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Edward B

Series 66

Spartanburg, SC

Apollon Financial, LLC

Edward Beeker II is a Series 66-credentialed advisor with 18 years of industry experience. He is currently with Apollon Financial, LLC and has prior experience at LPL Financial, Good Life Advisors, and Waddell & Reed. Outside of his advisory role, he has been involved with insurance agencies and independent investment advisory services. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors and utilizes a combination of centrally managed models, advisor-led portfolios, and sub-advisers, complemented by various investment strategies including ESG models and tax-aware techniques.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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David T

CFP®, Series 63, Series 65

Mount Pleasant, SC

Apollon Financial, LLC

David Turner is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Apollon Financial, LLC and has previously worked at LPL Financial, Good Life Advisors, and Waddell & Reed, Inc. Outside of his advisory roles, he is involved in a health and wellness business through Melaleuca, Inc. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors, offering financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments using a combination of centralized model strategies and advisor-led portfolios.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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Bradley S

Series 63, Series 66

Downers Drove, IL

Apollon Financial, LLC

Bradley Schaffnit is a financial advisor at Apollon Financial, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Highpoint Advisor Group, LLC and LPL Financial, LLC. His outside business activities include involvement with Leaders Partners, Inc., a non-variable insurance firm. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors, offering financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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Dory R

CFP®, Series 66

Downers Grove, IL

Apollon Financial, LLC

Dory Rodriguez is a financial advisor with Apollon Financial, LLC, holding CFP® and Series 66 credentials and bringing 25 years of industry experience. Prior to joining Apollon Financial in 2024, he worked at LPL Financial and HighPoint Advisor Group LLC. He has additional business activities that include sales of non-variable insurance products. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors and offers financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments using a combination of centrally managed models, advisor-led portfolios, and sub-advisers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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Janette J

Series 63, Series 65

Hickory, NC

Apollon Financial, LLC

Janette Jolly is a financial advisor at Apollon Financial, LLC with 13 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked with firms including Good Life Advisors, LPL Financial, and Waddell & Reed. Outside of her advisory role, she is also registered as a solicitor in Hickory, NC. Apollon Financial is an SEC-registered firm managing approximately $1.45 billion and serving a variety of clients including individuals, families, and businesses. The firm combines centrally managed model strategies with advisor-led portfolios and offers a broad range of investment options and technologies, including ESG models, Direct Indexing, and tax-aware techniques.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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Daniel F

ChFC®, Series 63

Hinsdale, IL

Apollon Financial, LLC

Daniel Foxen is a financial advisor at Apollon Financial, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at LPL Financial and The New England. Outside of advisory work, he is involved in life and long-term care insurance sales through Foxen Financial, Inc. Apollon Financial is an SEC-registered advisory firm serving individuals, families, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors, combining centrally managed model strategies with locally led portfolios and sub-advisers. Its investment approach includes ESG risk-based models, Direct Indexing, tax-aware techniques, and access to private and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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Brandon V

Series 63, Series 65

Mount Pleasant, SC

Apollon Financial, LLC

Brandon Vincent is a financial advisor at Apollon Financial, LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Good Life Advisors, and Oakwood Capital. Vincent is also the owner of Vincent Enterprises LLC, a non-investment-related business. Apollon Financial, LLC serves individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans, managing approximately $1.45 billion. The firm combines centrally managed model strategies with advisor-led portfolios, offers ESG risk-based models, tax-aware techniques, and access to private and alternative investments through a multi-office, affiliated advisor platform.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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Francis G

Series 63, Series 65

Downers Grove, IL

Apollon Financial, LLC

Francis Gutrich is a financial advisor at Apollon Financial, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial, Highpoint Advisor Group, and J.P. Morgan Securities. Gutrich also provides investment advisory services through Apollon Financial, an independent registered investment advisory firm. Apollon Financial serves individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors and offers financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments using a blend of centrally managed models and advisor-led portfolios.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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Robert R

ChFC®, Series 63, Series 65

Richfield, WI

Apollon Financial, LLC

Robert Ruelle is a financial advisor with Apollon Financial, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 25 years of industry experience. His career includes lengthy tenures at Northwestern Mutual and multiple roles with Apollon-related firms and LPL Financial. Apollon Financial, LLC is an SEC-registered advisory firm managing approximately $1.45 billion across 16 advisors. The firm serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans using a combination of centrally managed model strategies, advisor-led portfolios, sub-advisers, and advanced tools such as ESG risk models and generative AI.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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Robert G

CFP®, ChFC®, Series 63, Series 66

Mount Pleasant, SC

Apollon Financial, LLC

Robert Gorman is a CFP® and ChFC® affiliated with Apollon Financial, LLC in Mount Pleasant, SC, with 21 years of industry experience. He has worked at Apollon Financial since 2022 and previously spent over a decade with Northwestern Mutual in various roles. Outside of his advisory work, Gorman maintains membership in the Screen Actors Guild. Apollon Financial is an SEC-registered firm serving individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion and combines centrally managed models with advisor-led portfolios, offering a range of investment strategies including ESG models, Direct Indexing, and tax-aware techniques.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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Maureen J

Series 63, Series 65

Downers Grove, IL

Apollon Financial, LLC

Maureen James is a financial advisor with Apollon Financial, LLC in Downers Grove, IL. She holds Series 63 and Series 65 licenses and has 16 years of industry experience. Her prior roles include positions at Highpoint Advisor Group and LPL Financial. In addition to her advisory role, she has provided bookkeeping services since 2001. Apollon Financial, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion with a team of 16 advisors, offering financial planning, portfolio management, and access to private and alternative investments through a combination of centrally managed models and advisor-led portfolios.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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Michael H

