Daryl Lepage is a CFP® with 33 years of industry experience. He is currently with Merit Financial Advisors and has previously worked at Purshe Kaplan Sterling Investments, Brook Wealth Management, LLC, and LPL Financial LLC. Lepage is also a licensed independent insurance agent providing insurance advice to clients. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

Barbara Fallon is a financial advisor at Apella Wealth with one year of industry experience. She holds the CFP® designation and the Series 65 license. Prior to joining Apella Wealth, she worked at Morris Financial Concepts and spent seven years with the Federal Bureau of Investigation. Outside of her advisory role, she is involved in residential real estate property management. 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 technology platforms to offer customized portfolio solutions and a wide range of advisory services.

Kramer Croisant is a financial advisor at Apella Wealth in West Hartford, CT, holding a Series 65 designation with two years of industry experience. His prior roles include positions at several accounting firms such as Neumann Curtis CPAs and McGregor-Caverhill CPAs. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates advanced technologies to support portfolio management and client solutions.

Jason Hand is a financial advisor at Redhawk Wealth Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Securities Service Network. Outside of his advisory role, he is involved with Retirement Visions LLC as an insurance advisor. Redhawk Wealth Advisors offers wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation across various investment vehicles and supports multi-generational wealth needs along with educational seminars.

Danielle Tata is a Series 65 credentialed advisor at Connecticut Wealth Management, LLC with four years of experience. Her prior roles include positions at Fiduciary Trust International, Parametric Portfolio Associates, LLC, and Eaton Vance. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a long-term investment approach based on fundamental analysis and strategic asset allocation, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and private equity.

Jean Yamamoto is a Series 65-licensed financial advisor with six years of industry experience. She currently works at Apella Wealth and previously worked at Young Wealth Management and HomeMaking. 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 offers a range of services from discretionary investment management to tax and retirement plan consulting.

Taylor Drake is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Apella Wealth. His prior roles include positions at Provest Capital Management, LLC and Retirement Asset Management, LLC. In addition to his advisory work, he occasionally provides investment-related expert testimony and consulting in arbitration and legal proceedings. 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 combination of factor-oriented equity strategies, fixed-income allocations, and portfolio customization, integrating various third-party technologies to support its solutions.

Peter Leppones is a CFP® with over 32 years of experience in the financial services industry. He has been with Apella Capital, LLC since 2016 and previously worked at Symmetry Partners, LLC from 2016 to 2019. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, and consulting services. The firm utilizes a model-driven, quantitative investment approach with factor-oriented equity strategies and incorporates various technologies to support portfolio management and client reporting.

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. 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 customized portfolio solutions, integrating advanced technologies and offering a broad mix of discretionary and non-discretionary services.

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.

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.

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.

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.