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Charles S

Series 66

Watkinsville, GA

Arkadios Wealth Advisors

Charles Strickland is a financial advisor with Arkadios Wealth Advisors in Watkinsville, GA. He holds a Series 66 designation and has 15 years of industry experience. Prior to joining Arkadios, he worked at Dempsey Lord Smith, LLC and Lincoln Financial Advisors. He also has experience running Strickland Insurance, a business he has been involved with since 2010. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with investment and wealth management services, offering various managed account options and financial planning. The firm supports advisors with an internal portfolio team that provides investment models and trade execution across multiple asset classes.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Glen G

Series 65, Series 63

Redwood City, CA

Arkadios Wealth Advisors

Glen Guglielmina is a financial advisor with Arkadios Wealth Advisors in Redwood City, CA, holding Series 65 and Series 63 licenses and 17 years of industry experience. He previously worked at Investment Architects, Inc. for 13 years and has operated a life insurance and annuities business as a sole proprietor since 2005. 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 accounts and portfolios, combining fundamental, technical, and cyclical investment analysis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Gerald G

Series 63, Series 65

Homewood, AL

Arkadios Wealth Advisors

Gerald Garner is a financial advisor at Arkadios Wealth Advisors with 27 years of industry experience. He held a position at UBS Financial Services Inc from 2009 to 2023 before joining Arkadios Wealth and Arkadios Capital. Outside of his advisory work, he serves as a member of the Mountain Brook Parks & Recreation Board and is a City Council member in Mountain Brook, Alabama. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of programs including advisor-managed accounts, third-party money managers, and 401(k) advisory. The firm supports advisors with an internal portfolio team and employs fundamental, technical, and cyclical analysis in its investment approach.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Steven G

Series 66

Charlotte, NC

Arkadios Wealth Advisors

Steven Grubner is a financial advisor at Arkadios Wealth Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Kalos Capital from 2015 to 2022 before joining Arkadios Capital. He is treasurer of the Rotary District 7680 - Charlotte South Club. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of programs including advisor-managed accounts, wrap programs, and access to third-party money managers. The firm supports advisors with an internal portfolio team and offers diverse investment strategies along with retirement plan consulting and comprehensive portfolio reporting.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Joseph J

Series 66

Dothan, AL

Arkadios Wealth Advisors

Joseph Johnson III is a financial advisor with Arkadios Wealth Advisors in Dothan, Alabama, holding a Series 66 designation and five years of industry experience. Prior to joining Arkadios, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2021 to 2025 and held positions at Northwestern Mutual and Raymond James. He serves as a board member for Mitchell's Place, a nonprofit focused on children and youth education, and also plays piano and guitar occasionally. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans with customized investment plans implemented via several proprietary and third-party managed accounts. The firm combines fundamental, technical, and cyclical analysis in its investment approach and offers comprehensive financial planning and reporting services.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Samuel H

Series 66

Forest Hill, MD

Arkadios Wealth Advisors

Samuel Huff is a financial advisor at Arkadios Wealth Advisors with a Series 66 designation. He has been with Arkadios Capital and Arkadios Wealth Advisors since 2022. His prior experience includes roles at Baltimore County Employees Federal Credit Union, Towson University, Harford Community College, and operating a lawncare business. 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, access to third-party managers, and financial planning. The firm employs fundamental, technical, and cyclical analysis and supports discretionary account management with an internal portfolio team.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Eric F

CFA®, Series 66

Metairie, LA

Arkadios Wealth Advisors

Eric Fenlason is a CFA® charterholder with 13 years of industry experience. He is currently affiliated with Arkadios Wealth Advisors in Metairie, LA, and has held roles at several firms including LPL Financial, Legacy Investment Strategies, and John Hancock Investment Management. Fenlason also provides investment advisory services through Legacy Investment Strategies LLC, an independent registered investment advisor. 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 via various account platforms, combining fundamental, technical, and cyclical investment analysis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Ginger K

Series 63, Series 65

Walla Walla, WA

Arkadios Wealth Advisors

Ginger Kessel is a financial advisor at Arkadios Wealth Advisors with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Compass Financial Services, Commonwealth Financial Network, LPL Financial, and E.K. Riley Investments. Outside of her advisory role, she is a co-owner of Kessel Enterprises, Inc., a construction services company, and serves on the investment committee of the Blue Mountain Community Foundation. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of advisory programs, including internally managed portfolios and access to third-party money managers. The firm uses a mix of fundamental, technical, and cyclical analysis and offers comprehensive portfolio reporting and financial planning.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Patrick C

