Julie Brohard is a CFP®-certified financial advisor at Apella Wealth with four years of industry experience. Before joining Apella Wealth in 2024, she worked at ClearLogic Financial, Inc. and spent over two decades at Freddie Mac. 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 and integrates various technology platforms and external managers to deliver customized portfolio solutions.

Adam Scherer is a CFP® professional with five years of industry experience, currently serving at Blueprint Financial Advisors. He has previously worked at Greenbeat Financial LLC and has been involved with the Boston Institute of Finance since 2020 as a VP of Product Development and CFP instructor. Outside of financial advising, he holds treasurer roles at two nonprofit organizations, The Farm School and Charter Oak Academy PTO Corp. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm managing approximately $1.4 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting for individuals, trusts, pension and ERISA plans, and nonprofits, utilizing a proprietary strategic-and-tactical investment framework across diverse asset classes.

Dannae Enright is a CFP® professional with one year of industry experience, currently serving as an advisor at Apella Wealth. Prior to joining Apella, she worked at Morris Financial Concepts for one year and has operated Be Worthy Bookkeeping, Inc. since 2018. At Be Worthy Bookkeeping, she holds the role of president, providing bookkeeping services. 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 such as discretionary and non-discretionary management, separately managed accounts, and automated advisory services.

Kevin Young is a CFP® and holds a Series 65 license with 16 years of industry experience. He has worked at Apella Capital, LLC since 2024 and previously operated Kevin M. Young Financial, Inc. for 15 years. He also has a 20-year affiliation with Horseshoe 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 and integrates proprietary optimization with third-party technology to manage discretionary and non-discretionary portfolios.

Dennis Markway is a CFP®, ChFC®, and Series 63-licensed financial advisor with 19 years of industry experience. He currently works at Apella Wealth and spent 13 years at Iron Horse Wealth Management prior to that. Outside of his advisory role, he serves as Director of Pro Bono Activities for the Financial Planning Association of Iowa and is a CFP and insurance ethics instructor. He also manages accounting for a record label as CFO and is involved in music writing and performance. 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 specialized strategies for equity and fixed income, offering a range of solutions such as separately managed accounts, held-away portfolio advice, and an automated advisory option.

Samuel Atherton is a CFP® with 21 years of experience in the financial industry. He has been with Apella Wealth since 2024 and previously worked for 20 years at ClearLogic Financial, Inc., formerly known as Ticknor Atherton & Associates. 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 offers various services such as discretionary and non-discretionary management, separately managed accounts, financial planning, and an automated advisory platform.

Matthew Rosenberger is a financial advisor with Redhawk Wealth Advisors, Inc. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at Silver Oak Securities, LPL Enterprise, and The Prudential Insurance Company of America. Rosenberger is also associated with Retirement Visions, LLC as an independent financial professional. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs a strategic and tactical asset allocation approach and offers services including multi-generational wealth planning, separately managed accounts, and educational seminars.

Mark Broderick is a CFP® with six years of industry experience, currently serving as a financial advisor at Apella Wealth. His prior roles include five years at Iron Horse Wealth Management and earlier positions at McGraw Hill and Vector Marketing. 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, integrating proprietary optimization, third-party models, and various technology platforms to manage portfolios and client relationships.

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.

Kevin Leahy is a CFP® professional with 25 years of experience in financial advising. He is currently with Connecticut Wealth Management, LLC and has previously worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, and KR Wealth Management. He serves as a member of the Board of Trustees at the University of Bridgeport. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting services to a diverse clientele including individuals, trusts, estates, non-profits, and plan sponsors. The firm employs a long-term, fundamental analysis investment approach using a variety of instruments such as no-load mutual funds, ETFs, individual securities, and alternative investments.

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.

Kathleen Christensen is a financial advisor at Connecticut Wealth Management, LLC with 17 years of industry experience. She holds the PFS™ designation and Series 65 license. Her prior experience includes five years at Marcum Wealth Management, LLC. Christensen serves on the boards of the Bridge Family Center, a nonprofit organization in West Hartford, CT, and the Connecticut Women’s Council. 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 combined with strategic asset allocation and offers services under written agreements, including trust and recruiting services for business-owner clients.

Joshua Sweeney is a CFA® charterholder with 13 years of industry experience. He is currently with Connecticut Wealth Management, LLC, where he has worked since 2023, and has held prior roles at firms including Ameriprise and Water Island Capital. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting services. The firm serves individuals, trusts, estates, non-profit organizations, businesses, and plan sponsors using a long-term, fundamental analysis investment approach combined with strategic asset allocation.

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.

John Russo is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Connecticut College and Choate Rosemary Hall. Connecticut Wealth Management serves individuals, trusts, estates, non-profits, businesses, and plan sponsors with 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 range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.