Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Steven E

Series 63, Series 65

Atlanta, GA

Arcus Capital Partners, LLC

Steven Edwards is a financial advisor with Arcus Capital Partners, LLC in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Arcus Capital Partners since 2008. Arcus Capital Partners provides discretionary and non-discretionary investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.5 billion in client assets and employs a portfolio construction approach that includes qualitative and quantitative manager screening and may utilize strategies such as options, margin, and short sales when appropriate.

Options & derivatives strategies Private / alternative investments Active portfolio management
user avatar
firm logo

Laura S

CFP®, Series 65

Atlanta, GA

Arcus Capital Partners, LLC

Laura Stiles is a CFP® with two years of industry experience, currently serving at Arcus Capital Partners, LLC since 2023. Her prior experience includes roles at Zara BoatCo, LLC and MBSTCO, LLC, as well as Boatco ZARA Riviera Cuatro Siete, Limitada. Arcus Capital Partners provides discretionary and non-discretionary investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.5 billion in client assets and uses a combination of qualitative and quantitative manager screening, managing both individual accounts and pooled investment vehicles.

Options & derivatives strategies Private / alternative investments Active portfolio management
user avatar
firm logo

Matt B

CFA®, Series 66

Atlanta, GA

Arcus Capital Partners, LLC

Matt Bailey is a CFA® charterholder and holds the Series 66 designation, with 13 years of industry experience. He has been with Arcus Capital Partners, LLC since 2018 and previously worked at Enclave Advisors, LLC from 2016 to 2018. Outside of his advisory role, he is a co-owner of EDGAR-REEVES LIGHTING, LLC, a lighting supplies business. Arcus Capital Partners provides discretionary and non-discretionary investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.5 billion in client assets and employs both qualitative and quantitative methods in portfolio construction, with offerings that include private funds and pooled investment vehicles.

Options & derivatives strategies Private / alternative investments Active portfolio management
user avatar
firm logo

Stephan S

Series 66

Atlanta, GA

Arcus Capital Partners, LLC

Stephan Szilvasi is a financial advisor at Arcus Capital Partners, LLC in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Arcus in 2026, he worked at Fidelity Investments and held various roles in academic and corporate settings. Arcus Capital Partners provides discretionary and non-discretionary investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $2.5 billion in client assets. The firm employs a personalized planning approach and portfolio construction that includes a range of investment vehicles, and it acts as adviser and General Partner to private funds and pooled vehicles.

Options & derivatives strategies Private / alternative investments Active portfolio management
user avatar
firm logo

Stephen S

Series 63, Series 66

Atlanta, GA

Arcus Capital Partners, LLC

Stephen Sloan is a financial advisor at Arcus Capital Partners, LLC in Atlanta, GA, holding Series 63 and Series 66 registrations with 20 years of industry experience. He has been with Arcus Capital Partners since 2008. Arcus Capital Partners provides discretionary and non-discretionary investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.5 billion in client assets and employs a portfolio construction approach that includes qualitative and quantitative manager screening and may utilize sub-advisers and various investment strategies to meet client objectives.

Options & derivatives strategies Private / alternative investments Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")