Since 2017, Shawn O’Sullivan has been working with Apella Wealth's clients to help them achieve their long-term goals. In his role as Financial Advisor Advisor, Mr. O’Sullivan utilizes his experience, as well as Apella’s deep knowledge of 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.

As Manager of Financial Planning, Matt leads Apella’s team of paraplanners to assist financial advisors in creating thorough, comprehensive financial plans. Matt is also responsible for maintaining efficient planning processes, integrating new planning technologies into existing technology stack, and serves as a resource for advanced case consultation. Matt initially joined Apella Wealth in 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.

Alexandra Coady works as a client relationship specialist for Jason Gentiles team. She is a recent graduate of Central Connecticut State University where she obtained a degree in Biochemistry. Prior to joining the Apella team in 2023, Alex was employed by RBC Wealth management. In her spare time, she enjoys spending time with friends and family, reading, and going to the beach.

As an Account Services Specialist Veky Lawrence provides support to Apella Wealth's Financial Advisors and Client Relationship Specialists. Veky has more than 20 years experience in the financial services industry from financial start-ups to Fortune 500 companies. In addition to providing product and operational support Veky fosters a passion for client success and prioritizes customers financial goals. Veky was born in Ecuador and currently resides in Wallingford, Connecticut.