Our Team

Our Team

With more than 60 years of experience serving clients nationwide, our team is dedicated to help our clients and our community. 

Robert A. Connell, CFP

Founder, Chief Executive Officer

Bob is the visionary behind Apex Financial Advisors. With over 40 years of experience in financial planning, and as one of the first to earn the CERTIFIED FINANCIAL PLANNER™ designation in the country, he is truly a groundbreaker in the financial services industry.

Stuart Caplan

Principal, Chief Investment Officer
Stu is a seasoned investment professional with experience in multiple asset classes including equity, fixed income, hedge funds, and real estate. Previously, he worked for Brickell Capital Management, a multi-family investment office in Miami, Fl, where he managed several portfolios of varied instruments. He began his career with his family’s retail art supply chain based in Silver Spring, Md. Stu received his MBA from the Robert H. Smith School of Business at the University of Maryland and his BSBA in Marketing and Entrepreneurship, cum laude, from the University of Arizona.

Joseph R. Weidenburner, Esq.

Principal, Chief Operating Officer

Joe is a Principal and General Counsel of Apex Financial Advisors, Inc. Previously, Joe was a federal contract litigation attorney with the Department of Defense. Joe received his Juris Doctor from The Columbus School of Law at Catholic University and his B.A. in political science and history from Loyola University Maryland. Joe is an active member of the state bars of Pennsylvania and New Jersey.

Bryant Hill

Senior V.P., Asset Management

Bryant brings over 25 years’ worth of experience in commercial real estate to the rapidly-growing Yardley-based commercial real estate investment and management firm.

Michael Ahearn

Investment Consultant


Mike’s four-plus decades of experience in the investment advisory industry provides vital counsel to principals of Apex.

Christine Ahearn

Senior V.P., Asset Management

Christine began her career in the financial services industry 12 years ago in institutional retirement and transitioned into wealth management a few years later. She plays a key role in client service and administrative inquiries, often anticipating client needs.

Chris Grosvenor

Senior V.P. for Financial Planning

Chris is a Senior V.P. for Financial Planning at Apex Financial Advisors. In this role, Chris assists clients with long-term financial, tax, retirement, and estate planning strategies, meeting regularly with clients to monitor their financial situations and to discuss various methods of comprehensive advance planning. Chris has over 15 years’ experience in the financial industry across wealth management, investment analysis, and portfolio management. His expertise has been featured across various media outlets. Chris maintains the CMT, CFA, and CFP designations, and received his MBA with a concentration in Finance and a certificate in Leadership from the University of Michigan.

Dottie Ditchkofsky

 Client Relations Manager


Dottie is an experienced executive assistant and client relations manager with 40+ years of experience serving clients in a variety of fields including for a division of a Fortune 500 Company.


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