API Financial Advisors, LLC

Tim Smith is a financial advisor at API Financial Advisors, LLC with 29 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Packerland Brokerage Services, StrategerY Advisors, and several other firms dating back to 2004. He is involved in insurance sales through StrategerY Advisers, Inc. API Financial Advisors, LLC serves individual and high-net-worth clients by providing financial planning, discretionary portfolio management, and participant account management. The firm uses individualized portfolios with model strategies managed by an affiliated sub-adviser and applies a combination of technical and fundamental investment analysis across a broad range of securities.

Victor Tassone is a financial advisor at API Financial Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including VT Wealth Advisory LLC, Equity Services Inc, Lakeshore Financial Group, Edward Jones, and Prime Trading. In addition to his advisory role, he is an insurance producer with Symmetry Financial. API Financial Advisors, LLC serves individual and high-net-worth clients through financial planning, discretionary portfolio management, and participant account management. The firm uses model strategies maintained by an affiliated sub-adviser and offers third-party managed portfolios, combining technical and fundamental investment analysis across various asset types.

Andrew Scheirer II is a financial advisor with API Financial Advisors, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at various firms including Purshe Kaplan Sterling Investments and Kovack Advisors, and has been associated with Aston Crest Wealth Management since 2007. Outside of advisory work, he is involved in fixed insurance sales as a producer. API Financial Advisors, LLC serves individual and high-net-worth clients by providing financial planning, discretionary portfolio management, and participant account management. The firm uses individualized model strategies maintained by an affiliated sub-adviser and employs a combination of technical and fundamental investment analysis across a range of products.

Nathan Burks is a financial advisor at API Financial Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Quility Inc. and Appreciation Financial. Outside of his advisory role, Burks owns and operates Empowered to Retire, where he sells life insurance and annuities. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm uses a combination of technical and fundamental investment analysis and implements portfolios through affiliated and third-party sub-advisers, managing approximately $84.7 million in assets.

Neal Quon is a financial advisor at API Financial Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Next Financial Group Inc for 18 years. In addition to his advisory role, he is involved in the sales and service of insurance products through Neal Quon Insurance - Retire Different. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm implements individualized portfolios using model strategies maintained by an affiliated sub-adviser and employs a combination of technical and fundamental investment analysis across various product types.

Matthew Myland is a financial advisor with API Financial Advisors, LLC in Rockledge, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with API Financial Advisors since 2019 and previously worked at Wealth Watch Advisors LLC and Solomon API, LP. Outside of advisory work, he is a managing member and independent insurance agent involved in selling fixed and indexed annuities as well as various life and disability insurance products. API Financial Advisors serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm uses individualized portfolios managed by affiliated and third-party sub-advisers and combines technical and fundamental investment analysis across diverse asset types.

Ward Brooks is a financial advisor at API Financial Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Edward Jones and Symmetry Financial Group. Brooks is also involved with Brooks Insurance Agency, where he has been active since 2019. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm uses individualized portfolios based on model strategies maintained by an affiliated sub-adviser and employs a combination of technical and fundamental investment analysis.

Audree Bobinger is a financial advisor at API Financial Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at Symmetry Financial Group and served six years in the United States Navy. Outside of her advisory role, she works as a life and health insurance agent. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm uses model strategies maintained by an affiliated sub-adviser and employs a combination of technical and fundamental investment analysis across various product types.

Paul Stanley is a financial advisor at API Financial Advisors, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Wealth Watch Advisors and LPL Financial. Outside of advising, he is the CEO and managing partner of Titan Heating & Air LLC. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm uses model strategies managed by an affiliated sub-adviser and third-party managers, combining technical and fundamental investment analysis across a range of products and risk profiles.

Norman Taylor is a financial advisor at API Financial Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transamerica Financial Advisors, Inc., World Financial Group, Inc., and Space Coast SCORE. Outside of financial advising, he is a partner in Media Zone, a media company focused on business development. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm uses model strategies managed by an affiliated sub-adviser and third-party managers, combining technical and fundamental investment analysis across a range of products and risk exposures.

Sarah Pappas is a financial advisor with API Financial Advisors, LLC and holds a Series 65 designation. She has one year of industry experience and has been with API Financial Advisors since 2024. She is also an agency owner at Symmetry Financial Group, where she has worked since 2013. API Financial Advisors, LLC serves individual and high-net-worth clients, offering financial planning, discretionary portfolio management, and participant account management. The firm utilizes model strategies maintained by an affiliated sub-adviser and additional third-party managers, combining technical and fundamental investment analysis across various asset types.

Rebecca Cross is a financial advisor with API Financial Advisors, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining API in 2025, she worked at Secure Investment Management and has been involved in insurance through Quility Insurance Company since 2019. She serves as Director of Recruiting for an independent insurance agency, focusing on individual and group insurance policies. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning and discretionary portfolio management. The firm uses model strategies managed by an affiliated sub-adviser and employs a combination of technical and fundamental investment analysis.

Dustan Christensen is a financial advisor at API Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Regal Investment Advisors, LLC, Back40 Financial, and Cornerstone Financial. Outside of his advisory role, he is an operations consultant for Pes-One, a company specializing in employee benefit solutions. API Financial Advisors, LLC serves individual and high-net-worth clients through financial planning, discretionary portfolio management, and participant account management. The firm uses a combination of technical and fundamental investment analysis, employing model strategies managed by an affiliated sub-adviser and third-party managers, and reports approximately $84.7 million in assets under management.