Patrick Simpkins is a financial advisor at Arkadios Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Arkadios since 2019, following eight years at Triad Advisors. Outside of his advisory role, he serves on the board of 127 Haven, a nonprofit focused on building a school in Uganda. Arkadios Wealth Advisors is an SEC-registered, multi-team firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans utilizing various portfolio management strategies and combines fundamental, technical, and cyclical analysis to tailor solutions to client risk profiles.

June Dinardo is a financial advisor with Arkadios Wealth Advisors in Barrington, IL, holding Series 63 and Series 65 designations and 16 years of industry experience. She has worked at Arkadios Capital since 2024 and Wayne Hummer Investments since 2008. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a combination of advisor-managed accounts, a wrap program, third-party money managers, and financial planning. The firm supports discretionary account management through its internal portfolio team and employs fundamental, technical, and cyclical analysis in its investment approach.

Joseph Franco is a financial advisor at Arkadios Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Kalos Capital and Akers Financial Group, where he is involved in the sale of fixed life insurance products, annuities, and health-related insurance. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various managed account programs, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team that offers models, strategies, and trade execution across multiple asset classes, while also acting as an ERISA fiduciary for retirement plan consulting.

Stephen Nelson is an advisor at Arkadios Wealth Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kestra Advisory and Foresters Financial Services. Nelson is also a partner at Strive Financial Solutions, where he manages office operations and client financial plans. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with customized investment and wealth management solutions. The firm integrates a large network of advisors, an affiliated broker-dealer, and an internal portfolio team that provides strategies and trade execution across multiple asset classes.

Tyler Holloway is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones, PM Squared Financial, and LPL Financial prior to joining Arkadios. He is also involved with Stewardship Wealth Management, LLC, an investment-related business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing advisor-managed Crest accounts, a bundled Peak wrap program, third-party money managers, and financial planning. The firm supports discretionary account management with an internal portfolio team and integrates multiple advisory and broker-dealer entities within its operating model.

Alfredo Martinez is a financial advisor with Arkadios Wealth Advisors in Kenner, LA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial and Charles Schwab. In addition to his advisory work, he is involved with Gulf Coast Wealth Management and provides fixed insurance sales services. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment and wealth management solutions, supported by an internal portfolio team and a network of advisory entities. The firm offers a range of investment programs, financial planning, and fiduciary services, utilizing multiple analytical approaches and maintaining an integrated operating model that includes affiliated broker-dealer support.

Alan Sievert is a financial advisor at Arkadios Wealth Advisors in Jacksonville, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Arkadios, he held roles at Landmark Title, True Food Kitchen, and Florida State University. Outside of his advisory work, he manages Old Goat Club LLC, a social networking group for long-term Jacksonville residents. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans, offering customized investment management through advisor-managed accounts, third-party money managers, and financial planning services. The firm employs an integrated operating model with an in-house portfolio team and affiliated broker-dealer to support its advisory network.

Todd Thornell is a financial advisor at Arkadios Wealth Advisors with 28 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he co-manages a family timber farm through Thornell Land and Timber LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans supported by an internal portfolio team and a range of advisory programs including discretionary account management and 401(k) consulting.

Stephen Ferencik is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has worked at Arkadios Wealth Advisors since 2020 and previously at Triad Advisors Inc and ACG Wealth, Inc. Ferencik serves as president of SJF Capital LLC, a tax-related entity. 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 management team and a variety of advisory programs. The firm operates an integrated model combining advisory legal entities, an affiliated broker-dealer, and in-house portfolio support.

Louis Tucci is a financial advisor with Arkadios Wealth Advisors in North Haledon, NJ, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at Realta Investment Advisors, Inc., Realta Equities, Inc., and Securities America Advisors, Inc. Outside of his advisory work, he provides financial planning and consulting services through Wealthstone Group LLC, including real estate advisory and consulting on market trends and investment strategies. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and in-house portfolio management through its Arkadios Managed Solutions team. The firm emphasizes a comprehensive operating model that integrates advisory services with an affiliated broker-dealer and a centralized portfolio management team.

Stanton Wheeler is a financial advisor at Arkadios Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of advisory services, he is the proprietor and CEO of Wheeler Benefits, LLC, which sells various types of insurance including life, long-term care, and disability insurance. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans deployed through a range of managed accounts and incorporates diverse investment analysis techniques while accommodating client-specific restrictions.

