Thomas Lance is a financial advisor at Arkadios Wealth Advisors with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. 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 incorporates a combination of fundamental, technical, and cyclical investment analysis methods.

Randolph Autrey is a financial advisor with Arkadios Wealth Advisors in Indian Land, SC, holding Series 63 and Series 66 registrations and bringing 35 years of industry experience. Prior to joining Arkadios Wealth Advisors and Arkadios Capital in 2020, he worked at Triad Advisors, Inc. for six years. Outside of his advisory role, he is involved with Thompson Financial Group, where he acts as an agent in the sale of non-variable life insurance, health insurance, long-term disability, and fixed annuities. 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, third-party money managers, and 401(k) advisory. The firm supports customized investment plans and discretionary management, utilizing an internal portfolio team and a mix of fundamental, technical, and cyclical analysis.

Lee Forehand is a financial advisor with Arkadios Wealth Advisors in Dothan, Alabama, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. Prior to joining Arkadios in 2025, he spent a decade at Morgan Stanley in various capacities including Morgan Stanley Private Bank. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party managers, and financial planning. The firm utilises an integrated operating model supported by an internal portfolio team that provides investment strategies and trade execution across multiple asset classes.

Nicholas Weiss is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. He holds the Series 66 designation and has held prior roles at Commonwealth Financial Network, Monogram Wealth Partners, Kuttin Wealth Management, and Aflac. 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 combines fundamental, technical, and cyclical investment analysis.

Ricky Moore is a financial advisor at Arkadios Wealth Advisors with 31 years of industry experience. He holds a Series 63 designation and has worked at firms including SagePoint Financial and The Oak Financial Group, where he serves as president. Outside of his advisory role, Moore is a minister and pastor at Brazoria Church of Christ, involved in teaching, counseling, and church financial planning. 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 an integrated operating model with an internal portfolio team offering discretionary management and a variety of investment strategies.

Justin Hensel is a financial advisor with Arkadios Wealth Advisors in Metairie, LA, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Commonwealth Financial Network, LPL Financial LLC, and Legacy Investment Strategies, L.L.C. He is also involved in providing 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 personalized investment management and financial planning services using a combination of fundamental, technical, and cyclical analysis, with solutions that include proprietary model portfolios, wrap accounts, and third-party managers.

Ke Dao is a financial advisor at Arkadios Wealth Advisors with 23 years of industry experience. He holds the Series 66 designation and previously worked at Triad Advisors, Inc. from 2011 to 2019. Dao is also president of Rivertan Financial Group, LLC and Rivertan Risk Management, LLC, overseeing investment advisory and insurance planning services. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment management, financial planning, and access to third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis and offers discretionary account management supported by its internal portfolio team.

Lee Wilson is a financial advisor at Arkadios Wealth Advisors in Rochester, NY, holding a Series 66 license with two years of industry experience. Prior to joining Arkadios in 2022, he worked at Stanley Security and The Bonadio Group. Outside of advising, he is an investor in multi-family real estate through Cora Sandord LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering customized investment plans supported by an internal portfolio team and a mix of managed accounts, third-party managers, and financial planning.

Kay Wilson is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 66 and Series 63 licenses and having 19 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC, BT Wealth Management, UBS Financial Services, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities Inc. She is also involved with Corbet Capital Advisors in an investment-related capacity. 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.

Christy Coskrey is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. She previously worked at Morgan Stanley for six years and at Dothan City Schools for four years. Coskrey also operates a separate investment-related business under the name Longleaf Capital Group. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports discretionary account management through an internal portfolio team and offers a range of analysis techniques and fiduciary consulting for retirement plans.

James Olsen is a CERTIFIED FINANCIAL PLANNER™ professional with 44 years of industry experience. He currently serves with Arkadios Wealth Advisors and Arkadios Capital, having previously worked at LPL Financial, Legacy Investment Strategies LLC, and Crown Capital Securities L.P. He is also involved with Legacy Investment Strategies LLC as an independent investment advisory business. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm constructs customized investment plans using a blend of fundamental, technical, and cyclical analysis and offers various portfolio management solutions including internally managed accounts and third-party manager programs.

