David Pierce is a financial advisor at Apollon Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Kalos Management, LLC, Kalos Capital, Inc., and Catalyst Wealth Management, LLC. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, family offices, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios, offering diversified investment approaches across various asset classes including ESG models and Direct Indexing, and provides portfolio management, sub-advisory, and consulting services.

Daniel Scott is a financial advisor at Apollon Wealth Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Apollon since 2020 and Cascade Financial Management since 2005. In addition to his advisory work, he is an independent 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 investment models with locally managed portfolios and offers a range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory roles.

Brianna Winburn is a financial advisor at Apollon Wealth Management, LLC with three years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise and Ronald Blue Trust. Her background includes roles outside finance, such as work with Charleston Southern University and the Fort Mill School District. Apollon Wealth Management is an SEC-registered multi-team adviser serving a broad range of clients including individuals, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios and offers services such as financial planning, portfolio management, retirement plan advisory, and sub-advisory for private funds and pooled investment vehicles.

Andrew Birge is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 registrations and seven years of industry experience. His career includes roles at Sage Advisors LLC, Goldman Sachs Personal Financial Management, and United Capital Financial Advisers, LLC. 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 investment options including ESG models, direct indexing, and alternative vehicles.

Michael Dolberg is a ChFC® credentialed financial advisor with 22 years of experience, currently serving at Apollon Wealth Management, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments and Northwestern Mutual. He is a board member of the MUSC Children's Hospital. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, businesses, and various institutional clients. The firm offers a range of financial planning and portfolio management services, combining centrally managed model strategies with locally managed portfolios and employs diverse investment approaches including ESG models and alternative vehicles.

John Davis IV is a Series 66-licensed financial advisor with Apollon Wealth Management, LLC, bringing 21 years of industry experience. His prior roles include positions at Raymond James & Associates, J. Alden Associates, and Cabot Lodge Securities. Outside of his advisory work, he serves on the boards of the Summit School, the YMCA of Northwest North Carolina, and the Winston-Salem Symphony, and is a member of the NCWorks Commission. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families and family offices, trusts, estates, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and employs a diversified investment approach across mutual funds, ETFs, equities, fixed income, and alternative vehicles, including ESG models and Direct Indexing with tax overlays.

Austin Pearl is a financial advisor with Apollon Wealth Management, LLC, holding Series 65 and Series 66 credentials and eight years of industry experience. He previously worked at CIC Wealth, LLC for six years and served in the U.S. Department of Defense for sixteen years. Outside of advisory roles, he has engaged in insurance sales activities. Apollon Wealth Management is a multi-team SEC-registered 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, investing across a range of asset classes and offering specialized services including portfolio management, sub-advisory, and consulting for diverse client types such as insurance companies and private funds.

James Hill is a CFP® and Series 65 licensed advisor with Apollon Wealth Management, LLC, based in Mount Pleasant, WI. He has three years of industry experience and previously worked at Boardwalk Financial Strategies LLC, Goodwill Industries of SE WI, Mattress Firm, Faithbridge Church, and Carthage College. 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 combines centrally managed model strategies with locally managed portfolios and offers a range of investment approaches, including ESG models, Direct Indexing, and the use of third-party sub-managers.

Connor Stanley is a Series 65-licensed financial advisor with four years of industry experience, currently with Apollon Wealth Management, LLC. He previously worked at Bridgemark Wealth Management and Northwestern Mutual. Outside of advisory work, Stanley is also involved in selling insurance products to meet clients’ needs. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, high-net-worth clients, businesses, charitable organizations, and pooled investment vehicles. The firm utilizes a combination of centrally managed strategies and locally managed portfolios, investing across various asset classes and offering specialized services including ESG models, sub-advisory roles, and portfolio consulting.

Christopher Burke is a financial advisor at Apollon Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank NA. He also serves as Managing Partner at Podesta Capital Advisors, an Illinois registered investment advisory firm. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed strategies with locally managed portfolios and offers a broad range of investment options, including ESG models and Direct Indexing with tax management overlays.

