Bella Cristovao is a financial advisor at Symmetry Partners with eight years of industry experience. She holds the CFA® designation and Series 63 license. Prior to joining Symmetry Partners, she worked at Commonfund Securities, Inc. for 15 years. Symmetry Partners provides investment management services to individual, retirement plan, pension, and institutional clients, including management of mutual funds and an ETF. The firm employs a quantitative, research-driven approach based on Modern Portfolio Theory and factor-based methods across various investment vehicles.

Matthew Marrella is a financial advisor at Apella Wealth with five years of industry experience. He holds a Series 66 designation and has worked previously at myCIO Wealth Partners, The Vanguard Group, and Raymond James Financial Services. Outside of his advisory roles, his background includes positions at Muhlenberg College and other organizations. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering various investment management and financial planning services. The firm employs a model-driven, quantitative investment approach combining factor-oriented equity strategies, fixed income, and tax management, supported by multiple technology integrations.

Daniel Yoo is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Apella Wealth. His prior experience includes roles at PBMares Wealth Management, LLC, and UBS Financial Services. He is also an insurance agent representing various insurance companies. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates multiple third-party technologies to support its broad product mix and institutional reach.

Louis Czerwinski is a financial advisor at PKS Advisory Services, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Voya Financial Advisors and Purshe Kaplan Sterling Investments. Outside of advisory work, he volunteers to prepare taxes for elderly and low-income individuals in his community. PKS Advisory Services, LLC provides financial planning and investment management to individuals, trusts, retirement plans, and charitable organizations. The firm employs a client-specific approach to risk tolerance and time horizon, using a range of investment vehicles including mutual funds, ETFs, independent managers, and alternative investments, while maintaining oversight through ongoing monitoring and periodic reviews.

Austin Eason is a financial advisor at APELLA Wealth with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Robertson, Anshutz, Schneid, Crane & Partners and PBMares Wealth Management LLC. Between 2017 and 2018, he took time off to study for and take the LSAT. 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 offers a range of services such as discretionary and non-discretionary management, financial planning, and consulting.

Patrick Sullivan is a CFP® professional with four years of industry experience. He is currently with Connecticut Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with Asset Strategies, Inc. and Sullivan & Company CPAs. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, estates, not-for-profits, business owners, executives, and plan sponsors. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, offering access to private equity investments and utilizing a range of investment vehicles supported by third-party research.

Diana Bacon is a CFP® with 25 years of industry experience, currently serving at Apella Wealth since 2020. She previously led Bacon Financial Management, Inc. for 14 years. Outside of her advisory role, she operates Eating With Mom, a project focused on helping families transition to gluten-free, whole-food cooking. Apella Wealth is a multi-team firm with approximately 90 advisors that 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 various technologies to deliver customized portfolio solutions.

Edward Richter is a financial advisor at Apella Wealth with 21 years of industry experience. He holds the PFS™ and Series 65 designations and has worked at Apella Capital, LLC since 2016. His prior experience includes roles at Symmetry Partners, LLC, WS Securities Incorporated, and ARC Investment Planning & Management Inc. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering both discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a model-driven, quantitative investment approach that incorporates factor-oriented equity strategies and tax-overlay management, and integrates various third-party technologies to support client solutions.

Matthew O'Brien is a financial advisor with Prosperity Wealth Management, Inc. in Rocky Hill, CT, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Prosperity Wealth Management since 2017 and previously held roles at Sterne Agee Investment Advisor Services and Sterne Agee Financial Services. Outside of advisory work, he owns and manages an insurance agency offering annuity, life insurance, and long-term care products. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm emphasizes tailored portfolio supervision, utilizing multiple analysis methods and overseeing third-party managers as part of its investment approach.

Shawn Hoyt is a CFP® with five years of industry experience, currently advising at Apella Wealth in West Hartford, CT. He has worked at Apella Capital, LLC since 2021 and had a brief tenure at Vestory, LLC in 2020. Prior to entering the financial industry, he worked in design and flooring from 2013 to 2020. 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 a range of services from discretionary management to consulting, supported by integrated technology and an institutional client focus.

Brendan Fitzgerald is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Connecticut Wealth Management, LLC since 2023 and previously spent 10 years at New England Guild Wealth Advisors. 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 focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles and third-party research to support decisions.

Meredith Pickett is a CFP® with one year of industry experience, currently advising at Connecticut Wealth Management, LLC. She previously worked at Planning Partners and has been involved with The Institute of Sustainable Nutrition since 2013, serving as an instructor and board member in addition to her advisory role. Connecticut Wealth Management provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm’s investment approach is long-term and fundamentally based, utilizing strategic asset allocation across mutual funds, ETFs, individual securities, and alternative investments tailored to client goals.

Alexander Romejko is a financial advisor at Connecticut Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and previously worked at New England Guild Wealth Advisors, Inc. and the University of Connecticut. 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 employs a long-term, fundamentally driven investment approach with personalized portfolio construction and offers access to private equity investments for qualified clients.

Evelyn Zohlen is a CFP® with 23 years of industry experience, currently serving as an advisor at Apella Wealth since 2023. Prior to this, she worked at Inspired Financial for 20 years. She volunteers approximately 40 hours per year providing pro bono financial planning to underprivileged community members through the Financial Planning Association. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, sub-advisory, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates multiple third-party technologies to support portfolio management and client reporting.

Kathleen Parks is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Apella Wealth. Her career includes roles at Symmetry Partners, Patriot Investment Management Group, and R.W. Sidley, Inc., where she also held a director position at a privately held concrete company. She was a member of the Knoxville Rotary Club for 18 years. 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 a range of strategies and integrates multiple third-party technologies to deliver customized portfolio management and consulting services.

Samuel Marrella is a CFP® with 41 years of experience in financial advising. He is currently with Apella Wealth and has previously held roles at Raymond James Financial and his own firms, including Marrella Financial Group. He is an author, having written a book that is available on Amazon. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, and institutions, providing model-driven, quantitative investment management and financial planning. The firm combines separately managed account strategies, an automated TAMP, held-away portfolio advice, and institutional solutions within a multi-team environment of approximately 90 advisors.

Labib Fasihuddin is a CFP® professional with eight years of industry experience, currently serving at Connecticut Wealth Management, LLC. His career includes roles at Northwestern Mutual and multiple positions within Connecticut Wealth Management since 2017. Prior to his financial advisory work, he was involved with the University of Connecticut in recreational and other capacities from 2013 to 2017. Connecticut Wealth Management offers 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 portfolios, incorporating third-party research and access to private equity investments for qualified clients.

Charles Minahan is a financial advisor at Gateway Wealth Partners, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and National Planning Corporation. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Gary Kazanjian is a financial advisor at Capitol Securities Management, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked in educational roles at Tufts University, Choate Rosemary Hall, and Glastonbury High School. Kazanjian is also a member of the CT River Valley Chamber of Commerce, where he participates in networking and community meetings. Capitol Securities Management serves individual, institutional, and corporate clients by providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, offering various investment programs including discretionary and non-discretionary managed accounts and third-party money managers.

Richard Rosen is a CFP® professional with 15 years of industry experience. He is currently with Connecticut Wealth Management, LLC, where he has worked since 2023. Prior to that, he spent five years at Adviser Investments and five years at LPL Financial. 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 focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, offering access to private equity for qualified clients and utilizing a range of investment vehicles including no-load mutual funds, ETFs, and individual securities.