{"id":230684,"date":"2021-09-10T20:50:37","date_gmt":"2021-09-10T20:50:37","guid":{"rendered":"https:\/\/aptuscapitaladvisors.com\/?page_id=230684"},"modified":"2025-05-13T15:52:18","modified_gmt":"2025-05-13T19:52:18","slug":"team","status":"publish","type":"page","link":"https:\/\/aptuscapitaladvisors.com\/team\/","title":{"rendered":"Team"},"content":{"rendered":"

[et_pb_section fb_built=”1″ fullwidth=”on” module_class=”team-page-header-section” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_fullwidth_header title=”A Word From Our Team” text_orientation=”center” button_one_text=”Learn More” button_one_url=”#aptuslineup” button_two_text=”Our Funds” button_two_url=”\/our-funds\/” content_max_width=”80%” _builder_version=”4.23.4″ _module_preset=”default” title_font=”|800|||||||” title_text_align=”center” title_text_color=”#1881EA” title_font_size=”35px” content_text_align=”center” content_font_size=”18px” background_enable_color=”off” background_image=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2022\/05\/aca.33.jpg” custom_button_one=”on” button_one_text_size=”18px” button_one_bg_color=”#1881EA” button_one_border_width=”0px” button_one_border_radius=”0px” button_one_font=”|800|||||||” button_one_use_icon=”off” button_one_custom_padding=”7px||8px||false|false” custom_button_two=”on” button_two_text_size=”18px” button_two_bg_color=”#8E9ABF” button_two_border_width=”0px” button_two_border_radius=”0px” button_two_font=”|800|||||||” button_two_use_icon=”off” button_two_custom_padding=”7px||8px||false|false” custom_css_content=”margin-bottom: 10px” custom_css_button_1=”width: 150px;” custom_css_button_2=”width: 150px;” global_colors_info=”{}”]<\/p>\n

 <\/p>\n

As JD likes to say, we\u2019re proud to help advisors serve the lifeblood of financial services clients. While we\u2019re always happy to help manage a $20M household, the majority of our days are spent helping the advisor make sure that their $1M-$5M families are a) positioned properly and b) confident in that positioning.<\/p>\n

 <\/p>\n

With stocks and bonds correlating more closely<\/span>, we think an extra set of eyes can only help advisors help clients. We feel privileged every day, to sit alongside fiduciaries and support their practice in every way possible. Our focus on risk mitigation plays a key role, but we think consistency in<\/em> and consistency of<\/em> messaging is equally important to keeping clients confident enough to gain the benefits of long-term investing.<\/p>\n

 <\/p>\n

Thank you for visiting our site, and thank you for considering us as your partner. We pride ourselves on relationships and attention to detail…at some point, you\u2019ll connect with just about everyone here so thought you might enjoy meeting the people that chop wood and carry water to support your efforts.<\/p>\n

[\/et_pb_fullwidth_header][\/et_pb_section][et_pb_section fb_built=”1″ module_id=”aptuslineup” _builder_version=”4.16″ _module_preset=”default” custom_padding=”||32px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_2_font=”|800|||||||” header_2_text_align=”center” header_2_text_color=”#1881EA” header_2_font_size=”35px” global_colors_info=”{}”]<\/p>\n

