Patrick A. Sweeny is a founding partner of Apella Wealth and serves as CEO, leading the firm’s strategic growth initiatives through both organic expansion and acquisitions.

In 1994, he co-founded Symmetry Partners, an investment management firm providing evidence-based investment strategies to financial advisors nationwide. Earlier in his career, Pat spent a decade on Wall Street in institutional trading and sales of stocks and bonds at Weeden & Co. and Dean Witter, and as a floor trader on the Commodities Exchange in New York with Paine Webber.

Pat holds a degree in Economics from Fairfield University in Fairfield, CT.                

He and his wife, Michele, live in Roxbury, CT. Their daughter Megan, son-in-law Alex, and two grandchildren live nearby.

James J. Scanlan, CFA, serves as President of Apella Wealth, where he oversees the firm’s strategy and operations. Since joining Apella in 2019, Jim has held leadership roles spanning M&A, Finance, Accounting, and Human Resources, playing a key role in the firm’s growth and integration efforts.

Before Apella, Jim was Director of Research at RMC Investment Advisors and began his career as an investment banking analyst at BMO Capital Markets in the Healthcare coverage group, focusing on M&A as well as equity and debt financings.

Jim is a CFA Charterholder and graduated magna cum laude from Stonehill College, where he was a Moreau Honors Scholar.

Outside the office, Jim enjoys golf, running, hiking, and time at the beach. A passionate Boston sports fan -- especially of the Patriots -- he lives in West Hartford, CT with his wife.

Meghan Martin is Chief Operating Officer overseeing the operational and client relationship teams supporting Apella’s team of financial advisors. She believes in providing a superior customer service experience to every client. In her last role, Ms. Martin was employed by Symmetry Partners, Apella’s sister firm, as the Director of Operations. During her 14 years at Symmetry, Ms. Martin gained experience with billing, trading and customer service. She stepped down from her position at the firm in 2014 to raise her two daughters.

Ms. Martin lives in West Hartford, CT with her two daughters, Hayden and Winnie.

As Chief Wealth Officer, Jason Gentile has been helping clients reach their long-term financial goals for over 15 years. Mr. Gentile joined Apella in 2006 and holds the Certified Financial Planner (CFP) certification. In addition to his financial planning responsibilities at Apella, Mr. Gentile is a member of the Financial Planning Association and Board. He also has more than eight years of experience in the qualified plans space. Prior to joining Apella, Mr. Gentile was employed by Advest, Inc./Merrill Lynch as a Senior Registered Associate. Mr. Gentile holds B.S. in Business from Eastern Connecticut State University and currently resides in Hebron, CT with his three sons.

Mr. Richards serves as the Chief Compliance Officer at Apella Capital, overseeing the firm's legal and regulatory functions with a strategic focus on enterprise-wide risk management and compliance integrity. Since joining in 2018, he has led the evolution of Apella’s compliance infrastructure, ensuring regulatory frameworks align seamlessly with operational and growth objectives.

With over 15 years of experience as a Chief Compliance Officer for registered investment advisers and investment companies, Mr. Richards brings a deep expertise in fiduciary standards, regulatory governance, and industry best practices. His leadership ensures that compliance is not only a safeguard but also a driver of sustainable growth and client trust.