Aptus Capital Advisors, LLC

John Tyner is a CFA® charterholder and Series 63 licensee with nine years of industry experience. He has worked at Aptus Capital Advisors, LLC since 2019, following roles at SkyCop Inc. and Duncan-Williams, Inc. Aptus Capital Advisors provides investment management, retirement plan consulting, and financial planning services to individuals, small businesses, trusts, estates, and registered investment companies. The firm primarily uses ETF-based strategies that combine technical and fundamental analysis to seek market upside while managing downside risk.

Beckham Wyrick is a CFP®, CFA®, and holds a Series 65 license with nine years of industry experience. He has been with Aptus Capital Advisors, LLC since 2016. Outside of his advisory role, he is the sole member of FIVE FALCON, LLC, a company involved in purchasing residential and commercial real estate for rental purposes. Aptus Capital Advisors, LLC provides investment management, model-portfolio and sub-advisory services, and retirement plan consulting to individuals, small businesses, trusts, estates, and registered investment companies. The firm primarily uses ETF-based strategies combining technical and fundamental analysis to manage portfolios on a discretionary basis.

John Goldsberry is a financial advisor at Aptus Capital Advisors, LLC in Fairhope, AL, holding a Series 65 designation with 11 years of industry experience. He has been with Aptus Capital Advisors since 2014. Aptus Capital Advisors provides investment management, model-portfolio and sub-advisory services, retirement plan consulting, and financial planning to individuals, small businesses, trusts, estates, registered investment companies, and other advisers. The firm employs strategies primarily through ETFs, combining technical and fundamental analysis to seek market upside while aiming to limit major drawdowns.

Joseph Sykora is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Aptus Capital Advisors, LLC since 2021. Prior to joining Aptus, he worked at Gallatin Natural Resources, LLC from 2014 to 2020. Aptus Capital Advisors, LLC provides investment management, model-portfolio and sub-advisory services, retirement plan consulting, and financial planning to individuals, small businesses, trusts, estates, registered investment companies, and other registered investment advisers. The firm primarily uses ETFs in its strategies, combining technical and fundamental analysis to seek market upside while aiming to limit major drawdowns.

Matthew McGowan is a financial advisor at Aptus Capital Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SEI Investments Management Corp and Riskalyze. At Aptus, he serves as a Senior Advisor Consultant, working with financial advisors to explain the firm’s investment philosophy and business services. Aptus Capital Advisors provides investment management, model-portfolio and sub-advisory services, retirement plan consulting, and financial planning. The firm serves individuals, small businesses, trusts, estates, registered investment companies, and other registered investment advisers, implementing strategies primarily through ETFs with a focus on combining technical and fundamental analysis to seek market upside while attempting to limit major drawdowns.

William Gardner is a Series 65-credentialed advisor at Aptus Capital Advisors, LLC with seven years of industry experience. He has been with Aptus since 2018 and previously worked at Hygia Health Services from 2014 to 2018. Aptus Capital Advisors provides investment management, retirement plan consulting, and financial planning services to individuals, small businesses, trusts, estates, registered investment companies, and other advisers. The firm primarily uses ETF-based strategies, combining technical and fundamental analysis to seek market upside while managing downside risk.

Derek Hernquist is a financial advisor with Aptus Capital Advisors, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Aptus Capital Advisors since 2018, following roles at Strategic Index Advisors and Adhesion Wealth Advisor Solutions. Aptus Capital Advisors provides investment management, model-portfolio and sub-advisory services, retirement plan consulting, and financial planning primarily through actively managed ETFs. The firm serves individuals, small businesses, trusts, estates, and registered investment companies, combining technical and fundamental analysis to seek market upside while aiming to limit major drawdowns.

