Jared Soper is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding 27 years of industry experience. He previously worked for YHB Investment Advisors, Inc. for 21 years. Sky Investment Group LLC is a discretionary asset manager overseeing approximately $931 million for high-net-worth individuals, families, businesses, and charitable organizations. The firm focuses on long-term capital preservation through diversified equity and fixed-income portfolios managed primarily on a discretionary basis.

Peter Wurszt is a financial advisor at Savlan Wealth Partners with one year of industry experience. He holds a Series 66 designation and has worked at Savlan Wealth Partners (dba Kemple Financial) since 2026. His background includes roles at Commonwealth Financial Network and Kemple Financial, as well as various positions in education and club management. Savlan Wealth Partners is an SEC-registered investment adviser providing portfolio management and financial planning services to individuals, high net worth clients, trusts, estates, tax-exempt organizations, qualified retirement plans, and corporations. The firm’s investment approach emphasizes strategic asset allocation, diversification, and a blend of active and passive strategies with tax-sensitive techniques, tailoring portfolios to client needs and overseeing third-party external managers when applicable.

Ted Terrion is a CFP® and holds a Series 65 license, with eight years of industry experience. He has been with Founders Capital Management, LLC since 2017 and previously worked at Northrop Grumman. Founders Capital Management serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary portfolio management along with financial planning and retirement-account advice. The firm manages approximately $920 million and employs a bottom-up investment approach focused on intrinsic value, constructing concentrated portfolios of equities and bonds while using mutual funds or ETFs for diversification.

Alana Pezzuti is a financial advisor at RMC Investment Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RMC since 2019, following three years at Wells Fargo Clearing. RMC Investment Advisors provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, institutions, corporations, and municipal clients. The firm focuses on strategic asset allocation with a long-term approach, using independent research to select core equity and fixed-income investments tailored to client objectives.

Carter Dizes is a financial advisor at RMC Investment Advisors with a Series 65 credential and five years of industry experience. His background includes roles at Provident Healthcare Partners, Spinnaker Capital LLC, John Hancock, and Northeastern University. RMC Investment Advisors provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, institutions, corporations, and municipal clients. The firm focuses on strategic asset allocation using independently researched core equity holdings and documented fixed-income guidelines, avoiding tactical asset allocation or market timing.

William Fierston is a CFP® professional with five years of industry experience, currently serving at Fierston Financial Group Inc. Prior to joining the firm in 2021, he worked at Charles Schwab & Co., Inc. from 2018 to 2021 and has held roles outside the financial sector, including positions with Aspen Skiing Company and Wilderness Adventure. Fierston Financial Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs a buy-and-hold investment strategy grounded in Modern Portfolio Theory, utilizing diversified allocations primarily through no-load mutual funds and ETFs, with portfolios managed on a discretionary basis.

Mark Everette is a financial advisor with YHB Investment Advisors Inc in West Hartford, CT, holding 25 years of industry experience. He has been with YHB Investment Advisors since 2000. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement and profit-sharing plans. The firm employs a team-based investment process focused on diversified allocations, independent research, and credit-conscious fixed-income management, offering services including pension consulting, trustee services, and targeted financial consulting.

Hilary Pohley is a Series 65-credentialed advisor at YHB Investment Advisors Inc with three years of industry experience. She worked at Pangaro Wealth Management from 2018 to 2021 and has been with YHB since 2021. Prior to her advisory career, she was engaged in homemaking for two years. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm uses a team-based investment process that emphasizes diversified allocations and both quantitative and qualitative research, offering services including pension consulting, trustee services, and held-away account management.

Kimberly Wohler is a CFP® professional with 21 years of industry experience, currently with Apella Wealth in West Hartford, CT. She spent 20 years at Financial Connections Group, Inc. before joining Apella Wealth in 2026. 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 offers a range of services such as discretionary and non-discretionary management, separately managed accounts, financial planning, and innovative technology integrations.

