Daniel Kistler is a financial advisor with Arkadios Wealth Advisors in Alpharetta, GA, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Dempsey Lord Smith, LLC. He is also the owner of a business in the insurance, benefits, and human resources sector. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment solutions using a blend of fundamental, technical, and cyclical analysis, with a range of portfolio management options including internally managed accounts, model portfolios, and third-party managers.

Evangelist King is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at LPL Financial, LLC, and has served in various roles at Gulf Coast Bank & Trust over the past decade. In addition to his advisory work, he provides professional speaking and training on general business topics such as sales skills, professional development, and leadership. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment solutions that include discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis methods.

Martin Mcfarlin is a financial advisor at Arkadios Wealth Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kalos Management and Kalos Capital. Outside of his advisory work, he is president of Malachi 4 Publishing, focusing on writing, publishing, and public speaking. 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 customized investment strategies through its internal portfolio team and offers discretionary management with various analytical approaches.

Tyler Maness is a financial advisor at Arkadios Wealth Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial and Ameriprise Financial Services. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using a variety of portfolio management strategies and incorporates fundamental, technical, and cyclical analysis in its approach.

Alex Rusinowitz is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst with 14 years of industry experience. He is currently with Arkadios Wealth Advisors and has previously worked at Commonwealth Financial Network and RCA Capital Group. Rusinowitz is also associated with Monogram Wealth Partners, an entity involved in investment-related activities. 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 through various managed accounts and combines fundamental, technical, and cyclical investment analysis methods.

Conner Berry is a financial advisor at Arkadios Wealth Advisors with four years of industry experience. He holds a Series 66 designation and has previous experience at BBVA and Republic Finance, along with entrepreneurial roles at Tradewind Coffee Co and Shea's Wildflower Co. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a range of advisory programs and third-party managers. The firm employs an integrated operating model supported by an internal portfolio team, offering a combination of fundamental, technical, and cyclical analysis in its investment approach.

Kendall Dubose is a CFP® and holds a Series 66 license with five years of industry experience. He currently serves as an advisor at Arkadios Wealth Advisors and Arkadios Capital since 2023. Prior to this, he worked at JPMorgan Securities, LLC and JPMorgan Chase Bank from 2019 to 2023. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering a range of advisor-managed and third-party solutions. The firm employs an integrated operating model combining a large network of advisory entities, an affiliated broker-dealer, and an in-house portfolio management team to support customized investment strategies.

Michael Sievert is a CFP®-certified financial advisor with 35 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and previously spent six years at Triad Advisors, Inc. He is also appointed with multiple companies for fixed life and health insurance activities. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with a range of investment and wealth management services. The firm employs an integrated model combining advisor-managed accounts, third-party money managers, and an in-house portfolio team to develop customized investment strategies.

Matthew Brozik is a financial advisor at Arkadios Wealth Advisors with 15 years of industry experience. He holds a Series 63 designation and previously worked at Triad Advisors, Inc. from 2013 to 2021. Outside of financial advising, he is involved in several community organizations and serves as a board member for the Educare Foundation and MN Adult & Teen Challenge, among other activities, and also hosts a college hockey radio segment. 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 implemented through various managed accounts and third-party managers, employing a blend of fundamental, technical, and cyclical analysis methods.

Morgan Geiger is a Series 65-licensed financial advisor with five years of industry experience. He has worked at Arkadios Wealth Advisors since 2024, following four years at East Paces Group and four years at ACG Wealth INC. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment solutions through various managed accounts and third-party managers, employing a combination of fundamental, technical, and cyclical analysis.

Bryan Cogliano is a CFP® professional with 24 years of industry experience, currently serving at Arkadios Wealth Advisors since 2021. He previously worked at Lincoln Financial Advisors for seven years. Outside of his advisory role, he is involved in offering various insurance products and life settlements and is the sole owner of insurance-related entities managing health and life insurance commissions. 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, utilizing a customized investment approach that combines fundamental, technical, and cyclical analysis.

