APELLA Wealth

Samantha Ngooi is a CFP® professional with three years of industry experience, currently serving as an advisor at Apella Wealth. Prior to joining Apella Wealth in 2025, she worked at Park Piedmont Advisors LLC for multiple periods between 2017 and 2025. Before entering the financial advisory field, she was employed at University of Chicago Medicine from 2014 to 2017. Apella Wealth provides advisory services to a diverse client base including individuals, families, corporations, retirement plans, and institutional entities. The firm employs a model-driven investment approach combining internal quantitative methods with external managers and specialty modules, offering both automated and customized portfolio solutions.

Tyler Ondatje is a CFP® professional with 10 years of industry experience. He is currently with Apella Wealth, where he has worked since 2023. His prior roles include positions at Clarity Wealth Management, Anchor Capital Management Group, Seaside Wealth Management, JP Morgan Securities, and Wilson Financial Advisors. Apella Wealth serves a diverse client base including individual investors, multi-generational families, corporations, retirement plans, and institutional entities. The firm employs a model-driven investment process that integrates quantitative methods, external managers, and tax-aware strategies, supported by multiple technology platforms and a combination of automated and actively managed portfolio solutions.

Samuel Marrella Jr. is a financial advisor at Apella Wealth with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Marrella Private Wealth, Raymond James Financial Services Advisors, and Resource Securities. Outside of financial advising, he is a partner in The Greenbriar Collective, a business that began as a social media page about golf courses and now sells related merchandise. Apella Wealth serves a diverse client base including individuals, multi-generational families, corporations, retirement plans, and institutional entities. The firm employs a model-driven investment process combining internal quantitative methods with external managers and technology integrations, offering a range of portfolio management and financial planning services.

Derek Jobe is a CFP® professional with nine years of experience in the financial services industry. He currently works at Apella Wealth and has held prior roles at Vestory, LLC, Key Investment Services, and Key Bank. Apella Wealth serves a diverse client base including individual investors, families, corporations, retirement plans, and institutional entities. The firm employs a model-driven investment approach that integrates quantitative methods, external managers, tax-aware strategies, and technology platforms to deliver a range of advisory and portfolio management services.

Laura Carlson is a PFS™ credentialed advisor at Apella Wealth with three years of industry experience. She has worked at Apella Capital, LLC since 2022 and previously spent 11 years at NR Smith & Associates, P.S. Apella Wealth provides advisory services to a diverse client base including individual investors, families, corporations, retirement plans, and institutional entities. The firm employs a model-driven investment process that integrates quantitative methods, external managers, and specialty strategies, supported by advanced technology and tax-aware services.

Shawn Steel is a CFP® and holds a Series 65 license with 12 years of industry experience. He currently works at APELLA Wealth and previously spent 11 years at CLEARLOGIC FINANCIAL, INC (formerly Ticknor Atherton & Associates). APELLA Wealth serves a diverse client base including individual investors, multi-generational families, corporations, retirement plans, and institutional entities. The firm employs a model-driven investment process that integrates quantitative methods, external managers, and specialty modules, and offers a range of advisory services including portfolio management, financial planning, and an automated advisory product delivered through Betterment.

Eric Rabbanian is a CFP® professional with 23 years of industry experience, operating Rabbaniann Financial Planning, Inc. since 1999. He previously worked at Apella Wealth and serves as a program instructor for the Yale School of Management Certified Investment Management Analyst Program®, developing course materials and supporting student learning. Rabbaniann Financial Planning, Inc. is an independent, fee-only firm that provides comprehensive financial planning and portfolio management primarily to individual and high-net-worth clients, as well as trusts and family limited partnerships. The firm emphasizes a non-discretionary, asset allocation-based investment approach using low-cost, tax-efficient mutual funds and ETFs, with portfolio performance measured against client goals through periodic reviews.

Gina Chironis is a financial advisor at APELLA Wealth with 16 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. APELLA Wealth provides advisory services to a diverse client base including individual investors, multi-generational families, corporations, retirement plans, and institutional entities. The firm employs a model-driven investment process combining internal quantitative methods with external managers and specialty modules, and offers both automated and tax-aware portfolio solutions.

Kirk Okumura is a ChFC® credentialed financial advisor at Apella Wealth with five years of industry experience. Prior to joining Apella Wealth in 2025, he worked at The American College of Financial Services for eight years and Hoey Investments, Inc. for four years. He also serves as a peer reviewer and adjunct instructor for the Financial Services Certified Professional program at The American College of Financial Services. Apella Wealth provides advisory services to a diverse client base including individuals, families, corporations, retirement plans, and institutional entities. The firm employs a model-driven investment process combining quantitative methods, external managers, and technology integrations, serving approximately 68 advisors across multiple offices.

Tamara Durbin is a CFP® professional with over 20 years of experience in the financial services industry. She is currently an advisor at Apella Wealth and has previously worked at firms including CS TOMASI Wealth Management, LPL Financial, and Thrivent Financial for Lutherans. Outside of her advisory roles, she has been involved with KÖR since 2018. Apella Wealth provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual clients, corporate and institutional sponsors, trusts, and foundations. The firm employs a model-driven, quantitative approach and integrates multiple technology platforms to deliver diversified, tax-aware, and customized portfolio solutions.

Stacie Nemetz is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Apella Wealth. Her prior roles include positions at N.R. Smith and Associates, Cetera Advisor Networks, OCM Investments, and Oaktree Capital Management. Apella Wealth provides advisory services to a diverse client base including individual investors, families, corporations, retirement plans, and institutional entities. The firm employs a model-driven investment process that integrates quantitative methods, external managers, and technology platforms, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting.

Belinda Ramberg is a financial advisor at Apella Wealth with five years of industry experience. She holds a Series 65 designation and previously worked at ClearLogic Financial for eight years. Prior to her financial career, she was engaged in homemaking for eight years. Apella Wealth provides advisory services to a diverse client base including individuals, families, corporations, retirement plans, and institutional entities. The firm employs a model-driven investment process that integrates quantitative methods, external managers, and tax-aware strategies, supporting both automated and customized portfolio solutions.

William Suplee IV is a CFP®, CFA®, and ChFC® with 22 years of industry experience. He is currently with Apella Wealth (Apella Capital, LLC) and has worked at Structured Asset Management, Inc. since 2003. Apella Wealth provides advisory services to a diverse client base, including individual investors, multi-generational families, corporations, retirement plans, and charitable and institutional entities. The firm employs a model-driven investment process that integrates internal quantitative methods with external managers and specialty modules, offering both automated and tax-aware portfolio solutions.

Kurtis Johnson is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Apella Wealth and has previously worked at PBMARES Wealth Management LLC and TIAA. Apella Wealth provides advisory services to a diverse client base, including individual investors, multi-generational families, corporations, and institutional entities. The firm employs a model-driven investment process that integrates quantitative methods, external managers, and technology solutions, offering a range of services from discretionary portfolio management to automated advisory through Betterment.

Thomas Cock Jr. is a financial advisor at Apella Wealth with 19 years of industry experience. He holds a Series 65 designation and has worked at Apella Capital, LLC since 2021, following an 11-year tenure at Vestory, Inc. Apella Wealth provides advisory services to a diverse client base including individuals, families, corporations, retirement plans, and institutional entities. The firm employs a model-driven investment process that integrates quantitative methods, external managers, and specialty modules, offering a range of portfolio management and financial planning services supported by multiple technology platforms.