James Palys is a CFP® and holds a Series 65 license, currently serving with Apollon Wealth Management, LLC in Lancaster, PA. He has seven years of industry experience, including time at RKL Wealth Management LLC and a prior role at Wilkes University. Apollon Wealth Management, LLC is a multi-team SEC-registered adviser that serves a diverse client base including 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 range of services such as financial planning, portfolio management, and consulting, investing across multiple asset classes including ESG models and tax-managed strategies.

Michael Fein is a financial advisor at Apollon Wealth Management, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked previously at Commonwealth Financial Network, CIC Wealth, LLC, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is the president and sole owner of Michael B. Fein, Inc., a holding company for managing revenue and expenses related to his securities business, and he also acts as a notary. 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 a range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory, combining centrally managed strategies with local portfolio management to tailor client solutions across various asset classes and specialized investment vehicles.

Kirk Aguer is a financial advisor with Apollon Wealth Management, LLC and holds a Series 66 designation. He has 23 years of industry experience, having previously worked at Raymond James & Associates and Morgan Stanley Smith Barney. In addition to his advisory role, he is a registered representative at Purshe Kaplan Sterling Investments, Inc., and is involved in insurance sales. Apollon Wealth Management is an SEC-registered multi-team advisor 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 vehicles including ESG models and Direct Indexing with tax management overlays.

Amanda Reynolds is a financial advisor at Apollon Wealth Management, LLC with three years of industry experience. She holds a Series 65 credential and has prior experience working at Tree City Advisors. Outside of advising, she owns Calliope Skies Solutions LLC, where she provides writing, editing, and document organization services, including unpaid nonprofit grant writing. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, combining centrally managed model strategies with locally managed portfolios, and employs diverse investment approaches including ESG models and alternative vehicles.

Drake Ogle is a Series 65-licensed financial advisor at Apollon Wealth Management, LLC with one year of industry experience. Prior to his advisory role, he held various positions including work in the hospitality sector and local parks and recreation. 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 investment solutions including ESG models, direct indexing, and sub-advisory services for private funds and insurance clients.

Susan Bickel is a financial advisor at Apollon Wealth Management, LLC with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Janney Montgomery Scott, Bank of America, Merrill, and J.P. Morgan Securities. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, utilizing a combination of centrally managed models and locally managed portfolios across a range of investment vehicles, including ESG strategies and Direct Indexing.

Daniel McCarthy is a financial advisor at Apollon Wealth Management, LLC with 33 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Royal Alliance Associates and The Quincy Group, Inc., where he also served as president. In addition to his advisory role, McCarthy is an investor and part owner of Lionheart Behavioral Health Services, an outpatient clinic focused on substance abuse and mental health treatment. Apollon Wealth Management is an SEC-registered multi-team adviser serving high-net-worth individuals, families, businesses, trusts, and institutional clients. The firm combines centrally managed model strategies with locally managed portfolios, investing across multiple asset classes and utilizing sub-advisors to tailor client solutions.

Matthew Workman is a financial advisor at Apollon Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Purshe Kaplan Sterling Investments and Moloney Securities. His professional role focuses on wealth management advisory services. Apollon Wealth Management is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, sub-advisory, and consulting services, utilizing a combination of centrally managed models and locally managed portfolios across a variety of investment vehicles.

John Orem is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. His prior experience includes roles at Potomac Wealth Advisors, Commonwealth Financial Network, Grove Point Investments, Grove Point Advisors, and H.Beck, Inc. He is also involved in fixed insurance sales as a minor part of his business activities. 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 combines centrally managed model strategies with locally managed portfolios and invests across various asset classes including mutual funds, ETFs, equities, fixed income, and alternatives, offering specialized services such as ESG models, Direct Indexing, and sub-advisory roles for pooled and insurance-dedicated funds.

James Wilson is a CFP® professional with 33 years of industry experience. He has been with Apollon Wealth Management, LLC since 2022 and has operated JE Wilson Advisors, LLC since 1982. Wilson is registered as an investment adviser representative of JE Wilson 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 combines centrally managed investment strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory roles for private funds and insurance-dedicated vehicles.