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.

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.

Micah Sanzo is a financial advisor at Apella Wealth with a Series 65 designation and one year of industry experience. Prior to joining Apella Wealth, he served in the Army National Guard and worked at Chick-Fil-A. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach with an emphasis on factor-based equity strategies and fixed-income allocation, offering a variety of management and advisory solutions including separately managed accounts and automated advisory options.

Nathan White is a CFP® with five years of experience in financial advising. He is currently with Apella Wealth and has previously worked at firms including Coastal Financial Planning Group and Morris Financial Concepts. Outside of finance, his background includes roles in landscaping services. 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 and integrates proprietary and third-party tools to manage portfolios across various client types.

Gina Chironis is a financial advisor at Apella Wealth with 17 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Apella Wealth in 2023, she worked at Clarity Wealth Management, Inc. for 13 years and at Cetera for one year. Apella Wealth serves a diverse range of clients including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach and offers a variety of managed account solutions, financial planning, and consulting services.

Joseph Ferry Jr. is a financial advisor with Lifemark Securities Corp. and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including service as Vice President and agent/broker at Chittenden Group, where he has been involved in insurance sales since 1995. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, offering programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Benjamin Fuchs is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Foundations Investment Advisors LLC. His career history includes roles at AlphaStar Capital Management, Fuchs Financial, Caitlin John, LLC, JN Financial, JB Capital, LLC, Financial Retirement Solutions, and Silver Oak Securities. In addition to his advisory work, he operates Fuchs Financial, where he manages the sale of fixed insurance products. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach, with a broad network of affiliated offices and sub-advisory relationships.

Charles Dufour is a financial advisor at William Joseph Capital Management, Inc. He holds a Series 65 designation and has nine years of industry experience. Prior to joining William Joseph Capital Management in 2017, he has been self-employed since 2010 and also works as an independent insurance agent, focusing on life and health insurance as well as annuities. 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 third-party sub-advisors through the AssetMark platform and employing a range of analytical methods to develop tailored investment strategies.

Brandon Holland is a financial advisor with Foundations Investment Advisors LLC in West Hartford, CT. He holds a Series 65 credential and has been active in the financial industry since 2023. His prior experience includes roles at Fuchs Financial and the IFS Institute, as well as positions in education at Central Connecticut State University and Bristol Central High School. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analyses and uses model portfolios with an asymmetric rebalancing approach.

Michael Lodsin Jr. is a financial advisor at First Citizens Investor Services, Inc. with 15 years of industry experience. He holds a Series 65 credential and has worked at firms including TIAA, The Hartford, and SVB Wealth LLC. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a broad client base including individuals, trusts, charitable organizations, and pension plans. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management and utilizes both fundamental and quantitative analysis, supported by its affiliation with a bank holding company.

Peter Aiksnoras is a financial advisor with Compass Financial Management LLC in Oxford, CT, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His previous roles include positions at Securities America, Inc. and Questar Capital Corporation. Outside of his advisory work, he serves as treasurer for the Naugatuck Fish and Game Club and the Oxford Housing Authority, is a member of the Board of Governors for the Miamogue Yacht Club, and volunteers as a financial educator focusing on retirement planning and social security. Compass Financial Management serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, utilizing a multi-disciplinary investment approach across various asset classes with ongoing portfolio monitoring.

Tamara Durbin is a CFP® with 26 years of industry experience, currently serving at Apella Wealth since 2026. Her prior roles include positions at CS TOMASI Wealth Management, LPL Financial, Securities America Advisors, and Thrivent Financial for Lutherans. Outside of her advisory career, she has been involved with KÖR since 2018. 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 utilizing factor-based equity strategies and fixed-income management, and it integrates proprietary optimization alongside third-party tools and sub-advisers.

Brendan Conry is a financial advisor with Connecticut Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Commonwealth Equity Services, Inc. for 29 years and Commonwealth Financial Network for three years. Conry also serves as a volunteer member of the investment committees at the New Britain Museum of American Art and the FloGris Museum. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to 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 variety of investment vehicles and offering ongoing oversight of independent managers.

Daniel Ballou is a CFP® with 13 years of industry experience, currently serving at Connecticut Wealth Management, LLC. He previously worked at Putnam Investments for seven years before joining Connecticut Wealth Management. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, employing a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

Stacie Nemetz is a CFP® professional with 13 years of industry experience. She is currently with Apella Wealth and has previously worked at firms including N.R. Smith and Associates, Cetera Advisor Networks, OCM Investments, and Oaktree Capital Management. 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 range of solutions such as discretionary and non-discretionary management, separately managed accounts, held-away portfolio advice, and an automated advisory option.

Belinda Ramberg is a financial advisor at Apella Wealth with six years of industry experience. She holds a Series 65 designation and has worked previously at ClearLogic Financial and Alexandria Financial Associates, Ltd. Apella Wealth serves a diverse range of individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a largely model-driven and quantitative investment approach, integrating proprietary and third-party tools to offer various portfolio solutions and advisory services.

Brendan Conry, Jr is a CFP® and holds a Series 65 license with five years of experience in the financial industry. He currently works at Connecticut Wealth Management, LLC and previously held roles at Commonwealth Financial Network, Conry Asset Management, Tamr, Localytics, and Super Cellars Liquors. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to 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 including no-load mutual funds, ETFs, individual securities, and alternative investments.

Kurtis Johnson is a CFP® professional with 20 years of experience in the financial industry. He is currently with Apella Wealth and has previously worked at PBMARES Wealth Management, TIAA-CREF, and Fidelity. 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, combining proprietary and third-party models to manage equity and fixed-income allocations while integrating various technologies and third-party platforms.

Thomas Cock Jr. is a financial advisor at Apella Wealth with 20 years of industry experience. He holds the Series 65 designation and has previously worked at Vestory, Inc. and Merriman, LLC. He has been with Apella Capital, LLC since 2021. Apella Wealth serves a diverse clientele including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a model-driven, quantitative approach to investment management and offers a range of services such as discretionary and non-discretionary management, financial planning, and automated advisory solutions.

Shelly Braden is a CFP®-designated financial advisor at Apella Wealth with 11 years of industry experience. Her prior roles include positions at PBMARES Wealth Management LLC, Commonwealth Financial Network, Cornerstone Wealth, and KLS Professional Advisors Group, LLC. 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 with a range of solutions including discretionary and non-discretionary management, separately managed accounts, financial planning, and advisory services integrating proprietary and third-party technology.