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John T

CFA®, Series 63

Fairhope, AL

Aptus Capital Advisors, LLC

John Tyner is a CFA® charterholder and Series 63 licensee with nine years of industry experience. He has worked at Aptus Capital Advisors, LLC since 2019 and previously held roles at SkyCop Inc. and Duncan-Williams, Inc. Aptus Capital Advisors manages approximately $14.47 billion in discretionary assets, serving individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily implements strategies through ETFs, including nineteen actively managed Aptus funds, and employs a blend of technical and fundamental analysis in managing model-driven portfolios.

Options & derivatives strategies Passive / index investing Wealth management
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Beckham W

CFP®, CFA®, Series 65

Fairhope, AL

Aptus Capital Advisors, LLC

Beckham Wyrick Jr. is a CFP® and CFA® with 10 years of experience, currently serving as an advisor at Aptus Capital Advisors, LLC since 2016. He holds a Series 65 license and is based in Fairhope, AL. Outside of advising, he is the sole member of FIVE FALCON, LLC, a real estate investment entity focused on residential and commercial property rentals. Aptus Capital Advisors manages approximately $14.47 billion in assets and provides a range of advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily uses ETFs in its portfolio management approach, combining technical and fundamental analysis with model-driven discretionary management.

Options & derivatives strategies Passive / index investing Wealth management
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John G

Series 65

Fairhope, AL

Aptus Capital Advisors, LLC

John Goldsberry is a financial advisor at Aptus Capital Advisors, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Aptus since 2014. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a model-driven investment approach primarily through ETFs, including nineteen actively managed Aptus funds, blending technical and fundamental analysis to seek market participation while aiming to mitigate major drawdowns.

Options & derivatives strategies Passive / index investing Wealth management
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Joseph S

CFA®, Series 63

Fairhope, AL

Aptus Capital Advisors, LLC

Joseph Sykora is a CFA® charterholder and financial advisor with Aptus Capital Advisors, LLC, where he has worked since 2021. He has four years of industry experience, including six years with Gallatin Natural Resources, LLC. Sykora is based in Fairhope, Alabama. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and serves individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a blend of technical and fundamental analysis primarily through ETFs, including nineteen actively managed Aptus funds, and offers a range of portfolio management and advisory services.

Options & derivatives strategies Passive / index investing Wealth management
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William G

Series 65

Fairhope, AL

Aptus Capital Advisors, LLC

William Gardner is a financial advisor at Aptus Capital Advisors, LLC with seven years of industry experience. He has held his Series 65 designation and worked at Aptus since 2018. Prior to joining Aptus, he was employed at Hygia Health Services from 2014 to 2018. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis, serving individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a blend of technical and fundamental analysis to implement ETF-based strategies through discretionary, model-driven portfolio management.

Options & derivatives strategies Passive / index investing Wealth management
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Alexandra R

Series 65

Fairhope, AL

Aptus Capital Advisors, LLC

Alexandra Romero is a financial advisor at Aptus Capital Advisors, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Christopher Newport University and in full-time education. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and serves individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily uses ETF-based strategies combining technical and fundamental analysis, managing portfolios on a discretionary, model-driven basis with periodic reviews.

Options & derivatives strategies Passive / index investing Wealth management
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Joseph K

Series 65

Fairhope, AL

Aptus Capital Advisors, LLC

Joseph King is a financial advisor at Aptus Capital Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Red Hat for four years before joining Aptus in 2021. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis, serving individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily implements strategies through ETFs, combining technical and fundamental analysis to manage portfolios on a discretionary, model-driven basis.

Options & derivatives strategies Passive / index investing Wealth management
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John G

Series 63, Series 65, Series 66

Fairhope, AL

Aptus Capital Advisors, LLC

John Guagliardo is a financial advisor at Aptus Capital Advisors, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at firms including Neuberger Berman LLC, Amundi Pioneer Institutional Asset Management, and Citigroup Global Markets. Aptus Capital Advisors manages approximately $14.47 billion in discretionary assets and provides advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a model-driven approach primarily using ETFs, including actively managed Aptus funds, combining technical and fundamental analysis to balance market participation with risk management.

Options & derivatives strategies Passive / index investing Wealth management
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John G

CFA®, Series 66

Fairhope, AL

Aptus Capital Advisors, LLC

John Gardner is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Aptus Capital Advisors, LLC since 2013. He holds the Series 66 designation and works out of Fairhope, Alabama. Aptus Capital Advisors manages approximately $14.47 billion in discretionary assets and provides a range of advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily employs ETF-based strategies that combine technical and fundamental analysis and serves a large client base through a relatively small advising team.

Options & derivatives strategies Passive / index investing Wealth management
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Bradley R

CFA®

Fairhope, AL

Aptus Capital Advisors, LLC

Bradley Rapking is a CFA® charterholder with six years of experience at Aptus Capital Advisors, LLC and a total of five years in the industry. He previously worked at Driehaus Capital Management and Opus Capital Management. Aptus Capital Advisors manages approximately $14.47 billion across various client segments, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a blend of technical and fundamental analysis to manage primarily ETF-based strategies through a discretionary, model-driven approach.

Options & derivatives strategies Passive / index investing Wealth management
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William G

Series 65

Fairhope, AL

Aptus Capital Advisors, LLC

William Graham III is a financial advisor at Aptus Capital Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Aptus since 2020. Prior to joining Aptus, he spent seven years at JEAR Logistics, LLC. Aptus Capital Advisors manages approximately $14.47 billion and provides advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses primarily ETF-based strategies combining technical and fundamental analysis to manage portfolios on a discretionary, model-driven basis.

Options & derivatives strategies Passive / index investing Wealth management
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Tenzin P

Series 65

Fairhope, AL

Aptus Capital Advisors, LLC

Tenzin Phuntsok is a financial advisor at Aptus Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms including First Trust Portfolios L.P., First Trust Advisors L.P., and Gyroscope Capital Management Group, LLC. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a blend of technical and fundamental analysis primarily through ETFs, including its suite of actively managed Aptus funds, and offers a range of advisory and portfolio management services.

Options & derivatives strategies Passive / index investing Wealth management
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