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.

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.

Gary Wolff is a financial advisor with ValMark Advisers, Inc. in Manchester, CT, holding the ChFC® designation along with Series 63 and 65 licenses. He has 43 years of industry experience and has been with ValMark Advisers since 2007. Wolff is also president of Wolff Insurance Inc. and serves on several nonprofit boards, including the Connecticut Section PGA Golf Foundation and the Connecticut Center for Entrepreneurship & Innovation at the University of Connecticut. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutions through a network of approximately 280 advisors. The firm offers diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

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 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.

Michael Rickett is a CFP® and CFA® credentialed financial advisor with three years of industry experience. He is currently with Gateway Wealth Partners, LLC and has worked previously at Four Town Financial LLC and Hillsdale Investment Management Inc. Rickett is based in Glastonbury, CT. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting, with a focus on diversified portfolios using mutual funds, ETFs, individual securities, and independent managers.

Jose Pena is a Series 65-licensed advisor at Apella Wealth with one year of industry experience. Prior to joining Apella Wealth, he worked for over three decades at the U.S. Government Accountability Office. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs model-driven, quantitative investment strategies and offers a range of services such as discretionary management, separately managed accounts, financial planning, and automated advisory solutions.

Elisa Francis is a financial advisor with Symmetry Partners in Glastonbury, CT, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her background includes roles at Prudential Annuities Distributors, AST Investment Services, and Prudential Insurance Co of America. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, qualified retirement plans, institutional pension plans, and investment companies. The firm employs a quantitative investment approach based on Modern Portfolio Theory and offers services such as OCIO, sub-advisory, model portfolios, and separately managed accounts.

Michael Tedone is a financial advisor at Connecticut Wealth Management, LLC with 23 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to joining Connecticut Wealth Management, he worked at Marcum Wealth Management, LLC and Osaic FS, Inc. Tedone serves as a board member of the Boys and Girls Club of Hartford. 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 employs a long-term, fundamental analysis approach combined with strategic asset allocation and offers a range of investment options including mutual funds, ETFs, individual securities, and private equity opportunities.

Zachary Bylykbashi is a CFP® and Series 66 licensed financial advisor with six years of industry experience. He is currently with Connecticut Wealth Management, LLC and has previously worked at Commonwealth Financial Network and Egidio Assante Lennon Wealth Management. Outside of his advisory role, he serves as an assistant wrestling coach at Wesleyan University. 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 employs a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Lyle Pennell is a financial advisor at Gateway Wealth Partners, LLC with over 23 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Gateway Wealth Partners in 2024, he worked at Private Advisor Group, LLC and LPL Financial. Gateway Wealth Partners is a registered investment adviser that provides 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.

James Femia is a financial advisor at Apella Wealth with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cabot Wealth Management, Sentinel Pension Advisors, and Symmetry Partners. 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, quantitative investment approach and offers a variety of management and advisory solutions, integrating proprietary and third-party models and technology in its processes.

Adam Login is a CFP® with 18 years of industry experience. He is currently with Gateway Wealth Partners, LLC and previously worked at Prudential Annuities Distributors and PRUCO Securities, LLC. Outside of his advisory work, he serves as a baseball umpire in Middlesex County. Gateway Wealth Partners is a registered investment adviser that provides 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.

Sabrina Behboudi is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. She holds a Series 65 credential. Prior to joining Connecticut Wealth Management, she worked at X-Golf and was affiliated with the University of Connecticut. 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 employs 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.