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 serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services with a combination of centrally managed strategies and local portfolio decision-making, employing both fundamental and tactical investment approaches alongside tax-aware tools and independent sub-manager engagement.

Nicholas Daniels is a financial advisor at Apollon Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has prior experience with firms including Thrivent Financial and Creative Financial Designs, Inc. He is also registered as an investment adviser representative of Tree City Advisors, LLC for transition purposes. Apollon Wealth Management serves individuals, families, businesses, and charitable organizations with services including investment management, financial planning, and retirement plan advisory. The firm combines centrally managed and locally managed strategies, uses fundamental analysis and tactical allocations, and offers ESG risk-based models and tax management tools.

Brian Wiley is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Apollon since 2022 and is also involved with Freedom Folios LLC and Tree City Advisors, LLC. Outside of his advisory roles, Wiley hosts and manages a radio program called The Real Money Pros, where he handles business development and production responsibilities. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations, providing comprehensive advisory services such as portfolio management, financial planning, and retirement-plan consulting. The firm employs a combined investment approach with centralized strategy oversight and local portfolio decision-making, utilizing tax-aware tools and engaging independent sub-managers, while operating through a platform model that supports multiple RIAs and offers access to alternative investment options.

Jeremiah Bates is an investment advisor at Apollon Wealth Management, LLC with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has prior experience 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 is an SEC-registered firm serving individuals, families, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed and locally managed investment strategies, offering ESG risk-based models, tax management tools, and operates multiple branded DBAs and specialty businesses managing approximately $11.6 billion in client assets.

Amanda Reynolds is a financial advisor at Apollon Wealth Management, LLC with 3 years of industry experience. She holds a Series 65 credential and has worked in various educational roles at institutions including Embry-Riddle Aeronautical University and Boise State University. Outside of her advisory work, Amanda operates Calliope Skies Solutions LLC, where she provides writing, editing, and project coordination services, including unpaid nonprofit grant work. Apollon Wealth Management serves individuals, families, businesses, and charitable organizations with investment management, financial planning, and retirement advisory services. The firm combines centrally managed models with locally managed strategies, employs fundamental analysis and tactical allocations, and offers ESG-focused investment options alongside tax management tools.

Alexandra Lundgren is a financial advisor at Apollon Wealth Management, LLC with 27 years of industry experience. She holds Series 65 and Series 66 designations and has worked at Apollon Wealth Management since 2022, previously affiliated with Tree City Advisors, LLC and American United Life. Outside of finance, she is part owner of Desert Gardens Essential Oils and owns Show Up Girl, a self-development venture. Apollon Wealth Management is an SEC-registered firm serving individuals, families, businesses, and charitable organizations with investment management, financial planning, and retirement plan advisory services. The firm combines centrally managed and locally managed strategies, incorporates ESG models and tax management tools, and operates a broad network with specialty divisions including UIT portfolio consulting and private funds programs.