Patrick Lynch III is a financial advisor with Arkadios Wealth Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of advisory work, Lynch is a partner in a real estate investment partnership with interests in commercial properties and related businesses. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment and wealth management strategies, supported by an internal portfolio team and a network of affiliated advisory and broker-dealer entities.

Clay Ellis is a financial advisor at Arkadios Wealth Advisors with four years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Equitable Advisors LLC and Florin Capital Real Estate. Ellis has also been involved in entrepreneurial ventures and academia, including roles at Gourmet Garlic and the University of Texas San Antonio. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans, discretionary and non-discretionary portfolio management, and integrates fundamental, technical, and cyclical investment analysis.

Steve Markey is a financial advisor with Arkadios Wealth Advisors in San Antonio, TX, holding a Series 63 license and 30 years of industry experience. Before joining Arkadios in 2022, he worked at Securities America Advisors and Investacorp Advisory Services. Outside of his advisory role, he serves as President and CFO of Home Fashion Technologies, a company specializing in bifold and barn doors, where he stepped in following the deaths of key executives. He is also a board member of HFCC, Inc., an organization focused on building permanent housing for the homeless in San Antonio. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of managed accounts, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team offering model strategies and execution, employing fundamental, technical, and cyclical analysis while also acting as a fiduciary for retirement plan consulting.