Tina Walker is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Wells Fargo Advisors in various roles from 2014 to 2025. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and consulting services, employing both discretionary and non-discretionary models and utilizing diversified investment strategies that include alternatives, private markets, and digital assets.

Treyce Addison is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Merrill, Morgan Stanley, and Raymond James. Outside of finance, his background includes roles in retail and education. OpenArc Corporate Advisory serves individual and institutional clients with wealth management, financial planning, and retirement plan services. The firm offers both discretionary and non-discretionary models, tailoring portfolios using a diverse range of investment vehicles, and maintains a significant institutional retirement practice alongside private markets and digital-asset capabilities.

Milon Turner is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and four years of industry experience. He previously worked at Merrill and Bank of America N.A. before joining OpenArc in 2025. OpenArc Corporate Advisory serves a diverse client base, including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management with both discretionary and non-discretionary engagement models. The firm is notable for its substantial institutional retirement practice and capabilities in private markets and digital assets, supported by operational integration with third-party platforms.

Robert Rickles is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and 23 years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America N.A. and Merrill for a combined total of over two decades. He serves as an officer and immediate past president of the volunteer board for the Jewish Educational Loan Fund, a charitable organization based in Atlanta. OpenArc Corporate Advisory serves individual and institutional clients, providing wealth management, financial planning, portfolio management, and dedicated retirement plan services. The firm offers tailored investment solutions across a range of asset classes and maintains a significant institutional retirement practice alongside capabilities in private markets and digital assets.

Jeffrey Crowell is a financial advisor with OpenArc Corporate Advisory, LLC, based in Atlanta, GA. He holds a Series 66 designation and has 13 years of industry experience, including prior roles at Bank of America and Merrill Lynch. OpenArc Corporate Advisory serves a diverse client base that includes individual and institutional investors, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm uses a broad range of investment strategies, including alternative and private market investments, and maintains a significant institutional retirement practice alongside digital asset capabilities.

Timofei Kouzmine is a financial advisor at OpenArc Corporate Advisory, LLC with a Series 65 credential. He has experience working at OpenArc since 2026 and previously held roles at Softensity, Syracuse University, and Pace Academy. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans, offering a range of services from wealth management to retirement plan consulting. The firm combines discretionary and non-discretionary models, utilizing diverse investment strategies including private markets and digital assets, and maintains a notable focus on institutional retirement solutions.

Travis Wilson is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America, as well as IBM prior to entering the financial sector. OpenArc Corporate Advisory serves a diverse client base including individual investors, trusts, nonprofits, and retirement plans, offering wealth management, financial planning, portfolio management, and specialized retirement plan services. The firm combines institutional research and manager due diligence with a broad investment toolkit, including private markets and digital assets, to tailor solutions across discretionary and non-discretionary models.

Bart Speziali Jr. is a financial advisor at OpenArc Corporate Advisory, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America and Merrill. He is also a general partner at Speziali LLC, a for-profit business. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services, utilizing a broad range of investment strategies including private markets and digital assets.

Adil Khan is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at OpenArc Corporate Advisory, LLC and previously spent nine years at Bank of America and Merrill. Outside of his advisory role, he is involved as a seller in a trading card business. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management. The firm provides both discretionary and non-discretionary services and utilizes a broad range of investment tools including private markets and digital assets, with a significant focus on institutional retirement plan services.

Gary Askew is a financial advisor at OpenArc Corporate Advisory, LLC with 14 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining OpenArc in 2025, he spent 10 years at Merrill and Bank of America, N.A. Outside of his advisory role, Askew owns and operates an online apparel business, Big Back Ministries, selling t-shirts and hoodies. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors such as trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and consulting services with a broad investment toolkit and a notable institutional retirement plan practice combined with private markets and digital-asset capabilities.

Bradley Plaziak is a financial advisor at OpenArc Corporate Advisory, LLC with a Series 65 credential and one year of industry experience. His background includes roles at Marshall University and the PGA Tour Superstore. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and retirement plan services, employing both discretionary and non-discretionary models and utilizing a varied investment toolkit that includes private markets and digital assets.

Rohan Patel is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of services such as wealth management, financial planning, and retirement plan consulting, utilizing a broad array of investment options and providing both discretionary and non-discretionary engagement models.

Everett Cramer Jr. is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill for nine years. Everett is based in Atlanta, GA. OpenArc Corporate Advisory serves a diverse client base that includes individual and institutional clients such as trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services, utilizing a wide range of investment strategies including private markets and digital assets.

Ian Kohl is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. He holds Series 63 and Series 65 licenses and began his advisory career in 2026. Prior to joining OpenArc, he worked at John Hancock Manulife for three years and has experience in academic roles at Florida State University and the University of Alabama. OpenArc Corporate Advisory serves individual and institutional clients including trusts, nonprofit endowments, and retirement plans. The firm offers a wide range of wealth management and retirement plan services, employing both discretionary and non-discretionary models and utilizing diverse investment strategies including private markets and digital assets.

David Mack is a CFP® with 29 years of experience in the financial services industry. He is currently with OpenArc Corporate Advisory, LLC and previously worked at Bank of America and Merrill. Outside of his advisory work, he is the owner of a seasonal caroling business and serves as chair of the deacons at the First Baptist Church of Roswell. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering comprehensive wealth management, financial planning, and portfolio management services. The firm provides tailored investment solutions using a wide range of asset classes and supports retirement plan sponsors with institutional research, manager oversight, and fiduciary alignment.

Sarah Perelle is a CFP® with 13 years of industry experience, currently serving as an advisor at OpenArc Corporate Advisory, LLC since 2025. Prior to joining OpenArc, she worked at Bank of America and Merrill from 2013 to 2025. Outside of her advisory role, she has joint ownership in a property with her husband, though she has minimal involvement in its management. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services using a broad range of investment strategies, with a notable focus on institutional retirement solutions and private markets.

Jeffrey Neumeyer is a financial advisor at OpenArc Corporate Advisory, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of advising, he is involved in a family-held sole proprietorship related to condo rentals. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm offers tailored wealth management and retirement plan services, utilizing a wide range of investment strategies and emphasizing institutional research and manager due diligence in its retirement practice.

Hans Hamann is a financial advisor at OpenArc Corporate Advisory, LLC with a Series 65 credential and one year of industry experience. Prior to joining OpenArc Corporate Advisory, he worked at Apogee Electronics and Apple. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and specialized retirement plan services, utilizing a wide range of investment strategies and emphasizing institutional research and governance for plan sponsors.

Rachael Kelly is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. She holds a Series 66 designation and has 19 years of industry experience. Her prior roles include positions at Bank of America, Merrill, WestRock, and Coldwell Banker. She maintains a part-time real estate referral license with Coldwell Banker for personal and family use. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm provides both discretionary and non-discretionary models and utilizes a broad range of investment tools, including private markets and digital assets, with a notable focus on institutional retirement plans.

John Weindler is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and 21 years of industry experience. He previously worked at Bank of America and Merrill, with overlapping tenures spanning from 2002 to 2025. He serves as a board member of the Global Equity Organization, a business group focused on education, networking, and collaboration among professionals. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services, utilizing a broad range of investment strategies that include private markets and digital assets, alongside a notable institutional retirement practice.