Owen Malcolm is a Certified Financial Planner (CFP®) with 23 years of industry experience. He currently works at Apollon Wealth Management, LLC and previously spent 11 years at United Capital Financial Advisers, LLC. He serves on the Investment Committee of the Presbyterian Church in America Foundation, advising on the organization’s strategic direction. 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, sub-advisory, and consulting services, combining centrally managed models with locally managed portfolios and employing a range of investment strategies including ESG models and direct indexing.

Sophia Drager is a financial advisor at Apollon Wealth Management, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Goldman Sachs and Elwood & Goetz Wealth Advisory. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and invests across a broad range of asset classes, including ESG models and Direct Indexing with tax management overlays.

Melissa Hallmark is a CFP® and Series 65-licensed advisor with 18 years of industry experience. She currently works at Apollon Wealth Management, LLC and was previously with United Capital Financial Advisers, LLC for 11 years. Hallmark is also a licensed insurance agent for life, health, and annuity products. Apollon Wealth Management, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, combining centrally managed models with locally managed portfolios tailored through an Investment Committee and due diligence processes.

Robert Haggard is a CFP® and CFA® with 21 years of industry experience. He is currently with Apollon Wealth Management, LLC and has previously worked at UCAP Asset Management, Adi Dassler Family Office LLC, and ACG Wealth Inc. Apollon Wealth Management, LLC is a multi-team SEC-registered adviser serving individuals, families, family offices, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, sub-advisory, and consulting.

Robert Yu is a CFP® professional with 12 years of experience in financial advising, currently with Apollon Wealth Management, LLC. He previously worked at Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. Outside of advising, he is licensed to sell life, health, and annuity insurance products. Apollon Wealth Management is a multi-team SEC-registered advisory firm serving a diverse client base, including individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed strategies with locally managed portfolios and offers a wide range of investment options, including ESG models and sub-advisory services across various asset classes.