In addition to Terry and Ethan, we’ve partnered with Aptus Capital Management to be a part of our investment team. The Committee is composed of tenured and credentialed wealth management professionals with decades of experience in portfolio management, trading, operations, and analysis.
JD Gardner, CFA & CMT Portfolio Manager
With a passion for developing systematic strategies and leveraging the efficiency of ETF structures, JD has revolutionized the advisory space, driven by a commitment to minimizing behavioral inefficiencies and maximizing investor outcomes. A seasoned professional holding both the CFA Charter and Chartered Market Technician (CMT) designations, JD honed his skills as a research analyst at UBS and Morgan Stanley.
David Wagner III, CFA Portfolio Manager | Head of Equities
David is a CFA Charterholder and a member of the CFA Society of Cincinnati. He earned his BS in Accounting and BBA in Finance from the University of Kentucky. He also earned his MBA specializing in Finance from Xavier University. David is responsible for leading all equity research and analysis for the different large and small cap portfolios our team oversees. David is a regular contributor on CNBC, Bloomberg, WSJ, and Barrons.
John Luke Tyner, CFA Portfolio Manager | Head of Fixed Income
With a strong background in municipal, corporates, agencies, and mortgage-backed securities, John Luke brings his expertise as a fixed-income analyst and trader to the Aptus team. His mission is to simplify the complexities in finance, creating portfolios that offer consistent returns without the emotional turmoil often associated with market fluctuations.
Brad Rapking, CFA Portfolio Manager | Equity Analyst
A dedicated CFA Charterholder, Brad is responsible for equity research and portfolio reviews. With a rich background in institutional value equity research and trading, he provides comprehensive analysis to advisor target exposures, fund due diligence, and various client service needs.
Beckham Wyrick, CFA & CFP Client Portfolio Manager | Portfolio Reviews
Beckham Wyrick serves as a Portfolio Manager and Analyst. He is passionate about finding solutions at the business and portfolio level to enhance the value proposition and improve the financial outcomes for clients. Beckham attended college at the University of North Carolina at Wilmington, where he was also a member of the men’s basketball team and graduated with a Bachelor’s Degree in Finance. Beckham is a CFA Charterholder and is a member of the CFA Institute and CFA Society of Alabama.
Mark Callahan Portfolio Manager | Trading
Mark most notably spent 12 years as an agency sell–side global portfolio trader, transition manager, and derivatives trader before joining the team. He managed multi–day rebalancing of some of the larger 40 Act Target Date Funds in existence across all equity market–caps both domestic and foreign. Mark graduated with a BBA in Finance from Oklahoma University and an MS in Real Estate from UT Arlington.
Joseph Sykora, CFA Client Portfolio Manager | Private Investments
Joseph joined the team in 2021 after seven years as co–founder and managing partner of Gallatin Natural Resources, a West Texas mineral & royalty acquisition company. Prior to Gallatin, he worked as a high yield fixed income analyst covering energy for Sterne, Agee & Leach. Joseph holds the Chartered Financial Analyst designation from the CFA Institute. He graduated with a Masters in Accounting from the University of Alabama where he was a member of the men’s golf team.
Brett Bennett, CFA Client Portfolio Manager | Portfolio Reviews
Brett has over two decades of experience and previously worked at Envestnet and Schwab in various roles, including money manager research and institutional due diligence. Brett holds the Chartered Financial Analyst designation from the CFA Institute. He graduated with a Masters in Business Administration from the University of Colorado-Denver and received his undergraduate degree in Finance from Bentley University, where he was a member of the men’s track and cross country teams.
Brian Jacobs, CFA Investment Solutions | Strategy
Brian is responsible for educating investors on diverse sets of investment products, services, and strategies while helping design and implement new investment solutions. Brian has held various roles at RS Investments, Mellon Capital, and PIMCO including product development and institutional service. Brian holds the Chartered Financial Analyst designation from the CFA Institute. He graduated with a Masters in Business Administration from Columbia Business School and received his undergraduate degree in Finance from The Pennsylvania State University.
John Archbold, CFA Client Portfolio Manager
John Archbold is responsible for ongoing advisor and client support and education. John spent previous years working with high net worth investors and their advisors, most recently at Brinker Capital. Before that, he spent several years working in the private credit and private equity arena at FS Investments. Earlier in his career, John was a financial advisor and a Regional Marketing Director for the Hartford Funds. John holds the Chartered Financial Analyst designation from the CFA Institute and is a member of the CFA Society of Philadelphia and the CFA Institute. He received his undergraduate degree in Political Science at Syracuse University. John holds the Series, 7, 24, and 63 licenses.
Tenzin Phuntsok, CFATrading | Options Analyst
Tenzin helps to expand the portfolio overlay capabilities at Aptus, equipping advisors with a broader range of solutions to guide clients toward their optimal asset allocation. He also expands on the capacity for day-to-day options trading. Before Aptus, Tenzin joined an SMA Options firm in Naples, FL, where he contributed to the growth and expansion of the Custom Options business, providing solutions for highly concentrated equity positions.
Jake MarriottOptions Portfolio Manager
Jake is responsible for designing and implementing option overlays as well as assisting in the management of ETF strategies. Jake joined Aptus in early 2025 after spending time as a Portfolio Manager at First Trust Advisors where he helped manage the Custom Options Solutions SMA strategy for clients with concentrated stock positions. He graduated from Augusta University with a degree in Business Administration where he was a member of the golf team. After graduating, he received his MBA from the University of South Florida while pursuing a career in professional golf.