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-licensed advisor at Apella Wealth with four years of industry experience. She has worked at Apella Capital, LLC in various roles since 2021 and previously held positions at Vestory, LLC, the University of Washington, and Icehouse Cryotherapy. 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 that integrates proprietary optimization and third-party tools to manage equity and fixed-income allocations.

Joseph Weiss is a financial advisor at Gateway Wealth Partners, LLC with a CFA® designation and 2 years of industry experience. His prior roles include positions at LPL Financial, Equitable Advisors, and New York Life, among others. Outside of finance, he has worked with Instacart and has experience in risk and regulatory consulting. 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, utilizing a mix of low-cost mutual funds, ETFs, individual securities, and independent managers through both 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.

Barbara Fallon is a financial advisor at Apella Wealth with one year of industry experience. She holds the CFP® designation and Series 65 license. Prior to joining Apella Wealth, she worked at Morris Financial Concepts and served seven years with the Federal Bureau of Investigation. 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 offers a variety of services including discretionary and non-discretionary management, financial planning, and automated advisory solutions.

Kramer Croisant is a Series 65-licensed financial advisor with Apella Wealth in West Hartford, CT, where he has worked since 2021. He has two years of industry experience and previously held roles at several CPA firms including Neumann Curtis CPAs and Barnett & Company. 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 both discretionary and non-discretionary management options and integrates advanced technology and third-party platforms to support its portfolio strategies.

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 at Apella Wealth with six years of industry experience. She previously worked at Young Wealth Management and has a background that includes 14 years at HomeMaking. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm’s investment approach is largely model-driven and quantitative, utilizing factor-based equity strategies, duration and credit considerations for fixed income, and advanced technology integration in portfolio management.

Taylor Drake is a CFA® charterholder with 17 years of industry experience. He is currently an advisor at Apella Wealth and has previously worked at firms including Provest Capital Management and Retirement Asset Management. He also provides investment-related expert testimony and consulting in arbitration and legal proceedings. Apella Wealth serves a diverse clientele, 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 allocations shaped by duration and credit considerations.

Peter Leppones is a CFP® professional with 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. He is based in West Hartford, CT. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a largely model-driven, quantitative investment approach and integrates technology and third-party managers to provide tailored 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 Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at LPL Financial LLC and Connecticut River Wealth Management. 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 integrates proprietary and third-party tools to support its discretionary and non-discretionary investment management and financial planning 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 designation and has previously worked at Morris Financial Concepts and Endurance Planning Group. Apella Wealth serves a diverse range of clients including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm uses a model-driven, quantitative investment approach that incorporates factor-based equity strategies and duration- and credit-focused fixed income allocations, alongside a variety of separately managed accounts and financial planning services.

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® certificant with 20 years of industry experience currently with Apella Wealth. He has worked at Apella Capital, LLC since 2014 and previously spent 19 years at Symmetry Partners as well as a year at Merrill. He is also a licensed insurance agent and may recommend life, health, and long-term care insurance policies on a fully disclosed commission basis. 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 and quantitative investment approach that integrates proprietary optimization, third-party models, and advanced technology tools across discretionary and non-discretionary strategies.

James Barker is a financial advisor at Apella Wealth with 28 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Apella Wealth, he spent 27 years at Barker Financial Group. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a largely model-driven and quantitative investment approach, integrating proprietary optimization, third-party models, and technology tools to manage discretionary and non-discretionary portfolios.

Mark Merritt is a financial advisor at Simplicity Wealth with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various firms including Nationwide Investment Services Corporation and EBIX. Outside of his advisory role, Merritt serves as a board member of the Jewish Community Council (JCRC) in West Hartford, where he leads the Government Relations subcommittee, and he is the chairman of A Connecticut Party of West Hartford. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and it offers advisory services alongside technology and operational solutions for advisers through its third-party asset management platform.