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Henry Z

Series 66

Atlanta, GA

Arkadios Wealth Advisors

Henry Zook is a Series 66 credentialed financial advisor with two years of industry experience, currently with Arkadios Wealth Advisors in Atlanta, GA. Prior to joining Arkadios, he worked in various roles including at DoorDash and in public service with the Office of U.S. Representative French Hill. 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 money managers, and financial planning. The firm’s integrated operating model includes an internal portfolio team supporting advisors with models and trade execution, serving clients through discretionary management and fiduciary consulting.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Hays E

Series 66, Series 63

Atlanta, GA

Arkadios Wealth Advisors

Hays Evans is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, with 30 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Arkadios in 2023, Evans worked at Capital Group Private Client Services and Capital Bank and Trust Company. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm builds customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying them through various managed account and third-party manager programs.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Caroline G

Series 66

Atlanta, GA

Arkadios Wealth Advisors

Caroline Garvey is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. She holds a Series 66 designation and has worked in various roles prior to her advisory career, including positions in hospitality and retail. Garvey also has experience with a pet-related business, Good Dog - Park & Dog Bar. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis and supports advisors through an internal portfolio team that manages equity, fixed-income, and alternative investment strategies.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Kiliaen L

Series 63, Series 66

Atlanta, GA

Arkadios Wealth Advisors

Kiliaen Ludlow is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Triad Advisors Inc and Arden Trust Company. He serves as a board member for the Prestwick Homeowners Association, overseeing neighborhood matters and events. 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 a diverse investment approach supported by an in-house portfolio team and offers fiduciary retirement plan consulting under an integrated operating model.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Casey A

Series 66

Atlanta, GA

Arkadios Wealth Advisors

Casey Arundel is a financial advisor at Arkadios Wealth Advisors with 12 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Arkadios Capital in 2025. He serves on the Board of Directors for the GT North Metro Alumni Club, supporting educational and athletic events for Georgia Tech alumni. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs advisor-managed accounts, third-party money managers, and an internal portfolio team to develop customized investment plans, utilizing fundamental, technical, and cyclical analysis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Rogers H

Series 63, Series 66

Atlanta, GA

Arkadios Wealth Advisors

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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Terry D

Series 63, Series 65

Atlanta, GA

Arkadios Wealth Advisors

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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Nicholas S

CFA®, Series 65, Series 63

Atlanta, GA

Arkadios Wealth Advisors

Nicholas Stafford is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at Arkadios Wealth Advisors since 2023. His prior roles include positions at Emerson Equity LLC, Bridge Capital Associates, Inc., and Signaturefd. Stafford is also involved in the sales and marketing of private real estate investments through his roles with Perch Wealth and Contiger Ventures, LLC. Arkadios Wealth Advisors is an SEC-registered, multi-team advisory firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans utilizing a combination of fundamental, technical, and cyclical analysis, with options that include internally managed portfolios and third-party managers.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Henry M

Series 63, Series 65

Atlanta, GA

Arkadios Wealth Advisors

Henry Moog III is a financial advisor at Arkadios Wealth Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Arkadios Wealth Advisors and its affiliated broker-dealer, Arkadios Capital, in 2023, he worked at JP Morgan Chase Bank NA and JP Morgan Securities LLC from 2015 to 2023. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, a wrap program, third-party money managers, and financial planning. The firm employs a range of analysis methods and an internal portfolio team to support discretionary account management and retirement plan fiduciary consulting.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Frank T

CFP®, Series 66

Atlanta, GA

Arkadios Wealth Advisors

Frank Tamplin is a CFP® with 18 years of industry experience, currently serving at Arkadios Wealth Advisors in Atlanta, GA. His prior roles include positions at Cambridge Investment Research Advisors, Mercer Global Advisors, and Acg Wealth, Inc. He is also associated with Clover Capital Partners. 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 an in-house portfolio team. The firm employs fundamental, technical, and cyclical analysis and offers a range of advisory and reporting services under an integrated operating model.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Thomas M

CFP®, Series 63

Atlanta, GA

Arkadios Wealth Advisors

Thomas Moore is a CFP® with 21 years of industry experience. He is currently with Arkadios Wealth Advisors and previously worked at HYB Partners, LLC, Wela Strategies, Inc., Capital Investment Advisors, LLC, and other firms. Moore is the managing member of Morning Dew Management, LLC, a business focused on consolidating his investment property management and expenses. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering a range of advisor-managed accounts, third-party money manager access, and financial planning. The firm supports customized investment plans through an internal portfolio team using fundamental, technical, and cyclical analysis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Patrick C