ChFC®, Series 63

Waterford, VA

Arkadios Wealth Advisors

Patrick Chitwood is a financial advisor with Arkadios Wealth Advisors, holding the ChFC® designation and Series 63 registration, and bringing 47 years of industry experience. He has worked at multiple firms including Triad Advisors, Acg Wealth, Inc., and Arkadios Capital, and has operated his own advisory businesses, Chitwood Advisory Group and Chitwood Wealth Management, since 2001 and 2021 respectively. 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 and third-party manager programs, employing a combination of fundamental, technical, and cyclical investment analyses.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Dawn J

Series 66

Dothan, AL

Arkadios Wealth Advisors

Dawn Johnson is a financial advisor with Arkadios Wealth Advisors in Dothan, Alabama, holding a Series 66 designation and two years of industry experience. She previously worked at Morgan Stanley for 15 years before joining Arkadios in 2025. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering customized investment plans through advisor-managed accounts and access to third-party money managers. The firm integrates an internal portfolio team and a large network of affiliated entities to support and execute comprehensive wealth management strategies.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Cameron R

Series 66

Salt Lake City, UT

Arkadios Wealth Advisors

Cameron Rafati is a financial advisor at Arkadios Wealth Advisors in Salt Lake City, UT, holding the Series 66 designation with two years of industry experience. Prior to joining Arkadios Capital in 2026, he was with DAI Wealth, LLC and Dai Securities LLC from 2024 to 2026. Outside of finance, Cameron is the owner of CMR Music LLC, a business he has operated since 2011, and is involved with consulting and philanthropy work through a family foundation. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by providing customized investment and wealth management solutions, including advisor-managed accounts, wrap programs, and third-party money manager access. The firm employs fundamental, technical, and cyclical analysis and supports advisors with an internal portfolio team that offers models, strategies, and trade execution across a range of asset classes.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Iain B

Series 63, Series 65, Series 66

Alpharetta, GA

Arkadios Wealth Advisors

Iain Brackstone is a financial advisor with Arkadios Wealth Advisors in Alpharetta, GA, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Southpark Capital and Kalos Management. He is also a member of Alternative Risk Strategies, LLC, where he provides consulting services related to private placement variable insurance contracts. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with customized investment and wealth management solutions, utilizing advisor-managed accounts, third-party money managers, and an internal portfolio team to implement diversified strategies across asset classes.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Robert C

Series 63, Series 65

Atlanta, GA

Arkadios Wealth Advisors

Robert Childs is a financial advisor at Arkadios Wealth Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SunTrust Advisory Services, SunTrust Investment Service, and BB&T Securities. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans and combines fundamental, technical, and cyclical analysis to manage portfolios through various account platforms and third-party managers.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Noah A

Series 66

Forest Hill, MD

Arkadios Wealth Advisors

Noah Akers is a financial advisor with Arkadios Wealth Advisors and holds a Series 66 designation. He has two years of industry experience and serves as a managing partner of Daniel Alan LLC, a tax preparation and accounting firm. Arkadios Wealth Advisors is a multi-team SEC-registered advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various account types and combines fundamental, technical, and cyclical investment analysis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Scott S

Series 63, Series 65

New Orleans, LA

Arkadios Wealth Advisors

Scott Sloan is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 designations and 14 years of industry experience. He previously worked at Gulf Coast Bank & Trust, LPL Financial, and Hancock/Whitney Bank. Sloan is also involved in the sale of life and long-term care insurance through Gulf Coast Wealth Management. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm creates customized investment plans using fundamental, technical, and cyclical analysis, deploying them through various managed accounts and third-party managers.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Thomas B

Series 63, Series 65

Oakland, FL

Arkadios Wealth Advisors

Thomas Baer is a financial advisor at Arkadios Wealth Advisors with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Kalos Management and Madison Avenue Securities. Baer is also the owner of TBAER Wealth Management, where he is involved in the sales of life insurance, long-term care insurance, fixed annuities, and fixed index annuities. 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 supports discretionary account management with an internal portfolio team and employs fundamental, technical, and cyclical analysis in its investment approach.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Ronald Y

Series 63, Series 65

Wall, NJ

Arkadios Wealth Advisors

Ronald York Jr. is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with Arkadios Wealth and Arkadios Capital since 2019 and was previously with Triad Advisors, Inc. from 2014 to 2019. York also owns a health and life insurance advisory business and provides real estate consulting and management services. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing advisor-managed accounts, third-party money managers, and proprietary portfolio models. The firm integrates a large network of advisory entities with an affiliated broker-dealer and an in-house portfolio management team.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Ross W

Series 63, Series 65

Atlanta, GA

Arkadios Wealth Advisors

Ross Wyatt is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Mass Mutual Investors Services, Piedmont Wealth Partners, and operates Wyatt Financial Group. Outside of advisory work, he is involved in individual life and health insurance sales. 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, and third-party manager access. The firm’s integrated operating model includes a dedicated portfolio team that supports advisors with diverse investment strategies and portfolio management services.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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