Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Perrin B

Series 65

Charlotte, NC

Apollon Wealth Management, LLC

Perrin Berry is a Series 65 licensed financial advisor at Apollon Wealth Management, LLC with two years of industry experience. Prior to joining Apollon, Berry held roles at Crisp Event Rentals, Modern Woodmen, and the Secretary of State’s Office. Outside of finance, Berry has experience working with the Lake Murray Boat Club and the University of South Carolina. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving a diverse client base including individuals, families, trusts, businesses, charitable organizations, retirement plans, and insurance companies. The firm offers comprehensive financial planning and portfolio management services, employing a combination of centrally managed models and locally managed portfolios, with an investment approach that includes ESG strategies, tax-managed overlays, and the use of third-party sub-managers.

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

Simeon E

ChFC®, Series 63

Mount Pleasant, SC

Apollon Wealth Management, LLC

Simeon Eaves Jr. is a financial advisor with Apollon Wealth Management, LLC holding the ChFC® designation and Series 63 license, with 33 years of industry experience. His prior roles include longstanding positions at Northwestern Mutual and more recent experience with Purshe Kaplan Sterling Investments. Outside of advisory services, he is a 50% owner of Southern Benefits Consultants, LLC, a health insurance sales business. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving a range of clients including individuals, high-net-worth families, trusts, businesses, and charitable organizations. The firm uses a combination of centrally managed model strategies and locally managed portfolios, offering diverse investment options such as ESG models and tax-managed overlays, and provides specialized services including portfolio management for private funds and insurance clients.

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

Van H

Series 63, Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

Van Hobbs III is a financial advisor with Apollon Wealth Management, LLC holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Ameriprise, Drew Stevens, and Northwestern Mutual. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios, offering financial planning, portfolio management, and consulting services across a broad range of asset classes and tailored client solutions.

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

Brandon B

Series 65

Richmond, VA

Apollon Wealth Management, LLC

Brandon Baker is a financial advisor at Apollon Wealth Management, LLC, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Choreo, LLC and Cary Street Partners. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios and offers a broad range of financial planning and portfolio management services, including ESG models and Direct Indexing with tax management overlays.

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

David M

Series 66

Atlanta, GA

Apollon Wealth Management, LLC

David Mirolli is a Series 66 credentialed financial advisor with 20 years of industry experience. He currently serves as a managing director and wealth advisor at Apollon Wealth Management, LLC. Mirolli's background includes roles at Kalos Management, Catalyst Wealth Management, and he has been employed as a pilot for Delta Air Lines since 2013. Outside of advising, he is the founder and president of South East Private Client Group LLC, providing pension-related services. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers comprehensive financial planning, portfolio management, and consulting services, utilizing a combination of centrally managed model strategies and locally managed portfolios to tailor investment solutions.

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

Luke D

Series 66

Redondo Beach, CA

Apollon Wealth Management, LLC

Luke Dillon is a financial advisor at Apollon Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James and Associates. Dillon also maintains a registered representative role at PURSHE KAPLAN STERLING INVESTMENTS, Inc. alongside his advisory duties. Apollon Wealth Management is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and pooled vehicles. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, combining centrally managed strategies with locally managed portfolios to tailor investment solutions.

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

Robert P

Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

Robert Powell is a financial advisor with Apollon Wealth Management, LLC and holds a Series 65 designation. He has been with Apollon since 2023 and has prior experience working in pest control and education. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, combining centrally managed investment strategies with locally managed portfolios across a range of asset classes and specialized products.

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

Alec K

Series 65

Boise, ID

Apollon Wealth Management, LLC

Alec Kelso Capili is a financial advisor at Apollon Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at The Real Money Pros LLC, operated as a sole proprietor, and held roles at Cumulus Media and The Evergreen State College. Apollon Wealth Management is an SEC-registered multi-team adviser serving a broad range of clients including individuals, high-net-worth families, trusts, businesses, and charitable organizations. The firm offers financial planning and portfolio management through both centralized model strategies and locally managed portfolios, investing across multiple asset types and providing specialized services such as ESG models and sub-advisory support for pooled funds.

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

Nicholas D

Series 66

Boise, ID

Apollon Wealth Management, LLC

Nicholas Daniels is a financial advisor at Apollon Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Tree City Advisors and Thrivent Financial. Daniels is registered as an investment adviser representative of Tree City Advisors, LLC for transition purposes. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, combining centrally managed model strategies with locally managed portfolios and utilizing a range of investment vehicles including ESG models and tax-managed direct indexing.

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

Gavin D

Series 66

Mount Pleasant, SC

Apollon Wealth Management, LLC

Gavin Dooley is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 license and six years of industry experience. His career includes roles at PKS Investments, CETERA Advisor Networks LLC, Commonwealth, and Minnesota Life Insurance Company. He also owned Full Service BBQ in 2019. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, families, businesses, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan advisory, and consulting services, employing a combination of centrally managed models and locally managed portfolios across various asset classes.

