Shelly Braden is a CFP® with 11 years of industry experience, currently serving as an advisor at APELLA Wealth. Her prior roles include positions at PBMARES Wealth Management LLC, Commonwealth Financial Network, Cornerstone Wealth, and KLS Professional Advisors Group, LLC. She holds Series 65 and Series 63 licenses. 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, fixed-income allocations, and tax-sensitive portfolio customization, integrating multiple third-party technologies to support its services.

Joseph Ferreira is a financial advisor at Apella Wealth with one year of industry experience and holds a Series 65 credential. His prior work history includes roles at Morgan Stanley and various positions associated with Union College and Wethersfield Country Club. 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 with a range of strategies and integrates multiple third-party technologies to support its advisory services.

Adam Seifert is a financial advisor with The Patriot Financial Group, LLC in West Hartford, CT, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has held advisory roles at Cetera Financial Specialists LLC, Riverside Retirement Advisors, Securities America, Inc., and other firms. Outside of his advisory work, he serves as Vice President of Membership for the nonprofit Northwest CT Human Resource Association. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base including individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management using a range of investment strategies and securities, along with retirement plan advisory and a wrap-fee program, managing approximately $2.4 billion across 37 advisors.

Charles Birbara is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes 23 years at Merrill followed by roles at SB Advisory, IFS Securities, and Cabot Lodge Securities. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing advice on a non-discretionary basis with a focus on mutual fund and ETF allocation, individual equity selection, and third-party manager programs.

Jake Woznyk is a financial advisor at Connecticut Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and has been with Connecticut Wealth Management since 2023. Prior to his advisory career, he was a student for ten years. 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 emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, offering access to private equity investments for qualified clients and utilizing a range of investment vehicles including no-load mutual funds, ETFs, and individual securities.

Daneen Weaver is a financial advisor with APELLA Wealth, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Prior to joining APELLA Wealth, she worked extensively at Raymond James Financial Services, Inc. She also serves as an officer and insurance agent at Marrella Insurance Group, where she handles annuity-related administrative duties. APELLA Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach that incorporates factor-oriented equity strategies, fixed-income allocations, and tax-sensitive portfolio customization, supported by advanced technology integrations and a broad product mix including separately managed accounts and automated investment platforms.

Paul Marrella is a CFP® professional with 34 years of industry experience, currently serving as an advisor at Apella Wealth. His career includes leadership roles at Marrella Private Wealth, Marrella Financial Group, and Raymond James Financial. He serves on the advisory board of LedgeRock Golf Club, contributing to strategic planning efforts. Apella Wealth serves a broad range of clients, including individuals, retirement plan sponsors, foundations, and institutions, offering model-driven and quantitative investment management alongside financial planning and consulting. The firm integrates advanced technologies and serves a diverse client base, including insurance companies, distinguishing itself among multi-team advisory firms.

Aaron Leland is a financial advisor at Apella Wealth with 20 years of industry experience. He holds the Series 66 designation and has worked previously at Bond Financial PLLC and with New York Life-affiliated firms, including Eagle Strategies and NYLife Securities. 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 offers a range of services such as discretionary and non-discretionary management, financial planning, and consulting, supported by integration of various technology platforms.

Antonio Disorbo is a financial advisor at Connecticut Wealth Management, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Connecticut Wealth Management in 2020, he worked at New England Capital Planners, Inc. and LPL Financial LLC. Outside of advising, he serves as a notary public, providing complimentary notarization services to clients. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, estates, nonprofits, and businesses. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, incorporating third-party research and access to private equity for qualified clients.

Patrick Sullivan is a financial advisor with Connecticut Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Wealthspire Advisors and West Hartford Public Schools, as well as involvement with the University of Maryland, College Park, and Immanuel Congregational Church. Connecticut Wealth Management provides financial planning, investment management, retirement-plan advisory, and business consulting services to a diverse client base, including individuals, trusts, non-profits, and businesses. The firm employs a long-term, fundamentally based investment approach using a range of assets tailored to client goals and risk tolerance.

