Lee Wilson is a financial advisor at Arkadios Wealth Advisors in Rochester, NY, holding a Series 66 license with two years of industry experience. Prior to joining Arkadios in 2022, he worked at Stanley Security and The Bonadio Group. Outside of advising, he is an investor in multi-family real estate through Cora Sandord LLC. 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 team and a mix of managed accounts, third-party managers, and financial planning.

Mark Wilson is a financial advisor with Arkadios Wealth Advisors in Rochester, NY, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including 15 years at MML Investors Services Inc and Mass Mutual before joining Arkadios Wealth Advisors and Arkadios Capital in 2022. Wilson serves on the board of Dollars for Scholars, an organization that awards scholarships to high school students. 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, supported by an in-house portfolio team that offers models and trade execution across multiple asset classes.