David Bush is a CFP® and PFS™ credentialed advisor with 22 years of industry experience. He currently works at Apella Wealth and previously spent over two decades with PBMares in various roles. Outside of his advisory work, he serves as a bank director for Chesapeake Bank and is a trustee for the Williamsburg Community Foundation. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach and integrates third-party technology and managers to provide tailored portfolio solutions.

Bella Cristovao is a CFA® charterholder with nine years of industry experience. She has worked at Commonfund Securities, Inc. since 2011 and joined Symmetry Partners in 2026. Bella holds a Series 63 license and is based in Glastonbury, CT. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, qualified retirement plans, and institutional pension plans. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and utilizes model portfolios, third-party sub-advisers, and a technology platform to deliver its offerings.

Matthew Marrella is a financial advisor at Apella Wealth with five years of industry experience. He holds a Series 66 designation and has worked at firms including The Vanguard Group and myCIO Wealth Partners, LLC. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm utilizes a largely model-driven, quantitative investment approach with offerings ranging from discretionary management to automated advisory solutions.

Daniel Yoo is a CFP® with 13 years of experience in the financial advisory industry. He currently works at Apella Wealth and previously held roles at UBS Financial Services and PBMares Wealth Management. In addition to his advisory work, he is an agent for various insurance companies. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a model-driven, quantitative investment approach and offers a range of services such as discretionary and non-discretionary management, separately managed accounts, held-away portfolio advice, and automated advisory solutions.

Matthew Grohocki Jr. is a financial advisor at Bradley Foster & Sargent Inc. with five years of industry experience. He holds a Series 66 designation and has prior experience at Gateway Wealth Partners, LLC, Adviser's Pride, Inc., and LPL Financial, LLC. Additionally, he is involved as an author outside of his investment activities. 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 manages approximately $9.07 billion in assets and employs a long-term, capital-preservation focused investment approach that combines fundamental and technical analysis.

Louis Czerwinski is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with PKSA d/b/a Allegiant Wealth Management since 2019 and previously worked at VOYA Financial Advisors, LPL Financial, and Investacorp Advisory Services. Outside of his advisory role, he volunteers to prepare taxes for elderly and low-income individuals in the community. PKS Advisory Services, LLC provides financial planning, consulting, and investment management for individuals, trusts, retirement plans, charitable organizations, and other entities. The firm customizes portfolios based on client risk tolerance and time horizon, utilizing a range of investment strategies including no-load mutual funds, ETFs, individual securities, model portfolios, and alternative investments.

Austin Eason is a financial advisor at Apella Wealth with two years of industry experience. He holds a Series 65 designation and previously worked at PBMares Wealth Management LLC and Robertson, Anshutz, Schneid, Crane & Partners, PLL. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a model-driven, quantitative investment approach that integrates proprietary optimization and third-party models across equity and fixed-income allocations.

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 spent five years at Asset Strategies, Inc. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and non-investment business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a primarily long-term investment approach grounded in fundamental analysis and offers tailored portfolios using a range of investment vehicles, including no-load mutual funds, ETFs, individual securities, and private equity for qualified clients.

Diana Bacon is a CFP® with 25 years of industry experience currently advising at Apella Wealth. Her prior roles include positions at Goldman Sachs Wealth Services, Ernst & Young Investment Advisers LLP, and her own firm, Bacon Financial Management. Outside of finance, she operates Eating With Mom, a venture focused on helping families transition their cooking to gluten-free, whole foods. Apella Wealth serves a broad range of individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach that incorporates both proprietary and third-party tools to manage equity and fixed-income allocations.

Edward Richter is a financial advisor at Apella Wealth with 22 years of industry experience. He holds the PFS™ designation and Series 65 license. His work history includes roles at Apella Capital, LLC, Symmetry Partners, LLC, WS Securities Incorporated, and ARC Investment Planning & Management Inc. Apella Wealth serves a diverse range of individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven and quantitative investment approach with strategies focused on factor-based equity allocations and duration- and credit-sensitive fixed income, integrating proprietary optimization tools and third-party technology in its portfolio management.

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® professional with six years of industry experience, currently serving as an advisor at Apella Wealth since 2021. His prior work experience includes roles at Vestory, LLC and a background in design and flooring. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a largely model-driven, quantitative investment approach with a range of discretionary and non-discretionary services, integrating proprietary optimization, third-party models, and technology into its processes.

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.

Daphne Roberson is a financial advisor at William Joseph Capital Management, Inc. with seven years of industry experience. She holds a Series 65 designation and has been with William Joseph Capital Management since 2017. In addition to her advisory role, she is a part owner of Roberson Tierney & Associates, LLC, an agency that sells health and life insurance, annuities, and Medicare health plans. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning with portfolio management, using customized portfolio construction and third-party sub-advisors accessed through the AssetMark platform.

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®-certified financial advisor with 23 years of industry experience. She currently works at Apella Wealth, joining the firm in 2023 after two decades 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 range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach with a focus on factor-based equity strategies and fixed-income management, integrating proprietary tools and third-party platforms into its process.

Kathleen Parks is a CFP®-certified financial advisor at Apella Wealth with 22 years of industry experience. She has worked at Apella Capital since 2017 and previously held roles at Symmetry Partners, Patriot Investment Management Group, and R.W. Sidley, where she also served as a director of a privately held concrete company. Parks has been involved with the Financial Planning Association since 1997 and was a member of the Knoxville Rotary Club for 18 years. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach with a range of portfolio solutions and integrates advanced technology and third-party managers in its processes.

Samuel Marrella is a CFP® with 41 years of industry experience. He is currently with Apella Wealth and has previously worked at Raymond James Financial and operated several of his own financial firms. He is also the author of a book available on Amazon. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies, using primarily model-driven, quantitative investment strategies and integrating multiple technology platforms to support its multi-team advisory approach.

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.