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 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.

James Stockman is a financial advisor at AlphaStar Capital Management with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Transamerica Capital, Inc., Independent Financial Group LLC, and Oppenheimerfunds. Outside of his advisory work, he is involved in real estate as a landlord. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by offering discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches and supports its advisors with proprietary model portfolios and third-party portfolio construction tools.

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.

Jeffrey Koeppen is a CFP® professional with 25 years of industry experience and holds the Series 63 and Series 65 licenses. He has been with ICMA Retirement Corporation since 2008. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and discretionary and nondiscretionary advisory services through its Guided Pathways program, which uses investment models developed by Morningstar Investment Management.

Greg Hayes is a financial advisor at Apella Wealth with 10 years of industry experience. He holds a Series 65 designation and previously worked for Iron Horse Wealth Management, LLC for 10 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 and portfolio customization, and integrates multiple third-party technologies to deliver investment management, financial planning, sub-advisory, and consulting services.

Douglas Bellfy is a CFP® with 12 years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC since 2014. Prior to joining CGN Advisors, he worked at Canberra Industries Inc. from 2007 to 2017. He holds a Series 65 license and is a licensed insurance agent, though he is not appointed with any insurance carrier and does not sell insurance products. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, and it maintains unique governance structures and sub-advisory relationships uncommon among similar multi-team firms.

Sean Gannon is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Chubb Insurance and held various roles in education and business management. He is also the managing member of Cornicello Financial LLC, where he provides budgeting consulting and financial coaching. Connecticut Wealth Management, LLC offers financial planning, investment management, and retirement-plan advisory services to individuals, trusts, non-profits, businesses, and executives. The firm employs a primarily long-term investment approach based on fundamental analysis and strategic asset allocation, utilizing a range of investment vehicles tailored to client goals and risk tolerance.

Jeffrey Liguori is a financial advisor at Bradley Foster & Sargent Inc with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Napatree Capital LLC and People's Securities, Inc. Outside of his advisory role, he serves as a board member and chief volunteer officer for the Ocean Community YMCA. Bradley Foster & Sargent Inc is a multi-team firm with 30 advisors, serving clients through a collaborative investment approach.

Robert Bradley III is a Series 65-licensed financial advisor with Bradley, Foster & Sargent Inc. in Hartford, CT. He has 31 years of industry experience and has been with Bradley, Foster & Sargent since 1994. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms. The firm manages discretionary portfolios totaling approximately $9.07 billion and employs an investment approach focused on individualized asset allocation, long-term capital preservation, and a Growth-at-a-Reasonable-Price strategy.

Robert Murphy III is a financial advisor at Simplicity Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including The Leaders Group Inc and several affiliated Simplicity entities. Outside of his advisory role, Murphy serves on the board of Honor Flight CT, an organization that arranges trips to Washington DC for veterans. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, combining advisory services with technology and operational support for advisers through its managed account platform.

David Dixon Jr. is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Bradley Foster & Sargent Inc. He previously worked at Wilmington Trust for ten years. Bradley Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, with a majority of high-net-worth clients. The firm manages discretionary portfolios emphasizing individualized asset allocation, capital preservation, and a Growth-at-a-Reasonable-Price strategy, while also acting as adviser to a registered mutual fund and managing private investment funds.

Andrea Migliaccio is a financial advisor at Santander Securities LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Santander Securities and Santander Bank since 2018, with prior experience at Citizens Securities and Wells Fargo Advisors. Migliaccio also served on the Colchester Board of Finance from 2016 to 2021. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized support.

Thomas Barnes Jr. is a financial advisor with The Patriot Financial Group, LLC in Bristol, CT, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes roles at LPL Financial, Securities America Inc., and CETERA Financial Specialists LLC. Barnes serves as chairman of the City of Bristol Retirement Board and holds board and treasury positions with local community organizations. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a range of investment strategies and offering services including discretionary portfolio management, retirement plan advisory, and insurance product recommendations.

Daniel Beyer is a financial advisor at Apella Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at Iron Horse Wealth Management and Kabel Business Services. Outside of advising, he is a limited partner in Bookpress Publishing, a book publishing venture. 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 third-party technologies to support portfolio management and client solutions.

Hayden Mc Guinness is a financial advisor at Bradley Foster & Sargent Inc with a Series 65 designation and two years of industry experience. He joined the firm in 2024 after completing four years at Columbia University. Bradley Foster & Sargent, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, retirement plans, and institutions, including high-net-worth clients. The firm manages both individual and pooled investment accounts, emphasizing long-term capital preservation and growth at reasonable prices through a combination of fundamental and technical analysis.

Paul Bosnyak is a financial advisor with Interactive Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held multiple roles at Interactive Financial Advisors since 2016 and is also the owner of Market Square Financial & Casualty, a fixed insurance sales and service business. Interactive Financial Advisors serves individuals—including high-net-worth and non-HNW clients—as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and advisory consulting, utilizing asset-allocation models and primarily implementing strategies with ETFs and mutual funds.

Flavia Kirz is a CFP® professional at Apella Wealth with experience dating back to 2020. She previously worked at Financial Connections Group, Inc. for six years and has held roles in educational and community foundation settings. 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 technologies to support its portfolio strategies and client services.

Benjamin Roy is a Series 65-licensed advisor at Connecticut Wealth Management, LLC with one year of industry experience. His background includes work at the University of Connecticut and the Town of Manchester Recreation Department. Connecticut Wealth Management, LLC offers financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a primarily long-term investment approach based on fundamental analysis and strategic asset allocation, utilizing a range of investment vehicles tailored to client goals and risk tolerance.