Matthew Terry is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 license and six years of industry experience. He is a co-founder of Terry Brothers Tax, where he provides federally licensed tax representation services separate from his advisory role. Additionally, he co-founded Fort Financial Software, LLC, which develops data-audit and operational support tools for businesses. Arkadios Wealth Advisors is a multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various internally managed and third-party solutions.

Patrick Strubbe is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Arkadios Capital since 2022 and previously spent 17 years at Kalos Management, Inc. and Kalos Capital, Inc. Outside of his advisory work, he is the owner of Preservation Specialists LLC, through which he authors a book on retirement issues and hosts educational retirement planning seminars. He also serves as an Elder of Finance at Hope Lutheran Church and co-founded Fort Financial Solutions, LLC, a provider of data-audit and operational support tools to businesses. Arkadios Wealth Advisors offers 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 supports advisors with an internal portfolio team that provides models and trade execution and acts as a fiduciary for retirement plan consulting, employing a range of analytical approaches and recommending alternative investments for qualified clients.

David Elliott is a financial advisor with Arkadios Wealth Advisors in Columbia, SC, holding a Series 66 designation and five years of industry experience. He previously worked at Thrivent Financial and its related investment management firms. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans with a variety of portfolio management and financial planning services. The firm creates customized investment plans that incorporate fundamental, technical, and cyclical analysis and offers both internally managed and third-party investment solutions.

John Farley is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation and bringing 10 years of industry experience. He has previously worked at Kalos Management and LPL Financial. Outside of his advisory role, Farley is a meteorologist for WOLO-TV and is involved in entrepreneurial ventures including a weather-impact modeling project for sports. 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 utilizes a range of strategies across asset classes, serving clients through a large integrated network of advisory and brokerage entities.