Christopher Lee is a CFP® professional with 30 years of experience in the financial services industry. He has worked at New England Capital Financial Advisors LLC since 2003 and previously spent 10 years at Purshe Kaplan Sterling Investments. Lee serves as a board member of Jump Start, a coalition for personal financial literacy, and is president of the Financial Planning Association Connecticut chapter. New England Capital Financial Advisors LLC manages approximately $768 million for a diverse client base, including individuals, high-net-worth households, pension plans, trusts, corporations, and charitable organizations. The firm provides discretionary portfolio management, financial planning, pension advisory, and educational programs, employing a combination of fundamental and technical analysis and strategic asset allocation.

Lawrence Annello is a CFP® and PFS™ with 25 years of industry experience. He has worked at SageBroadview Wealth Management, LLC since 2000 and previously at UHY Advisors N.E., LLC and Del Conte, Hyde, Anello & Schuch, P.C. He is also involved with SageBroadview Tax, LLC, which provides tax preparation services to businesses and individuals. SAGEbroadview Wealth Management is a team-based advisory firm serving individuals, including high-net-worth clients, trusts, and estates. The firm offers integrated financial and tax planning, discretionary portfolio management, and a Young Professionals Program, employing a long-term, diversification-focused investment approach.

Brian Vendig is a financial advisor with MJP Wealth Advisors in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Arete Wealth Management LLC and Royal Alliance. Vendig serves on the executive board of the Family & Children's Agency, a nonprofit human service organization in Connecticut. MJP Wealth Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, and various entities. The firm combines proprietary model portfolios with customized strategies and integrates automated and multi-advisor team approaches to emphasize principal preservation and long-term total return.

William Fierston is a CFP® professional with five years of industry experience, currently serving at Fierston Financial Group Inc. Prior to joining the firm in 2021, he worked at Charles Schwab & Co., Inc. from 2018 to 2021 and has held roles outside the financial sector, including positions with Aspen Skiing Company and Wilderness Adventure. Fierston Financial Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs a buy-and-hold investment strategy grounded in Modern Portfolio Theory, utilizing diversified allocations primarily through no-load mutual funds and ETFs, with portfolios managed on a discretionary basis.

Mark Everette is a financial advisor with YHB Investment Advisors Inc in West Hartford, CT, holding 25 years of industry experience. He has been with YHB Investment Advisors since 2000. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement and profit-sharing plans. The firm employs a team-based investment process focused on diversified allocations, independent research, and credit-conscious fixed-income management, offering services including pension consulting, trustee services, and targeted financial consulting.

Hilary Pohley is a financial advisor at YHB Investment Advisors Inc with a Series 65 credential and three years of industry experience. Prior to joining YHB Investment Advisors in 2021, she worked at Pangaro Wealth Management from 2018 to 2021 and has additional experience outside the financial industry. YHB Investment Advisors provides discretionary portfolio management to a diverse client base including individuals, charitable institutions, corporations, and retirement plans. The firm utilizes a team-based investment process focused on diversified allocations, independent research, and credit-conscious fixed-income management, with regular portfolio reviews and discretionary trading authority.

Robert Eilers is a financial advisor at MJP Wealth Advisors with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Royal Alliance Associates, Inc., MJP Associates, Inc., and Arete Wealth Management LLC. He also sells health and life insurance through Brown & Brown of CT, Inc. MJP Wealth Advisors offers discretionary portfolio management, financial planning, and retirement consulting to individuals, high net worth clients, trusts, estates, and employer plans. The firm combines proprietary model portfolios with customized strategies, emphasizing principal preservation and long-term total return through diversified investments and integrated technology platforms.

Kimberly Wohler is a CFP® professional with over 20 years of industry experience, currently serving as an advisor at Apella Wealth. She previously worked for Financial Connections Group, Inc. for two decades before joining Apella Wealth in 2026. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering model-driven, quantitative investment management and financial planning services. The firm is notable for its institutional reach, use of factor-oriented strategies, and integration of multiple technologies to support client solutions.

Tyler Ondatje is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Apella Wealth and has held prior 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, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, sub-advisory services, and consulting. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to support portfolio customization and client reporting.

