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.

Robert Eilers is a financial advisor at MJP Wealth Advisors with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Royal Alliance Associates, Inc., MJP Associates, Inc., and Arete Wealth Management LLC. He also sells health and life insurance through Brown & Brown of CT, Inc. MJP Wealth Advisors offers discretionary portfolio management, financial planning, and retirement consulting to individuals, high net worth clients, trusts, estates, and employer plans. The firm combines proprietary model portfolios with customized strategies, emphasizing principal preservation and long-term total return through diversified investments and integrated technology platforms.

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.

David Cowan is a financial advisor at William Joseph Capital Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at William Joseph Capital Management since 2015. In addition to his advisory role, he owns and operates Legacy Retirement Group, LLC, a business focused on the sale of life insurance, fixed annuities, and long-term care insurance. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning with portfolio management, utilizing customized portfolio construction alongside third-party sub-advisors accessed through the AssetMark platform.

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.

Joshua Mangini is a financial advisor at Connecticut Wealth Management, LLC with Series 65 and Series 66 licenses. He has been in the industry since 2025, previously working at Ameriprise and holding roles at Moravian University and in local government. Connecticut Wealth Management serves a diverse client base including individuals, trusts, estates, non-profits, and businesses, offering financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation and offers a range of investment options including mutual funds, ETFs, individual securities, and alternative investments.

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.

Denis Horrigan is a CFP® with 22 years of experience in the financial services industry. He has been with Connecticut Wealth Management, LLC since 2011 and has prior experience at KR Wealth Management, LPL Financial, St. Germain Securities, Independent Advisers Group Corp, and Osaic FS, Inc. Outside of his advisory role, he serves as Board Chair of Hartford Your Scholars, is a member of the Simsbury-Grady Rotary Club and its Investment Committee, and holds trustee positions with several nonprofit organizations focused on senior living, healthcare, wildlife conservation, and workforce development. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, nonprofits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach with strategic asset allocation, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments, while also offering oversight of independent managers and private equity opportunities for qualified clients.

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.

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.

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 in West Hartford, CT, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to joining Apella Wealth in 2022, he worked at Providence and Merrill, among other firms. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm emphasizes model-driven, quantitative investment strategies and incorporates technology and third-party managers in its portfolio management approach.

Anthony Galicia is a Series 65-licensed financial advisor with Connecticut Wealth Management, LLC. He began his advisory career in 2026 after prior roles at PwC and EY, as well as various positions in educational institutions. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base. The firm uses a long-term, fundamental analysis approach and constructs portfolios with mutual funds, ETFs, and other investment vehicles while offering additional services such as trust support and recruiting for business clients.