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.

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.

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.

Joseph Ferreira is a financial advisor at Apella Wealth with one year of industry experience. He holds a Series 65 credential and has previously worked at Morgan Stanley and UPS, as well as held various roles connected to Union College and Wethersfield Country Club. 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 that incorporates factor-based equity strategies and duration- and credit-focused fixed-income allocations, and offers a range of investment management and financial planning services.

Adam Seifert is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with firms including Cetera Financial Specialists, Riverside Retirement Advisors, Securities America, and Voya Financial. Outside of his advisory work, Seifert serves as Vice President of Membership for the Northwest CT Human Resource Association, a nonprofit organization. The Patriot Financial Group offers investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios using a combination of charting, fundamental, and technical analysis, and employs a range of investment options including mutual funds, ETFs, fixed income, private equity, and advisory annuity products.

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, holding a Series 65 designation with three years of industry experience. He has been with Connecticut Wealth Management since 2023. Connecticut Wealth Management serves individuals, trusts, estates, non-profit organizations, businesses, and plan sponsors by providing financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing a variety of investment vehicles including no-load mutual funds, ETFs, and alternative investments.

Daneen Weaver is a financial advisor at Apella Wealth with 26 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at Raymond James Financial Services and Marrella Private Wealth. Additionally, she serves as an officer and insurance agent at Marrella Insurance Group. 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 integrates proprietary and third-party tools to manage portfolios and accommodate held-away assets.

Paul Marrella is a CFP® professional with 34 years of experience in the financial services industry. He is currently with Apella Wealth and has previously held roles at Marrella Private Wealth, Marrella Financial Group, and Raymond James Financial. Marrella serves on the advisory board of LedgeRock Golf Club, contributing to strategic planning for member experience improvements. 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 and offers a range of services including discretionary and non-discretionary management, separately managed accounts, and held-away portfolio advice.

Stephen Valley is a CFA® charterholder with 12 years of experience in the financial advisory industry. He is currently with Apella Wealth, where he has worked since 2026. Prior to this, he held positions at Morris Financial Concepts, Inc., Comprehensive Counseling Services, and Abacus Planning Group, Inc. 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 with a variety of strategies and integrates proprietary and third-party technologies to manage portfolios and client relationships.