William Perham is a financial advisor at Foundations Investment Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with firms including LPL Enterprise, Foreside Financial Services, Symmetry Partners, and VOYA Financial Advisors. Outside of his advisory role, he is an insurance agent providing life insurance and annuity products through Fuchs Financial. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a broad client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and offers services through a large network of affiliated offices and representatives.

Joshua Mangini is a financial advisor at Connecticut Wealth Management, LLC, holding Series 65 and Series 66 licenses. He began his advisory career in 2025 with Ameriprise before joining Connecticut Wealth Management in 2026. Prior to entering the financial industry, his work experience includes roles at Moravian University and local government positions in New Hartford and Northwestern Regional #7. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a long-term investment approach grounded in fundamental analysis and strategic asset allocation, utilizing mutual funds, ETFs, individual securities, and alternative investments tailored to client goals and risk tolerance.

Samuel Marrella Jr. is an advisor at Apella Wealth with 13 years of industry experience. He holds the Series 65 and Series 66 credentials and has worked at firms including Raymond James Financial Services and Marrella Private Wealth, LLC. Outside of his advisory work, he co-founded The Greenbriar Collective, a business initially focused on golf course content and related merchandise. 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 utilizes a model-driven, quantitative investment approach with factor-oriented equity strategies and integrates various third-party technologies to support client solutions.

Denis Horrigan is a CFP® professional with 22 years of industry experience, currently serving at Connecticut Wealth Management, LLC since 2011. He holds securities licenses including Series 63, 65, and 66. Outside of his advisory role, he is Chair of Hartford Your Scholars, serves on the Simsbury-Grady Rotary Club’s Investment Committee, and holds trustee and director positions with several nonprofit organizations focused on senior living, conservation, and workforce development. 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 employs a long-term, fundamentally driven asset allocation approach and offers access to private equity investments for qualified clients.

Derek Jobe is a CFP® credentialed financial advisor at Apella Wealth with 10 years of industry experience. His prior roles include positions at Vestory, LLC and Key Investment Services. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, providing both discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a model-driven, quantitative investment approach utilizing factor-oriented equity strategies and integrates multiple third-party technologies to support portfolio management and client service.

Laura Carlson is a financial advisor at Apella Wealth with the PFS™ designation and four years of industry experience. She has previously worked at NR Smith & Associates, P.S. for eleven years before joining Apella Capital, LLC in 2022. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, providing discretionary and non-discretionary 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 management and client service.

Troy Jordan is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior roles include an 18-year tenure at Cantella & Co Inc and positions at Cambridge Investment Research and LPL Financial. He is based in Cromwell, CT. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers.

Shawn Steel is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at APELLA Wealth. Prior to joining APELLA Wealth in 2024, he spent 11 years at ClearLogic Financial, Inc. He holds the Series 65 designation and is based in West Hartford, CT. APELLA Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach incorporating factor-oriented equity strategies, fixed-income allocations, and portfolio customization, supported by an integrated suite of third-party technologies and partnerships.

Adrian Johnston is a financial advisor at Apella Wealth with four years at the firm and a total of seven years in the industry. He holds Series 65 and Series 66 licenses and has prior experience at Providence, Merrill, and Bank of America, N.A. Outside of advisory roles, he worked at Scorebook Live and attended Gonzaga University. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, sub-advisory services, and consulting. The firm employs a model-driven, quantitative investment approach and integrates multiple third-party technologies to deliver customized portfolio solutions.

Anthony Galicia is a Series 65 licensed advisor at Connecticut Wealth Management, LLC with one year of industry experience. He previously worked at PwC and EY and has a background that includes roles in education and community organizations such as Soundview YMCA and local schools. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a long-term, fundamental investment approach with strategic asset allocation and offers a range of investment options including mutual funds, ETFs, individual securities, and private equity for qualified clients.

Jarrett Solomon is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Connecticut Wealth Management, LLC since 2014. He is a membership owner of Ten One Ten, LLC, a role he has held since 2014 and to which he devotes limited time outside of trading hours. Connecticut Wealth Management provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a long-term investment approach based on fundamental analysis and strategic asset allocation, utilizing a range of investment vehicles tailored to client goals and risk tolerance.