Kirk Okumura is a ChFC® credentialed advisor with six years of industry experience, currently with Apella Wealth. He previously worked at The American College of Financial Services and Hoey Investments, Inc. Okumura also serves as an adjunct instructor and peer reviewer for academic content in the Financial Services Certified Professional program at The American College of Financial Services. Apella Wealth serves individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach, offering a range of solutions such as discretionary management, separately managed accounts, and automated advisory options.

William Suplee IV is a CFP®, CFA®, and ChFC® with 22 years of experience in financial advising. He has worked at Apella Capital, LLC since 2022 and previously spent 19 years at Structured Asset Management, Inc. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a largely model-driven, quantitative investment approach and integrates technology and third-party managers to deliver discretionary and non-discretionary management, financial planning, and specialized portfolio solutions.