Daniel Beyer is a financial advisor at Apella Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at Iron Horse Wealth Management, LLC, and Kabel Business Services. Outside of advisory work, he is a limited partner in Bookpress Publishing, a book publishing business. Apella Wealth serves individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach, offering a range of solutions such as separately managed accounts, held-away portfolio advice, and automated advisory services.

Aidan Mc Mullan is a financial advisor at Apella Wealth with a Series 65 designation and one year of industry experience. Prior to joining Apella Wealth, he held positions at U Financial Group, Westchester University, and several other organizations. Apella Wealth serves a diverse range of clients including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs model-driven, quantitative investment strategies with a focus on factor-based equity allocations and duration- and credit-sensitive fixed income, offering services such as discretionary management, separately managed accounts, financial planning, and held-away portfolio advice.

Flavia Kirz is a CFP® professional currently with Apella Wealth and has one year of industry experience. Her prior roles include six years at Financial Connections Group, Inc., as well as positions at Branson School and Kiddo! Mill Valley Schools Community Foundation. Apella Wealth serves a diverse client base that includes individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach and integrates advanced technology and third-party platforms to deliver customized portfolio management and financial planning solutions.