Glastonbury, CT

•   ADV Part 2A- Apella Capital, LLC

•   Form ADV Part 2B- Patrick Sweeny & David Connelly

•   Form ADV Part 2B - Jason Gentile

•   Form ADV Part 2B - Peter Leppones

•   Form ADV Part 2B - Shawn O'Sullivan

San Francisco, CA

•   Form ADV Part 2B - Diana Bacon


Atlanta, GA

•   Form ADV Part 2B - Phil Calandra

Lenox, MA

•   Form ADV Part 2B - Edward Richter​

•   Form ADV Part 2B - Harvey Siegel

•   Form ADV Part 2B - Christopher Considine

Marblehead, MA

•   Form ADV Part 2B- James Femia

Providence, RI

•  Form ADV Part 2B - James P. Scanlan

Knoxville, TN

•   Form ADV Part 2B - Kathleen Parks​

•   Form ADV Part 2B – Eric Theiss

Dallas, TX

•   Form ADV Part 2B - Diana Bacon

Bellevue, WA

•   Form ADV Part 2B – Taylor Cock

•   Form ADV Part 2B – Thomas Cock

•   Form ADV Part 2B – Mitchell Ewart

•   Form ADV Part 2B – Joyce Bloomquist

•   Form ADV Part 2B – Shawn Hoyt

•   Form ADV Part 2B – Derek Jobe

•   Form ADV Part 2B – Roxana Butnar

  Form ADV Part 2B – Aaron Leland

•   Form ADV Part 2B – Justin Morrow

Lake Oswego, OR

•   Form ADV Part 2B – Taylor Drake

•   Form ADV Part 2B – Jamison McAndie

Olympia, WA

•   Form ADV Part 2B – Stacie Nemetz

•   Form ADV Part 2B – Laura Carlson

Berwyn, PA

•   Form ADV Part 2B – William Suplee

•   Form ADV Part 2B – Thomas Walker

•   Form ADV Part 2B – Mary Suplee

Irvine, CA

•   Form ADV Part 2B – Tyler Ondatje

•   Form ADV Part 2B – Gina Chironis

Huntington Beach, CA

•   Form ADV Part 2B – Evelyn Zohlen

•   Form ADV Part 2B – Claire Thornton

•   Form ADV Part 2B – Easton Price

•   Form ADV Part 2B – Mark Prendergast

•   Form ADV Part 2B – Samantha Heflin

•   Form ADV Part 2B – Maria Castillo Dominguez