Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jonathan L
CFP®, Series 66
Charlotte, NC
Arkadios Wealth Advisors
Jonathan Lindner is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Arkadios Wealth Advisors in Charlotte, NC, having joined in 2025. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Raymond James Financial Services, Cygnus Asset Management, and Wells Fargo Advisors. Outside of his advisory work, he is president and CEO of The Barly Group LLC, which manages certain investment-related activities. 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 portfolio management with an in-house team that delivers models and trade execution across multiple asset classes, employing fundamental, technical, and cyclical analysis.
Jonathan H
Series 66
Charlotte, NC
Arkadios Wealth Advisors
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.
Michael K
Series 66
Charlotte, NC
Arkadios Wealth Advisors
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.
Janet C
Series 66
Charlotte, NC
Arkadios Wealth Advisors
Janet Correll is a financial advisor at Arkadios Wealth Advisors with 10 years of industry experience. She holds a Series 66 designation and has previously worked with Kalos Capital and SouthPark Capital. In addition to her advisory role, she serves as President and Directing Member of Janet Long LLC, providing independent investment advisory services. Arkadios Wealth Advisors offers 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 operating model includes an in-house portfolio team that supports advisors with model strategies and trade execution across various asset classes.
Christopher O
CFP®, Series 63
Charlotte, NC
Arkadios Wealth Advisors
Christopher Oden is a CFP®-designated financial advisor with nine years of industry experience, currently with Arkadios Wealth Advisors in Charlotte, NC. His prior roles include seven years at The Vanguard Group and four years at BB&T. Outside of his advisory work, he owns Oden Enterprises LLC, a financial services business. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm creates customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various internally managed solutions and selected third-party managers.
Steven G
Series 66
Charlotte, NC
Arkadios Wealth Advisors
Steven Grubner is a financial advisor at Arkadios Wealth Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Kalos Capital from 2015 to 2022 before joining Arkadios Capital. He is treasurer of the Rotary District 7680 - Charlotte South Club. 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, wrap programs, and access to third-party money managers. The firm supports advisors with an internal portfolio team and offers diverse investment strategies along with retirement plan consulting and comprehensive portfolio reporting.
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.
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")
Finding advisors...
Find a financial advisor
Based on your filters