Our Advisors

Wesley Davis

Wealth Management Advisor

Travis Mowrey

Wealth Management Advisor

Torey Carr

Co-Founder | Wealth Management Advisor, Apollon New England

Tony Case

CFP®, CLU®, ChFC®, AWMA

Wealth Management Advisor

Timothy Hiscock

CEPA

Co-Founder | Wealth Management Advisor, Apollon New England

Seth Radow

Managing Director | Senior Portfolio Manager, Westside Wealth of Apollon

Robert Yu

CFP®

Wealth Management Advisor

Robert Wolfe

CFP®

Managing Director

Robert Savino

Principal, ChFC®

Wealth Management Advisor

Robert Gorman

CFP®, MSFS®, AEP®

Founding Partner | COO

Richard Simkus

Wealth Management Advisor

Richard Chin

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

Nic Daniels

BFA™

Wealth Management Advisor, Tree City of Apollon

Mike Teel

Wealth Management Advisor

Michael Piershale

ChFC® , RFC®

Wealth Management Advisor, Piershale Financial Group of Apollon

Michael Lewis

CFP®, CLU®, ChFC®

Wealth Management Advisor

Michael Green

MBA, CFP®, RICP®, CLU®, ChFC®, CLTC®

Wealth Management Advisor

Melissa Hallmark

CFP®

Wealth Management Advisor

Matthew Workman

Wealth Management Advisor

Matt Nadeau

CFA, RFC®

Wealth Management Advisor, Piershale Financial Group of Apollon

Matt Cayce

Wealth Management Advisor, Catalyst Apollon

Luke Dillon

Director | Wealth Management Advisor, Westside Wealth of Apollon

Kyle Foresman

Wealth Management Advisor, Podesta Capital Apollon

Kassi Hyde

ChFC®

Wealth Management Advisor

Justin Coffin

JD, LLM, CFP®

Co-Founder | Wealth Management Advisor, Apollon New England

Josh Renda

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

Henry Silva

Wealth Management Advisor, Apollon New England

Gil Eaves

CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

Dax Allred

Wealth Management Advisor

Dawn Campbell

Wealth Management Advisor

David Pierce

Co-Founder | Wealth Management Advisor, Catalyst Apollon

David Palkovitz

CFP®

Wealth Management Advisor

David Hofer

Wealth Management Advisor

David Grossman

Wealth Management Advisor

Dave Mirolli

Co-Founder | Wealth Management Advisor, Catalyst Apollon

Daniel Scott

Wealth Management Advisor

Dan McCarthy

Wealth Management Advisor

Dan Marnik

Wealth Management Advisor

Cynthia Ochal

Wealth Management Advisor

Clinton Smith III

CPA, CFP®, CEPA

Wealth Management Advisor

Chris Pullaro

CPA, CFP®

Co-Founder | Wealth Management Advisor, Catalyst Apollon

Chris Pelley

Managing Director | Wealth Management Advisor

Chris Cassel

CPA

Wealth Management Advisor

Chris Burke

Co-Founder | Wealth Management Advisor, Podesta Capital Apollon

Cal Halliburton

Wealth Management Advisor, Catalyst Apollon

Brooks Johnson

Wealth Management Advisor

Brian Wiley

Wealth Management Advisor, Tree City of Apollon

Brian Pierce

Co-Founder | Wealth Management Advisor, Catalyst Apollon

Bradley Humphries

Wealth Management Advisor, J.E. Wilson of Apollon

Bob Foley

Co-Founder | Wealth Management Advisor, Podesta Capital Apollon

Ben Barzideh

ChFC®, RFC®

Wealth Management Advisor, Piershale Financial Group of Apollon

Aymen Kaboub

Managing Director

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

Alan Holman

Wealth Management Advisor

Adam King

Wealth Management Advisor