Apex Strategic Wealth, LLC

William Wood is a CFP® with 29 years of industry experience, currently serving at Apex Strategic Wealth, LLC since 2020. His prior roles include positions at Innovative Advisory Partners, LPL Financial, Franklin Wealth Management, and Solomonwood, LLC. Outside of his advisory work, he serves as a Navy Reserve Officer and is involved in managing a rally sport business. Apex Strategic Wealth, LLC provides wealth management and financial planning services to individual and institutional clients, offering portfolio management on both discretionary and non-discretionary bases. The firm structures advice around client objectives and risk tolerance, utilizing various investment analyses and participating in multiple LPL advisory and wrap-style programs.

Christopher Taylor is a CFP® professional with 15 years of industry experience. He is currently with Apex Strategic Wealth, LLC and has previously worked at Innovative Advisory Partners, LLC, SolomonWood Financial Advisors, LPL Financial, and Osaic FA, Inc. Taylor also serves as an agent for fixed insurance products including life, disability, long-term care, and health insurance. Apex Strategic Wealth, LLC provides wealth management and financial planning services to both individual and institutional clients. The firm uses a disciplined investment approach based on client objectives, risk tolerance, and liquidity needs, offering portfolio management and financial planning alongside participation in multiple LPL advisory and wrap-style programs.

John Garmany Jr. is a financial advisor with Apex Strategic Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Apex Strategic Wealth since 2020 and previously held roles with Innovative Advisory Partners and LPL Financial. Apex Strategic Wealth, LLC provides wealth management and financial planning services to both individual and institutional clients, offering portfolio management, written financial plans, and program-based portfolio solutions. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios tailored to documented client objectives and risk profiles.

Charles Emanuel is a financial advisor at Apex Strategic Wealth, LLC in Chattanooga, TN, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Innovative Advisory Partners, LLC, Barnett & Co Inc, and Morgan Keegan & Company, LLC. Apex Strategic Wealth, LLC provides wealth management and financial planning services to individual and institutional clients, using a range of investment strategies including equities, fixed income, options, and alternative investments. The firm structures advice based on client objectives and risk tolerance and participates in multiple LPL advisory and wrap-style programs, offering portfolio management and educational seminars.

Robert Pragnell V is a financial advisor with Apex Strategic Wealth, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Innovative Advisory Partners, LLC and LPL Financial. Outside of finance, he is also a musician involved with the McGee Pragnell Band. Apex Strategic Wealth, LLC provides wealth management and financial planning services to individuals and institutional clients, offering portfolio management, financial plans, and program-based management primarily through LPL programs. The firm tailors advice to client objectives and risk tolerance using fundamental, technical, and cyclical analysis and participates in multiple LPL advisory and wrap-style programs.

Noah Wood is a financial advisor with Apex Strategic Wealth, LLC in Chattanooga, TN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Solomonwood LLC and LPL Financial LLC. Apex Strategic Wealth, LLC provides wealth management and financial planning services to individual and institutional clients, offering portfolio management and financial plans tailored to client objectives and risk tolerance, with investment approaches that incorporate fundamental, technical, and cyclical analysis. The firm participates in multiple LPL advisory programs and offers educational seminars and plan sponsor consulting.

Josiah Mc Daniel is a financial advisor with Apex Strategic Wealth, LLC and holds a Series 66 designation. He has seven years of industry experience, including prior roles at LPL Financial, SolomonWood LLC, Innovative Advisory Partners, and Covenant College. Apex Strategic Wealth, LLC provides wealth management and financial planning services to both individual and institutional clients. The firm uses a structured investment approach based on client objectives and risk tolerance, employing fundamental, technical, and cyclical analysis to manage diversified portfolios and offers participation in multiple LPL advisory and wrap-style programs.