Apeiron

Adam Keller is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Apeiron since 2017. Prior to Apeiron, he worked at WFG Investments Inc for seven years. Outside of his advisory role, he is a member-owner of AKRELLA LLC, a business management entity. Apeiron RIA manages approximately $730 million for a diverse client base including individuals, trusts, retirement plans, and institutions. The firm employs a holistic, customized investment process that incorporates multiple analytical methods and offers discretionary portfolio management, financial planning, retirement consulting, and insurance product recommendations.

Philip Athey is a CFP®-credentialed financial advisor with 22 years of industry experience, currently serving clients at Apeiron in Dallas, TX. He has worked at Aperion RIA, LLC since 2017 and previously at WFG Investments, Inc. from 2012 to 2017. In addition to advisory services, he may recommend and sell insurance products as an independent agent, dedicating approximately 10% of his time to this activity. Apeiron RIA manages approximately $730 million for about 746 clients through a team of 11 advisors, serving individuals, trusts, retirement plans, businesses, and institutional clients. The firm employs a holistic investment approach that integrates multiple analytical methods and offers discretionary portfolio management, financial planning, retirement plan consulting, and licensed insurance product recommendations.

Ryan Shea is a CFP® certificant with 10 years of industry experience currently with Apeiron in Dallas, TX. His prior experience includes roles at Charles Schwab, Merrill, Bank of America, and Fidelity Investments. Apeiron provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, churches, and other institutional clients. The firm employs a holistic, discretionary approach to portfolio management, using a range of analytical methods and investment vehicles while acting as a fiduciary for retirement accounts.

Scott Hammel is a CFP® with 18 years of industry experience, currently serving as an advisor at Apeiron since 2017. He previously worked at WFG Investments Inc from 2010 to 2017. Hammel also acts as an independent insurance agent and may sell insurance products he recommends to clients, which accounts for about 10% of his time. Apeiron RIA manages approximately $730 million for a diverse client base, including individuals, trusts, retirement plans, and institutional clients. The firm employs a holistic investment process combining multiple analytical methods and offers discretionary portfolio management, financial planning, retirement plan consulting, and licensed insurance product recommendations.

Colton Richards is a CFP® and Series 65 credentialed advisor at Apeiron with eight years of industry experience. He previously worked at SEI Investments Management Corp and Provident Bank. Apeiron provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, churches, and other institutional clients. The firm employs a holistic, discretionary approach to portfolio management, utilizing various analytical methods and a range of investment options while acting as a fiduciary for retirement accounts.

James Marsden is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Apeiron since 2017. Prior to that, he worked at Wfg Investments Inc for seven years. Marsden serves as treasurer for the Highland Village Area Baseball and Softball Association on a volunteer basis. Apeiron RIA manages approximately $730 million for a diverse client base including individuals, trusts, retirement plans, and institutions. The firm employs a holistic investment approach that integrates multiple analytical methods and offers discretionary portfolio management alongside financial planning and insurance product recommendations.

Kyle Walters is a CFP® with 23 years of industry experience, currently serving as an advisor at Apeiron in Dallas, TX. He previously worked at WFG Investments Inc for seven years before joining Aperion RIA, LLC in 2017. Walters is also the proprietor of L&H CPA's and Advisors, an accounting and tax preparation business. Apeiron provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, churches, and other institutional clients. The firm employs a holistic, discretionary approach to portfolio management, combining fundamental analysis, modern portfolio theory, and technical and cyclical analysis while offering a broad range of investment options.

Katie Bosler is a financial advisor at Apeiron with seven years of industry experience. She holds the Series 66 designation and has worked at firms including Atlas Wealth, Raymond James & Associates, Truist Advisory Services, and BB&T Securities. Apeiron provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts and estates, retirement plans, small businesses, churches, and other institutional clients. The firm employs a holistic, discretionary approach to portfolio management, utilizing various methods of analysis and offering a broad range of investment options while acting as a fiduciary for retirement accounts.

Brandon Gibson is a CFP® with 22 years of industry experience, currently serving as an advisor at Apeiron RIA, LLC since 2022. He previously worked for First Financial Equity Corporation from 2009 to 2022. Outside of financial advising, he is a classical singer affiliated with The Dallas Opera. Apeiron RIA manages approximately $730 million for about 746 clients through a team of 11 advisors. The firm serves individuals, trusts, estates, retirement plans, corporations, small businesses, churches, and other institutional clients with a holistic investment approach that integrates multiple analytical methods and offers discretionary portfolio management, financial planning, and retirement plan consulting.

James Crocker is a financial advisor at Apeiron with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parallel Advisors, LLC, Aperion DBA Three Oaks, and Cetera Advisors LLC. Apeiron provides investment advisory and financial planning services to individual and high-net-worth clients, trusts and estates, retirement plans, small businesses, churches, and other institutional clients. The firm employs a holistic, discretionary approach to portfolio management, using a variety of analysis methods and offering a broad range of investment options while acting as a fiduciary for retirement accounts.

David Droppo is a CFP® with 21 years of industry experience, currently serving at Apeiron and Parallel Advisors, LLC. He previously worked at WFG Investments for five years. Outside of his advisory roles, he owns a business management entity, PAAK-EDGE, LLC, and acts as an independent insurance agent, dedicating about 10% of his time to selling recommended insurance products. Apeiron provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, churches, and institutions. The firm employs a holistic, discretionary approach to portfolio management that combines various analytical methods and utilizes both in-house and third-party investment programs.