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 - Ann Terranova

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 - Catherine Burns

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 – Barbara Devereaux

•   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 – Donald McDonald

•   Form ADV Part 2B – Brian McLaren

•   Form ADV Part 2B – Roxana Butnar

•   Form ADV Part 2B – Aaron Leland

Lake Oswego, OR

•   Form ADV Part 2B – Taylor Drake