Jamie Fang is a financial advisor with Arkadios Wealth Advisors in Raritan, NJ, holding a Series 66 designation and 16 years of industry experience. He has been with Arkadios and its affiliated entities since 2011, including roles at Rivertan Financial Group and Triad Advisors Inc. Fang also serves as Vice President of Operations at Rivertan Financial Group. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans using a combination of fundamental, technical, and cyclical analysis, and offers portfolio management, retirement plan consulting, and financial planning services.

Jeffery Akers is a CFP® and Series 66 licensed advisor with 25 years of industry experience. He has worked at Arkadios Wealth Advisors since 2022 and spent 16 years at Kalos Capital, Inc. Outside of his advisory role, he serves as a director of the Akers Financial Educational Foundation, hosts a weekly radio show called Winning in Retirement, and holds a leadership position as an elder at Crossroads Community Church. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning, supported by an internal portfolio team that delivers investment models and trade execution across various asset classes.

Steven Richie is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation. He has one year of industry experience and previously worked for the United States House of Representatives and Oxford Floral Co. Arkadios Wealth Advisors is a multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans with customized investment plans and a variety of portfolio management and financial planning services.

Charles Wetzel is a CFP® with 36 years of industry experience. He is currently affiliated with Arkadios Wealth Advisors and has previously worked at Kestra Advisory Services, Kestra Investment Services, Midatlantic Retirement Planning Specialists, and Cadaret, Grant & Co., Inc. Wetzel also maintains Wetzel & Associates, LLC, through which he provides consulting, insurance, and tax/accounting services. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed account platforms and employs a combination of fundamental, technical, and cyclical investment analysis methods.

Henry Zook is a Series 66 credentialed financial advisor with two years of industry experience, currently with Arkadios Wealth Advisors in Atlanta, GA. Prior to joining Arkadios, he worked in various roles including at DoorDash and in public service with the Office of U.S. Representative French Hill. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm’s integrated operating model includes an internal portfolio team supporting advisors with models and trade execution, serving clients through discretionary management and fiduciary consulting.

Hays Evans is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, with 30 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Arkadios in 2023, Evans worked at Capital Group Private Client Services and Capital Bank and Trust Company. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm builds customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying them through various managed account and third-party manager programs.

Jennifer Bradley is a financial advisor with Arkadios Wealth Advisors in Raleigh, NC, holding a Series 65 credential and one year of industry experience. She is also the owner and founder of Bradley Law Firm, PLLC dba Triangle Smart Divorce, where she oversees legal operations and serves as CFO. Additionally, Jennifer manages a solar power company, Stitch Power, LLC. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with investment and wealth management services, offering customized investment plans supported by an internal portfolio team and access to third-party money managers. The firm’s integrated operating model includes advisor-managed accounts, a bundled wrap program, and fiduciary services for retirement plans.

Andrew Dinkelmeyer is a financial advisor at Arkadios Wealth Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Coastal Investment Advisors, Wealth Strategies Advisory Group, and Center Street Advisors. Outside of advisory work, he provides life and health insurance solutions on a part-time basis. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed account options and uses a combination of fundamental, technical, and cyclical analysis in its investment approach.

Caroline Garvey is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. She holds a Series 66 designation and has worked in various roles prior to her advisory career, including positions in hospitality and retail. Garvey also has experience with a pet-related business, Good Dog - Park & Dog Bar. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis and supports advisors through an internal portfolio team that manages equity, fixed-income, and alternative investment strategies.

Christopher Cottrell is a financial advisor with Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. His prior firms include LPL Financial LLC, Hi-Fidelity, AXA/Equitable Advisors, and Parkhill, Smith, and Cooper. He is also involved with Stewardship Wealth Management LLC. Arkadios Wealth Advisors is a multi-team SEC-registered advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and consulting services, utilizing customized investment plans based on client risk profiles and a combination of fundamental, technical, and cyclical analysis.

Kiliaen Ludlow is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Triad Advisors Inc and Arden Trust Company. He serves as a board member for the Prestwick Homeowners Association, overseeing neighborhood matters and events. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm employs a diverse investment approach supported by an in-house portfolio team and offers fiduciary retirement plan consulting under an integrated operating model.

Jonathan Lindner is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Arkadios Wealth Advisors in Charlotte, NC, having joined in 2025. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Raymond James Financial Services, Cygnus Asset Management, and Wells Fargo Advisors. Outside of his advisory work, he is president and CEO of The Barly Group LLC, which manages certain investment-related activities. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary portfolio management with an in-house team that delivers models and trade execution across multiple asset classes, employing fundamental, technical, and cyclical analysis.

Slade Simons is a financial advisor with Arkadios Wealth Advisors in Metairie, LA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2024 and has prior experience with Gulf Coast Bank and LPL Financial. Simons serves as a deacon at First Baptist New Orleans and holds board positions with several nonprofit organizations, including the GPOA Foundation and Baptist Community Ministries. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a range of managed accounts, third-party managers, and financial planning solutions. The firm supports advisors with an in-house portfolio team and employs a mix of fundamental, technical, and cyclical analysis while acting as a fiduciary in retirement plan consulting.

Curtis Campbell is a financial advisor with Arkadios Wealth Advisors in Reno, NV, holding a Series 66 designation and bringing 28 years of industry experience. He has held roles at Wealth Architects LLC, Risk & Benefit Solutions, Inc., Investment Architects, Inc., and Resource Investment Architects, Inc. In addition to advisory work, he conducts a consulting business focused on preparing families for inheritances through Wealth Architects, LLC and affiliated entities. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a mix of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports customized investment strategies with an internal portfolio team and offers integrated services through a network of affiliated advisors and broker-dealer resources.

Cordero Lopez is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Texas Regional Bank and Interstate Battery System of the Rio Grande Valley. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans implemented through various managed accounts and combines fundamental, technical, and cyclical analysis in its approach.

Nolan Clifford is a financial advisor with Arkadios Wealth Advisors in Naperville, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Arkadios Capital, he worked with the Colorado Rockies for one year and spent four years at Creighton University. Arkadios Wealth Advisors is a multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying them through various managed account solutions and third-party managers.

Justin Klestinski is a CFA® charterholder with 30 years of experience in the financial industry. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2024, following a 12-year tenure at Wintrust Investments L.L.C. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various managed account options and third-party managers.

Casey Arundel is a financial advisor at Arkadios Wealth Advisors with 12 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Arkadios Capital in 2025. He serves on the Board of Directors for the GT North Metro Alumni Club, supporting educational and athletic events for Georgia Tech alumni. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs advisor-managed accounts, third-party money managers, and an internal portfolio team to develop customized investment plans, utilizing fundamental, technical, and cyclical analysis.

Richard Matthews is a CFP® certificant with 38 years of industry experience. He currently serves at Arkadios Wealth Advisors and Arkadios Capital, having previously worked at Ameriprise Financial Services, Inc. and several other firms. Matthews is also the secretary of the East Pennsboro Lions Club, a nonprofit service organization involved in community programs. Arkadios Wealth Advisors is a multi-team SEC-registered firm that provides portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, businesses, and corporations. The firm uses customized investment plans that integrate fundamental, technical, and cyclical analysis, and offers a range of internally managed and third-party investment solutions.

Nicholas Salas is a financial advisor with Arkadios Wealth Advisors in Metairie, LA. He holds the Series 66 designation and has been in the industry since 2023, with prior experience at Gulf Coast Bank & Trust Co and LPL Financial. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm employs a multidisciplinary investment approach supported by an internal portfolio team and serves both discretionary and non-discretionary clients.