Dawn Wright is a CFP® professional with four years of industry experience, currently serving at Apollon Wealth Management, LLC. She previously worked at CIC Wealth, LLC and Knollwood Investment Advisory. Outside of her advisory role, Wright is involved in insurance planning and manages a farming property. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including high-net-worth individuals, families, trusts, businesses, and charitable organizations. The firm combines centrally managed investment strategies with locally managed portfolios and offers a broad range of services including financial planning, portfolio management, and sub-advisory roles with a focus on tailored client solutions across various asset classes.

Jason Young is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked with firms including Alex Brown, Raymond James & Associates, and Cabot Lodge Securities. In addition to his advisory role, he is the owner of Agility Power Systems, LLC, which holds a private investment in Helix Semiconductors. Apollon Wealth Management is a multi-team SEC-registered firm 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 models with locally managed portfolios and employing a broad range of investment vehicles and specialized strategies.

William Carr is a financial advisor with Apollon Wealth Management, LLC, based in Rockland, ME, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at UBS Financial Services for 17 years and Purshe Kaplan Sterling Investments prior to joining Apollon. Outside of his advisory work, he serves as the head girls varsity basketball coach at Old Orchard Beach High School. 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 model strategies with locally managed portfolios, offering financial planning, portfolio management, retirement plan advisory, and sub-advisory services across a wide range of investment vehicles.

Robert Yu is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. His previous roles include positions at Cetera Advisor Networks LLC, Girard Securities, and United Capital Financial Advisers, LLC. He is also licensed as an insurance agent for life, health, and annuity products. Apollon Wealth Management, LLC is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, businesses, and institutional clients. The firm employs a combination of centrally managed model strategies and locally managed portfolios and offers a range of services including financial planning, portfolio management, retirement advisory, and sub-advisory for private funds and pooled investment vehicles.

Daniel Pessagno is a financial advisor at Apollon Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CIC Wealth, LLC, Securian Financial Group, and Cadaret Grant. Outside of his advisory role, he works with business owners to design group benefit packages. Apollon Wealth Management is a multi-team SEC-registered adviser serving a range of clients including individuals, families, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios and offers diversified investment approaches including ESG models, direct indexing, and sub-advisory services for pooled and insurance-dedicated funds.

Noah Williams is a CFP® professional with Apollon Wealth Management, LLC, beginning his advisory career in 2024. Prior to joining Apollon, he held positions at First Coast Service Options, HomePro, Inc., and has experience ranging from campus recreation roles to service in the U.S. Navy. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving a wide range of clients including individuals, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios and invests across various asset classes while offering specialized services such as ESG models, Direct Indexing, and sub-advisory roles.

Anthony Garcia is a financial advisor at Apollon Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fortune Financial Services, Inc. and Blue Chip Wealth Management, Inc. Garcia is the sole owner of Garcia Asset Management, LLC and also operates as an independent insurance agent. Apollon Wealth Management is a multi-team registered adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm employs a combination of centrally managed and locally managed portfolios, offering a range of services including financial planning, portfolio management, consulting, and sub-advisory roles across various asset classes.

Kyle Jensen is a CFP® professional with one year of industry experience. He is currently with Apollon Wealth Management, LLC and previously worked at Core Advisors for three years. 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 combines centrally managed model strategies with locally managed portfolios, investing across multiple asset classes and offering specialized services including ESG models, Direct Indexing, sub-advisory roles, and portfolio consulting.

Paul Spizzuoco is a CFP® professional with 26 years of industry experience. He is currently affiliated with Apollon Wealth Management, LLC and has previously worked at UBS Financial Services. His background includes roles at Purshe Kaplan Sterling Investments and Apollon Wealth Management. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, estates, 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, and investment advisory for private funds and other pooled vehicles, combining centrally managed strategies with locally managed portfolios across diverse asset classes and specialized client needs.

Jordan Kanter is a financial advisor at Apollon Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Charles Schwab & Co., Inc. Outside of advisory work, he is employed at ELKO Inc., a kitchen and bath fabrication company, where he provides technical support and web design. 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, offering a broad range of services including financial planning, portfolio management, sub-advisory roles, and specialized solutions for pooled vehicles and insurance clients.

