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.

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.

John Therrell III is a CFP® professional with 11 years of industry experience. He has been with Leavell Investment Management, Inc. since 2015. Leavell Investment Management provides discretionary investment management and related services to a diverse client base, including individuals, families, trusts, pension plans, endowments, and registered no-load mutual funds. The firm’s investment approach emphasizes fundamental analysis, tailored asset allocation, and risk control across various asset classes, with portfolio management conducted by specialized teams.

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.

James Conwell II is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 designation and bringing 40 years of industry experience. His prior roles include positions at WFG Investments Inc, Gunnallen Financial, Inc., and BBVA Compass Investment Solutions, Inc. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and may utilize third-party managers and wrap programs to implement strategies aligned with client objectives.

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.

Stephen Pierce is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at WFG Investments Inc, Rockbridge Asset Management, Wells Fargo Advisors, and Merrill. He is also a partner at Rockbridge Wealth Management, a financial services entity. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and also offers retirement plan advisory and financial planning services.

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.

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.

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.

April Holloway is a financial advisor at Leavell Investment Management, Inc. with a Series 65 designation and two years of industry experience. She previously worked at PNC Bank for two years and has been with Leavell since 2024. Leavell Investment Management provides discretionary investment management and related services to individual and institutional clients, including families, trusts, pension plans, and endowments. The firm’s investment approach focuses on fundamental analysis and tailored asset allocation, managing diversified portfolios that include equities, fixed income, mutual funds, ETFs, and select alternatives.

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.

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.

Brian Chew is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior roles include positions at LPL Financial, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, LLC. Chew is involved with Chew Financial Group, a business connected to his LPL activities. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

James Rutter III is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has been active in the industry since 2014 through his involvement with Rutter Champions, LLC, and has roles at Rutter Wealth Strategies, LLC and Gradient Advisors. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model and a range of analytical tools to support client portfolios.

Weston Lindemann is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at firms including RWM Capital, LLC and Catalyst Wealth Advisory. Weston advises clients on insurance and annuity products through his role with Catalyst Wealth Advisory. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion across a network of advisors. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a range of strategies and a broad affiliated-entity ecosystem.

Gary Garner is a financial advisor at Impact Partnership Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including Safe Harbor Financial Services and Relax and Retire Financial Services. Outside of advisory work, he is involved in insurance sales through Relax and Retire Financial Services, focusing on products such as annuities, life insurance, and Medicare policies. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing within a discretionary trading framework supported by a third-party services platform.

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.

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.

Tamara Morton is a financial advisor at Leavell Investment Management, Inc. in Fairhope, Alabama, holding a Series 65 designation with 18 years of industry experience. She has been with Leavell Investment Management since 1999. Leavell Investment Management manages approximately $3.0 billion in discretionary assets, providing portfolio management, financial planning, and family-office services to a diverse client base that includes individuals, families, businesses, and institutional investors. The firm employs a fundamental investment approach focused on diversification, risk control, and long-term compounding across multiple asset classes.