Robert Fitzgerald is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, with two years of industry experience. He holds the Series 66 designation and also maintains a law practice, the Law Office of Robert James Fitzgerald, P.C., which he has operated since 2018. Fitzgerald serves as a board member of Stewardship Wealth Management LLC, a for-profit entity. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various advisory programs, including internally managed portfolios and third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis, supports discretionary account management, and offers retirement plan consulting with fiduciary oversight.

Blayne Andersen is a CFP® with 16 years of industry experience, currently serving with Arkadios Wealth Advisors and Arkadios Capital since 2020. He previously worked at Parkland Securities and Spc. Andersen is co-owner of Advanced Planning Educational Group, Inc., where he is involved in management and teaches courses for financial professionals. He also holds ownership in several non-investment-related businesses including auto sales and repair, RV sales and repair, and a ceramic coating service. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a range of managed account options, financial planning, and portfolio reporting services. The firm uses a combination of fundamental, technical, and cyclical analysis and offers fiduciary retirement plan consulting with access to third-party managers.

Michael Sinclair is a Chartered Financial Consultant (ChFC®) with 41 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2023 and previously spent 10 years with Triad Advisors, Inc. He also owns Sinclair Financial Group, a business providing sales and advice on fixed life insurance, fixed annuities, long-term care insurance, and medical insurance. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans through various managed accounts and portfolios, incorporating fundamental, technical, and cyclical analysis with the option for alternative assets and consolidated reporting.

Rogers Haydon is a financial advisor at Arkadios Wealth Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates for 12 years. Outside of advising, he is a member of Haydon Consulting LLC, a non-investment-related business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans through advisor-managed accounts, third-party money managers, and proprietary portfolio strategies supported by an internal portfolio team.

Cory Singletary is a CFP® with 15 years of industry experience, currently serving at Arkadios Wealth Advisors in Dothan, AL. He previously worked at Bank of America and Merrill Lynch for 15 years. Outside of his advisory role, he is an advisory board member of the Kiwanis Club of Dothan. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team and offers a range of investment strategies while operating through a large network of affiliated advisory entities and an in-house broker-dealer.

Timothy Sperling is a financial advisor at Arkadios Wealth Advisors with 10 years of industry experience. He holds a Series 65 license and has previously worked at Triad Advisors and Clear Stream Advisors. In addition to his advisory role, he is CEO of Saguaro Business Development LLC, focusing on business development activities. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through advisor-managed accounts, third-party money managers, and financial planning. The firm employs a blend of fundamental, technical, and cyclical analysis supported by an internal portfolio team and provides integrated services including retirement plan consulting and portfolio reporting.

Paulo Aguilar is a financial advisor at Arkadios Wealth Advisors with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Inland Securities Corporation and Bluerock Capital Markets. Outside of his advisory role, he is a partner at Wealthstone Group, providing real estate consulting services related to market trends, investment analysis, and portfolio management. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans with customized investment plans delivered through various managed accounts and third-party managers. The firm uses a combination of fundamental, technical, and cyclical investment analysis and offers integration of alternative assets and consolidated reporting.

Cary Hise is a financial advisor at Arkadios Wealth Advisors with five years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors and Summit Life Group. Outside of his advisory role, he owns KHARES BASILEIA LLC, a leadership development business for nonprofits. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and proprietary portfolio strategies. The firm operates an integrated model supporting advisors with an in-house portfolio team and offers a range of financial planning and reporting services.

Terry Domm is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Arkadios Wealth Advisors and its affiliated broker-dealer Arkadios Capital since 2020, following nine years at Triad Advisors. 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’s integrated model includes an in-house portfolio team and affiliated broker-dealer, offering a range of strategies and fiduciary consulting for retirement plans.