Alex Cal is a CFP® professional with five years of experience in the financial services industry. He has worked at Foundations Investment Advisors LLC since 2023 and previously held roles at Cetera and Travelers Insurance. Outside of advising, he provides tax preparation and consulting services through CAL Financial Services Ltd and volunteers on the Plainville Aviation Commission. Foundations Investment Advisors is a multi-advisor firm managing about $10.1 billion for nearly 29,615 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

James Baronian is a financial advisor at Westminster Financial Advisory Corp with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westminster Financial Securities, Inc. since 2000. Outside of his advisory role, he is involved in marketing and sales for Medicare Advantage and Medicare Supplement plans. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, and various entities, utilizing a diversified, multi-asset class approach with both long- and short-term investment strategies.

Roxana Butnar is a CFP® and Series 65-registered financial advisor at Apella Wealth with four years of industry experience. Her prior work includes roles at Vestory, LLC, and a period at the University of Washington. 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, fixed-income allocations, and portfolio customization, supported by advanced technology integrations and a broad product mix that includes separately managed accounts, an automated TAMP, held-away plan advice, and institutional services.

Joseph Weiss is a CFA® charterholder and holds Series 66 and Series 63 licenses with two years of industry experience. He is currently affiliated with Gateway Wealth Partners, LLC and has prior experience at LPL Financial, Equitable Advisors, Eagle Strategies, and New York Life, among others. Outside of financial services, he has been involved with Instacart and operated his own corporation. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented with individual securities and independent managers using fundamental and technical analysis.

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.

Kramer Croisant is a financial advisor at APELLA Wealth with a Series 65 designation and two years of industry experience. Prior to joining APELLA Wealth, he held positions at several accounting and financial firms, including Neumann Curtis CPAs and Barnett & Company. APELLA Wealth serves a broad range of clients, including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a model-driven, quantitative investment approach with factor-oriented equity strategies, traditional fixed income, and tax-sensitive portfolio customization.

Jason Hand is a financial advisor with RedHawk Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and 20 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities Service Network. Outside of advisory work, he is involved with Retirement Visions LLC as an insurance advisor. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, using a documented due-diligence process and risk tools to guide investment decisions.

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 financial advisor at Apella Wealth with six years of industry experience. She holds a Series 65 designation and previously worked at Young 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 strategies spanning equity factor models, fixed-income allocations, and tax-sensitive portfolio customization, and integrates various third-party technologies to support its advisory services.

Taylor Drake is a CFA® charterholder with 16 years of industry experience. He is currently with Apella Wealth, where he has worked since 2022, following a decade at Provest Capital Management and seven years at Retirement Asset Management. Drake 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, offering both discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs a model-driven, quantitative investment approach utilizing factor-oriented equity strategies and traditional fixed income, supported by various third-party technologies, and serves a broad range of clients including institutional insurance companies.

Peter Leppones is a CFP® with 32 years of industry experience, currently serving at Apella Wealth. He has worked with Apella Capital, LLC since 2016 and previously spent three years at Symmetry Partners, LLC. 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 relationships, and consulting. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to deliver customized portfolio solutions.

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. His background includes various roles during his education at the University of Hartford. Apella Wealth serves a diverse client base including individual households, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach with factor-oriented equity strategies and integrates multiple third-party technologies to customize and monitor client portfolios.

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.

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 in Hartford, CT, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Bradley, Foster & Sargent since 2000. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with a focus on individualized asset allocation and capital preservation. The firm also serves as adviser to pooled vehicles, including a registered mutual fund and a private investment fund.

Jason Gentile is a financial advisor at Apella Wealth with 20 years of industry experience. He holds the CFP® designation and Series 66 license and has been with Apella Capital, LLC since 2014. Outside of his advisory role, Mr. Gentile is a licensed insurance agent authorized 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, offering investment management, financial planning, sub-advisory services, and consulting. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to deliver customized portfolio solutions.

James Barker is a financial advisor at Apella Wealth with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Apella Wealth, Barker led Barker Financial Group for 27 years. 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, tax-overlay management, and portfolio customization, supported by integrated third-party technologies and a broad range of discretionary and non-discretionary services.

Mark Merritt is a financial advisor at Simplicity Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at several firms, including Nationwide Investment Services Corporation and EBIX. Merritt is president of Merritt Consulting Group and serves as a board member of the Jewish Community Council, where he leads the Government Relations subcommittee; he is also chairman of A Connecticut Party of West Hartford. Simplicity Wealth serves a diverse range of clients from individual investors to institutional entities, offering advisory services that include financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds approach primarily using ETFs and mutual funds, with ongoing portfolio monitoring and due diligence on third-party managers, and combines advisory services with technology and operational support for other advisers.

Daniel Bender is a CFP® and PFS™ with 24 years of industry experience. He is currently with Apella Wealth and has been a partner at PBMares, LLP since 2013, where he provides tax and accounting services. Outside of his financial advisory work, he is a member of Hummbend, LLC, a retail business specializing in birding supplies. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to support its broad range of solutions.