Tyler Steinkopf is a CFP® and ChFC® with 10 years of industry experience. He is currently with Arkadios Wealth Advisors and Arkadios Capital, having previously worked at Kenneth Tooke, Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and with Mike Kunzler. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and consulting services and builds customized investment plans using fundamental, technical, and cyclical analysis delivered through various internally managed and third-party portfolio options.

James Michaels is a financial advisor at Arkadios Wealth Advisors with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America, Inc. and Everest Financial Group. Michaels is also president of Rocky Mountain Wealth Management, a firm specializing in business management and insurance sales consulting. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various managed account programs and third-party money managers. The firm supports advisors with an internal portfolio team and offers a range of investment strategies, including fundamental, technical, and cyclical analysis.

Michael Chrysler is a financial advisor at Arkadios Wealth Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Resource Investment Architects, Inc. and Matrix Asset Management. In addition to his advisory role, he is the owner and managing partner of Matrix Asset Management, where he manages portfolios and oversees client relationships. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans implemented through various internally managed and third-party strategies, incorporating fundamental, technical, and cyclical investment analysis.

Jonathan Hogan is a financial advisor with Arkadios Wealth Advisors in Charlotte, NC, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Kalos Capital, Inc., AlphaStar Capital Management, LLC, The Leaders Group, Inc., and Financial Independence Group. Outside of his advisory work, he is involved in managing a wealth management firm and has authored articles on investment topics such as 1031 exchanges. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through customized strategies, discretionary account management, and access to third-party money managers. The firm integrates an internal portfolio team that supports advisors with models and trade execution across various asset classes while serving as a fiduciary for retirement plan consulting.

Patrick Carpenter is a CFA® charterholder with 21 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and was previously with Raymond James & Associates for five years. Outside of his advisory role, he owns Greywind Capital, a financial contracting business, and is managing director of DJR CSM, LLC. 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 accounts and combines fundamental, technical, and cyclical analysis in its approach.

John Mckee is a financial advisor with Arkadios Wealth Advisors in Redwood City, CA, holding a Series 63 credential and bringing 37 years of industry experience. His career includes long tenures at Resource Investment Architects, Inc. and Investment Architects, Inc., spanning over three decades. In addition to his advisory role, he conducts a separate insurance business focused on fixed and variable annuities and term insurance. 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 utilizes an integrated operating model combining advisor-managed accounts, a wrap program, and an internal portfolio team to provide diversified investment strategies and fiduciary services.

Enrique Lopez is a financial advisor at Arkadios Wealth Advisors with 28 years of industry experience. He held prior roles at Lone Star National Bank and LPL Financial before joining Arkadios in 2018. Outside of his advisory work, he is involved in a family-owned battery distribution business, Lopez Brothers Distribution, LLC. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering customized investment and wealth management solutions, including advisor-managed accounts, third-party money manager access, and financial planning. The firm utilizes a combination of fundamental, technical, and cyclical analysis, supported by an internal portfolio team, to manage discretionary accounts and provide a range of advisory services.

Kyle Stodtmeister is a financial advisor at Arkadios Wealth Advisors with seven years of industry experience. He holds the Series 65 designation and has previously worked at Wealth Architects and Stodtmeister Iron. Outside of finance, he is an officer in the Utah Army National Guard and co-owns a photography business with his wife. 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, implemented through various managed account platforms and third-party managers.

Alyssa Dorn is a financial advisor with Arkadios Wealth Advisors in Reno, NV, holding a Series 65 designation and one year of industry experience. Prior to joining Arkadios Wealth Advisors, she worked at Yoga Pod and Great Full Gardens. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a range of managed accounts, third-party money managers, and financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis and supports discretionary account management via its internal portfolio team, Arkadios Managed Solutions.

Patrick Lynch III is a financial advisor with Arkadios Wealth Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of advisory work, Lynch is a partner in a real estate investment partnership with interests in commercial properties and related businesses. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment and wealth management strategies, supported by an internal portfolio team and a network of affiliated advisory and broker-dealer entities.

