Advisors at this firm
Edward B
Series 66
Spartanburg, SC
Apollon Financial, LLC
Edward Beeker II is a financial advisor with Good Life Advisors, LLC in Spartanburg, SC, holding a Series 66 designation and 17 years of industry experience. He has worked at Good Life Advisors and LPL Financial since 2017 and previously spent eight years with Waddell & Reed, Inc. and various insurance carriers. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team-based approach with multiple methods of analysis to tailor advice and offers a range of programmatic solutions alongside educational seminars and subscription planning services.
David T
CFP®, Series 63, Series 65
Mount Pleasant, SC
Apollon Financial, LLC
David Turner is a CFP® certificant with 29 years of industry experience, currently serving as an advisor at Apollon Financial, LLC. His prior experience includes roles at LPL Financial LLC, Good Life Advisors, LLC, and Waddell & Reed, Inc. Outside of his advisory work, he is involved in health and wellness through Pursue Your Balance, LLC, a business affiliated with Melaleuca, Inc. Apollon Financial provides investment advisory, financial planning, and retirement-plan fiduciary services to individuals, families, trusts, businesses, and pooled vehicles. The firm combines centrally managed model strategies with locally managed portfolios, employs tax-aware and ESG risk-based approaches, and supports other RIAs through sub-advisory arrangements.
Bradley S
Series 63, Series 66
Downers Drove, IL
Apollon Financial, LLC
Bradley Schaffnit is a financial advisor at Apollon Financial, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Highpoint Advisor Group. Outside of his advisory role, he is involved with Leaders Partners, Inc., a non-variable insurance business. Apollon Financial provides investment advisory, financial planning, and retirement-plan fiduciary services to individuals, families, trusts, businesses, and pooled vehicles. The firm manages approximately $890 million in discretionary assets and combines centrally managed model strategies with locally managed portfolios, employing fundamental analysis, tactical adjustments, and tax-aware techniques, including ESG overlays on a client-selected basis.
Dory R
CFP®, Series 66
Downers Grove, IL
Apollon Financial, LLC
Dory Rodriguez is a CFP® and Series 66-licensed financial advisor with 24 years of industry experience. He is currently with Apollon Financial, LLC and has held previous roles at LPL Financial and HighPoint Advisor Group. Rodriguez has experience in non-variable insurance sales, including disability insurance. Apollon Financial provides investment advisory, financial planning, and retirement-plan fiduciary services to individuals, families, trusts, businesses, and pooled vehicles. The firm manages approximately $890 million in discretionary assets and combines centrally managed model strategies with locally managed portfolios, offering both discretionary and non-discretionary mandates while utilizing tax-aware and ESG investment approaches.
Daniel F
ChFC®, Series 63
Hinsdale, IL
Apollon Financial, LLC
Daniel Foxen is a financial advisor with LPL Financial in Hinsdale, IL, holding the ChFC® and Series 63 designations and bringing 39 years of industry experience. He has been with LPL Financial since 2009 and also provides investment advisory services through Apollon Financial and Foxen Financial, independent advisor firms. Outside of investment advisory, he is involved in selling life and long-term care insurance through Foxen Financial. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with in-house research and offers a range of delivery options and product solutions tailored to client needs.
Brandon V
Series 63, Series 65
Mount Pleasant, SC
Apollon Financial, LLC
Brandon Vincent is a financial advisor with Apollon Financial, LLC in Greenville, SC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at LPL Financial LLC, Good Life Advisors, LLC, and Oakwood Capital, Inc. Vincent also provides administrative support to Good Life Advisors, an independent investment advisor firm. Apollon Financial offers investment advisory, financial planning, and retirement-plan fiduciary services to individuals, families, trusts, businesses, and pooled vehicles. The firm manages approximately $890 million in discretionary assets through a network of 13 advisors, employing a combination of centrally managed model strategies and locally managed portfolios with tax-aware and ESG investment approaches.
Francis G
Series 63, Series 65
Downers Grove, IL
Apollon Financial, LLC
Francis Gutrich is a financial advisor at Apollon Financial, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, Highpoint Advisor Group, and J.P. Morgan Securities. Apollon Financial provides investment advisory, financial planning, and retirement-plan fiduciary services to individuals, families, trusts, businesses, and pooled vehicles. The firm manages approximately $890 million in discretionary assets and combines centrally managed model strategies with locally managed portfolios, employing fundamental analysis, tactical adjustments, and tax-aware techniques, including ESG options on a client-selected basis.