The Aptus Lineup<\/h2>\n

[\/et_pb_text][et_pb_divider color=”#11284b” divider_weight=”5px” _builder_version=”4.23.4″ _module_preset=”default” width=”36%” module_alignment=”center” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ module_class=”leadership-2021″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px||||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px||||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_button button_text=”Investment Team” button_alignment=”center” _builder_version=”4.23.4″ _module_preset=”default” custom_button=”on” button_text_size=”17px” button_text_color=”#FFFFFF” button_bg_color=”#1881ea” button_border_width=”0px” button_border_radius=”0px” button_font=”|800|||||||” button_use_icon=”off” custom_padding=”10px|50px|10px|50px|false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ use_custom_gutter=”on” gutter_width=”2″ custom_padding_last_edited=”on|tablet” _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px||35px||false|false” custom_padding_tablet=”30px||20px||false|false” custom_padding_phone=”” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”JD Gardner, CFA & CMT” position=”Founder | Chief Investment Officer” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2023\/12\/JD-Gardner_Aptus_main-scaled.jpg” twitter_url=”https:\/\/twitter.com\/jdgardner251″ linkedin_url=”https:\/\/www.linkedin.com\/in\/jd-gardner-cfa-cmt-086b0149\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” body_font=”||||||||” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Beckham Wyrick, CFA & CFP\u00ae” position=”Client Portfolio Manager” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2021\/10\/Beckham-Wyrick-Oct-23.jpg” linkedin_url=”https:\/\/www.linkedin.com\/in\/beckham-wyrick-1a946b10b\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Mark Callahan” position=”Head of Trading | Portfolio Manager” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2023\/12\/Mark-Callahan-Team-Page.jpg” linkedin_url=”https:\/\/www.linkedin.com\/in\/mark-callahan-73bb1b3\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”John Luke Tyner, CFA” position=”Head of Fixed Income | Portfolio Manager” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2021\/10\/John-Luke-Tyner-Oct-23-scaled.jpg” linkedin_url=”https:\/\/www.linkedin.com\/in\/john-luke-tyner-cfa-16174979\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ use_custom_gutter=”on” gutter_width=”2″ custom_padding_last_edited=”on|tablet” _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px||35px||false|false” custom_padding_tablet=”30px||20px||false|false” custom_padding_phone=”” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”David Wagner III, CFA” position=”Head of Equity | Portfolio Manager” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2023\/12\/Dave-Wagner-Team-Page-scaled.jpg” linkedin_url=”https:\/\/www.linkedin.com\/in\/david-w-wagner-iii-cfa-6161482a\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Brad Rapking, CFA” position=”Portfolio Manager | Equity Analyst” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2024\/01\/Brad-Jan-23.jpg” linkedin_url=”https:\/\/www.linkedin.com\/in\/bradleyjrapking\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Joseph Sykora, CFA” position=”Head of Private Investments | Client Portfolio Manager” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2023\/12\/Joseph-Sykora-Team-Page-scaled.jpg” twitter_url=”#” linkedin_url=”https:\/\/www.linkedin.com\/in\/joseph-sykora-cfa-07703091\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Brett Bennett, CFA” position=”Client Portfolio Manager” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2023\/11\/Brett-Bennett-Oct23.jpg” linkedin_url=”https:\/\/www.linkedin.com\/in\/brett-bennett-cfa” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ use_custom_gutter=”on” gutter_width=”2″ custom_padding_last_edited=”on|tablet” _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px||35px||false|false” custom_padding_tablet=”30px||20px||false|false” custom_padding_phone=”” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Brian Jacobs, CFA” position=”Investment Solutions | Strategy” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2023\/12\/Brian-Jacobs-1.jpeg” linkedin_url=”https:\/\/www.linkedin.com\/in\/brian-jacobs-cfa-880a201\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”John Archbold, CFA” position=”Client Portfolio Manager” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2024\/05\/John-Archbold-headshot_-square.jpg” linkedin_url=”https:\/\/www.linkedin.com\/in\/john-archbold-cfa-3a564997\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Tenzin Phuntsok, CFA” position=”Trading | Options Analyst” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2025\/01\/Tenzin-Phuntsok-bw.jpg” linkedin_url=”https:\/\/www.linkedin.com\/in\/tpphunts\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Jake Marriott” position=”Options Portfolio Manager” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2025\/02\/Jake-Marriott-Headshot-bw-500×500-1.jpeg” linkedin_url=”https:\/\/www.linkedin.com\/in\/jake-marriott-849a65142\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”||||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_button button_text=”Operations” button_alignment=”center” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_size=”17px” button_text_color=”#FFFFFF” button_bg_color=”#1881ea” button_border_width=”0px” button_border_radius=”0px” button_font=”|800|||||||” button_use_icon=”off” custom_padding=”10px|50px|10px|50px|false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ custom_padding_last_edited=”on|tablet” module_class=”row-three-column” _builder_version=”4.17.4″ _module_preset=”default” width=”783.55px” width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” custom_padding=”0px||35px||false|false” custom_padding_tablet=”30px||20px||false|false” custom_padding_phone=”” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”John