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.

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.

James Tavares is a financial advisor with MissionSquare Retirement, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His previous roles include positions at Foreside Financial Services, Symmetry Partners, Apella Capital, and Foresters Financial. 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, employees, and select non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Jennifer Coffey Smith is a CFP® with 12 years of experience in financial advising. She is currently with Apella Wealth and previously worked for Financial Connections Group, Inc. for 13 years. 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 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.

Lawrence Kushner is a financial advisor at NWF Advisory Services Inc with 20 years of industry experience. He holds a Series 66 designation and has worked at Next Financial Group Inc and OSAIC. Kushner is the founder of Cornerstone Wealth Management Group LLC and Wealth for Docs, which provide financial planning, investment management, and insurance services, and he is also the author of a book titled *Nine Money Mistakes that Doctors Make*. NWF Advisory Services, Inc. offers portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing with access to specialized advisory services.

Elizabeth Devino is a financial advisor at Connecticut Wealth Management, LLC with three years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to her advisory role, she worked for Mercury Fuel Service, Inc. for 16 years. Outside of her advisory duties, she serves as a Corporator with Thomaston Savings Bank and holds unpaid board and finance committee positions with Holy Cross High School and the Palace Theater in Waterbury, CT. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, and business clients. The firm employs a long-term, fundamentally driven investment approach with personalized portfolio construction and offers access to private equity investments for qualified clients.

Salvatore Motta is a financial advisor at Gateway Wealth Partners, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and National Planning Corporation. He provides investment advisory services through Gateway Wealth Partners, an independent registered investment advisor firm. Gateway Wealth Partners offers financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

David Connelly Jr. is a financial advisor with Artura Wealth, LLC and holds a Series 63 designation. He has 28 years of industry experience, including over 30 years as CEO and manager of Symmetry Partners, LLC, an RIA where he leads strategic direction and oversees investment portfolios. Prior to joining Artura Wealth, he worked at Apella Capital, LLC. Artura Wealth, LLC is a newly registered investment adviser providing discretionary portfolio management primarily for pooled or institutional investment programs, as well as individuals and organizations. The firm employs model portfolios based on modern portfolio theory, tailoring allocations to clients’ risk tolerance, time horizon, and objectives.

Mitchell Ewart is a financial advisor at APELLA Wealth with 18 years of industry experience. He previously worked at Vestory, LLC and The Prudential Insurance Company of America. He holds Series 63 and Series 65 designations. APELLA Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach and integrates multiple third-party technologies to customize and manage portfolios across various strategies and client needs.

Joseph Ciarleglio is a Series 65-credentialed financial advisor with Bradley, Foster & Sargent Inc in Hartford, CT. He has seven years of industry experience and has been with the firm since 2013. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms. The firm manages discretionary portfolios with a focus on capital preservation and a Growth-at-a-Reasonable-Price strategy, overseeing approximately $9.07 billion in assets across several thousand accounts.

Brenda Larkin is a financial advisor at Westminster Financial Advisory Corp with 27 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors Corp. In addition to her advisory role, she consults on the financial aspects of divorce through Goldberg Larkin LLC. Westminster Financial Advisory Corp provides investment supervisory services and financial planning to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes a diversified, multi-asset class investment approach with a buy-and-hold strategy supplemented by tactical adjustments based on market conditions.

Patrick Kennedy is a financial advisor at Integrated Advisors Network LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to his current role. Integrated Advisors Network is a multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and access to third-party managers, employing a mix of fundamental and quantitative approaches guided by client risk profiles.