Denis Horrigan is a CFP® professional with 22 years of industry experience, currently serving at Connecticut Wealth Management, LLC since 2011. He holds securities licenses including Series 63, 65, and 66. Outside of his advisory role, he is Chair of Hartford Your Scholars, serves on the Simsbury-Grady Rotary Club’s Investment Committee, and holds trustee and director positions with several nonprofit organizations focused on senior living, conservation, and workforce development. 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 employs a long-term, fundamentally driven asset allocation approach and offers access to private equity investments for qualified clients.

Derek Jobe is a CFP® with 10 years of industry experience, currently serving as a financial advisor at APELLA Wealth since 2021. His prior positions include roles at Vestory, LLC, Key Investment Services, and Key Bank. 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 employs a model-driven, quantitative investment approach and integrates multiple third-party technologies to support portfolio customization and management.

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 financial advisor with four years of industry experience, currently with Apella Wealth in West Hartford, CT. She has worked at Apella Capital, LLC since 2022 and previously spent eleven years at NR Smith & Associates, P.S. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, and institutions, offering model-driven, quantitative investment strategies alongside tax and retirement plan consulting. The firm combines separately managed accounts, an automated Betterment TAMP, and institutional services, supporting around 90 advisors and approximately $11 billion in regulatory assets under management.

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® professional with 13 years of industry experience, currently serving as a financial advisor at APELLA Wealth. Prior to joining APELLA Wealth in 2024, he spent 11 years at ClearLogic Financial, Inc. He holds the Series 65 designation and is based in West Hartford, CT. APELLA Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach incorporating factor-oriented equity strategies, fixed-income allocations, and portfolio customization, supported by an integrated suite of third-party technologies and partnerships.

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®-designated financial advisor with five years of industry experience. He is currently with Gradient Advisors, LLC and previously worked at Cardinal Financial and Caliber/New Rez. Outside of his advisory roles, he owns Pathway Wealth Strategies LLC, a financial planning business based in Simsbury, CT. Gradient Advisors, LLC provides 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, using a largely non-discretionary approach with client-approved transactions.

Adrian Johnston is a financial advisor at Apella Wealth with four years at the firm and a total of seven years in the industry. He holds Series 65 and Series 66 licenses and has prior experience at Providence, Merrill, and Bank of America, N.A. Outside of advisory roles, he worked at Scorebook Live and attended Gonzaga University. 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 multiple third-party technologies to deliver customized portfolio solutions.

Charles Willauer is a Series 65-licensed financial advisor with 15 years of industry experience. He currently works at Bradley, Foster & Sargent Inc, joining the firm in 2025 after previous roles at Clearstead Trust, RINET Company, LLC, and Wellesley Investment Partners, LLC. Outside of his advisory role, Mr. Willauer serves as a Trustee for the Thompson Island Outward Bound Education Center, where he chairs the Investment Committee overseeing the organization’s endowment. Bradley, Foster & Sargent, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, retirement plans, and institutions, managing approximately $9.07 billion in assets. The firm follows a long-term, capital-preservation approach with an emphasis on individualized asset allocation and employs both fundamental and technical analysis to pursue growth at reasonable prices.

Anthony Galicia is a Series 65 licensed advisor at Connecticut Wealth Management, LLC with one year of industry experience. He previously worked at PwC and EY and has a background that includes roles in education and community organizations such as Soundview YMCA and local schools. 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, fundamental investment approach with strategic asset allocation and offers a range of investment options including mutual funds, ETFs, individual securities, and private equity for qualified clients.

Kevin Kazlauskas is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Santander Securities since 2012 and has been affiliated with Santander Bank, NA since 2000. 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 investment managers and ongoing suitability reviews.

Jarrett Solomon is a CFP® and Series 65-licensed financial advisor with 21 years of industry experience. He has been with Connecticut Wealth Management, LLC since 2014, serving the firm in various capacities. Outside of his advisory role, he is a membership owner of Ten One Ten, LLC. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, business owners, executives, and plan sponsors. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles including private equity for qualified clients.

Micah Sanzo is a financial advisor with APELLA Wealth in West Hartford, CT, holding a Series 65 designation. He has been with APELLA Wealth since 2026 and has prior experience serving in the Army National Guard since 2020. APELLA Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a mix of discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a model-driven, quantitative investment approach grounded in modern portfolio theory and integrates advanced technologies to support its client solutions.

Nathan White is a CFP® with five years of industry experience, currently serving as a financial advisor at Apella Wealth. His prior roles include positions at Coastal Financial Planning Group and several other firms. Outside of financial services, he has experience in the landscaping industry. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach with factor-oriented equity strategies and tax-overlay management, integrating advanced technologies and offering a combination of discretionary and non-discretionary services.

Gina Chironis is a financial advisor at APELLA Wealth with 16 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining APELLA Wealth in 2023, she spent 13 years at Clarity Wealth Management, Inc. APELLA Wealth serves a broad mix of clients, 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 offers a variety of services such as discretionary investment management, financial planning, and consulting.

Benjamin Fuchs is a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of industry experience. He is currently with Foundations Investment Advisors LLC and has worked at several firms including AlphaStar Capital Management and JB Capital, LLC. In addition to his advisory work, he manages a business that sells fixed insurance products such as life and health insurance. Foundations Investment Advisors is a multi-advisor registered investment adviser serving nearly 30,000 clients with portfolio management, financial planning, and retirement-plan support. The firm operates through a network of investment adviser representatives who utilize model portfolios and third-party sub-advisers.

Brandon Holland is a Series 65 licensed advisor with Foundations Investment Advisors LLC, based in West Hartford, CT. He has been with Foundations since 2026 and has prior experience at Fuchs Financial and the IFS Institute. Holland also has a background in education, having worked at Central Connecticut State University and Bristol Central High School. Foundations Investment Advisors is a multi-advisor registered investment adviser managing about $10.1 billion for nearly 30,000 clients through a network of nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing model portfolios and third-party sub-advisers.

Michele Matzinger is a CFA® charterholder with four years of industry experience. She has been with Bradley Foster & Sargent Inc since 2021 and worked previously at New England Asset Management from 2008 to 2021. Bradley Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with a focus on individualized asset allocation, capital preservation, and a Growth-at-a-Reasonable-Price investment approach. The firm also advises pooled investment vehicles and maintains formal ethics and trading oversight policies.