer on the board of TriCircle, a nonprofit organization. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets, serving individuals, pension plans, trusts, corporations, and other advisers. The firm offers customized portfolio management with a focus on fixed-income analysis and equity review, utilizing a scalable advisor network and a range of specialized services including sub-advisory ETF management.

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.

Keith Barnofski is a financial advisor at MissionSquare Retirement with 17 years of industry experience. He previously worked at Voya Financial Advisors for 11 years before joining MissionSquare Retirement and MissionSquare Investment Services in 2025. Outside of his advisory role, he is co-owner of Streamocracy LLC, a mobile application development business where he evaluates new app ideas. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management and delivered through a multi-team advisory structure supporting over 40,000 participants.

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.

Christopher Murtha is a financial advisor with Capital Analysts in Hartford, CT, holding Series 63 and Series 66 licenses. He has 28 years of industry experience and has been with Lincoln Investment Planning, Inc. since 2007. In addition to advisory services, he provides life insurance and fixed annuities through his role at Howard Financial and Associates PLLC. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutions. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment team, with a range of customizable advisory solutions.

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® with 20 years of industry experience. He is currently with Apella Wealth and has previously worked at Inspired Financial LLC and maintained his own CPA practice since 1986. He serves on the Board of Directors for Regency Investment Advisors, Inc. since 2012. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, and consulting services. The firm uses a model-driven, quantitative investment approach that incorporates factor-oriented equity strategies and integrates advanced technologies to customize and monitor client portfolios.

Luis Salinas is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) with 11 years of industry experience. He is currently with Apella Wealth and has previously worked at Northwestern Mutual in various capacities from 2015 to 2024, as well as LPL Financial. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, and institutions. The firm uses a model-driven, quantitative investment approach with a range of strategies and integrates advanced technologies for portfolio management and client solutions.

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® and holds a Series 65 license with seven years of industry experience. She currently works at APELLA Wealth and previously spent 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 that incorporates factor-oriented equity strategies, fixed-income allocations, and tax management, supported by a range of third-party technologies to deliver customized solutions.

Douglas Huddleston is a certified financial planner (CFP®) with 16 years of industry experience. He is currently with Apella Wealth, where he has worked since 2024 following a 16-year tenure at Barker Financial Group, Inc. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, and consulting. The firm’s approach is model-driven and quantitative, utilizing factor-oriented equity strategies and tax-sensitive portfolio customization, with an emphasis on integrating technology and serving both retail and institutional clients.

Christopher Codeanne is a financial advisor at Symmetry Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Figur8 Inc, ConcertAI LLC, and Oxford Performance Materials Inc. Since January 2024, he has served on the board of Strategikon Pharma Inc., a company providing SaaS-based clinical business operations solutions. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base including charitable organizations, corporate and pension plans, and high-net-worth individuals. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and multi-factor methods across ETFs, mutual funds, and separately managed accounts.

Michael Maglieri is a CFP®-designated financial advisor with six years of industry experience. He is currently with Apella Wealth and previously worked at PBMares Wealth Management and Stone Street Capital. Outside of his advisory role, he is also an agent for various insurance companies. 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 and integrates multiple third-party technologies to provide tailored solutions.

Andrew Chaffee is a CFP® professional with three years of industry experience, currently advising at APELLA Wealth. His prior roles include positions at ClearLogic Financial, Cambridge Investment Research, Bishoff Financial Group, Leidos, Leonardo DRS, and Roboteam, Inc. He holds the Series 65 designation. 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, fixed-income allocations, and tax-overlay management, integrating various third-party technologies to support its advisory services.

Jonathan Fairbanks is a financial advisor at Mutual Advisors, LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Mutual Securities, Inc. and Janney Montgomery Scott. Outside of his advisory role, he is also licensed as an insurance agent, focusing mainly on monitoring existing annuity contracts. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering a range of services including asset management, financial consulting, and ERISA plan advisory, employing both passive and active investment strategies tailored to client objectives.

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 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® professional with one year of industry experience, currently serving as a financial advisor at Apella Wealth. Her background includes previous roles at Perfected Wealth Management and Vision Wealth, as well as work outside the financial industry. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering model-driven and quantitative investment management, financial planning, and consulting services. The firm employs factor-oriented equity strategies and portfolio customization supported by advanced technology integration, and it is notable for its institutional client reach and broad product mix.