Bernard McVey is a financial advisor at Arkadios Wealth Advisors with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Akers Financial and Kalos Capital prior to joining Arkadios in 2022. Outside of his advisory role, he serves as treasurer on the board of the Old Timers Soccer Association of Maryland and provides IT and federal acquisition advisory services through Bernie McVey Consulting, LLC. 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 account options and combines fundamental, technical, and cyclical analysis in its investment approach.

John Harrison is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior experience includes roles at Equity Fund Advisors and Cole Capital Corporation. Outside of advisory work, he is involved with Maho Bay Partners, LLC, an equipment leasing company owning a private general aviation aircraft. 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 account management with in-house portfolio teams and employs fundamental, technical, and cyclical analysis alongside fiduciary consulting for retirement plans.

Michael Kearney is a financial advisor at Arkadios Wealth Advisors with 17 years of industry experience. He previously worked at Thrivent Investment Management and Thrivent Financial for Lutherans for over 15 years. He is registered as a Series 66 advisor. Outside of Arkadios, he is involved with SouthPark Capital and owns Solipo LLC, both related to financial advising and commission-based compensation. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering advisor-managed accounts, third-party money management, and financial planning. The firm employs a blend of fundamental, technical, and cyclical analysis, supports discretionary portfolio management through its internal Arkadios Managed Solutions team, and operates an integrated model combining advisory services, brokerage, and in-house portfolio support.

William Herford is a ChFC® credentialed financial advisor with 35 years of industry experience. He currently serves at Arkadios Wealth Advisors and Arkadios Capital, where he has worked since 2020. Prior to this, he was with Triad Advisors, Inc. from 2014 to 2020. He is also the owner and president of Exclusive Financial Resources, LLC, which manages marketing and operations for his securities business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of managed accounts and advisory solutions. The firm employs a discretionary management approach supported by an internal portfolio team and offers comprehensive reporting that includes assets held away from their programs.

Mem Webb Jr. is a financial advisor at Arkadios Wealth Advisors with 27 years of industry experience. He previously worked for UBS Financial Services Inc. for 14 years before joining Arkadios Wealth and Arkadios Capital in 2023. Webb volunteers annually to host a fundraising event for the Birmingham chapter of the Coastal Conservation Association. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a range of investment approaches, including advisor-managed accounts, third-party money managers, and an internal portfolio team that supports discretionary management using fundamental, technical, and cyclical analysis.

Zachary Zimcosky is a financial advisor at Arkadios Wealth Advisors with 17 years of industry experience. He has held positions at Arkadios Wealth Advisors and Arkadios Capital since 2022 and previously worked at Kalos Capital, Inc. for 13 years. Zimcosky also operates Zimco Capital, providing financial planning and investment solutions. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning services. The firm employs a multifaceted investment approach that includes discretionary management and access to internal portfolio strategies across asset classes.

Matthew Pratt is a ChFC® credentialed financial advisor with 21 years of industry experience, currently serving at Arkadios Wealth Advisors since 2020. He previously worked at Triad Advisors, Inc. from 2014 to 2020. Pratt is also involved in financial services through his roles in Thompson Pratt Capital Management, LLC, and Pratt Investments, LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a variety of managed accounts, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team and offers an integrated operating model combining advisory services, brokerage execution, and portfolio management.

Jason Griggs is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation and over 21 years of industry experience. Prior to joining Arkadios in 2018, he worked at Triad Advisors, Inc. from 2016 to 2018. He serves on the supervisory committee of Alive Credit Union, contributing to its policy development and program continuity. 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 tailored investment plans with an internal portfolio team and employs fundamental, technical, and cyclical analysis, also acting as a fiduciary for retirement plan consulting.

Nathan Stibbs is a financial advisor at Arkadios Wealth Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arkadios Capital, Continuum Advisory, LLC, and Triad Advisors, Inc. Outside of finance, he serves as vice president of Waterborne, Inc., a biotechnology company. 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 and access to third-party money managers. The firm employs a disciplined investment approach supported by an internal portfolio team and offers comprehensive portfolio reporting and planning services.