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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
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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
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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
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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
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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
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Robert W

CFP®, Series 63, Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

Robert Wolfe is a CFP® professional based in Mount Pleasant, SC, with 26 years of industry experience. He has held roles at Apollon Wealth Management, LLC since 2021 and previously worked at Goldman Sachs & Co., Mercer Allied Company, Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC, and Girard Securities, Inc. Outside of his advisory work, Wolfe is involved as a referral real estate agent. 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 models with locally managed portfolios, offering diversified strategies including ESG models and Direct Indexing, and provides portfolio management, advisory, and consulting services for various client types 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
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William Y

CFP®, Series 63, Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

William Yex is a CFP® with four years of industry experience currently with Apollon Wealth Management, LLC. His prior roles include positions at Lion Street Financial, Guardian Life Insurance, and The Vanguard Group, among others. He is also involved in insurance sales and servicing. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and consulting services, utilizing a combination of centrally managed models and locally managed portfolios tailored to client needs.

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

CFP®, Series 63

Mount Pleasant, SC

Apollon Wealth Management, LLC

Michael Lewis II is a CFP® professional with 14 years of experience in financial services, currently serving at Apollon Wealth Management, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company and its affiliated entities from 2011 to 2018. He is also associated with Apollon Insurance Group and may earn commissions from certain insurance companies for sales of non-variable insurance products. 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 offers financial planning, portfolio management, retirement plan advisory, and consulting services, combining centrally managed model strategies with locally managed portfolios and utilizing a range of investment vehicles including ESG models and tax-managed 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
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Andrew J

CFP®, Series 63, Series 66

Mount Pleasant, SC

Apollon Wealth Management, LLC

Andrew Jaffee is a CFP® professional with 18 years of industry experience, currently serving at Apollon Wealth Management, LLC. His career includes over a decade at Northwestern Mutual in various roles before joining Apollon in 2018. He is president of the PlayToday! Foundation, a nonprofit organization. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm combines centrally managed strategies with locally managed portfolios, offers a range of investment products including ESG models and direct indexing, and provides portfolio management, retirement plan advisory, and consulting services.

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

Series 63, Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

James Torykian is a financial advisor at Apollon Wealth Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company for five years. Outside of finance, he has worked in the restaurant industry at Swig n Swine, Dog n Duck, and Home Team BBQ. 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 offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, combining centrally managed strategies with locally managed portfolios and utilizing a range of investment vehicles including ESG models and 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
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Anthony C

CFP®, ChFC®, Series 63, Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

Anthony Case is a CFP® and ChFC® with 15 years of experience in the financial services industry. He is currently with Apollon Wealth Management, LLC and Apollon Insurance Group, where he has worked since 2018. Prior to that, he spent eight years at Northwestern Mutual in various wealth management and investment roles. Case is also involved in insurance sales, dedicating approximately 10% of his time to this non-investment activity. Apollon Wealth Management is an SEC-registered multi-team advisory firm 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 across a variety of asset classes, offering specialized services including portfolio management, sub-advisory roles, and consulting for pooled and insurance-dedicated 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
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Patrick T

Series 63, Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

Patrick Tang is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Apollon Wealth Management, he worked at W&S Brokerage Services and Western & Southern Life. He serves as a finance committee member for Charleston Hope, a nonprofit organization. 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 range of services including financial planning, portfolio management, and sub-advisory roles, investing across various asset classes and incorporating ESG models and 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
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Michael G

CFP®, ChFC®, Series 66

Mount Pleasant, SC

Apollon Wealth Management, LLC

Michael Green is a CFP® and ChFC® with 12 years of experience in the financial services industry. He currently works at Apollon Wealth Management, LLC and has prior experience at Northwestern Mutual in various roles from 2014 to 2018. He is also involved in insurance sales outside of his advisory work. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of financial planning and portfolio management services, including ESG models, Direct Indexing, and sub-advisory roles for pooled and insurance-dedicated 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
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Michael F

Series 66

Mount Pleasant, SC

Apollon Wealth Management, LLC

Michael Floyd is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 credential and 25 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 22 years before joining Apollon and Purshe Kaplan Sterling Investments. Outside of financial advising, he owns and operates MRF Equipment, LLC, an agricultural business focused on hay and cattle farming. Apollon Wealth Management is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, and advisory services with a centralized investment committee and locally managed portfolios, employing a range of investment vehicles including ESG models and alternative strategies.