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

Brian D

Series 65

Franksburg, MD

Apollon Wealth Management, LLC

Brian Davis is a financial advisor at Apollon Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked previously at CIC Wealth, LLC and Commonwealth Financial Network. He is also involved with Clearview Consulting, Inc., where he has been active for 15 years. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed investment strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, and advisory roles for private and pooled investment vehicles.

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

Richard S

Series 63, Series 65

Newton, PA

Apollon Wealth Management, LLC

Richard Simkus is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Frontier Solutions, Prism Advisory Group, and Thomas Mcdonald Partners. Simkus has also served as managing member of Prism Advisory Group LLC and as investment manager of Prism Jade Fund LP, a hedge fund. Apollon Wealth Management is an SEC-registered multi-team advisor serving individuals, families, trusts, estates, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios and invests across a wide range of asset classes, including ESG models and Direct Indexing with tax management overlays.

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

Jack C

Series 63, Series 65

Atlanta, GA

Apollon Wealth Management, LLC

Jack Cayce is a financial advisor at Apollon Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Purshe Kaplan Sterling Investments and Catalyst Wealth Management. Outside of his advisory role, he is also an insurance agent specializing in life, disability, and fixed annuity products. Apollon Wealth Management, LLC is a multi-team SEC-registered advisor serving a broad client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, employing a combination of centrally managed strategies and locally managed portfolios across various asset classes and specialized investment vehicles.

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

Daniel M

Series 63, Series 65

Braintree, MA

Apollon Wealth Management, LLC

Daniel Marnik is a financial advisor at Apollon Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance Associates, INC., Brookline Bank, Infinex Investments, Inc., and Citizens Securities, Inc. Outside of finance, he owns and operates High Voltage Paintball on weekends. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, employing a combination of centrally managed strategies and locally managed portfolios across various asset classes.

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

Adam K

Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

Adam King is a Series 65-licensed financial advisor with Apollon Wealth Management, LLC, where he has worked since 2020. He has a total of four years of industry experience and previously worked at SAIC for 14 years. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, retirement plans, pooled vehicles, and insurance company clients. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, combining centrally managed model strategies with locally managed portfolios.

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

Timothy H

Series 66

Portland, ME

Apollon Wealth Management, LLC

Timothy Hiscock is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 designation and bringing 30 years of industry experience. He previously worked at UBS Financial Services for 17 years and Purshe Kaplan Sterling Investments for 3 years. Outside of advisory roles, he is involved with Gross & Net LLC, a holding company managing business operations and revenue for his securities activity. Apollon Wealth Management is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios, offering a range of investment options including ESG models and Direct Indexing, and provides services such as portfolio management, retirement plan advisory, sub-advisory, and consulting.

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

Richard C

Series 66

Bozeman, MT

Apollon Wealth Management, LLC

Richard Chin is a financial advisor at Apollon Wealth Management, LLC with 22 years of industry experience. He has held roles at Cascade Financial Management, Inc. for 17 years before joining Apollon Wealth Management in 2020. He holds a Series 66 designation. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and insurance company clients. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services such as financial planning, portfolio management, retirement plan advisory, and sub-advisory for private funds and pooled vehicles.

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

Sean G

CFP®, Series 65, Series 66, Series 63

Alexandria, VA

Apollon Wealth Management, LLC

Sean Gates is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Apollon Wealth Management, LLC and has previously worked at Motley Fool Wealth Management and Lifestyle Wealth Partners. Outside of advisory work, he is involved in small business startup consulting through The Vibes Company Inc., focusing on tax-related products and franchise advisory services. Apollon Wealth Management, LLC is a multi-team SEC-registered adviser serving individuals, families, businesses, trusts, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of investment solutions including ESG models, Direct Indexing, and sub-advisory services for private and pooled funds.

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

Clinelle J

Series 63, Series 66

Rockville, MD

Apollon Wealth Management, LLC

Clinelle Jean is a financial advisor at Apollon Wealth Management, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Potomac Wealth Advisors, Kestra Advisory Services, Grove Point Investments, and H. Beck, Inc. Outside of her advisory role, Jean serves as a trustee for First Missionary Baptist Church. Apollon Wealth Management, LLC is a multi-team SEC-registered advisor serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios, offering a range of investment approaches including ESG models, direct indexing with tax management, and sub-advisory services for private funds and pooled vehicles.

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

Aymen K

Series 63, Series 66

Carmel, IN

Apollon Wealth Management, LLC

Aymen Kaboub is a financial advisor at Apollon Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Goldman Sachs Personal Financial Management, BMO Harris Financial Advisors, Cetera, and Charles Schwab. Kaboub serves on the boards of the Newfields and the Carmel Symphony Orchestra, both non-investment related organizations. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, employing a combination of centrally managed model strategies and locally managed portfolios tailored through a network of investment representatives.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")