Matthew Landon is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at Bradley, Foster & Sargent Inc. His prior experience includes roles at Napatree Capital LLC, LPL Financial, LLC, and Commonwealth Financial Network. Landon serves on the boards of several educational and media organizations, including Veritas Prep Charter School and New England Public Media, and holds leadership positions such as president of the Longmeadow Boys Lacrosse Association and GammaRoad Capital Partners. Bradley, Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, managing over $9 billion in assets. The firm emphasizes individualized asset allocation and a capital-preservation first approach, utilizing a blend of fundamental and technical analysis to pursue growth at reasonable prices, and uniquely serves both individual clients and pooled investment vehicles.

Brian Pon is a CFP® professional with 18 years of industry experience. He currently works at Apella Wealth and previously spent 26 years with Financial Connections Group, Inc. 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 and quantitative investment approach, incorporating factor-based equity strategies and duration- and credit-focused fixed-income allocations, while also integrating third-party technology and sub-advisors in its portfolio management.

Penny Schmidt is a CFP® with five years of industry experience, currently serving as an advisor at Apella Wealth. She previously worked at Iron Horse Wealth Management and COUNTRY Capital Management Company. Outside of financial advising, Penny is a health coach and serves as treasurer for the National Association of Women Business Owners, Iowa Chapter. Apella Wealth serves 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 offers a range of services including discretionary management, financial planning, and held-away portfolio advice.

Matthew Bushnell is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 65 designation and two years of industry experience. Before joining CliftonLarsonAllen, he worked at Gillette Ridge Golf Course and Siena College, among other roles. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm employs a strategic asset allocation approach using model portfolios, third-party managed programs, mutual funds, ETFs, and selective private placements, combining fiduciary advisory services with broker-dealer and insurance activities.

Jill Hollander is a CFP® with 18 years of industry experience. She has worked at Financial Connections for 32 years before joining Apella Wealth in 2026. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a largely model-driven, quantitative investment approach and integrates various proprietary and third-party tools to manage portfolios and accommodate held-away assets.

Carter Easley is a financial advisor at Apella Wealth with a Series 65 credential and one year of industry experience. Prior to joining Apella Wealth, he held roles at PBMares Wealth Management LLC and Unum Insurance Company. 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 with a focus on factor-based equity strategies and fixed-income allocations, and it integrates proprietary and third-party technology to manage portfolios and accommodate held-away assets.

Jeffrey Euting is a CFP® professional with 23 years of experience in the financial services industry. He has been with CGN Advisors, LLC since 2015. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base that includes individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and offers services such as educational workshops, tax-return preparation, and pension consulting.

Ian Green is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC since 2024. His prior experience includes roles at Greenlight Retirement Plan Consultants and Voya Financial Partners. He is a board member of the CFA Hartford Society, where he helps plan and oversee member activities and educational opportunities. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers as appropriate.

Matthew Di Battista is a CFP® and Series 65-registered advisor at Apella Wealth with two years of industry experience. His prior work history includes roles at SS&C Technologies and Western New England University. 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 and quantitative investment approach, offering a range of solutions such as discretionary and non-discretionary management, separately managed accounts, held-away portfolio advice, and automated advisory services.

Seth Hoffman is a financial advisor at Apella Wealth with 22 years of industry experience. He holds a Series 65 designation and previously spent 22 years at American Investment Services, Inc. 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 approach to investment management, offering a range of solutions such as discretionary and non-discretionary management, separately managed accounts, financial planning, and automated advisory options.

Mary Ellen Deroche is a financial advisor at Apella Wealth with 10 years of industry experience and holds a Series 65 credential. She previously worked at Barker Financial Group Inc. and currently serves as Trustee of a family trust. Apella Wealth serves a diverse range of individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies, using a model-driven, quantitative investment approach combined with various portfolio management strategies and technology integrations.

Addison Pock is a CFP® with 15 years of industry experience. He is currently affiliated with Apella Wealth and has previously worked at PBMares Wealth Management, LLC and PBMARES LLP. 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 offers a variety of solutions such as discretionary and non-discretionary management, separately managed accounts, and automated advisory services.

Phillip Calandra is a financial advisor at Apella Wealth with 18 years of industry experience. He holds a Series 65 credential and has previously worked at several firms including Retirement Wealth Advisors, Inc., Calandra Financial, LLC, and Planmember Securities Corporation. Apella Wealth serves a diverse range of clients such as individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a model-driven, quantitative investment approach and offers a variety of services including discretionary and non-discretionary management, separately managed accounts, financial planning, and automated advisory options.

Shawn O'Sullivan Jr. is a CFP® with five years of industry experience, currently serving as a financial advisor at Apella Wealth in West Hartford, CT. He has worked at Apella Capital, LLC since 2017 and also spent time at Symmetry Partners, LLC. Prior to his advisory career, he was involved with Warning Lights, Inc. for five years. 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, quantitative investment approach with a range of solutions from discretionary management to automated advisory services.

Michael Moses is a financial advisor at Bradley Foster & Sargent Inc with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Napatree Capital LLC and Fidelity Brokerage Services LLC. Bradley Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with an emphasis on individualized asset allocation and capital preservation. The firm is also notable for advising pooled investment vehicles, including a registered mutual fund and a private investment fund.

Mark Hugo is a financial advisor with Stonex Advisors Inc. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. His prior work includes positions at Wrp Investments, Inc., Main Street Management Company, and multiple entities within the StoneX organization. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary models, and third-party managers.

Patrick Sweeny is a financial advisor at Apella Wealth with 32 years of industry experience. He has been with Apella Capital, LLC since 2014 and previously worked at Symmetry Partners, LLC for 31 years. He holds a Series 63 designation. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a model-driven, quantitative investment approach and integrates proprietary and third-party tools to manage both discretionary and non-discretionary portfolios.

Marc Crone is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 designation and one year of industry experience. He previously worked at Independent Financial Group LLC and All Source Investment Management. Outside of his advisory role, he serves as Treasurer and Executive Committee member for Habitat for Humanity of Northwest Connecticut and chairs the local recreation committee in Norfolk, CT. Integrated Advisors Network is a multi-team SEC-registered firm offering portfolio management, financial planning, and related consulting to a diverse client base. The firm employs a combination of fundamental and quantitative strategies, including access to third-party managers and wrap-fee programs, to build client portfolios within a risk-profile framework.

Janet Kendall is a financial advisor at MissionSquare Retirement with 39 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining MissionSquare in 2025, she worked at TIAA-CREF and TIAA for 12 years. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and delivered through multiple channels within MissionSquare-administered accounts.

Daniel Jamroz Jr. is a financial advisor with Stonex Advisors Inc. holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Stonex Advisors since 2015 and also works at StoneX Securities Inc. since 2014. Outside of his advisory roles, he owns One Source Wealth Management, LLC, where he provides financial planning and sells life and disability insurance. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA consulting, and annuity allocation services. The firm uses a variety of portfolio implementation strategies and supports multiple account structures through both independent advisors and an in-house Private Client Group.