Goldsberry” position=”Facilitator | Operations | Technology” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2023\/12\/John-Goldsberry-Team-Page.jpg” linkedin_url=”https:\/\/www.linkedin.com\/in\/john-goldsberry-4a064aa7\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Will Gardner” position=”Advisor Transitions | Support” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2021\/10\/Will-Gardner-Oct-23.jpg” linkedin_url=”https:\/\/www.linkedin.com\/in\/will-gardner-77a84a6\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Brett Wickmann” position=”Chief Compliance Officer” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2021\/10\/Brett-Wickmann-Oct-23.jpg” linkedin_url=”https:\/\/www.linkedin.com\/in\/brett-wickmann-baab695\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ custom_padding_last_edited=”on|tablet” module_class=”row-three-column” _builder_version=”4.17.4″ _module_preset=”default” width=”783.55px” width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” custom_padding=”0px||35px||false|false” custom_padding_tablet=”30px||20px||false|false” custom_padding_phone=”” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Joseph King” position=”Trading | Client Service” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2023\/12\/Joseph-King-Team-Page.jpg” linkedin_url=”https:\/\/www.linkedin.com\/in\/josephrking\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”William Graham” position=”Trading | Client Service” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2021\/10\/William-Graham-Oct-23.jpg” linkedin_url=”https:\/\/linkedin.com\/in\/william-graham-60031548″ _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Clay Calhoun” position=”Trading | Client Service” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2023\/12\/Clay-Calhoun-Team-Page.jpg” linkedin_url=”https:\/\/www.linkedin.com\/in\/clay-calhoun-69194647\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ custom_padding_last_edited=”on|tablet” module_class=”row-three-column” _builder_version=”4.17.4″ _module_preset=”default” width=”783.55px” width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” custom_padding=”0px||35px||false|false” custom_padding_tablet=”30px||20px||false|false” custom_padding_phone=”” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Jaela Robbins, CPA” position=”Advisor Tax Consultant” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2023\/12\/Jaela-Robbins-Headshot-1.jpg” linkedin_url=”https:\/\/www.linkedin.com\/in\/jaela-robbins-6b09a644\/” disabled_on=”off|off|off” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” locked=”off” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Katlyn Sesera” position=”Chief of Staff” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2023\/01\/Katelyn-Sesera-Oct-23.jpg” linkedin_url=”https:\/\/www.linkedin.com\/in\/katlyn-sesera-335a4b241\/” disabled_on=”off|off|off” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” locked=”off” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Jason Shlensky” position=”Operations & Compliance Officer” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2024\/11\/Jason-Headshot.jpg” linkedin_url=”https:\/\/www.linkedin.com\/in\/jason-shlensky-91728013″ _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”||||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_button button_text=”Advisor Relationships” button_alignment=”center” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_size=”17px” button_text_color=”#FFFFFF” button_bg_color=”#1881ea” button_border_width=”0px” button_border_radius=”0px” button_font=”|800|||||||” button_use_icon=”off” custom_padding=”10px|50px|10px|50px|false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ use_custom_gutter=”on” gutter_width=”2″ custom_padding_last_edited=”on|tablet” _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px||35px||false|false” custom_padding_tablet=”30px||20px||false|false” custom_padding_phone=”” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Derek Hernquist” position=”Business Development | Partnerships” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2023\/12\/Derek-Hernquist-Oct-23-12.10.43\u202fPM.jpg” twitter_url=”https:\/\/twitter.com\/derekhernquist” linkedin_url=”https:\/\/www.linkedin.com\/in\/derekhernquist\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”James Yahoudy, CFP\u00ae” position=”Strategic Consulting | Enterprise Relations” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2023\/12\/James-Yahoudy-Team-Page.jpg” linkedin_url=”https:\/\/www.linkedin.com\/in\/jamesyahoudy\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” locked=”off” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Matt McGowan, CAIA” position=”Strategic Consulting” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2023\/12\/Matt-McGowan-Team-Page.jpg” linkedin_url=”https:\/\/www.linkedin.com\/in\/mcgowanetf\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Mike Sefscik” position=”Strategic Consulting” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2023\/12\/Mike-Sefscik-Team-Page.jpg” linkedin_url=”https:\/\/www.linkedin.com\/in\/michael-sefscik-b4846817\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” locked=”off” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ custom_padding_last_edited=”on|tablet” module_class=”row-three-column” _builder_version=”4.17.4″ _module_preset=”default” width=”783.55px” width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” custom_padding=”0px||35px||false|false” custom_padding_tablet=”30px||20px||false|false” custom_padding_phone=”” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Todd Johnson” position=”Senior Relationship