Andy Li is a financial advisor at Apella Wealth with one year of industry experience. He holds a Series 65 credential and previously worked at Morris Financial Concepts and Endurance Planning Group. 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, fixed-income allocations, and portfolio customization, supported by various third-party technologies to enhance implementation and monitoring.

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. with 41 years of industry experience. He has been with Bradley, Foster & Sargent since 2000. He holds Series 63 and Series 65 designations. Bradley, Foster & Sargent provides discretionary portfolio management and financial planning primarily for high-net-worth individuals, trusts, retirement plans, and institutions. The firm manages approximately $9.07 billion in assets and employs a long-term, capital-preservation investment approach that combines fundamental and technical analysis.

Jason Gentile is a CFP® with 20 years of industry experience, currently serving as an advisor at Apella Wealth since 2014. He holds a Series 66 license and is also a licensed insurance agent, able 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, providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a model-driven, quantitative investment approach, integrating multiple third-party technologies to customize and monitor client portfolios.

James Barker is a ChFC®-designated financial advisor at Apella Wealth with 28 years of industry experience. He previously led Barker Financial Group for 27 years before joining Apella Wealth in 2024. 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 quantitative, model-driven investment approach combining factor-oriented equity strategies, traditional fixed income, and portfolio customization, supported by advanced technology integrations and a notable institutional client reach.

Mark Merritt is a financial advisor at Simplicity Wealth with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with firms including Nationwide Investment Services Corporation and EBIX. Merritt is also president of Merritt Consulting Group and serves as a board member of the Jewish Community Council (JCRC), where he leads the Government Relations subcommittee, and he is chairman of a local political party in West Hartford. Simplicity Wealth provides advisory services to a diverse client base, including individuals, institutions, and other financial firms, utilizing a fund-of-funds investment approach with ETFs, mutual funds, and individual securities. The firm offers a managed account platform with discretionary portfolio management and integrates advisory services with technology and operational support for other advisers.

Daniel Bender is a CFP® and PFS™ credentialed advisor at Apella Wealth with 24 years of industry experience. He has been with Apella Wealth since 2025 and concurrently serves as a partner and accountant at PBMares, LLP, a CPA firm where he provides tax and accounting services. Outside of financial advising, he is involved with Hummbend, LLC, a retail business specializing in wild bird supplies. 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, and consulting services. The firm uses a model-driven and quantitative investment approach with a focus on factor-oriented equity strategies, tax management, and portfolio customization, supported by advanced technology integrations and a distinctive institutional client reach.

William Evans is a CFA® charterholder with seven years of industry experience. He is currently with Gateway Wealth Partners, LLC and previously worked at Bank of America Private Bank for 13 years. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm employs a mix of low-cost mutual funds, ETFs, individual securities, and independent managers using both fundamental and technical analysis.

David Wood is a financial advisor at Gateway Wealth Partners, LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial and National Planning Corporation. Outside of his advisory work, he owns Bluefish Advisor Marketing LLC, an advertising and marketing service. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Jeffrey Koeppen is a CFP® professional with 25 years of industry experience and holds the Series 63 and Series 65 licenses. He has been with 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 offers plan administration, recordkeeping, education, and discretionary and nondiscretionary advisory services through its Guided Pathways program, which uses investment models 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 designation and previously worked for Iron Horse Wealth Management, LLC for 10 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 and portfolio customization, and integrates multiple third-party technologies to deliver investment management, financial planning, sub-advisory, and consulting services.

Douglas Bellfy is a CFP® with 12 years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC since 2014. Prior to joining CGN Advisors, he worked at Canberra Industries Inc. from 2007 to 2017. He holds a Series 65 license and is a licensed insurance agent, though he is not appointed with any insurance carrier and does not sell insurance products. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, and it maintains unique governance structures and sub-advisory relationships uncommon among similar multi-team firms.

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 Series 63 and Series 65 designations and has held various roles at Simplicity Wealth and affiliated firms since 2019, as well as prior positions at The Leaders Group Inc and Zenith Marketing Group. Outside of his advisory work, he serves as a volunteer deputy chief at Long Hill Fire Company No. 1 and is a board member of Honor Flight CT, which organizes trips for veterans. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach, utilizing ETFs, mutual funds, and individual securities, and offers model portfolios with ongoing monitoring and rebalancing, alongside customizable overlays such as tax optimization. It combines advisory services with technology and operational solutions, operating a TAMP that provides independent model managers and private-label software for advisers.

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.

Daniel Beyer is a financial advisor at Apella Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at Iron Horse Wealth Management and Kabel Business Services. Outside of advising, he is a limited partner in Bookpress Publishing, a book publishing venture. 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 support portfolio management and client solutions.

Hayden Mc Guinness is a financial advisor at Bradley Foster & Sargent Inc with a Series 65 designation and two years of industry experience. He joined the firm in 2024 after completing four years at Columbia University. Bradley Foster & Sargent, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, retirement plans, and institutions, including high-net-worth clients. The firm manages both individual and pooled investment accounts, emphasizing long-term capital preservation and growth at reasonable prices through a combination of fundamental and technical analysis.