Matthew Gallagher is a CFP® with seven years of industry experience, currently serving as a financial advisor at Apella Wealth. He previously worked at Northwestern Mutual in various roles from 2017 to 2019 and has a background that includes positions at the University of Connecticut and Vintech Management Services. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates advanced technologies to support portfolio management and client solutions.

Julie Brohard is a CFP® professional with four years of industry experience. She currently works at Apella Wealth, joining the firm in 2024 after two years at ClearLogic Financial, Inc. Prior to her financial advisory career, she spent over two decades at Freddie Mac. 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 employs a model-driven and quantitative investment approach, utilizing factor-oriented equity strategies and systematic portfolio optimization, and supports its processes with multiple third-party technologies.

Adam Scherer is a CFP® professional at Blueprint Financial Advisors with five years of industry experience. He is the owner and director of Greenbeat Financial LLC, providing tax preparation and planning services, and serves as treasurer for two nonprofit organizations, The Farm School and Charter Oak Academy PTO Corp. Scherer also holds a role as VP of Product Development and Innovation and CFP instructor at the Boston Institute of Finance. 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, employing a proprietary strategic-and-tactical investment framework aimed at optimizing after-tax outcomes.

Kevin Young is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Apella Wealth and has previously operated his own firm, Kevin M. Young Financial, Inc., for 15 years. He also maintains a long-term role at Horseshoe Management. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach with a mix of equity and fixed-income strategies, tax-overlay management, and portfolio customization, supported by various third-party technologies.

Dennis Markway is a CFP® and ChFC® with 19 years of industry experience, currently serving with Apella Wealth since 2025. Prior to joining Apella Wealth, he spent 13 years with Iron Horse Wealth Management. Outside of his advisory role, he is involved as Director of Pro Bono Activities for the Financial Planning Association of Iowa and serves as CFO for Curation Records, a record label, in addition to being an ethics instructor in financial planning and insurance. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a model-driven, quantitative investment approach with factor-oriented equity strategies and tax-optimized portfolio management, supported by a range of technology partnerships and a notable mix of institutional and individual clients.

Rosa Chen is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Bradley, Foster & Sargent Inc since 2016. She holds Series 63 and Series 65 licenses and is based in Hartford, CT. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing roughly $9.07 billion in assets. The firm emphasizes individualized asset allocation, long-term holding, and a Growth-at-a-Reasonable-Price investment approach, and also serves as adviser to pooled investment vehicles including a registered mutual fund and a private investment fund.

Roger Manternach is a financial advisor at Bradley, Foster & Sargent Inc with 15 years of industry experience. He holds a Series 65 designation and has been with Bradley, Foster & Sargent since 2008. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, with a focus on high-net-worth clients. The firm emphasizes individualized asset allocation, long-term capital preservation, and a Growth-at-a-Reasonable-Price investment approach, managing discretionary portfolios and overseeing approximately $9.07 billion in assets.

Samuel Atherton is a CFP® with 21 years of experience in the financial industry. He has been with APELLA Wealth since 2024, following a 20-year tenure at ClearLogic Financial, Inc., formerly Ticknor Atherton & Associates. APELLA Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a model-driven, quantitative investment approach that integrates multiple technologies and offers a broad mix of strategies and services, including index and multi-factor strategies, an automated TAMP, and institutional solutions.

Mark Broderick is a CFP® with six years of industry experience currently advising at Apella Wealth. Before joining Apella Capital, LLC, he worked five years at Iron Horse Wealth Management, LLC. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering a range of 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 customization and client needs.

Matthew Landon is a CFA® charterholder with 25 years of industry experience. He is a principal at Napatree Capital LLC, where he has worked since 2021. His prior experience includes roles at Commonwealth Financial Network and LPL Financial. Outside of his advisory work, Landon serves on the boards of several organizations, including Veritas Prep Charter School and New England Public Media, and holds leadership positions with the Longmeadow Boys Lacrosse Association and GammaRoad Capital Partners. Napatree Capital is an SEC-registered advisory firm that serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $260 million across about 181 client relationships, offering wealth management, investment management, financial planning, and retirement-plan advisory services through a long-term, customized investment approach.

Brian Pon is a Certified Financial Planner (CFP®) with 18 years of industry experience. He has worked at Apella Wealth since 2026 and previously spent 26 years with Financial Connections Group, Inc. 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, sub-advisory services, and consulting. The firm employs a model-driven, quantitative investment approach with factor-oriented equity strategies and portfolio customization, integrating various third-party technologies to enhance its client solutions.

Penny Schmidt is a CFP®-certified financial advisor with five years of industry experience, currently with Apella Wealth. She previously worked at Iron Horse Wealth Management and COUNTRY Capital Management Company. Outside of advising, she serves as Treasurer for the National Association of Women Business Owners, Iowa Chapter, overseeing the chapter’s financials without compensation, and she operates a health coaching business. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach with factor-oriented equity strategies and portfolio customization, supported by various technology integrations and a notable focus on institutional clients and insurance company relationships.

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.

Mark Barkasy is a financial advisor with St. Bernard Financial Services, Inc., holding a Series 66 designation and 22 years of industry experience. He has worked at Embark Financial and Insurance Partners, LLC, and Invest Financial Corporation. Outside of his advisory role, Barkasy serves as a track official at Manchester High School. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services including portfolio management and financial planning. The firm employs a long-term, conservative growth strategy with tactical asset allocation and typically maintains collaborative, largely non-discretionary client relationships.

Kevin Leahy is a CFP® professional with 24 years of experience, currently affiliated with Connecticut Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc. He has been with Connecticut Wealth Management since 2010 and with Purshe Kaplan Sterling since 2016. He serves as a trustee for several client accounts and is a member of the Board of Trustees at the University of Bridgeport. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, business owners, executives, and plan sponsors. The firm’s investment approach focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction with ongoing oversight and periodic formal reviews.

Kristina Wolff Singh is a financial advisor at ValMark Advisers, Inc. with four years of industry experience. She holds a Series 66 designation and has been with Wolff Wealth Advisors since 2021. Outside of her advisory role, she serves as a volunteer board member for Woman of Wonder, a nonprofit that raises funds for college scholarships benefiting single mothers and women raised by single mothers. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients through a network of advisory representatives. The firm’s approach emphasizes diversified, goal-based portfolios with active monitoring and rebalancing, utilizing mutual funds, ETFs, and third-party managers.

Jill Hollander is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Apella Wealth. She previously worked for Financial Connections for 32 years before joining Apella Wealth in 2026. Apella Wealth serves a diverse range of clients including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, sub-advisory relationships, and consulting. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to deliver customized client solutions.

Carter Easley is a Series 65 licensed advisor at APELLA Wealth with one year of industry experience. Prior to joining APELLA Wealth, he held roles at PBMares Wealth Management LLC, Unum Insurance Company, and the University of Tennessee - Chattanooga. APELLA Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach that incorporates factor-oriented equity strategies, fixed-income allocations, and portfolio customization, supported by a range of third-party technologies and an institutional product mix.

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. Christensen serves on the boards of the Bridge Family Center, a nonprofit organization, and the Connecticut Women’s Council. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, business owners, executives, and plan sponsors. The firm’s investment approach emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, incorporating third-party research and independent manager recommendations.