CFA®, Series 66

Atlanta, GA

Arkadios Wealth Advisors

Patrick Carpenter is a CFA® charterholder with 20 years of experience in the financial industry. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and previously worked at Raymond James & Associates from 2013 to 2018. Outside of his advisory role, he is the owner of Greywind Capital, a contracting business based in Marietta, GA. 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 range of fundamental, technical, and cyclical analyses to guide discretionary account management.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Mark T

CFA®, Series 63

Atlanta, GA

Arkadios Wealth Advisors

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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Stephen F

Series 63, Series 65

Atlanta, GA

Arkadios Wealth Advisors

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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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John H

Series 63, Series 65

Atlanta, GA

Arkadios Wealth Advisors

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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Nathan S

Series 63, Series 65

Atlanta, GA

Arkadios Wealth Advisors

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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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David M

Series 63, Series 66

Atlanta, GA

Arkadios Wealth Advisors

David Millican IV is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding the Series 63 and Series 66 designations. He has 29 years of industry experience, including roles at Arkap Markets, Arkadios Capital, Acg Wealth, and Triad Advisors. There are no notable outside activities reported. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money manager access, and financial planning. The firm uses a range of investment strategies supported by an internal portfolio team and offers integrated services across advisory and broker-dealer affiliates.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Paul P

Series 66

Atlanta, GA

Arkadios Wealth Advisors

Paul Pilcher is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2022 and previously spent six years at MFS Fund Distributors, Inc. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans executed through various managed accounts and model portfolios, employing a combination of fundamental, technical, and cyclical investment analysis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Justin F

Series 65

Atlanta, GA

Arkadios Wealth Advisors

Justin Farmer is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Exit Wealth Advisors and as a self-employed media professional. Outside of advising, he is involved in Savannah Distilling in an advisory role and holds a majority share in the company. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment solutions using a variety of management programs and combines fundamental, technical, and cyclical investment analyses.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Michael B

Series 66

Atlanta, GA

Arkadios Wealth Advisors

Michael Belote is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA. He holds a Series 66 designation and has 16 years of industry experience, including prior roles at Raymond James & Associates. He is also managing director of two financial advisory firms, DJRCSM, LLC and Bell Toes FI, LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering customized investment plans and discretionary account management supported by an internal portfolio team. The firm employs a mix of fundamental, technical, and cyclical analysis and integrates a network of advisory entities with affiliated broker-dealer services and in-house portfolio management.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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William N

Series 66

Atlanta, GA

Arkadios Wealth Advisors

William Nelson is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding the Series 66 designation and 21 years of industry experience. Prior to joining Arkadios Wealth Advisors and its affiliated broker-dealer Arkadios Capital in 2018, he worked at Raymond James & Associates from 2013 to 2018. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering investment and wealth management through advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports advisors with its internal portfolio team and employs a combination of fundamental, technical, and cyclical analysis to develop customized investment strategies.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Patrick C

Series 66

Atlanta, GA

Arkadios Wealth Advisors

Patrick Connolly is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior roles include work with Arkadios Capital, Afterburner Inc, and a short tenure at Top Dawg Moving. 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 that incorporate fundamental, technical, and cyclical analysis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Conner B

Series 66

Atlanta, GA

Arkadios Wealth Advisors

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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Kendall D

CFP®, Series 66

Atlanta, GA

Arkadios Wealth Advisors

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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Charles R

Series 66

Atlanta, GA

Arkadios Wealth Advisors

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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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John H

Series 65

Atlanta, GA

Arkadios Wealth Advisors

John Harris is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 65 designation. He has one year of experience in the industry, having previously worked at Windsor Wealth Planner and Strategists and served in educational roles at the University of North Georgia and local schools. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans utilizing various account types and combines fundamental, technical, and cyclical analysis in its approach.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Mason K

Series 66

Atlanta, GA

Arkadios Wealth Advisors

Mason King is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Rockefeller Capital Management and Raymond James. 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 employs a team-based approach with an in-house portfolio management team that supports advisors using fundamental, technical, and cyclical analysis, and acts as a fiduciary in retirement plan consulting.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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David S

CFA®, Series 63, Series 65

Atlanta, GA

Arkadios Wealth Advisors

David Summers IV is a CFA® charterholder based in Atlanta, GA, with 27 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and was previously with Raymond James & Associates from 2013 to 2018. Summers is also involved in other financial advisory businesses, including serving as Managing Director of DJRCSM, LLC and as owner of Avigron Investments. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of advisory programs and third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis and supports advisors with an in-house portfolio team that offers discretionary investment management across multiple asset classes.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Robert C

Series 63, Series 65

Atlanta, GA

Arkadios Wealth Advisors

Robert Childs is a financial advisor at Arkadios Wealth Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SunTrust Advisory Services, SunTrust Investment Service, and BB&T 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 and combines fundamental, technical, and cyclical analysis to manage portfolios through various account platforms and third-party managers.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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