Ryann Gallois is a financial advisor with Arkadios Wealth Advisors in New Orleans, holding a Series 66 designation and five years of industry experience. Before joining Arkadios, Gallois worked at LPL Financial and has been involved with Gulf Coast Bank & Trust for six years. She serves as Board Treasurer for St. Paul's Episcopal School Board of Trustees. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis and provides an integrated operating model supported by an internal portfolio team and affiliated broker-dealer.

Matthew Marcus is a financial advisor with Arkadios Wealth Advisors in Longwood, FL, holding Series 63, 65, and 66 credentials and 12 years of industry experience. His previous roles include positions at Principal Financial Services, LPL Financial, and GWFS Equities. He is also involved in the sale of various insurance products including life, disability, annuities, and health insurance. 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 using a combination of fundamental, technical, and cyclical analysis, and provides multiple portfolio management options including internally managed accounts and third-party managers.

Michael Baer is a financial advisor with Arkadios Wealth Advisors in Erie, PA, holding a Series 66 designation and eight years of industry experience. Prior to joining Arkadios in 2022, he worked at Kalos Management and Kalos Capital from 2018 to 2022, and Madison Avenue Securities, LLC in 2017. Baer also serves as a producer at TBAER Wealth Management, focusing on insurance-related services. Arkadios Wealth Advisors is an SEC-registered, multi-team firm that serves individuals, trusts, businesses, and retirement plans with customized investment plans and a variety of portfolio management options. The firm utilizes a combination of fundamental, technical, and cyclical investment analysis to build tailored strategies that accommodate client preferences and may include alternative assets.

Matthew Roberts is a financial advisor at Arkadios Wealth Advisors with 19 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2022. Roberts is also a managing partner at Monarch Capital Advisors, an investment-related firm based in Atlanta. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans through various account types and combines multiple analytical methods, incorporating client restrictions and alternative assets as part of its portfolio management approach.

Jason Mosher is a financial advisor with Arkadios Wealth Advisors in Canandaigua, NY. He holds a Series 65 designation and has one year of industry experience. Prior to joining Arkadios, he worked at Sheppard Mosher and held positions outside finance including at Starbucks. He is also involved in insurance and fixed annuity sales. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a variety of portfolio management options and combines fundamental, technical, and cyclical analysis in its investment approach.

Rebekah Quinlan is a financial advisor at Arkadios Wealth Advisors with 26 years of industry experience. She holds a Series 63 designation and has worked previously at Everest Financial Group and Securities America, Inc. Quinlan is also involved with NGC Global Wealth Management, an investment-related business in Minnetonka, MN. 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 employs a mix of fundamental, technical, and cyclical analysis, incorporating both advisor-managed and third-party managed solutions.

Elisha Mc Farlin is a financial advisor with Arkadios Wealth Advisors in Murfreesboro, TN. He holds a Series 66 designation and has experience working at multiple firms since 2016, including roles outside the financial sector. Mc Farlin also operates McFarlin Capital, LLC, an investment-related business. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment and wealth management solutions. The firm offers a range of services, including advisor-managed accounts, third-party money manager access, and an internal portfolio team that supports discretionary management across various asset classes.

Charles Ratliff Jr. is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as J.P. Morgan 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 using a combination of fundamental, technical, and cyclical analysis, implemented through various managed account and third-party manager programs.

Frank Hanna Jr. is a ChFC® credentialed advisor with 16 years of industry experience. He is currently with Arkadios Wealth Advisors, where he has worked since 2021, following a seven-year tenure at Lincoln Financial Advisors. Outside of his advisory role, he is involved in insurance-related activities including offering life settlements, accident and health insurance, and managing entities focused on health insurance and related financial products. 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 using a proprietary portfolio team and employs fundamental, technical, and cyclical analysis across asset classes.