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

Series 63, Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

Nicholas Pavia is a financial advisor at Apollon Wealth Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Group, Securian Financial Services, Minnesota Life Insurance Company, and Cetera. He is also the owner of NCP Financial Services, LLC, a support company based in Mount Pleasant, SC. Apollon Wealth Management is a multi-team registered 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 and invests across a range of asset classes including mutual funds, equities, fixed income, and alternatives, while providing services such as financial planning, portfolio management, and sub-advisory roles.

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

Series 66

Mount Pleasant, SC

Apollon Wealth Management, LLC

Andrew Schmidt is a financial advisor at Apollon Wealth Management, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at firms including MassMutual Life Insurance Co, LPL Enterprise, and Modern Woodmen of America. Outside of advisory activities, Schmidt serves as Chief Operating Officer of Mount Pleasant Tax LLC, a tax preparation and bookkeeping firm. Apollon Wealth Management is an SEC-registered multi-team advisory firm 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, offering a range of financial planning, portfolio management, and consulting services across various asset classes and 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
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Paul D

Series 66

Mount Pleasant, SC

Apollon Wealth Management, LLC

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.

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

Series 66

Mount Pleasant, SC

Apollon Wealth Management, LLC

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.

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

ChFC®, Series 63, Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

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.

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

CFP®

Mount Pleasant, SC

Apollon Wealth Management, LLC

James Wilson is a CFP® professional with 33 years of industry experience. He has been with Apollon Wealth Management, LLC since 2022 and previously led JE Wilson Advisors, LLC for over four decades. Apollon Wealth Management, LLC is an SEC-registered multi-team advisor serving a broad client base including individuals, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, combining centrally managed model strategies with locally managed portfolios to provide tailored 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
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Bradley H

CFP®, ChFC®, Series 63, Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

Bradley Humphries is a financial advisor at Apollon Wealth Management, LLC in Mount Pleasant, SC. He holds the CFP® and ChFC® designations and has 11 years of industry experience. Prior to joining Apollon in 2023, he worked at SouthState Bank and Colonial Trust Company. 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 offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, utilizing a combination of centrally managed model strategies and locally managed portfolios to tailor investment solutions 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
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Kristen M

ChFC®, Series 63, Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

Kristen Mc Keown is a ChFC® with 19 years of industry experience, currently serving at Apollon Wealth Management, LLC since 2018. Prior to Apollon, she worked at Michael Dolberg for five years. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm combines centrally managed investment models with locally managed portfolios, offering a range of services such as financial planning, portfolio management, and sub-advisory roles across various asset classes and specialized 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
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Eli D

Series 65

Mount Pleasant, SC

Apollon Wealth Management, LLC

Eli Daniell is a financial advisor at Apollon Wealth Management, LLC, holding a Series 65 designation. He began his advisory career in 2026 after completing ten years as a student. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts and estates, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, utilizing a combination of centrally managed models and locally managed portfolios across various asset classes and investment strategies.

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

CFP®, Series 66

Mount Pleasant, SC

Apollon Wealth Management, LLC

David Palkovitz is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC since 2020. Prior to joining Apollon, he worked at Janney Montgomery Scott from 2015 to 2020. He is involved with the Columbia Jewish Federation, where he serves on the executive and finance committees, and the Contemporaries of the Columbia Museum of Art, contributing to fundraising and art acquisition efforts. Apollon Wealth Management is an SEC-registered multi-team firm that provides financial planning, discretionary and non-discretionary portfolio management, retirement plan advisory, sub-advisory, and consulting services. The firm serves a broad client base, including individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and pooled investment vehicles, employing a combination of centrally managed model strategies and 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
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