David Wagner is a CFA® charterholder with six years of experience, currently serving as a financial advisor at Aptus Capital Advisors, LLC. His prior experience includes roles at Environ Capital Management, Driehaus Capital Advisors, and Opus Capital Advisors. Outside of his advisory work, he serves as a trustee and leads trail maintenance for the Ault Park Advisory Council, a nonprofit organization focused on park preservation and public use, and co-owns Wagner Stables, a racehorse ownership hobby. Aptus Capital Advisors provides investment management, model-portfolio and sub-advisory services, retirement plan consulting, and financial planning to individuals, small businesses, trusts, estates, registered investment companies, and other advisers. The firm emphasizes ETF-based strategies combining technical and fundamental analysis, managing approximately $11.9 billion on a discretionary basis with a team of 19 advisors serving over 9,300 client relationships.

Alexandra Romero is a financial advisor at Aptus Capital Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Aptus, she spent four years at Christopher Newport University and six years in full-time education. Aptus Capital Advisors provides investment management, retirement plan consulting, and financial planning services to individuals, small businesses, trusts, estates, registered investment companies, and other advisers. The firm uses a combination of technical and fundamental analysis to manage portfolios primarily through actively managed ETFs and model portfolios.

Joseph King is a financial advisor at Aptus Capital Advisors, LLC with three years of industry experience. He holds the Series 65 designation and has worked at Aptus Capital Advisors since 2021. Prior to his advisory role, he was employed at Red Hat and Facility Dude. Aptus Capital Advisors provides investment management, retirement plan consulting, financial planning, and acts as an adviser to a suite of exchange-traded funds. The firm serves individuals, small businesses, trusts, estates, and other investment advisers, combining technical and fundamental analysis to manage portfolios primarily through ETFs.

John Guagliardo is a financial advisor with Aptus Capital Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Neuberger Berman LLC, LoCorr Distributors, LLC, and First Financial Equity Corporation. Outside of advisory work, he is a passive investor in rental property managed by a third party. Aptus Capital Advisors provides investment management, model-portfolio and sub-advisory services, retirement plan consulting, and financial planning to individuals, small businesses, trusts, estates, registered investment companies, and other advisers. The firm primarily uses ETFs, including actively managed and private-label offerings, combining technical and fundamental analysis to pursue market upside while aiming to limit major drawdowns.

Mark Callahan is a financial advisor with Aptus Capital Advisors, LLC in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Aptus since 2019, following prior roles at Esposito Securities, LLC and a period of self-employment. Aptus Capital Advisors provides investment management, retirement plan consulting, and financial planning services to a diverse client base, primarily utilizing ETF-based strategies that combine technical and fundamental analysis to manage risk and seek market gains.

John Gardner is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has been with Aptus Capital Advisors, LLC since 2013. Aptus Capital Advisors, LLC provides investment management, model-portfolio and sub-advisory services, retirement plan consulting, and financial planning to individuals, small businesses, trusts, estates, registered investment companies, and other registered investment advisers. The firm primarily uses ETFs, combining technical and fundamental analysis to pursue market upside while aiming to limit major drawdowns.

Bradley Rapking is a CFA® charterholder with five years of industry experience. He has worked at Aptus Capital Advisors, LLC since 2020 and previously held roles at Driehaus Capital Management and Opus Capital Management. Aptus Capital Advisors, LLC provides investment management, model-portfolio and sub-advisory services, retirement plan consulting, and financial planning to individuals, small businesses, trusts, estates, registered investment companies, and other advisers. The firm primarily uses ETFs and combines technical and fundamental analysis to manage portfolios on a discretionary basis while seeking to limit major drawdowns.

William Graham III is a financial advisor at Aptus Capital Advisors, LLC with three years of industry experience. He has been with Aptus since 2020 and previously worked for seven years at JEAR Logistics, LLC. He holds a Series 65 designation. Aptus Capital Advisors LLC provides investment management, model-portfolio and sub-advisory services, retirement plan consulting, and financial planning to a diverse client base including individuals, small businesses, trusts, estates, and registered investment companies. The firm primarily uses ETF-based strategies, combining technical and fundamental analysis to seek market upside while aiming to limit major drawdowns.