Manager” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2024\/12\/Todd-Johnson-1.jpg” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” locked=”off” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Alexa Romero” position=”Internal Investment Consultant” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2025\/02\/AlexaRomeroHeadshot-cropped.jpeg” linkedin_url=”www.linkedin.com\/in\/alexa-e-romero” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” locked=”off” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Dana Bierman” position=”Client Experience Coordinator” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2025\/05\/Dana-Bierman-Headshot-bw.jpg” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” locked=”off” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”||||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_button button_text=”Creative” button_alignment=”center” _builder_version=”4.20.4″ _module_preset=”default” custom_button=”on” button_text_size=”17px” button_text_color=”#FFFFFF” button_bg_color=”#1881ea” button_border_width=”0px” button_border_radius=”0px” button_font=”|800|||||||” button_use_icon=”off” custom_padding=”10px|50px|10px|50px|false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ custom_padding_last_edited=”on|tablet” module_class=”row-three-column” _builder_version=”4.17.4″ _module_preset=”default” width=”783.55px” width_tablet=”auto” width_phone=”90%” width_last_edited=”on|tablet” custom_padding=”0px||35px||false|false” custom_padding_tablet=”30px||20px||false|false” custom_padding_phone=”” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Alicia Griffin” position=”Creative Services Manager | Designer” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2025\/03\/Alicia-G-bw.png” linkedin_url=”https:\/\/www.linkedin.com\/in\/alicia-griffin1\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”||||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_button button_text=”Engineering” button_alignment=”center” _builder_version=”4.20.4″ _module_preset=”default” custom_button=”on” button_text_size=”17px” button_text_color=”#FFFFFF” button_bg_color=”#1881ea” button_border_width=”0px” button_border_radius=”0px” button_font=”|800|||||||” button_use_icon=”off” custom_padding=”10px|50px|10px|50px|false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ custom_padding_last_edited=”on|tablet” module_class=”row-three-column” _builder_version=”4.17.4″ _module_preset=”default” width=”783.55px” width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” custom_padding=”0px||35px||false|false” custom_padding_tablet=”30px||20px||false|false” custom_padding_phone=”” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”David Nguyen” position=”Head of Engineering” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2023\/12\/David-Nguyen-Oct-23.jpg” linkedin_url=”https:\/\/www.linkedin.com\/in\/davidthainguyen\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Jeremy Cole” position=”Technical Project Manager” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2024\/03\/Jeremy-Cole-Toptal-Headshot.png” linkedin_url=”https:\/\/www.linkedin.com\/in\/jeremy-cole-01326724\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Santosh Manoharan” position=”Tech Lead” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2023\/12\/Santosh-Monoharan-Headshot-bw-scaled.jpg” linkedin_url=”https:\/\/www.linkedin.com\/in\/santoshkumargm\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ use_custom_gutter=”on” gutter_width=”2″ custom_padding_last_edited=”on|tablet” _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px||35px||false|false” custom_padding_tablet=”30px||20px||false|false” custom_padding_phone=”” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Winston Feng” position=”Engineer” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2024\/03\/Winston-Feng-1.jpg” linkedin_url=”https:\/\/www.linkedin.com\/in\/winstonfeng\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Daniel Nieh” position=”Software Engineer” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2025\/05\/Daniel-Nieh-headshot-bw.jpeg” linkedin_url=”https:\/\/www.linkedin.com\/in\/daniel-nieh-90602a4b\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” hover_enabled=”0″ global_colors_info=”{}” title_text=”Daniel Nieh headshot b&w” sticky_enabled=”0″]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”||||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_button button_text=”Health & Wellness” button_alignment=”center” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_size=”17px” button_text_color=”#FFFFFF” button_bg_color=”#1881ea” button_border_width=”0px” button_border_radius=”0px” button_font=”|800|||||||” button_use_icon=”off” custom_padding=”10px|50px|10px|50px|false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ custom_padding_last_edited=”on|tablet” module_class=”row-three-column” _builder_version=”4.17.4″ _module_preset=”default” width=”783.55px” width_tablet=”” width_phone=”90%” width_last_edited=”on|tablet” custom_padding=”0px||35px||false|false” custom_padding_tablet=”30px||50px||false|false” custom_padding_phone=”” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_team_member name=”Omar Mulla” position=”Chief Wellness Officer” image_url=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2020\/04\/Omar-Square-2.png” linkedin_url=”https:\/\/www.linkedin.com\/in\/omar-mulla\/” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|800|||||||” header_text_color=”#11284B” header_font_size=”14px” position_font=”|700|||||||” position_text_color=”#11284B” position_font_size=”8px” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|on|on” _builder_version=”4.16″ _module_preset=”default” background_color=”#1881EA” disabled=”on” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font=”|800|||||||” header_3_text_align=”center” header_3_text_color=”#ffffff” header_3_font_size=”35px” global_colors_info=”{}”]<\/p>\n