Tyler Ondatje is a CFP® with 11 years of industry experience, currently serving as an advisor at Apella Wealth. His prior experience includes roles at Clarity Wealth Management, Anchor Capital Management Group, Seaside Wealth Management, and JP Morgan Securities. 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 and offers a range of services such as discretionary and non-discretionary management, separately managed accounts, financial planning, and an automated advisory platform.

Adam Alonzo is a financial advisor at Apella Wealth with Series 65 and Series 66 credentials. He joined the firm in 2026 and has experience at previous firms including Equitable Advisors and roles in wine and spirits retail. Outside of advising, he has been involved with a recreation department and has entrepreneurial experience related to hospitality and retail. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven and quantitative investment approach, integrating proprietary and third-party tools to manage portfolios across various asset classes and client needs.

Samuel Marrella Jr. is a financial advisor with Apella Wealth, holding Series 65 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors Inc. and Marrella Private Wealth, LLC. Outside of his advisory work, he is a partner in The Greenbriar Collective, a business that began as a golf-themed social media page and now sells branded merchandise. 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 focus on factor-based equity strategies and fixed-income allocations, offering a range of portfolio solutions and integrating third-party technology and sub-advisers into its process.

Derek Jobe is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Apella Wealth since 2021. His prior roles include positions at Vestory, LLC, Key Investment Services, and Key Bank. 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 focus on factor-based strategies and integrates proprietary and third-party technology to support portfolio management and client service.

James Anza is a financial advisor with Northeast Planning Associates, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes roles at LPL Financial, Begley & Associates, and several insurance companies. Outside of advising, he is involved in tax preparation and accounting through Begley & Associates, LLC. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, managing approximately $414 million in discretionary assets with a team of about 70 advisors.

Laura Carlson is a PFS™ credentialed advisor with Apella Wealth, based in West Hartford, CT. She has four years of industry experience, including her current role at Apella Capital since 2022 and over a decade previously at NR Smith & Associates. 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 model-driven, quantitative investment approach with a variety of managed account solutions and integrates advanced technology and third-party managers into its processes.

Marisa Rothstein is a CFP® professional with ten years of industry experience. She has worked at Advisory Services Network since 2019 and previously spent three years with Baker Avenue Asset Management. In addition to her advisory role, she serves as Treasurer and investment committee member for the nonprofit Journey Home and holds board positions with the Financial Planning Association in both Connecticut and New York. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent adviser representatives. The firm offers a range of portfolio management and consulting services tailored to clients’ objectives and utilizes a diverse mix of investment products and strategies.

Shawn Steel is a CFP® with 13 years of industry experience, currently serving as an advisor at Apella Wealth. Prior to joining Apella Wealth in 2024, he worked for 11 years at ClearLogic Financial, Inc. Shawn is based in West Hartford, CT. Apella Wealth serves a diverse client base that includes individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a largely model-driven, quantitative investment approach, combining proprietary and third-party strategies to meet a wide range of client needs.

Shawn Wrisley is a financial advisor at CreativeOne Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at AE Wealth Management LLC, Dale Frank Financial Group, and Total Business Solutions NE. Outside of his advisory work, he is involved in public speaking on financial education. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing ETFs, mutual funds, options strategies, and select private investments.

Galan Daukas is a financial advisor at Bradley, Foster & Sargent Inc with 19 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at Ocean View Capital LLC and People's Securities, Inc. Bradley, Foster & Sargent provides investment advisory and financial planning services to high-net-worth individuals, families, non-profits, institutions, and law firms. The firm manages discretionary portfolios with a focus on individualized asset allocation, capital preservation, and a Growth-at-a-Reasonable-Price investment strategy, and also serves as adviser to pooled investment vehicles including a registered mutual fund and a private investment fund.

Craig Taylor is a CFP® with five years of industry experience, currently serving as a financial advisor at Gradient Advisors, LLC. He has prior experience at Cardinal Financial and Caliber/New Rez, with a long background as a self-employed insurance agent. Outside of Gradient, Taylor is the owner and Investment Advisor Representative of Pathway Wealth Strategies LLC, where he provides advisory and insurance services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.