Adds Approximately $332 Million in AUM

Apella Wealth (“Apella”), a financial advisory and wealth management firm serving individuals, families and businesses, announced that Kilner Capital Advisors, LLC (“Kilner”) has joined the firm. Based in Gaithersburg, Maryland, Kilner brings approximately $332 million in assets under management, expanding Apella’s presence in the Mid-Atlantic.

Founded by Joseph F. “Joe” Kilner, CPA, Kilner takes an integrated approach to wealth management, bringing together investment, tax and estate planning to help clients navigate their financial lives. Joe emphasizes understanding each client’s goals and circumstances and building the close relationships that inform his advice. Joe joins Apella as a Partner, Senior Wealth Advisor alongside his team.

“Joe has built his practice around truly knowing his clients and what matters most to them,” said Jim Scanlan, CEO of Apella. “He brings a thoughtful, personal approach to financial advice and a genuine commitment to the people he serves. That combination makes him a natural fit for Apella, and we’re thrilled to welcome Joe and his team to the firm.”

“Throughout our search for the right partner, we focused on finding a firm that shares our commitment to evidence-based investing, comprehensive financial planning, and always putting clients first,” said Joe Kilner. “Apella stood out as the right fit. This partnership allows us to preserve the personal relationships our clients value while expanding access to the resources, expertise, and capabilities needed to support their financial goals for years to come.”

This is Apella’s 31^st addition overall and its 20^th with Wealth Partners Capital Group (“WPCG”), a financial services holding company that invested in Apella in September 2021.

“This milestone reflects the momentum Apella has built as a destination for advisors seeking the resources of a national platform,” said Madison Snider, Director at WPCG. “As WPCG and Apella mark their 20th transaction together, we’re excited about what’s ahead for the partnership.”

Kilner joined Apella on Oct. 23, 2026. As of that date, Apella has over $12.5 billion in assets under management.

About Apella Wealth

Apella Wealth (“Apella”), founded in 2014, is a national RIA built around a select community of like-minded advisors who believe in evidence-based investing and detailed financial planning. Headquartered in West Hartford, CT, Apella offers a wide range of financial advisory services across multiple locations, spanning both coasts and serving thousands of individual and institutional investors. The firm’s financial advisors are dedicated to building lifelong client relationships and providing “Advice for Life.” For more information about Apella, please visit www.apellawealth.com.

About Wealth Partners Capital Group

Wealth Partners Capital Group (“WPCG”) is a financial services holding company, that invests in and partners with select leading wealth management firms. WPCG supports its partners’ growth by providing capital, organic growth opportunities and strategic M&A expertise, identifying and evaluating wealth advisory practices for its partners to acquire and integrate. For more information, please visit www.wealthpcg.com.

Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission (SEC). The firm only transacts business in states where it is properly registered or excluded or exempted from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. The information here is provided for general information purposes only and should not be considered a recommendation or personalized investment advice.

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