Joshua Cannata is a financial advisor at Arkadios Wealth Advisors with 9 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Arkadios Wealth Advisors in 2025, Cannata worked at Commonwealth Financial Network for nine years and at Lincoln Hall for two years. Outside of his advisory role, he owns Wind and Wheels, LLC, a vehicle holding company. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a range of advisory programs and an internal portfolio team called Arkadios Managed Solutions to support customized, discretionary investment management across multiple asset classes.

Derek Ruiz is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 66 designations and 17 years of industry experience. Prior to joining Arkadios Wealth Advisors and Arkadios Capital in 2023, he worked at Kestra Advisory and Foresters Financial Services. Outside of his advisory role, he is a partner at Strive Financial Solutions LLC, where he develops and maintains financial strategies and insurance services. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering a range of advisory programs and portfolio reporting services. The firm combines advisor-managed accounts with support from an internal portfolio team and employs fundamental, technical, and cyclical analysis within a multi-team, integrated operating model.

Mark Tucker is a CFA® charterholder with nine years of industry experience. He is currently with Arkadios Wealth Advisors, where he has worked since 2020. Prior to that, he spent over a decade at CornerCap Investment Counsel. Tucker is also the President and sole member of Tucker Investment Counsel LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers a range of advisory programs and portfolio services, including internally developed investment models and discretionary account management.

Scott Mullady is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2024, following prior roles including over a decade at Cetera Advisor Networks and ongoing ownership of Heritage Pension Advisors, a retirement plan administration firm he founded in 1995. Mullady is also an insurance agent selling life and annuities. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans utilizing various portfolio management strategies and a combination of fundamental, technical, and cyclical analysis.

Brian Akers is a CFP® with 34 years of experience in the financial services industry. He is currently with Arkadios Wealth Advisors and has held roles at Akers Financial Group, Inc. and Kalos Capital, Inc. Outside of his advisory work, he serves as treasurer for North Harford Baptist Church, sits on the board of the Harford Christian Educational Foundation, and hosts a weekly call-in radio show called Winning in Retirement. 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 managers, and in-house portfolio management. The firm supports customized investment planning and discretionary account management through its integrated platform and internal portfolio team.

Robert Douglass is a CFA® charterholder and holds a Series 66 license, with 25 years of industry experience. He has been with Arkadios Wealth Advisors since 2021 and previously worked at JPMorgan Chase and J.P. Morgan Securities for seven years. In addition to his advisory role, he serves as a managing partner for Corbet Capital Advisors. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a range of managed accounts, third-party money managers, and financial planning solutions. The firm supports advisors with internal portfolio teams and employs fundamental, technical, and cyclical analysis in its investment approach.

Charles Lee is a Series 66-licensed financial advisor at Arkadios Wealth Advisors with 26 years of industry experience. He worked for Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2010 to 2025 before joining Arkadios in 2025. Outside of advisory work, he is involved with Red Top Farm, LLC, a recreational hunting property, and serves on the finance committee of The Dothan Country Club in Alabama. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment management and financial planning. The firm employs a mix of advisor-managed accounts, wrap programs, third-party money managers, and an internal portfolio team to provide diversified strategies incorporating fundamental, technical, and cyclical analysis.

Matt Porter is a financial advisor with Arkadios Wealth Advisors in New Berlin, WI, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and was previously with Triad Advisors, Inc. from 2016 to 2018. Outside of investment advisory, he owns a business selling and servicing fixed insurance products and occasionally buys and sells collectibles. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of managed account options, access to third-party money managers, and financial planning. The firm employs an integrated model combining a network of advisory legal entities, an affiliated broker-dealer, and an internal portfolio team to support advisors and clients.

Keegan Carl is a financial advisor at Arkadios Wealth Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Berenberg Capital Markets LLC, Wolfe Research Advisors, and Osaic Wealth. 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 accounts and third-party managers.

Jeremy Vernor is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 credential and bringing 21 years of industry experience. He has worked at Arkadios Wealth Advisors since 2021 and previously worked at Sagepoint Financial and The Oak Financial Group. Vernor is a board member and finance committee chair of the Brazoria County Community Foundation. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans, portfolio reporting, and financial planning, supported by an internal portfolio team that delivers models, strategies, and trade execution across diverse asset classes.