Robert Foley is a financial advisor with Apollon Wealth Management, LLC in Chicago, IL, holding a Series 65 credential and eight years of industry experience. He previously worked at Podesta Capital Advisors, LLC and the Gelber Group. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, businesses, and institutional clients. The firm combines centrally managed model strategies with locally managed portfolios, offering a range of investment options including ESG models, Direct Indexing, and sub-advisory services for private funds and insurance-dedicated vehicles.

Ryan Wibberley is a financial advisor at Apollon Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Equity Services, Inc., CIC Wealth, LLC, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as a non-compensated reserve officer with the Metropolitan Police Department in Washington, DC. Apollon Wealth Management is an SEC-registered multi-team adviser 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 and offers services including financial planning, portfolio management, retirement plan advisory, and sub-advisory roles across a range of investment approaches.

Cynthia Ochal is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. She has held roles at several firms, including Cascade Wealth Management, Inc. and Cabot Lodge Securities LLC. Outside of her advisory work, she is involved in managing a beach condominium rental in Tampa and participates in a holding company focused on property acquisition and management. Apollon Wealth Management, LLC is an SEC-registered multi-team advisory firm serving a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm combines centrally managed investment models with locally managed portfolios and offers a range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory services, utilizing a variety of investment vehicles and strategies.

Kassi Hyde is a financial advisor at Apollon Wealth Management, LLC with 19 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Apollon in 2023, she worked for nine years at United Capital Financial Advisers, LLC. She is also a licensed insurance agent for life, health, and annuity products. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, consulting, and sub-advisory services, combining centrally managed strategies with locally managed portfolios tailored through various investment vehicles and specialized offerings.

Jason Rosener is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC since 2023. Prior to joining Apollon, he worked at United Capital Financial Advisers, LLC for eight years. He is a board member and finance committee participant for Team Summit Colorado, a nonprofit organization. Apollon Wealth Management is an SEC-registered multi-team adviser serving a broad client base including individuals, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and sub-advisory roles, utilizing diverse investment vehicles and specialized solutions.

John Surenkamp is a Series 65 licensed advisor with Apollon Wealth Management, LLC, where he has worked since 2026. He has five years of industry experience, including six years as an Investment Adviser Representative and six years with Spirit Halloween Superstores, LLC. Outside of his advisory role, he is the president and owner of Sage Annuities LLC, a company that sells fixed and indexed annuities. 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 model strategies with locally managed portfolios and offers a wide range of investment solutions including ESG models, direct indexing, and sub-advisory services.

Paul De Frances is a financial advisor with Apollon Wealth Management, LLC in Mount Pleasant, SC. He holds a Series 66 designation and has five years of industry experience. Prior to joining Apollon in 2022, he worked at Ameriprise and also has a background in healthcare at Weirton Medical Center and academia at The Ohio State University. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, families, high-net-worth clients, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement advisory, sub-advisory, and consulting services, combining centrally managed strategies with locally managed portfolios across a range of investment vehicles.

Frank Cappadora Jr. is a financial advisor at Apollon Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at CIC Wealth, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. Outside of his advisory role, he is president of Mega Capp Inc., a tax entity affiliated with his investment advisory business. Apollon Wealth Management is an SEC-registered multi-team adviser serving a broad client base including 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 diverse range of asset classes and solutions.

Rebeka King is a Series 65-licensed financial advisor at Apollon Wealth Management, LLC with five years of industry experience. She previously worked at Bridgemark Wealth Management from 2014 to 2021. In addition to her advisory role, she is involved in selling insurance products as an insurance agent. 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 model strategies with locally managed portfolios, offering a range of services including financial planning, portfolio management, and sub-advisory roles across various asset classes and specialized investment vehicles.

Lynne Holcomb is a CFA® charterholder currently with Apollon Wealth Management, LLC. She has 15 years of prior experience at PGIM before joining Apollon in 2024. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, 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, using a combination of centrally managed models and locally managed portfolios with investment strategies across multiple asset classes and specialized services for insurance clients and pooled funds.