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Ryan F

Series 63, Series 65, Series 66

Villa Park, IL

Apis Financial Group, LLC

Ryan Finn is a financial advisor with Apis Financial Group, LLC, holding Series 63, Series 65, and Series 66 designations and 12 years of industry experience. His prior roles include positions at Great Point Capital, LLC, Command Financial Group, and E*Trade Securities LLC. Outside of his advisory work, he serves as president of Command Financial Group LLC, a mortgage brokering business. Apis Financial Group provides investment management and financial planning to individual clients, including high-net-worth households. The firm’s approach combines asset-allocation targets with fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory principles, offering both discretionary and non-discretionary management under a fee-only model.

Equity Recipients (RS/RSU, SOP, ESPP) Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Peter S

Series 63, Series 65, Series 66

Villa Park, IL

Apis Financial Group, LLC

Peter Soltesz is a financial advisor with Apis Financial Group, LLC, holding Series 63, 65, and 66 designations and over 31 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and Count Consulting, LLC. Outside of finance, he serves as president of the Cook-Dupage County Beekeepers Association. Apis Financial Group provides investment management and financial planning services to individual clients, including high-net-worth households. The firm employs a blend of fundamental, technical, and cyclical analysis along with Modern Portfolio Theory principles to build diversified portfolios, offering both comprehensive and targeted planning engagements.

Equity Recipients (RS/RSU, SOP, ESPP) Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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