Matthew Gallagher is a CFP® with seven years of industry experience, currently serving as a financial advisor at Apella Wealth. He previously worked at Northwestern Mutual in various roles from 2017 to 2019 and has a background that includes positions at the University of Connecticut and Vintech Management Services. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates advanced technologies to support portfolio management and client solutions.

Julie Brohard is a CFP® professional with four years of industry experience. She currently works at Apella Wealth, joining the firm in 2024 after two years at ClearLogic Financial, Inc. Prior to her financial advisory career, she spent over two decades at Freddie Mac. 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 employs a model-driven and quantitative investment approach, utilizing factor-oriented equity strategies and systematic portfolio optimization, and supports its processes with multiple third-party technologies.

Adam Scherer is a CFP® professional at Blueprint Financial Advisors with five years of industry experience. He is the owner and director of Greenbeat Financial LLC, providing tax preparation and planning services, and serves as treasurer for two nonprofit organizations, The Farm School and Charter Oak Academy PTO Corp. Scherer also holds a role as VP of Product Development and Innovation and CFP instructor at the Boston Institute of Finance. Blueprint Financial Advisors is an SEC-registered multi-advisor firm managing approximately $1.4 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting for individuals, trusts, pension and ERISA plans, and nonprofits, employing a proprietary strategic-and-tactical investment framework aimed at optimizing after-tax outcomes.

Kevin Young is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Apella Wealth and has previously operated his own firm, Kevin M. Young Financial, Inc., for 15 years. He also maintains a long-term role at Horseshoe Management. 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 a mix of equity and fixed-income strategies, tax-overlay management, and portfolio customization, supported by various third-party technologies.

Dennis Markway is a CFP® and ChFC® with 19 years of industry experience, currently serving with Apella Wealth since 2025. Prior to joining Apella Wealth, he spent 13 years with Iron Horse Wealth Management. Outside of his advisory role, he is involved as Director of Pro Bono Activities for the Financial Planning Association of Iowa and serves as CFO for Curation Records, a record label, in addition to being an ethics instructor in financial planning and insurance. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a model-driven, quantitative investment approach with factor-oriented equity strategies and tax-optimized portfolio management, supported by a range of technology partnerships and a notable mix of institutional and individual clients.

Jeffrey Davis is a financial advisor with Kovack Advisors, Inc. in Bristol, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Kovack Advisors and Kovack Securities since 2013 and has been an insurance agent with various carriers since 2001. Outside of his advisory role, he volunteers as a soccer coach with the Bristol Soccer Club. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension plans, and banking institutions. The firm offers asset management, third-party manager recommendations, and financial planning, employing a diversified investment approach primarily through mutual funds and ETFs.

Samuel Atherton is a CFP® with 21 years of experience in the financial industry. He has been with APELLA Wealth since 2024, following a 20-year tenure at ClearLogic Financial, Inc., formerly 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, and consulting. The firm employs a model-driven, quantitative investment approach that integrates multiple technologies and offers a broad mix of strategies and services, including index and multi-factor strategies, an automated TAMP, and institutional solutions.

Matthew Rosenberger is a financial advisor with RedHawk Wealth Advisors, Inc., holding a Series 66 designation and three years of industry experience. His prior roles include positions at Silver Oak Securities, LPL Enterprise, and The Prudential Insurance Company of America. RedHawk Wealth Advisors offers wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs a strategic and tactical asset allocation approach across multiple asset classes, supported by a weekly investment committee and third-party signal providers for certain strategies.

Marcia Bernstein is a financial advisor with Foundations Investment Advisors LLC based in Avon, CT. She holds a Series 65 designation and has 11 years of industry experience, including two years at The Patriot Financial Group and over 26 years as a self-employed professional. Bernstein is also the founder and agent of an insurance sales business she has operated since 2000. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for about 29,615 clients through nearly 300 investment adviser representatives. The firm serves individuals, trusts, estates, and registered investment companies, providing portfolio management, financial planning, retirement-plan support, and sub-advisory services using a range of investment products and affiliated corporate resources.

Mark Broderick is a CFP® with six years of industry experience currently advising at Apella Wealth. Before joining Apella Capital, LLC, he worked five years at Iron Horse Wealth Management, LLC. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering a range of 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 client needs.