Apeiron

Adam Keller is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Apeiron since 2017. Prior to Apeiron, he worked at WFG Investments Inc for seven years. Outside of his advisory role, he is a member-owner of AKRELLA LLC, a business management entity. Apeiron RIA manages approximately $730 million for a diverse client base including individuals, trusts, retirement plans, and institutions. The firm employs a holistic, customized investment process that incorporates multiple analytical methods and offers discretionary portfolio management, financial planning, retirement consulting, and insurance product recommendations.

Philip Athey is a CFP®-credentialed financial advisor with 22 years of industry experience, currently serving clients at Apeiron in Dallas, TX. He has worked at Aperion RIA, LLC since 2017 and previously at WFG Investments, Inc. from 2012 to 2017. In addition to advisory services, he may recommend and sell insurance products as an independent agent, dedicating approximately 10% of his time to this activity. Apeiron RIA manages approximately $730 million for about 746 clients through a team of 11 advisors, serving individuals, trusts, retirement plans, businesses, and institutional clients. The firm employs a holistic investment approach that integrates multiple analytical methods and offers discretionary portfolio management, financial planning, retirement plan consulting, and licensed insurance product recommendations.

Ryan Shea is a CFP® professional with nine years of experience in the financial services industry. He is currently an advisor at Apeiron RIA, where he has worked since 2023. His prior experience includes roles at Merrill Lynch, Bank of America, Charles Schwab, and Fidelity Investments. Apeiron RIA manages approximately $730 million for a diverse client base that includes individuals, trusts, retirement plans, corporations, and institutional clients. The firm employs a holistic, customized investment process utilizing multiple analytical methods and offers discretionary portfolio management, financial planning, and retirement plan consulting.

Scott Hammel is a CFP® with 18 years of industry experience, currently serving as an advisor at Apeiron since 2017. He previously worked at WFG Investments Inc from 2010 to 2017. Hammel also acts as an independent insurance agent and may sell insurance products he recommends to clients, which accounts for about 10% of his time. Apeiron RIA manages approximately $730 million for a diverse client base, including individuals, trusts, retirement plans, and institutional clients. The firm employs a holistic investment process combining multiple analytical methods and offers discretionary portfolio management, financial planning, retirement plan consulting, and licensed insurance product recommendations.

Colton Richards is a CFP® with seven years of industry experience, currently serving as an advisor at Apeiron. Prior to joining Apeiron in 2024, he worked at SEI Investments Management Corp for six years. Apeiron RIA manages approximately $730 million across 746 clients, providing discretionary portfolio management, financial planning, retirement plan consulting, and licensed insurance product recommendations. The firm serves a diverse client base including individuals, trusts, retirement plans, corporations, and institutions, employing a multifaceted investment approach that incorporates fundamental, technical, and cyclical analyses along with various managed account strategies.

James Marsden is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Apeiron since 2017. Prior to that, he worked at Wfg Investments Inc for seven years. Marsden serves as treasurer for the Highland Village Area Baseball and Softball Association on a volunteer basis. Apeiron RIA manages approximately $730 million for a diverse client base including individuals, trusts, retirement plans, and institutions. The firm employs a holistic investment approach that integrates multiple analytical methods and offers discretionary portfolio management alongside financial planning and insurance product recommendations.

Kyle Walters is a CFP® with 22 years of industry experience, currently serving as an advisor at Apeiron RIA. He previously worked at WFG Investments Inc. from 2010 to 2017. Walters is also the proprietor of an accounting and tax preparation business, L&H CPA's and Advisors, based in Dallas, TX. Apeiron RIA manages approximately $730 million for a diverse client base including individuals, trusts, retirement plans, and institutional clients. The firm employs a holistic, customized investment approach that integrates multiple analytical methods and offers discretionary portfolio management alongside financial planning and licensed insurance product recommendations.

Katie Bosler is a financial advisor at Apeiron with six years of industry experience. She holds a Series 66 designation and has worked at firms including Atlas Wealth, Raymond James & Associates, Truist Advisory Services, and BB&T Securities. She is based in Dallas, TX. Apeiron RIA is a multi-team registered investment adviser managing approximately $730 million for a diverse client base that includes individuals, trusts, retirement plans, corporations, small businesses, churches, and other institutional clients. The firm employs a holistic, customized investment approach that integrates multiple analytical methods and offers discretionary portfolio management alongside financial planning and retirement plan consulting.

Brandon Gibson is a CFP® with 22 years of industry experience, currently serving as an advisor at Apeiron RIA, LLC since 2022. He previously worked for First Financial Equity Corporation from 2009 to 2022. Outside of financial advising, he is a classical singer affiliated with The Dallas Opera. Apeiron RIA manages approximately $730 million for about 746 clients through a team of 11 advisors. The firm serves individuals, trusts, estates, retirement plans, corporations, small businesses, churches, and other institutional clients with a holistic investment approach that integrates multiple analytical methods and offers discretionary portfolio management, financial planning, and retirement plan consulting.

James Crocker is a financial advisor with Apeiron RIA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Cetera Advisors and Cascadia Advisory Services before joining Apeiron in 2021. Apeiron RIA manages approximately $730 million for a diverse client base including individuals, trusts, retirement plans, corporations, and institutional clients. The firm employs a holistic, customized investment process using multiple analytical methods and offers discretionary portfolio management, financial planning, retirement plan consulting, and licensed insurance product recommendations.

David Droppo is a CFP® with 20 years of industry experience, currently serving as an advisor at Apeiron since 2017. He previously worked at WFG Advisors, LP and WFG Investments, Inc. from 2014 to 2017. Outside of his advisory role, he owns a business management entity, PAAK-EDGE, LLC, and spends a portion of his time selling recommended insurance products as an independent insurance agent. Apeiron RIA manages approximately $730 million for a diverse client base including individuals, trusts, retirement plans, and institutions. The firm employs a holistic, customized investment approach that integrates multiple analytical methods and offers discretionary portfolio management, financial planning, retirement plan consulting, and licensed insurance product recommendations.