Boise, ID Office

Alec Kelso Capili is a financial advisor at Apollon Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at The Real Money Pros LLC, operated as a sole proprietor, and held roles at Cumulus Media and The Evergreen State College. Apollon Wealth Management is an SEC-registered multi-team adviser serving a broad range of clients including individuals, high-net-worth families, trusts, businesses, and charitable organizations. The firm offers financial planning and portfolio management through both centralized model strategies and locally managed portfolios, investing across multiple asset types and providing specialized services such as ESG models and sub-advisory support for pooled funds.

Nicholas Daniels is a Series 66-licensed financial advisor at Apollon Wealth Management, LLC with eight years of industry experience. Prior to joining Apollon in 2022, he worked at Tree City Advisors and held various roles at firms including Thrivent Financial and Creative Financial Designs. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base that includes individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and insurance companies. The firm employs centrally managed model strategies alongside locally managed portfolios, offering services such as financial planning, discretionary and non-discretionary portfolio management, and sub-advisory roles across a broad range of investment vehicles.

Brian Wiley is a financial advisor at Apollon Wealth Management, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at several firms including Tree City Advisors, LLC and Cascade Financial Management, Inc. Wiley is also the host and managing director of a radio program called The Real Money Pros and owns a software-as-a-service business, Freedom Folios LLC. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving individuals, families, high-net-worth clients, businesses, charitable organizations, and retirement plans. The firm combines centrally managed investment models with locally managed portfolios and offers a range of services including financial planning, portfolio management, and consulting, employing diverse investment strategies across multiple asset classes.

Jeremiah Bates is a financial advisor at Apollon Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Outside of his advisory work, he co-hosts a Saturday radio program called The Real Money Pros. Apollon Wealth Management, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, retirement plans, pooled vehicles, and insurance company clients. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of investment services including financial planning, portfolio management, sub-advisory, and consulting.

Amanda Reynolds is a Series 65 licensed financial advisor at Apollon Wealth Management, LLC with three years of industry experience. She previously worked at Tree City Advisors for three years and has held various academic roles at multiple universities. Outside of advising, she is the owner of Calliope Skies Solutions LLC, focusing on writing, editing, and nonprofit grant work on a voluntary basis. Apollon Wealth Management is an SEC-registered multi-team firm serving individuals, families, trusts, businesses, charitable organizations, retirement plans, pooled vehicles, and insurance company clients. The firm combines centrally managed investment models with locally managed portfolios and employs a range of investment strategies, including ESG and direct indexing with tax management overlays.

Alexandra Lundgren is a financial advisor with Apollon Wealth Management, LLC, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Apollon since 2022 and previously at Tree City Advisors, LLC, and American United Life. Outside of finance, Lundgren is a part owner of Desert Gardens Essential Oils and owns a self-development business called Show Up Girl. Apollon Wealth Management is an SEC-registered multi-team advisor serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, retirement plan advisory, and investment advisory to private funds.