Peter Leppones is a CFP® with 32 years of industry experience, currently serving at Apella Wealth. He has worked with Apella Capital, LLC since 2016 and previously spent three years at Symmetry Partners, LLC. 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 relationships, and consulting. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to deliver customized portfolio solutions.

Cameron Burns is a financial advisor at Bradley, Foster & Sargent Inc with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with Bradley, Foster & Sargent since 2011. Bradley, Foster & Sargent provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, including high-net-worth clients. The firm also advises a registered mutual fund and a private investment vehicle, using a long-term, capital-preservation first investment approach supported by fundamental and technical analysis.

Dominic Savio Higiro is a financial advisor at Apella Wealth with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC and Connecticut River Wealth Management. His background includes various roles during his education at the University of Hartford. Apella Wealth serves a diverse client base including individual households, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach with factor-oriented equity strategies and integrates multiple third-party technologies to customize and monitor client portfolios.

Peter Kennedy is a financial advisor at Integrated Advisors Network LLC holding a Series 65 designation. He has held various positions since 2016, including roles at All Source Investment Management, Talcott Financial Group, The Hanover Insurance Group, and State of Connecticut Retirement Plans and Trust Funds. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm uses a mix of fundamental and quantitative analysis, long- and short-term allocations, and options and hedging strategies to implement client plans, often placing clients on third-party sub-adviser platforms while supervising portfolio oversight and rebalancing.

Richard Persechino is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Connecticut Wealth Management, LLC, where he has worked in various roles since 2020. Prior to that, he was with New England Capital Planners, Inc. and Clarendon Wealth Management. 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, offering access to private equity for qualified clients and utilizing a range of investment vehicles including no-load mutual funds, ETFs, and individual securities.

Keith Larose is a financial advisor at Bradley, Foster & Sargent Inc in Hartford, CT, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Bradley, Foster & Sargent since 2000. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with a focus on individualized asset allocation and capital preservation. The firm also serves as adviser to pooled vehicles, including a registered mutual fund and a private investment fund.

Jason Gentile is a financial advisor at Apella Wealth with 20 years of industry experience. He holds the CFP® designation and Series 66 license and has been with Apella Capital, LLC since 2014. Outside of his advisory role, Mr. Gentile is a licensed insurance agent authorized to recommend life, health, and long-term care insurance policies on a commission basis. 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 and integrates various third-party technologies to deliver customized portfolio solutions.

James Barker is a financial advisor at Apella Wealth with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Apella Wealth, Barker led Barker Financial Group for 27 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 featuring factor-oriented equity strategies, tax-overlay management, and portfolio customization, supported by integrated third-party technologies and a broad range of discretionary and non-discretionary services.

Mark Merritt is a financial advisor at Simplicity Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at several firms, including Nationwide Investment Services Corporation and EBIX. Merritt is president of Merritt Consulting Group and serves as a board member of the Jewish Community Council, where he leads the Government Relations subcommittee; he is also chairman of A Connecticut Party of West Hartford. Simplicity Wealth serves a diverse range of clients from individual investors to institutional entities, offering advisory services that include financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds approach primarily using ETFs and mutual funds, with ongoing portfolio monitoring and due diligence on third-party managers, and combines advisory services with technology and operational support for other advisers.

Daniel Bender is a CFP® and PFS™ with 24 years of industry experience. He is currently with Apella Wealth and has been a partner at PBMares, LLP since 2013, where he provides tax and accounting services. Outside of his financial advisory work, he is a member of Hummbend, LLC, a retail business specializing in birding supplies. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to support its broad range of solutions.

Kathryn Dennen is a financial advisor with Compass Financial Management LLC in Oxford, CT, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at United Planners' Financial Services of America, Capital Analysts, and Lincoln Investment LLC. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management alongside retirement plan consulting and participant education. The firm employs a multi-disciplinary investment approach, combining fundamental, technical, charting, and cyclical analysis across various asset classes.

Jeffrey Koeppen is a CFP® with 24 years of industry experience and currently serves as a financial advisor at MissionSquare Retirement. He has been with the firm, previously known as ICMA Retirement Corporation, since 2008. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, utilizing investment advice and model portfolios developed by Morningstar Investment Management.

Greg Hayes is a financial advisor at Apella Wealth with 10 years of industry experience. He holds a Series 65 license and worked previously at Iron Horse Wealth Management, LLC for 10 years. 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 and integrates various third-party technologies to support client solutions, with notable capabilities in serving institutional clients such as insurance companies.

Samuel Barber is a financial advisor with Lifemark Securities Corp. in Naugatuck, CT, holding the ChFC® designation and Series 63 and 65 licenses, with 22 years of industry experience. He has worked at Lifemark Securities and the Chittenden Group since 2017 and previously worked at MML Investors Services and MassMutual Life Insurance Company from 2009 to 2017. Barber is also an insurance agent and broker with Chittenden-Warwick Insurance Group, providing sales and service of insurance and group benefits products. Lifemark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and retirement-plan sponsors. The firm emphasizes suitability-driven advice tailored through risk assessments, managing accounts on a discretionary or non-discretionary basis, with custody maintained by third-party custodians.

Sean Gannon is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Chubb Insurance and held various roles in education and business management. He is also the managing member of Cornicello Financial LLC, where he provides budgeting consulting and financial coaching. Connecticut Wealth Management, LLC offers financial planning, investment management, and retirement-plan advisory services to individuals, trusts, non-profits, businesses, and executives. The firm employs a primarily long-term investment approach based on fundamental analysis and strategic asset allocation, utilizing a range of investment vehicles tailored to client goals and risk tolerance.

Jeffrey Liguori is a financial advisor at Bradley Foster & Sargent Inc with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Napatree Capital LLC and People's Securities, Inc. Outside of his advisory role, he serves as a board member and chief volunteer officer for the Ocean Community YMCA. Bradley Foster & Sargent Inc is a multi-team firm with 30 advisors, serving clients through a collaborative investment approach.

Robert Bradley III is a Series 65-licensed financial advisor with Bradley, Foster & Sargent Inc. in Hartford, CT. He has 31 years of industry experience and has been with Bradley, Foster & Sargent since 1994. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms. The firm manages discretionary portfolios totaling approximately $9.07 billion and employs an investment approach focused on individualized asset allocation, long-term capital preservation, and a Growth-at-a-Reasonable-Price strategy.

Robert Murphy III is a financial advisor at Simplicity Wealth with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at multiple firms including The Leaders Group Inc and various entities within the Simplicity organization. Outside of his advisory work, he serves as a board member for Honor Flight CT, which organizes trips to Washington DC to honor veterans, and acts as Deputy Chief at the Long Hill Fire Company No. 1 volunteer fire department. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm offers a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside a managed account platform for advisers that includes due diligence on third-party managers and technology-driven operational support.

David Dixon Jr. is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Bradley Foster & Sargent Inc. He previously worked at Wilmington Trust for ten years. Bradley Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, with a majority of high-net-worth clients. The firm manages discretionary portfolios emphasizing individualized asset allocation, capital preservation, and a Growth-at-a-Reasonable-Price strategy, while also acting as adviser to a registered mutual fund and managing private investment funds.

Andrea Migliaccio is a financial advisor at Santander Securities LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Santander Securities and Santander Bank since 2018, with prior experience at Citizens Securities and Wells Fargo Advisors. Migliaccio also served on the Colchester Board of Finance from 2016 to 2021. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized support.