Edward Richter is a financial advisor with Apella Wealth in West Hartford, CT, holding the PFS™ designation and Series 65 license. He has 21 years of industry experience, including roles at WS Securities Incorporated and ARC Investment Planning & Management Inc. Richter has been with Apella Capital, LLC since 2016. 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 and integrates various technologies to customize and monitor client portfolios.

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 affiliated with Apella Wealth. His career includes roles at Apella Capital, LLC since 2021 and a brief tenure at Vestory, LLC in 2020. Prior to entering the financial industry, he worked in flooring and design. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, providing discretionary and non-discretionary investment management, financial planning, sub-advisory services, and consulting. The firm employs a model-driven, quantitative investment approach with factor-oriented equity strategies and offers a range of solutions including SMA strategies, an automated TAMP via Betterment, and held-away portfolio advice.

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® professional with 23 years of industry experience. She has been with Apella Wealth since 2023 and previously spent 20 years at Inspired Financial. Evelyn provides pro bono financial planning to underprivileged community members through events organized by the Financial Planning Association. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions. The firm offers model-driven, quantitative investment management and financial planning services, integrating various third-party technologies to deliver customized solutions.

Kathleen Parks is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Apella Wealth. She has previous experience at Symmetry Partners, Patriot Investment Management Group Inc., and R.W. Sidley, Inc., where she also holds a director role at a privately held concrete company. Parks was engaged with the Knoxville Rotary Club for 18 years and has been involved with the Financial Planning Association for nearly three decades. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management and financial planning services. The firm employs a model-driven, quantitative investment approach and integrates various technologies to support portfolio customization and tax management.

Samuel Marrella is a CFP® professional with 41 years of experience in the financial services industry. He is currently with Apella Wealth and has held prior roles at Raymond James Financial and his own Marrella Financial Group. He is the author of a book that is available on Amazon. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach using factor-oriented equity strategies and traditional fixed-income allocations, integrating various technologies to deliver customized portfolio solutions.

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.

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.

Nolan Cicerrella is a Series 65-licensed financial advisor with The Mather Group, LLC, where he has worked since 2022. He has a total of nine years of industry experience, including seven years at Conning Asset Management. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customization options such as direct indexing and ESG factor portfolios.

Mimi Huss is a Series 65-licensed financial advisor at Apella Wealth with five years of industry experience. Prior to joining Apella Wealth in 2026, she worked at Morris Financial Concepts, Inc. for six years in total. Her background also includes roles outside finance, such as at Palmetto Veterinary Hospital and Church of the Holy Cross. 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 support portfolio management and client services.

Kristina Gambino is a Series 65-licensed financial advisor at Redhawk Wealth Advisors, Inc. with four years of industry experience. Her prior experience includes roles at Di Fiducia LLC, Elevage Partners, LLC, and Bradway Financial, LLC. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic and tactical asset allocation approach across a variety of investment vehicles, supported by a weekly investment committee and incorporates third-party signal providers while maintaining discretionary authority over client accounts.

Christopher Cymbala is a financial advisor at Symmetry Partners with 24 years of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Financial and Ameriprise Financial Services. Outside of his advisory role, he offers insurance products through Ivory Wealth Partners, an activity separate from his work at Symmetry Partners. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base that includes charitable organizations, corporate and pension plans, and individuals. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and multi-factor methods across various investment vehicles.

Michael Rickett is a financial advisor with Gateway Wealth Partners, LLC, holding the CFP® and CFA® designations and three years of industry experience. His prior roles include positions at Four Town Financial LLC and Hillsdale Investment Management Inc. He is based in Glastonbury, CT. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans, offering financial planning, wealth management, and retirement consulting. The firm invests client assets in low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers, using both fundamental and technical analysis.

Elisa Francis is a financial advisor at Symmetry Partners with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Prudential Annuities Distributors and Ast Investment Services. Francis currently serves as a regional consultant for Symmetry Partners. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, offering services to a diverse client base that includes charitable organizations, corporate and pension plans, and individuals. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods across various vehicles such as ETFs, mutual funds, and separately managed accounts.

Michael Tedone is a financial advisor with Connecticut Wealth Management, LLC, holding the PFS™ designation and Series 66 license, and has 22 years of industry experience. He has been with Connecticut Wealth Management in various capacities since 2013. Tedone serves as a trustee for multiple trusts and is a board member of the Boys and Girls Club of Hartford. Connecticut Wealth Management offers 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, utilizing a range of investment vehicles and third-party research.

Zachary Bylykbashi is a CFP® professional with six years of industry experience, currently serving at Connecticut Wealth Management, LLC. His prior experience includes roles at Commonwealth Financial Network and Egidio Assante Lennon Wealth Management. Outside of his advisory work, he is an assistant wrestling coach at Wesleyan University. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profit organizations, businesses, and executives. The firm employs a primarily long-term investment approach grounded in fundamental analysis and offers tailored portfolios that include mutual funds, ETFs, individual securities, alternative investments, and private equity to qualified clients.