Team Highlights<\/h3>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https:\/\/www.youtube.com\/watch?v=FkQuawiGWUw” image_src=”\/\/i.ytimg.com\/vi\/FkQuawiGWUw\/hqdefault.jpg” thumbnail_overlay_color=”rgba(0,0,0,0.6)” _builder_version=”4.16″ _module_preset=”default” custom_margin=”||20px||false|false” global_colors_info=”{}”][\/et_pb_video][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_text_color=”#ffffff” text_font_size=”18px” custom_margin=”||||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

Lorem ipsum dolor sit amet, co<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https:\/\/www.youtube.com\/watch?v=FkQuawiGWUw” image_src=”\/\/i.ytimg.com\/vi\/FkQuawiGWUw\/hqdefault.jpg” thumbnail_overlay_color=”rgba(0,0,0,0.6)” _builder_version=”4.16″ _module_preset=”default” custom_margin=”||20px||false|false” global_colors_info=”{}”][\/et_pb_video][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_text_color=”#ffffff” text_font_size=”18px” custom_margin=”||||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

Lorem ipsum dolor sit amet, co<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https:\/\/www.youtube.com\/watch?v=FkQuawiGWUw” image_src=”\/\/i.ytimg.com\/vi\/FkQuawiGWUw\/hqdefault.jpg” thumbnail_overlay_color=”rgba(0,0,0,0.6)” _builder_version=”4.16″ _module_preset=”default” custom_margin=”||20px||false|false” global_colors_info=”{}”][\/et_pb_video][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_text_color=”#ffffff” text_font_size=”18px” custom_margin=”||||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

Lorem ipsum dolor sit amet, co<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” background_color=”#11284B” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ make_equal=”on” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” custom_css_main_element=”margin: auto;” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_text_color=”#ffffff” text_font_size=”18px” header_3_font=”|800|||||||” header_3_text_color=”#ffffff” header_3_font_size=”35px” custom_margin=”-30px||||false|false” custom_margin_tablet=”0px||||false|false” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” global_colors_info=”{}”]<\/p>\n

Enhancing Outcomes<\/h3>\n
\n

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.[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_contact_form captcha=”off” submit_button_text=”Learn More” _builder_version=”4.16″ _module_preset=”default” _unique_id=”62a6d9ac-0f69-43eb-92db-82e0342f1520″ form_field_background_color=”#ffffff” form_field_text_color=”#8E9ABF” form_field_font=”|800|||||||” form_field_font_size=”20px” custom_button=”on” button_text_size=”18px” button_text_color=”#ffffff” button_bg_color=”#1881EA” button_border_width=”0px” button_border_radius=”0px” button_font=”|800|||||||” button_use_icon=”off” button_custom_margin_tablet=”” button_custom_margin_phone=”|||12.5px|false|false” button_custom_margin_last_edited=”on|phone” button_custom_padding=”7px|25px|7px|25px|false|false” custom_margin=”||||false|false” custom_padding=”20px||||false|false” custom_padding_tablet=”30px||||false|false” custom_padding_phone=”” custom_padding_last_edited=”on|tablet” global_colors_info=”{}” custom_css_contact_button_last_edited=”on|phone”][et_pb_contact_field field_id=”Name” field_title=”Name” fullwidth_field=”on” _builder_version=”4.16″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_contact_field][et_pb_contact_field field_id=”Email” field_title=”E-mail” field_type=”email” fullwidth_field=”on” _builder_version=”4.16″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_contact_field][et_pb_contact_field field_id=”Company” field_title=”Company” fullwidth_field=”on” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_contact_field][\/et_pb_contact_form][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

  As JD likes to say, we\u2019re proud to help advisors serve the lifeblood of financial services clients. While we\u2019re always happy to help manage a $20M household, the majority of our days are spent helping the advisor make sure that their $1M-$5M families are a) positioned properly and b) confident in that positioning.   […]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","inline_featured_image":false,"footnotes":""},"class_list":["post-230684","page","type-page","status-publish","hentry"],"yoast_head":"\nTeam - Aptus Capital Advisors<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/aptuscapitaladvisors.com\/team\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Team - Aptus Capital Advisors\" \/>\n<meta property=\"og:description\" content=\"  As JD likes to say, we\u2019re proud to help advisors serve the lifeblood of financial services clients. 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