Peter Leppones, CFP^® has more than 30 years of experience in the financial services industry.  While his specialty is comprehensive in financial planning he has extensive knowledge in retirement income, asset protection and college planning.   He obtained his Certified Financial Planner (CFP) designation in 2006 and joined Apella Wealth in 2016.  He graduated from Central Connecticut State University with a bachelor's degree in finance.  Peter has volunteered his time with a variety of local organizations, including Cub Scouts, Southington Youth Lacrosse, and Bread for Life, a local soup kitchen.  He is currently Treasurer of the CT Gay & Lesbian Chamber of Commerce (CTGLC) as well as VP of Fundraising for the Southington High School Girls Lacrosse team.  In his leisure time he enjoys running, biking, boating, ball room dancing and playing lacrosse.  He lives in Southington with his dog and college aged children. 

Since 2017, Shawn O’Sullivan has been working with Apella Capital’s clients to help them achieve their long-term goals. In his role as Financial Advisor, Mr. O’Sullivan utilizes his experience, as well as Apella’s deep bench of resources to bring a high level of service and expertise to our clients.  Additionally, Mr. O’Sullivan oversees Apella’s Portfolio Analyst Team and is a member of the firm’s investment committee.

Prior to becoming a Financial Advisor, Mr. O’Sullivan held roles in client service, portfolio management and operations leadership.

Mr. O’Sullivan graduated from the University of Connecticut with a major in Economics and currently resides in Cheshire, CT.

Matt joined Apella Capital in October of 2019 as a Portfolio Analyst and Paraplanner. Prior to Apella, he worked at Northwestern Mutual as a financial advisor specializing in life and disability insurance from 2017-2019. As Portfolio Analyst at Apella Capital, Matt works with Apella’s team of financial advisors and investment managers to implement portfolios which are designed to be tax efficient, diversified asset allocation strategies. In addition to his responsibilities as a Portfolio analyst, Matt is also a Paraplanner working with clients and the advisors to create and implement comprehensive financial plans.