Aptus Capital Advisors, LLC

John Tyner is a CFA® charterholder and Series 63 licensee with nine years of industry experience. He has worked at Aptus Capital Advisors, LLC since 2019 and previously held roles at SkyCop Inc. and Duncan-Williams, Inc. Aptus Capital Advisors manages approximately $14.47 billion in discretionary assets, serving individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily implements strategies through ETFs, including nineteen actively managed Aptus funds, and employs a blend of technical and fundamental analysis in managing model-driven portfolios.

Beckham Wyrick Jr. is a CFP® and CFA® with 10 years of experience, currently serving as an advisor at Aptus Capital Advisors, LLC since 2016. He holds a Series 65 license and is based in Fairhope, AL. Outside of advising, he is the sole member of FIVE FALCON, LLC, a real estate investment entity focused on residential and commercial property rentals. Aptus Capital Advisors manages approximately $14.47 billion in assets and provides a range of advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily uses ETFs in its portfolio management approach, combining technical and fundamental analysis with model-driven discretionary management.

John Goldsberry is a financial advisor at Aptus Capital Advisors, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Aptus since 2014. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a model-driven investment approach primarily through ETFs, including nineteen actively managed Aptus funds, blending technical and fundamental analysis to seek market participation while aiming to mitigate major drawdowns.

John Davenport is a financial advisor with Aptus Capital Advisors, LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Invesco, WealthSpire Advisors, Guggenheim Investments, and Wells Fargo Clearing. Outside of finance, he is a member-owner and head distiller at Three Crosses Distilling Company, a craft distillery he operates with his wife, and he is also involved in songwriting, with potential publications of his work. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis, serving individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a model-driven investment approach primarily through actively managed ETFs, combining technical and fundamental analysis to balance market participation and risk mitigation.

Joseph Sykora is a CFA® charterholder and financial advisor with Aptus Capital Advisors, LLC, where he has worked since 2021. He has four years of industry experience, including six years with Gallatin Natural Resources, LLC. Sykora is based in Fairhope, Alabama. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and serves individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a blend of technical and fundamental analysis primarily through ETFs, including nineteen actively managed Aptus funds, and offers a range of portfolio management and advisory services.

Matthew Mcgowan is a financial advisor with Aptus Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at firms including SEI Investments Management Corp and Riskalyze prior to joining Aptus in 2022. Mcgowan also serves as a Senior Advisor Consultant, assisting financial advisors in understanding Aptus Capital Advisors’ investment philosophy and business services. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a model-driven investment approach primarily using actively managed ETFs and offers portfolio management, financial planning, retirement-plan consulting, and options overlay services.

William Gardner is a financial advisor at Aptus Capital Advisors, LLC with seven years of industry experience. He has held his Series 65 designation and worked at Aptus since 2018. Prior to joining Aptus, he was employed at Hygia Health Services from 2014 to 2018. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis, serving individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a blend of technical and fundamental analysis to implement ETF-based strategies through discretionary, model-driven portfolio management.

Derek Hernquist is a financial advisor at Aptus Capital Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with Aptus since 2018. Prior to that, he worked at Strategic Index Advisors and Adhesion Wealth Advisor Solutions. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs primarily ETF-based strategies using both technical and fundamental analysis and offers a range of portfolio management and consulting services.

David Wagner III is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Aptus Capital Advisors, LLC since 2020. His prior roles include positions at Environ Capital Management, Driehaus Capital Advisors, and Opus Capital Advisors. Outside of his financial career, he is a trustee of the Ault Park Advisory Council, where he manages park finances and leads trail maintenance, and he co-owns Wagner Stables, a racehorse ownership hobby. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis, providing portfolio management, financial planning, retirement-plan consulting, and other advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily uses ETF-based strategies that combine technical and fundamental analysis to seek market upside participation while attempting to mitigate major drawdowns.

Alexandra Romero is a financial advisor at Aptus Capital Advisors, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Christopher Newport University and in full-time education. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and serves individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily uses ETF-based strategies combining technical and fundamental analysis, managing portfolios on a discretionary, model-driven basis with periodic reviews.

Joseph King is a financial advisor at Aptus Capital Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Red Hat for four years before joining Aptus in 2021. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis, serving individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily implements strategies through ETFs, combining technical and fundamental analysis to manage portfolios on a discretionary, model-driven basis.

John Guagliardo is a financial advisor at Aptus Capital Advisors, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at firms including Neuberger Berman LLC, Amundi Pioneer Institutional Asset Management, and Citigroup Global Markets. Aptus Capital Advisors manages approximately $14.47 billion in discretionary assets and provides advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a model-driven approach primarily using ETFs, including actively managed Aptus funds, combining technical and fundamental analysis to balance market participation with risk management.

Mark Callahan is a financial advisor at Aptus Capital Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Aptus since 2019. His prior experience includes working at Esposito Securities, LLC from 2016 to 2018. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses primarily ETF-based strategies combining technical and fundamental analysis, manages portfolios on a discretionary, model-driven basis, and offers a variety of advisory and investment services including portfolio management, financial planning, and options overlay solutions.

John Gardner is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Aptus Capital Advisors, LLC since 2013. He holds the Series 66 designation and works out of Fairhope, Alabama. Aptus Capital Advisors manages approximately $14.47 billion in discretionary assets and provides a range of advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily employs ETF-based strategies that combine technical and fundamental analysis and serves a large client base through a relatively small advising team.

Bradley Rapking is a CFA® charterholder with six years of experience at Aptus Capital Advisors, LLC and a total of five years in the industry. He previously worked at Driehaus Capital Management and Opus Capital Management. Aptus Capital Advisors manages approximately $14.47 billion across various client segments, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a blend of technical and fundamental analysis to manage primarily ETF-based strategies through a discretionary, model-driven approach.