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 Series 65-registered advisor at Connecticut Wealth Management, LLC with 11 years of industry experience. He previously spent 10 years with New England Guild Wealth Advisors before joining Connecticut Wealth Management. Connecticut Wealth Management serves individuals, trusts, estates, non-profit organizations, businesses, and plan sponsors, offering financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting. The firm typically employs a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing no-load mutual funds, ETFs, individual securities, and alternative investments.

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 four years of industry experience, currently serving at Connecticut Wealth Management, LLC. She previously worked at Planning Partners and has been involved with The Institute of Sustainable Nutrition for several years as an instructor and board member. Outside of financial advising, she participates in the nutrition and herbal medicine field through her ongoing role at The Institute of Sustainable Nutrition. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, nonprofits, businesses, and plan sponsors. The firm follows a long-term, fundamental analysis approach and employs a variety of investment vehicles, including mutual funds, ETFs, individual securities, and alternative investments.

Alexander Romejko is a financial advisor at Connecticut Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at New England Guild Wealth Advisors, Inc. and spent six years at the University of Connecticut. Connecticut Wealth Management provides comprehensive financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting services to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach with strategic asset allocation, utilizing a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

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® and holds a Series 65 license with eight years of industry experience. He is currently with Connecticut Wealth Management, LLC, where he has worked since 2017, including prior experience at Northwestern Mutual. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, employing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

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.

Gary Kazanjian is a financial advisor at Capitol Securities Management, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked in educational roles at Tufts University, Choate Rosemary Hall, and Glastonbury High School. Kazanjian is also a member of the CT River Valley Chamber of Commerce, where he participates in networking and community meetings. Capitol Securities Management serves individual, institutional, and corporate clients by providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, offering various investment programs including discretionary and non-discretionary managed accounts and third-party money managers.

Richard Rosen is a CFP® professional with 15 years of industry experience, currently with Connecticut Wealth Management, LLC since 2023. His prior roles include positions at Adviser Investments, LPL Financial, Amundi Pioneer Institutional Asset Management, Inc., and Edward Jones. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

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.

Michael Evans is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Vanderbilt Securities, LLC since 2017 and previously at Hornor Townsend & Kent Inc. and Penn Mutual. Outside of advisory work, Evans is the proprietor of a life insurance business and serves as chairman of the Cheshire Retirement Board. He is also an author of an upcoming novel titled "UNDERESTIMATED...What would you do if you knew the truth?". Vanderbilt Advisory Services serves a diverse client base including individuals, charities, trusts, businesses, and retirement plans, offering portfolio management and financial planning services. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, and it is notable for its integration with retirement-plan and benefits firms, supporting pension consulting and plan administration alongside advisory services.

Mimi Huss is a financial advisor at Apella Wealth with five years of industry experience. She holds a Series 65 credential and has worked at Morris Financial Concepts, Inc. and Palmetto Veterinary Hospital prior to joining Apella Wealth. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a model-driven, quantitative investment approach with offerings that include discretionary and non-discretionary management, separately managed accounts, held-away portfolio advice, and automated advisory solutions.

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 a Series 66 designation and has worked previously at firms including LPL Financial and Ameriprise Financial Services. Cymbala also offers insurance products through Ivory Wealth Partners as an outside business activity. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a broad 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 manages proprietary mutual funds and ETFs through a platform-centric distribution model.