Series 63, Series 65

Costa Mesa, CA

Apollon Financial, LLC

Michael Herman is a financial advisor at Apollon Financial, LLC with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Goldman Sachs & Co. LLC, Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC, PFE Advisors, Inc., and Girard Securities, Inc. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors and offers financial planning, discretionary and non-discretionary portfolio management, retirement-plan advisory, and access to private and alternative investments. Apollon combines centrally managed model strategies with locally managed, advisor-led portfolios and sub-advisers, incorporating ESG risk-based models, Direct Indexing, and tax-aware techniques alongside third-party technology and generative AI tools.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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Glenn D

CFP®, Series 63

Mount Pleasant, SC

Apollon Financial, LLC

Glenn Dehollander is a CFP® with 27 years of industry experience, currently serving as an advisor at Apollon Financial, LLC. His prior experience includes positions at LPL Financial, Dehollander & Janse Financial Group, and Commonwealth Financial Network. Outside of financial advising, he has been involved in business entities related to real estate and tax investment purposes. Apollon Financial is an SEC-registered advisory firm managing approximately $1.45 billion across a team of 16 advisors. The firm serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering a blend of centrally managed and advisor-led portfolios with access to private and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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Glenn D

CFP®, Series 63, Series 65

Crownsville, MD

Apollon Financial, LLC

Glenn Drake is a CFP® professional with 38 years of industry experience, currently serving at Apollon Financial, LLC. He has previously worked at LPL Financial for six years and Wells Fargo Advisors Financial Network LLC for ten years. Outside of his advisory work, he co-manages a company 401(k) plan and holds ownership interests in several related business entities. Apollon Financial is an SEC-registered advisory firm serving individuals, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team-based approach that combines centrally managed model strategies with locally managed portfolios and access to private and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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Kayleigh Z

ChFC®, Series 66

Mount Pleasant, SC

Apollon Financial, LLC

Kayleigh Zarndt is a financial advisor at Apollon Financial, LLC with a ChFC® designation and five years of industry experience. She has worked at firms including LPL Financial, Northwestern Mutual Wealth Management Company, and Wealth Enhancement Advisory Services. Zarndt also holds a notary commission. Apollon Financial, LLC is an SEC-registered advisory firm that manages approximately $1.45 billion through a team of 16 advisors. The firm serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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Martin B

CFP®, Series 63, Series 65

Naperville, IL

Apollon Financial, LLC

Martin Beck is a CFP® with 40 years of industry experience. He is currently with Apollon Financial, LLC and was previously associated with LPL Financial LLC for 19 years. Beck is based in Naperville, IL. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors, offering financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments, utilizing a combination of centrally managed models and advisor-led portfolios enhanced by technology and generative AI tools.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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Eric S

CFA®, Series 63, Series 65

Martinsville, NJ

Apollon Financial, LLC

Eric Sterner is a CFA® charterholder with six years of industry experience. He is currently with Apollon Financial, LLC and has held positions at Prudential and State Street. Apollon Financial, LLC is an SEC-registered advisory firm managing approximately $1.45 billion for individuals, families, businesses, and retirement plans. The firm combines centrally managed model strategies with advisor-led portfolios and utilizes tax-aware techniques alongside access to private and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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John K

CFP®, Series 63, Series 65

Crownsville, MD

Apollon Financial, LLC

John Kinzer is a CFP® with 38 years of industry experience, currently serving as an advisor at Apollon Financial, LLC. He previously worked at LPL Financial for six years and Wells Fargo Advisors Financial Network for ten years. Apollon Financial is an SEC-registered advisory firm managing approximately $1.45 billion and serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm utilizes a combination of centrally managed model strategies and advisor-led portfolios, with investment options including ESG risk-based models, Direct Indexing, and tax-aware techniques.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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James M

CFP®, Series 63

King of Prussia, PA

Apollon Financial, LLC

James Mcgowan is a CFP® with 11 years of industry experience, currently serving at Apollon Financial, LLC since 2024. Prior to joining Apollon Financial, he worked for ten years at The Marshall Financial Group, Inc. He is also the Chapter President of Business Networking International (BNI) in Lansdale, PA, where he leads weekly meetings and coordinates professional referrals. Apollon Financial, LLC is an SEC-registered advisory firm managing approximately $1.45 billion through a team of 16 advisors. The firm serves individuals, families, trusts, estates, businesses, and retirement plans, combining centrally managed model strategies with locally managed advisor-led portfolios and utilizing a range of investment tools including ESG models, Direct Indexing, and tax-aware techniques.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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Joseph B

CFP®, CFA®, Series 66

Mount Pleasant, SC

Apollon Financial, LLC

Joseph Beaudoin is a financial advisor at Apollon Financial, LLC with 25 years of industry experience. He holds the CFP®, CFA®, and Series 66 credentials. Prior to joining Apollon Financial, he worked at LPL Financial, Truist Advisory Services, Truist Investment Services, BB&T Securities, Bank of America, and Merrill. Outside of his advisory role, he established JoBeau LLC, a business entity for tax and investment purposes. Apollon Financial, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion using a combination of centrally managed model strategies and advisor-led portfolios, incorporating ESG risk-based models, tax-aware techniques, and access to private and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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