A Word From Our Founder


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Learn MoreOur Funds

The Aptus Lineup

JD Gardner, CFA

JD Gardner, CFA

Founder | Chief Investment Officer

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Beckham Wyrick, CFA

Beckham Wyrick, CFA

Portfolio Manager | Portfolio Reviews

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John Luke Tyner, CFA

John Luke Tyner, CFA

Fixed Income | Portfolio Reviews

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David Wagner III, CFA

David Wagner III, CFA

Portfolio Manager | Equity Analyst

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Mark Callahan

Mark Callahan

Institutional Trading | Analytics

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Brad Rapking, CFA

Brad Rapking, CFA

Equity Analyst | Institutional Trading

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Joseph Sykora, CFA

Joseph Sykora, CFA

Equity Analyst & Portfolio Reviews

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John Goldsberry

John Goldsberry

Facilitator | Fund Operations

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Will Gardner

Will Gardner

Advisor Transitions | Support

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Brett Wickman

Brett Wickman

Chief Compliance Officer

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Derek Hernquist

Derek Hernquist

Business Development | Partnerships

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James Yahoudy

James Yahoudy

Business Consulting | Enterprise Relations

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William Graham

William Graham

Strategic Planning | Development

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Joseph King

Joseph King

Client Support

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Omar Mulla

Omar Mulla

Chief Wellness Officer

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Team Highlights

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Enhancing Outcomes


Your job is to help clients meet their goals. Part of that is capturing the compounding power of markets, part is making sure the path matches client expectations. How portfolios get from point A to point B matters.