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.

Rileigh Daniels is a CFP® professional with three years of industry experience, currently advising at Apella Wealth. Prior to joining Apella, Daniels held roles at Magellan Federal, Charles Schwab Bank, and the Washington State House of Representatives. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering model-driven, quantitative investment management and financial planning services. The firm employs factor-oriented equity strategies and portfolio customization, supported by various technology integrations and a notable reach into institutional and insurance company clients.

Michael Howard is a financial advisor at Capital Analysts with 49 years of industry experience. He holds a Series 63 designation and has maintained long-term roles at Howard Financial Planners, Inc. and Howard Financial Corporation since the mid-1970s, alongside his affiliation with Lincoln Investment Planning, Inc. Since 2020, he has also been a co-member of Howard Brothers Holding Co. LLC, a commercial real estate venture. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, and institutional clients, providing discretionary and non-discretionary portfolio management through various programs and model portfolios. The firm’s investment decisions are guided by an in-house research team and feature proprietary screening processes, offering clients options for customization and advisory services.

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 at Symmetry Partners with 31 years of industry experience. He holds the Series 66 and Series 63 designations and has worked with Symmetry Partners since 2012. His prior roles include positions at Foreside Financial Services and Northern Lights Distributors. Symmetry Partners provides investment management services to individuals, retirement plans, pension and institutional clients, and acts as adviser to registered investment companies, including mutual funds and ETFs. The firm employs a quantitative, research-driven approach utilizing Modern Portfolio Theory and factor-based methods across multiple investment vehicles.

Michael Femia is a financial advisor at APELLA Wealth with a Series 65 designation and one year 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, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, sub-advisory services, and consulting. The firm employs a model-driven, quantitative investment approach with a mix of SMA strategies, an automated TAMP, and portfolio customization, supported by various third-party technologies and an institutional client focus.

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 25 years of industry experience. He has been with Bradley, Foster & Sargent Inc in Hartford, CT since 2000. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing roughly $9.07 billion in assets. The firm emphasizes individualized asset allocation, long-term capital preservation, and a Growth-at-a-Reasonable-Price investment approach, and it serves as adviser to a registered mutual fund and a private investment fund in addition to managing client portfolios.