APEX Wealth Advisors LLC

Joel Barlow is a CFP® with 23 years of industry experience, currently advising at APEX Wealth Advisors LLC in Birmingham, AL. His prior roles include positions at Cantor Fitzgerald, LP and the American Financial Education Alliance. He is also a part owner of The Barlow Firm, which provides tax and accounting services. APEX Wealth Advisors offers investment management and financial planning to individuals, charities, and business entities, managing approximately $102.6 million in discretionary assets. The firm uses an asset-allocation approach with model portfolios and employs third-party sub-advisers, while providing comprehensive financial planning and estate-planning facilitation through a third-party technology platform.

Jacob Schisler is a financial advisor at APEX Wealth Advisors LLC with six years of industry experience. He holds the Series 65 designation and has worked at several firms, including Kramer and Kramer Estate Planning LLC and AE Wealth Management, LLC. Outside of advising, Schisler is also active as an insurance agent involved in insurance sales and services. APEX Wealth Advisors provides investment management and financial planning to individuals, charities, and business entities. The firm manages approximately $102.6 million in discretionary assets and employs an asset-allocation approach using model portfolios, often incorporating ETFs and diversified holdings, while facilitating estate planning through a third-party technology provider.

Leonard Williamson is a financial advisor with APEX Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Alexander Capital, L.P., Great Point Capital, LLC, Emerson Equity LLC, Simplicity Wealth LLC, Simplicity Financial Marketing, and Cantor Fitzgerald & Co. Outside of his advisory work, he is a managing partner at APEX Wealth Advisors. APEX Wealth Advisors provides investment management and financial planning services to individuals, charities, and business entities, managing approximately $102.6 million in discretionary assets. The firm employs an asset-allocation approach using model portfolios and may engage sub-advisers while retaining discretionary authority, offering comprehensive planning and portfolio management.