Our Advisors

Winter Troxel

RICP®

Wealth Management Advisor

William Yex

CFP®, CEPA®

Wealth Management Advisor

Wesley Davis

Wealth Management Advisor

Torey Carr

Co-Founder | Wealth Management Advisor, Apollon New England

Tony Case

CFP®, CLU®, ChFC®, AWMA

Wealth Management Advisor

Timothy D. Hiscock

Wealth Management Advisor

Terry Gardner

Managing Director | Senior Portfolio Manager

Susan M. Bickel

Wealth Management Advisor

Seth Radow

Managing Director | Senior Portfolio Manager, Westside Wealth of Apollon

Sabrina Rosh

CFP®

Wealth Management Advisor

Ryan Wibberley

AIF®

Managing Director | Wealth Management Advisor

Robert Yu

CFP®

Wealth Management Advisor

Robert Wolfe

CFP®, CBEC®

Managing Director

Robert Savino

Principal, ChFC®

Wealth Management Advisor

Robert Gorman

CFP®, MSFS®, AEP®

Founding Partner | CDO

Richard Simkus

Wealth Management Advisor

Richard Sebastian

CFP®

Wealth Management Advisor

Richard Chin

Wealth Management Advisor

Rebeka King

RICP®

Wealth Management Advisor

Perrin Berry

Wealth Management Advisor

Paul Spizzuoco

CFP®

Wealth Management Advisor, Apollon New England

Patrick Floyd

CFP®, CKA®

Managing Director | Wealth Management Advisor

Patricia Erickson

Wealth Management Advisor

Owen Malcolm

CFP®

Managing Director

Nicholas Pavia

CLTC®

Wealth Management Advisor

Nic Daniels

BFA™

Wealth Management Advisor, Tree City of Apollon

Mike Surenkamp

CFP®, MBA

Wealth Management Advisor

Mike Battaglia

Wealth Management Advisor

Michael Lewis

CFP®, CLU®, ChFC®

Wealth Management Advisor

Michael I. Chung

CFP®

Wealth Management Advisor

Michael Green

MBA, CFP®, RICP®, CLU®, ChFC®, CLTC®

Wealth Management Advisor

Michael Fein

AIF®, CLTC

Managing Director | Wealth Management Advisor

Melissa Hallmark

CFP®

Wealth Management Advisor

Matthew Workman

CWS®

Wealth Management Advisor

Matt Cayce

Wealth Management Advisor, Apollon Catalyst

Marina Mirolli

Wealth Management Advisor, Apollon Catalyst

Lyndsi Stender

CFP®

Wealth Management Advisor

Luke Dillon

Wealth Management Advisor

Kyle Jensen

CFP®

Wealth Management Advisor

Kevin Caputo

CFP®, CIMA

Managing Director

Kassi Hyde

ChFC®

Wealth Management Advisor

Justin Coffin

JD, LLM, CFP®

Co-Founder | Wealth Management Advisor, Apollon New England

Josh Renda

Wealth Management Advisor

Joseph A. Chornyak, Sr.

CFP®

Wealth Management Advisor, Managing Director

Joseph A. Chornyak, Jr.

CFP®

Wealth Management Advisor

John Surenkamp

Wealth Management Advisor

Jim Almquist

CFP®

Wealth Management Advisor

Jeremiah Bates

Wealth Management Advisor, Tree City of Apollon

Jason Young

Wealth Management Advisor

Jason Rosener

CFP®

Managing Director

Jared Toren

Wealth Management Advisor, Proper Wealth of Apollon

James Wilson

CFP®

Wealth Management Advisor, J.E. Wilson of Apollon

James Pessagno

Wealth Management Advisor

James Palys

CFP®, QKA®

Isaac White

CFP®

Wealth Management Advisor

Henry Silva

CEPA®

Wealth Management Advisor

Gil Eaves

CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

Gavin Pucciarello

Wealth Management Advisor

Gavin Dooley

Wealth Management Advisor

Garrett Baker

Wealth Management Advisor

Frank Cappadora

Managing Director | Wealth Management Advisor

Dawn Wright

CFP®, AIF®, MBA

Wealth Management Advisor

David Turner

Wealth Management Advisor

David Pierce

Managing Director | Wealth Management Advisor, Apollon Catalyst

David Palkovitz

CFP®

Wealth Management Advisor

David Mandell

Wealth Management Advisor

David Haggard

CFA®, CFP®

Wealth Management Advisor

David Grossman

Wealth Management Advisor

Dave Mirolli

Managing Director | Wealth Management Advisor, Apollon Catalyst

Daniel Scott

Wealth Management Advisor

Dan McCarthy

Managing Director

Dan Marnik

MBA

Wealth Management Advisor

Cynthia Ochal

Wealth Management Advisor

Connor Stanley

Wealth Management Advisor

Clinton Smith III

CPA, CFP®, CEPA

Wealth Management Advisor

Chris Pullaro

CPA, CFP®

Managing Director | Wealth Management Advisor, Apollon Catalyst

Chris Cassel

CPA

Wealth Management Advisor

Chris Burke

Managing Director | Wealth Management Advisor, Podesta Capital of Apollon

Bryce Lanham

CWS®

Managing Director | Wealth Management Advisor

Bruce Benedict

CFA®

Wealth Management Advisor

Brian Wiley

Wealth Management Advisor, Tree City of Apollon

Brian Pierce

Managing Director | Wealth Management Advisor, Apollon Catalyst

Brayden Campbell

CFP®

Brad Humphries

CFP®, CTFA, ChFC®

Wealth Management Advisor

Bob Mauk

CFP®

Wealth Management Advisor

Bob Foley

Managing Director | Wealth Management Advisor, Podesta Capital of Apollon

Bernhard Koepp

Wealth Management Advisor

Aymen Kaboub

Managing Director

Austin Pearl

Wealth Management Advisor

Austin Mauk

CFP®

Wealth Management Advisor

Anthony Garcia

Wealth Management Advisor

Andrew Kane

Wealth Management Advisor

Andrew Jaffee

CFP®, RICP®, ChSNC®

Wealth Management Advisor

Allen Johnson

Wealth Management Advisor

Alexandra Lundgren

AIF®, RSSA®

Wealth Management Advisor, Tree City of Apollon

Alberto Sanchez

Alan Holman

CFP®

Wealth Management Advisor

Adam King

Wealth Management Advisor