Investment Team
JD Gardner, CFA, CMT
CEO | Founder | Chief Investment Officer
Beckham Wyrick, CFA, CFP®
Head of Wealth Management
Brad Rapking, CFA
Head of Product Development, Portfolio Manager
John Luke Tyner, CFA
Head of Fixed Income, Portfolio Manager
Jake Marriott, CFA
Head of Option Overlay
David Wagner III, CFA
Head of Equity, Portfolio Manager
Brett Bennett, CFA
Client Portfolio Manager
Brian Jacobs, CFA
Client Portfolio Manager, Portfolio Manager
John Fox, CFA
Client Portfolio Manager
Joseph Sykora, CFA
Head of Private Investments, Client Portfolio Manager
Mark Callahan
Head of Trading, Portfolio Manager
Tenzin Phuntsok, CFA
Options Portfolio Manager
Advisor Relationships
Alli Jordan
Chief Revenue Officer
Tom Winkler, CIMA®, CETF®
Head of Wealth & Client Solutions
James Yahoudy, CFP®
Head of Services & Relationships
Derek Hernquist
Head of Brand
John B. Davenport, PhD, MBA
Head of Portfolio Strategists
Alexa Romero
Portfolio Strategist
Dana Bierman
Client Experience Coordinator
John Guagliardo
Senior Portfolio Strategist
Matt McGowan, CAIA
Senior Portfolio Strategist
Mike Sefscik
Senior Portfolio Strategist
Todd Johnson
Senior Relationship Manager
Operations
John Goldsberry
Facilitator
Will Gardner
Head of Corporate Finance & Strategy
Joshua Lucas
Head of Operations
Joseph King
Head of Trading Operations
Brett Wickmann
Chief Compliance Officer
Clay Calhoun
Senior Trading Operations Manager
Jaela Robbins, CPA
Advisor Tax Consultant
Jason Shlensky
Compliance Manager
Tim Rapking
Trading & Operations Manager
William Graham
Senior Trading Operations Manager
Aptus Business Solutions Formerly LibertyFi · Birmingham, AL
Davis Priester
Head of Business Solutions
Andy Wharton, CPA
Business Solutions Manager
Adair Moody Winkler
Senior Business Solutions Manager
Caroline Corso
Business Solutions Manager
John Brooks
Senior Business Solutions Manager
Mary Brandon Harrell
Business Solutions Manager
Thomas Reid
Senior Business Solutions Manager
Creative
Technology
