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.

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.

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.

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.

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 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.

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® professional with 22 years of industry experience, currently serving at Connecticut Wealth Management, LLC since 2014. His prior experience includes roles at Convergent Wealth Advisors, LLC and Lydian Wealth Management Company, LLC. He is also a membership owner of Ten One Ten, LLC. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting services to a diverse client base including individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing a range of investment vehicles and offering specialized services such as fiduciary support and recruiting for business-owner clients.