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.

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® 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.

Michael Howard is a financial advisor with Capital Analysts based in Hartford, CT, holding a Series 63 designation and over 50 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2004 and has been involved with Howard Financial Planners, Inc. and Howard Financial Corporation since the mid-1970s. Outside of his advisory roles, he is co-president of Howard Financial and Associates PLLC, which is involved in insurance and fixed annuities. Capital Analysts serves a diverse client base that includes retail and institutional investors, providing portfolio management, custom and model portfolios, and retirement-plan advice. The firm operates through a nationwide network of independent advisors and offers both discretionary investment management via its in-house team and non-discretionary services through third-party managers.

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.

Michael Femia is a financial advisor with Apella Wealth in West Hartford, CT, holding a Series 65 designation and two years of industry experience. His prior roles include positions at The Wilder Companies and College Funding Services. Outside of his financial career, he was involved with The Dolphin Yacht Club for four years. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm utilizes a model-driven, quantitative investment approach with factor-oriented equity strategies and traditional fixed income, offering a range of services from discretionary investment management to tax and retirement consulting.

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.

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 designations and has worked previously at firms including Foreside Financial Services, LLC, Symmetry Partners, LLC, and Apella Capital, LLC. Outside of his advisory role, he serves as president of Pine Acres Club Inc., an acres 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 Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice based on investment models developed by Morningstar Investment Management.

Jennifer Coffey Smith is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Apella Wealth. She previously worked for Financial Connections Group, Inc. for 13 years before joining Apella Wealth in 2026. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, sub-advisory, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to deliver customized solutions.

Jenna Isleib is a financial advisor at Connecticut Wealth Management, LLC with four years of industry experience. She holds the CFP® designation and a Series 65 license. Prior to her current role, she worked at Mintz + Hoke and has experience in university admissions and the private sector. Connecticut Wealth Management provides 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’s investment approach focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a variety of investment vehicles and third-party research.