Lyle Pennell is a financial advisor at Gateway Wealth Partners, LLC with over 23 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Gateway Wealth Partners in 2024, he worked at Private Advisor Group, LLC and LPL Financial. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

James Femia is a financial advisor at Apella Wealth with 29 years of industry experience. He has been with Apella Capital, LLC since 2015 and also worked at Symmetry Partners, LLC from 2015 to 2019. He holds Series 63 and Series 65 licenses. 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, and consulting services. The firm employs a model-driven, quantitative investment approach that integrates factor-oriented equity strategies, fixed-income allocations, tax management, and portfolio customization, supported by various third-party technologies to deliver and monitor client solutions.

Sabrina Behboudi is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. She holds the Series 65 credential and previously worked at X-Golf and the University of Connecticut. Connecticut Wealth Management provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, businesses, and executives. The firm emphasizes a long-term investment approach based on fundamental analysis and strategic asset allocation, incorporating a variety of investment vehicles tailored to client goals and risk tolerance.

Nicholas Greenhouse is a financial advisor at Brookwood Investment Group with six years of industry experience. He holds a Series 65 credential and has worked at firms including Redwood Private Wealth LLC and Belpointe Asset Management. Outside of his advisory role, he works as a bartender at Craft Kitchen. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,000 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing tailored portfolios across various investment strategies.

Thomas Spavone is a CFP® professional with one year of industry experience, currently serving as an advisor at Apella Wealth. He also holds a role as a Tax Partner at PBMares, LLP, where he provides compliance, accounting, and tax advisory services to clients. 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 and integrates multiple third-party technologies to deliver customized portfolio solutions.

Alexander Crawford is a CFP® with 11 years of industry experience. He is currently an advisor at APELLA Wealth and has previously worked at Lionsbridge and PBMARES Wealth Management LLC. APELLA Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach featuring factor-oriented equity strategies, fixed-income allocations, tax-overlay management, and portfolio customization, supported by integration of advanced third-party technologies.

Christopher Winkel 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. He has been with Connecticut Wealth Management since 2021. Connecticut Wealth Management provides comprehensive financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, estates, nonprofits, and business owners. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles and offering private equity access to qualified clients.

James Paldino II is a CFA® charterholder with five years of industry experience, currently serving at Bradley, Foster & Sargent Inc. since 2020. His prior roles include positions at Cigna and the University of Chicago Booth School of Business. Bradley, Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, managing approximately $9.07 billion in assets. The firm follows a long-term, capital-preservation first investment philosophy and serves both individual and pooled investment clients, including acting as adviser to registered and private investment funds.

Megan Trask is a CFP® and Series 65-licensed advisor with 10 years of industry experience. She has worked at Connecticut Wealth Management, LLC since 2017 with a prior six-year tenure at Reynders, McVeigh Capital Management LLC. Trask serves on the Investment Committee for Village for Families and Children. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, business owners, executives, and plan sponsors. The firm’s investment approach focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles including no-load mutual funds, ETFs, and private equity for qualified clients.

Justin Morrow is a CFP® and Series 66 registered advisor with 16 years of industry experience. He has worked at Apella Capital, LLC since 2022 and previously spent six years at Merrill. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven and quantitative investment approach with factor-oriented equity strategies, fixed-income allocations, and tax-overlay management, supported by various third-party technologies to deliver comprehensive portfolio solutions.

Kayleigh Theroux is a financial advisor at Connecticut Wealth Management, LLC with a Series 65 designation and less than one year of industry experience. Her work history includes roles at Connecticut Wealth Management and various positions at the University of Connecticut. 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 employs a long-term, fundamental analysis-based investment approach, utilizing diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments, tailored to client objectives and risk profiles.

Alex Cal is a CFP® professional with five years of experience in the financial services industry. He has worked at Foundations Investment Advisors LLC since 2023 and previously held roles at Cetera and Travelers Insurance. Outside of advising, he provides tax preparation and consulting services through CAL Financial Services Ltd and volunteers on the Plainville Aviation Commission. Foundations Investment Advisors is a multi-advisor firm managing about $10.1 billion for nearly 29,615 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

James Baronian is a financial advisor at Westminster Financial Advisory Corp with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westminster Financial Securities, Inc. since 2000. Outside of his advisory role, he is involved in marketing and sales for Medicare Advantage and Medicare Supplement plans. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, and various entities, utilizing a diversified, multi-asset class approach with both long- and short-term investment strategies.

Roxana Butnar is a CFP® and Series 65-registered financial advisor at Apella Wealth with four years of industry experience. Her prior work includes roles at Vestory, LLC, and a period at the University of Washington. 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 portfolio customization, supported by advanced technology integrations and a broad product mix that includes separately managed accounts, an automated TAMP, held-away plan advice, and institutional services.

Daryl Lepage is a CFP® with 33 years of industry experience. He is currently with Merit Financial Advisors and has previously worked at Purshe Kaplan Sterling Investments, Brook Wealth Management, LLC, and LPL Financial LLC. Lepage is also a licensed independent insurance agent providing insurance advice to clients. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

Kramer Croisant is a financial advisor at APELLA Wealth with a Series 65 designation and two years of industry experience. Prior to joining APELLA Wealth, he held positions at several accounting and financial firms, including Neumann Curtis CPAs and Barnett & Company. APELLA Wealth serves a broad range of clients, 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 factor-oriented equity strategies, traditional fixed income, and tax-sensitive portfolio customization.

Jason Hand is a financial advisor with RedHawk Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and 20 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities Service Network. Outside of advisory work, he is involved with Retirement Visions LLC as an insurance advisor. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, using a documented due-diligence process and risk tools to guide investment decisions.

Danielle Tata is a Series 65 credentialed advisor at Connecticut Wealth Management, LLC with four years of experience. Her prior roles include positions at Fiduciary Trust International, Parametric Portfolio Associates, LLC, and Eaton Vance. 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 based on fundamental analysis and strategic asset allocation, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and private equity.

Jean Yamamoto is a financial advisor at Apella Wealth with six years of industry experience. She holds a Series 65 designation and previously worked at Young Wealth Management. 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 strategies spanning equity factor models, fixed-income allocations, and tax-sensitive portfolio customization, and integrates various third-party technologies to support its advisory services.

Taylor Drake is a CFA® charterholder with 16 years of industry experience. He is currently with Apella Wealth, where he has worked since 2022, following a decade at Provest Capital Management and seven years at Retirement Asset Management. Drake occasionally provides investment-related expert testimony and consulting in arbitration and legal proceedings. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering both discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs a model-driven, quantitative investment approach utilizing factor-oriented equity strategies and traditional fixed income, supported by various third-party technologies, and serves a broad range of clients including institutional insurance companies.