Apex Strategic Wealth, LLC

William Wood is a CFP® with 29 years of industry experience, currently serving as an advisor at Apex Strategic Wealth, LLC since 2020. He previously worked at Innovative Advisory Partners, LLC, LPL Financial LLC, Franklin Wealth Management, and SolomonWood, LLC. Outside of his advisory role, Wood is a Navy Reserve Officer and owns a business involved in rally management. Apex Strategic Wealth, LLC is an SEC-registered investment adviser managing approximately $292 million in assets for nearly 600 clients, including individuals, institutions, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizing a range of strategies and instruments, and supplements its services with educational workshops.

Christopher Taylor is a CFP® professional with 14 years of industry experience. He is currently with Apex Strategic Wealth, LLC and has previously worked at Innovative Advisory Partners, LLC, SolomonWood Financial Advisors, LPL Financial LLC, and Franklin Wealth Management. Taylor is also licensed as an insurance agent, providing fixed insurance products including life, disability, long-term care, and health insurance. Apex Strategic Wealth, LLC is an SEC-registered investment adviser managing approximately $292 million in discretionary assets for nearly 600 clients. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering both discretionary and non-discretionary portfolio management as well as financial planning services.

John Garmany is a financial advisor with Apex Strategic Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Apex since 2020, previously with Innovative Advisory Partners, LLC, and LPL Financial, LLC. Garmany is also involved in managing SolomonWood LLC, a DBA related to his advisory activities. Apex Strategic Wealth, LLC is an SEC-registered investment adviser managing approximately $292 million in discretionary assets for nearly 600 clients. The firm serves individuals, institutions, and charitable organizations, offering portfolio management, financial planning, and a range of investment strategies including equities, municipal securities, and alternatives, while also operating as an insurance agency.

Charles Emanuel is a financial advisor with Apex Strategic Wealth, LLC in Chattanooga, TN, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at Innovative Advisory Partners, LLC for six years before joining Apex in 2020. Apex Strategic Wealth, LLC is an SEC-registered investment adviser managing approximately $292 million in discretionary assets for nearly 600 clients, including individuals, institutions, and charitable organizations. The firm offers a range of portfolio management and financial planning services, employing both discretionary and non-discretionary strategies across various asset classes, and also engages in insurance sales and plan-sponsor consulting.

Robert Pragnell V is a financial advisor with Apex Strategic Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Apex Strategic Wealth since 2020 and previously at Innovative Advisory Partners, LLC and LPL Financial. Outside of his advisory role, he is a musician involved with the McGee Pragnell Band. Apex Strategic Wealth, LLC is an SEC-registered investment adviser managing approximately $292 million in discretionary assets for nearly 600 clients, including individuals, institutions, and charitable organizations. The firm offers individual and program portfolio management, financial planning, and insurance services, utilizing a broad range of investment instruments and LPL-sponsored platforms.

Noah Wood is a financial advisor at Apex Strategic Wealth, LLC with one year of industry experience. He holds the Series 66 designation and has worked previously at Solomonwood LLC, LPL Financial, Croft and Frost, and First Horizon Bank. Outside of advising, Wood has been involved in small business operations, including a role at Rodizio Bar and Grill. Apex Strategic Wealth, LLC manages approximately $292 million in discretionary assets for around 597 clients, serving individuals, institutions, and charitable organizations. The firm offers portfolio management and financial planning services, utilizing a range of investment strategies and providing educational workshops, while also operating as an insurance agency and supporting institutional and municipal plan sponsors.

Josiah Mc Daniel is a financial advisor with Apex Strategic Wealth, LLC, holding a Series 66 designation and six years of industry experience. His work history includes roles at LPL Financial, LLC; Innovative Advisory Partners, LLC; and SolomonWood LLC. Apex Strategic Wealth, LLC is an SEC-registered investment adviser managing approximately $292 million in discretionary assets for nearly 600 clients, including individuals, institutions, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, utilizes a range of investment instruments, and provides educational workshops alongside financial planning services.