Rockville, MD Shady Grove Road Office

Mark Avallone is a CFP® with 32 years of industry experience. He is currently with Apollon Wealth Management, LLC and previously held roles at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and Potomac Wealth Advisors, among others. Avallone is the author of *Countdown to Financial Freedom* and contributes finance and economics articles to Forbes. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement advisory services. The firm combines centrally managed model strategies with locally managed portfolios and offers ESG-focused investment options, private funds, and specialized consulting through a broad network of advisors.

John Orem is a CFP® professional with 25 years of industry experience, currently serving at Apollon Wealth Management, LLC. He has previously worked with Potomac Wealth Advisors, Commonwealth Financial Network, Grove Point Investments, Grove Point Advisors, and H.Beck, Inc. Outside of his advisory role, he is involved in fixed insurance sales on a limited basis. Apollon Wealth Management is an SEC-registered firm that provides investment management, financial planning, retirement plan advisory, and consulting services to individuals, families, businesses, and charitable organizations. The firm combines centralized and local portfolio management, employing fundamental analysis and tactical allocations, and offers specialized services including ESG models and sub-advisory roles through a broad network of investment advisor representatives.