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 nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RMC since 2019, following roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. RMC Investment Advisors provides discretionary and non-discretionary investment management services to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm emphasizes strategic asset allocation and focuses on core equity holdings with a long-term growth approach, additionally offering trustee arrangements and administrative support for legacy accounts.

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 financial advisor at YHB Investment Advisors Inc with a Series 65 credential and three years of industry experience. Prior to joining YHB Investment Advisors in 2021, she worked at Pangaro Wealth Management from 2018 to 2021 and has additional experience outside the financial industry. YHB Investment Advisors provides discretionary portfolio management to a diverse client base including individuals, charitable institutions, corporations, and retirement plans. The firm utilizes a team-based investment process focused on diversified allocations, independent research, and credit-conscious fixed-income management, with regular portfolio reviews and discretionary trading authority.

Kimberly Wohler is a CFP® professional with over 20 years of industry experience, currently serving as an advisor at Apella Wealth. She previously worked for Financial Connections Group, Inc. for two decades before joining Apella Wealth in 2026. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering model-driven, quantitative investment management and financial planning services. The firm is notable for its institutional reach, use of factor-oriented strategies, and integration of multiple technologies to support client solutions.

Gregory Prayzner is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has worked at Flagship Harbor Advisors since 2017 and also maintains a longstanding association with LPL Financial. Flagship Harbor Advisors serves individuals, charitable organizations, corporations, and retirement plans by providing investment management, financial planning, and retirement-plan consulting. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies across mutual funds, ETFs, individual securities, and separately managed accounts.

Tyler Ondatje is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Apella Wealth and has held prior 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, 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 support portfolio customization and client reporting.

David Casarella is a financial advisor with Sound Income Strategies, LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at UBS Financial Services, Merrill, Bank of America, and Webster Financial Corporation. Sound Income Strategies is a fee-based investment adviser serving individual, corporate, pension, and retirement plan clients. The firm emphasizes fixed-income and income-oriented strategies, offering asset management, financial planning, ERISA plan services, and ETF sub-advisory with a focus on customized portfolio management and risk oversight.

Samuel Marrella Jr. is an advisor at Apella Wealth with 13 years of industry experience. He holds the Series 65 and Series 66 credentials and has worked at firms including Raymond James Financial Services and Marrella Private Wealth, LLC. Outside of his advisory work, he co-founded The Greenbriar Collective, a business initially focused on golf course content and related merchandise. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management and consulting services. The firm utilizes a model-driven, quantitative investment approach with factor-oriented equity strategies and integrates various third-party technologies to support client solutions.

Derek Jobe is a CFP® credentialed financial advisor at Apella Wealth with 10 years of industry experience. His prior roles include positions at Vestory, LLC and Key Investment Services. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, providing both discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a model-driven, quantitative investment approach utilizing factor-oriented equity strategies and integrates multiple third-party technologies 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 financial advisor at Apella Wealth with the PFS™ designation and four years of industry experience. She has previously worked at NR Smith & Associates, P.S. for eleven years before joining Apella Capital, LLC in 2022. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, providing discretionary and non-discretionary investment management, financial planning, sub-advisory, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates multiple third-party technologies to support portfolio management and client service.

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 a financial advisor at Apella Wealth. He previously worked for 11 years at ClearLogic Financial, Inc., formerly known as Ticknor Atherton & Associates. 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 with a broad product mix that includes separately managed accounts, an automated TAMP platform, and held-away portfolio advice, alongside institutional client service.

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.

Adrian Johnston is a financial advisor at Apella Wealth with Series 65 and Series 66 credentials and one year of industry experience. His prior work includes roles at Providence, Merrill, Bank of America, and Scorebook Live. Apella Wealth serves a diverse client base that includes individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach using factor-oriented equity strategies and portfolio customization, supported by advanced technologies and a broad product mix that includes separately managed accounts, an automated TAMP, and institutional solutions.