Robert R
ChFC®, Series 63, Series 65
Richfield, WI
Apollon Financial, LLC
Robert Ruelle is a financial advisor at Apollon Financial, LLC with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. His prior experience includes roles at Northwestern Mutual and LPL Financial, among others. Apollon Financial provides investment advisory, financial planning, and retirement-plan fiduciary services to individuals, families, trusts, businesses, and pooled vehicles. The firm manages approximately $890 million in discretionary assets and combines centrally managed model strategies with locally managed portfolios, offering both discretionary and non-discretionary mandates along with tax-aware and ESG investment options.
Maureen J
Series 63, Series 65
Downers Grove, IL
Apollon Financial, LLC
Maureen James is a financial advisor at Apollon Financial, LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Highpoint Advisor Group and LPL Financial. Outside of her advisory role, she has provided bookkeeping services since 2001. Apollon Financial offers investment advisory, financial planning, and retirement-plan fiduciary services to individuals, families, trusts, businesses, and pooled vehicles. The firm manages approximately $890 million in discretionary assets through a network of 13 advisors and utilizes a combination of centrally managed models and locally managed portfolios, incorporating fundamental analysis, tactical adjustments, tax-aware techniques, and ESG strategies.
Glenn D
CFP®, Series 63
Mount Pleasant, SC
Apollon Financial, LLC
Glenn Dehollander is a CFP® professional with 27 years of experience in the financial industry. He is currently affiliated with LPL Financial and Apollon Financial, having previously worked with Commonwealth Financial Network and led Dehollander & Janse Financial Group. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and a broad platform of investment solutions.
Glenn D
CFP®, Series 63, Series 65
Crownsville, MD
Apollon Financial, LLC
Glenn Drake is a CFP® professional with 37 years of industry experience, currently affiliated with Apollon Financial, LLC. He previously worked at LPL Financial from 2020 to present and Wells Fargo Advisors Financial Network LLC from 2010 to 2020. Outside of his advisory work, he acts as a co-trustee for his company's 401(k) plan and is involved in business entities related to tax and investment purposes. Apollon Financial provides investment advisory, financial planning, and retirement-plan fiduciary services to individuals, families, trusts, businesses, and pooled vehicles. The firm manages approximately $890 million in discretionary assets and employs a combination of centrally managed model strategies and locally managed portfolios, utilizing fundamental analysis, tactical adjustments, tax-aware techniques, and ESG considerations.
Kayleigh Z
ChFC®, Series 66
Mount Pleasant, SC
Apollon Financial, LLC
Kayleigh Zarndt is a ChFC® credentialed financial advisor at Apollon Financial, LLC with five years of industry experience. She has worked at firms including Northwestern Mutual Wealth Management Company and Wealth Enhancement Advisory Services. Zarndt also serves as a notary public. Apollon Financial provides investment advisory, financial planning, and retirement-plan fiduciary services to individuals, families, trusts, businesses, and pooled vehicles. The firm manages approximately $890 million in discretionary assets through a network of 13 advisors, combining centrally managed model strategies with locally managed portfolios and employing tax-aware and ESG-informed investment approaches.
Martin B
CFP®, Series 63, Series 65
Naperville, IL
Apollon Financial, LLC
Martin Beck is a CFP® with 39 years of industry experience. He is currently with Apollon Financial, LLC and has previously worked with LPL Financial LLC for 19 years. Apollon Financial provides investment advisory, financial planning, and retirement-plan fiduciary services to individuals, families, trusts, businesses, and pooled vehicles. The firm manages approximately $890 million in discretionary assets and combines centrally managed model strategies with locally managed portfolios, employing fundamental analysis, tactical adjustments, and tax-aware techniques, including ESG overlays on a client-selected basis.
John K
CFP®, Series 63, Series 65
Crownsville, MD
Apollon Financial, LLC
John Kinzer is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Apollon Financial, LLC and has previously worked at LPL Financial and Wells Fargo Advisors Financial Network LLC. Kinzer is involved in multiple registered investment advisory activities, including fiduciary services through his own entities. Apollon Financial provides investment advisory, financial planning, and retirement-plan fiduciary services to individuals, families, trusts, businesses, and pooled vehicles. The firm manages approximately $890 million in discretionary assets across a network of 13 advisors, employing a combination of centrally managed model strategies and locally managed portfolios with discretionary and non-discretionary mandates.
James M
CFP®, Series 63
King Of Prussia, PA
Apollon Financial, LLC
James Mcgowan is a CFP® professional with 11 years of industry experience. He has worked at The Marshall Financial Group, Inc. for 10 years before joining Apollon Financial, LLC, where he currently serves as an advisor. He is also the chapter president of a Business Networking International group, leading weekly meetings and welcoming visitors. Apollon Financial provides investment advisory, financial planning, and retirement-plan fiduciary services to individuals, families, trusts, businesses, and pooled vehicles. The firm manages approximately $890 million in discretionary assets and combines centrally managed model strategies with locally managed portfolios, employing fundamental analysis, tactical adjustments, and tax-aware techniques.