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Owen M

CFP®, Series 63, Series 65

Peachtree Corners, GA

Apollon Wealth Management, LLC

Owen Malcolm is a CFP® with 23 years of industry experience. He is currently with Apollon Wealth Management, LLC and previously worked at United Capital Financial Advisers, LLC and Sanders Financial Management, Inc. He serves on the Investment Committee of the Presbyterian Church in America Foundation. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets across 145 advisors and 67 offices, serving individuals, families, trusts, businesses, and institutional clients with a combination of centrally managed strategies and locally managed portfolios.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
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Sophia D

Series 65

Peachtree Corners, GA

Apollon Wealth Management, LLC

Sophia Drager is a Series 65-licensed financial advisor with two years of industry experience. She is currently with Apollon Wealth Management, LLC, having joined the firm in 2023. Prior to that, she held positions at Goldman Sachs and Elwood & Goetz Wealth Advisory. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering financial planning, portfolio management, retirement plan advisory, and consulting services. Its investment process incorporates centrally managed strategies alongside locally managed portfolios, utilizing fundamental analysis, ESG risk models, direct indexing, and technology tools such as generative AI.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
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Melissa H

CFP®, Series 65

Peachtree Corners, GA

Apollon Wealth Management, LLC

Melissa Hallmark is a CFP® professional with 18 years of industry experience, currently with Apollon Wealth Management, LLC. She previously worked at United Capital Financial Advisers, LLC and Sanders Financial Management, Inc. Hallmark is also a licensed insurance agent authorized to sell life, health, and annuity insurance products. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets across 145 advisors and 67 offices. The firm serves individuals, families, trusts, businesses, and institutional clients with a combination of centrally managed strategies and locally managed portfolios, employing a range of investment approaches including ESG risk models and tactical allocations.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
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Robert H

CFP®, CFA®, Series 63, Series 65

Peachtree Corners, GA

Apollon Wealth Management, LLC

Robert Haggard is a financial advisor at Apollon Wealth Management, LLC with 21 years of industry experience. He holds the CFP® and CFA® designations and has held roles at firms including UCAP Asset Management, Adi Dassler Family Office LLC, ACG Wealth Inc., Oppenheimer, and Stanford Group Company. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and various institutional clients, offering financial planning, portfolio management, and consulting services through a combination of centrally managed strategies and locally managed portfolios.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
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Robert Y

CFP®, Series 63, Series 65

Peachtree Corners, GA

Apollon Wealth Management, LLC

Robert Yu is a CFP® with 13 years of industry experience and is currently with Apollon Wealth Management, LLC. He has worked previously at Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. Yu is licensed as an insurance agent for life, health, and annuity products. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and insurance clients, combining centrally managed strategies with locally managed portfolios and utilizing varied investment tools including ESG models, direct indexing, and generative AI.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
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Noah W

CFP®

Peachtree Corners, GA

Apollon Wealth Management, LLC

Noah Williams is a CFP® professional with experience beginning in 2023 and currently works at Apollon Wealth Management, LLC. His background includes roles in various organizations such as First Coast Service Options and HomePro, Inc., as well as service in the U.S. Navy. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, and insurance company clients, offering a range of financial planning and portfolio management services that combine centrally managed strategies with locally managed portfolios and utilize advanced technology tools, including generative AI.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
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