Bambi Rentschler is a financial advisor at OpenArc Corporate Advisory, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch for 17 years before joining OpenArc in 2025. 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, combining institutional research and a broad investment toolkit that includes alternative and private market investments as well as digital assets.

Hunter Bailey is a financial advisor at OpenArc Corporate Advisory, LLC with one year of industry experience. He previously worked at Independent Financial Group, LLC and spent ten years at UPS. 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 options and emphasizing institutional research and fiduciary governance.

Blake Kollin is a financial advisor at OpenArc Corporate Advisory, LLC with two years of industry experience. He holds the Series 66 designation and has 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 provides tailored wealth management and retirement plan services using a broad range of investment strategies, including alternatives and digital assets, and maintains a substantial institutional retirement practice alongside private markets capabilities.

Ryan Daly is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. He holds the Series 66 designation and has 10 years of industry experience, including prior roles at Bank of America and Merrill. OpenArc Corporate Advisory serves individual and institutional clients with wealth management, financial planning, portfolio management, and retirement plan services, utilizing both discretionary and non-discretionary engagement models. The firm integrates institutional research, private markets, and digital assets into tailored portfolios and supports retirement plan sponsors with fiduciary-focused governance and monitoring.

Richard Anderson is a financial advisor at OpenArc Corporate Advisory, LLC with 20 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management, financial planning, and retirement plan services, utilizing both discretionary and non-discretionary models and a wide range of investment strategies.

Kaitlin Ealy is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 license with four years of industry experience. Her previous roles include positions at Bank of America, Merrill, and Insperity. Outside of finance, she worked at Hal's the Steakhouse for six years. OpenArc Corporate Advisory serves both individual and institutional clients, offering wealth management, financial planning, portfolio management, and specialized retirement plan services. The firm uses a wide range of investment strategies, including alternatives and digital assets, and maintains a significant institutional retirement practice alongside private markets capabilities.

Michael Massi Jr. is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He previously worked at Bank of America and Merrill for nine years. Massi is involved as a limited partner and owner in Masbro Holdings LLC, an LLC established with a close friend for property ownership and asset diversification outside his advisory role. 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 combines discretionary and non-discretionary models and uses a wide range of investment tools, with a notable institutional retirement practice and capabilities in private markets and digital assets.

Kimberly Gardner is a financial advisor at OpenArc Corporate Advisory, LLC with 15 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. OpenArc Corporate Advisory serves a diverse client base including individual and institutional investors, with a focus on wealth management, financial planning, portfolio management, and retirement plan services. The firm offers tailored investment solutions incorporating equities, bonds, alternative investments, private markets, and digital assets, alongside a significant institutional retirement practice.

Patrick Farren is a financial advisor at OpenArc Corporate Advisory, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and other roles including sales representation for Vector Marketing. OpenArc Corporate Advisory serves individual and institutional clients with a range of wealth management, financial planning, and retirement plan services. The firm offers discretionary and non-discretionary portfolio management with capabilities across traditional and alternative investments, including private markets and digital assets, and maintains a notable institutional retirement practice.

Taylor Holley is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 designations and eight years of industry experience. Prior to joining OpenArc in 2025, Holley worked at Bank of America and Merrill. Before entering the financial industry, Taylor spent five years at The Cheesecake Factory. OpenArc Corporate Advisory serves individual and institutional clients ranging from non-high-net-worth individuals to nonprofit endowments and retirement plans. The firm provides tailored wealth management and retirement plan services, employing a broad investment toolkit and emphasizing institutional research and manager due diligence in its substantial retirement practice.

Charles Schorpp is a financial advisor at OpenArc Corporate Advisory, LLC with 22 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill, with a combined tenure spanning over two decades. OpenArc Corporate Advisory serves a diverse client base including individual and institutional clients such as high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm provides customized wealth management, financial planning, portfolio management, and retirement plan services, utilizing a range of investment strategies and tools including private markets and digital assets.

Robert Cramer Jr. is a CFP® professional with 15 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 Lynch. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers comprehensive wealth management and retirement plan services, utilizing a range of investment strategies from traditional equities and bonds to alternative and private market investments, along with digital assets, supported by robust institutional research and operational platforms.

Madeline Harr is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Harr’s background also includes experience at The Home Depot and Georgia Institute of Technology. OpenArc Corporate Advisory serves a diverse clientele including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm utilizes a wide range of investment strategies, including alternative and private market investments and digital assets, and maintains a significant institutional retirement practice alongside private markets capabilities.

Angelica Virtucio is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, N.A. and Merrill. OpenArc Corporate Advisory serves individual and institutional clients with wealth management, financial planning, portfolio management, and retirement plan services. The firm offers both discretionary and non-discretionary solutions and integrates a broad range of investment tools, including private markets and digital assets, with a notable focus on institutional retirement plan management.

Nathaniel Cook is a financial advisor at OpenArc Corporate Advisory, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management, financial planning, and retirement services, utilizing a broad range of investment tools and maintaining a significant institutional retirement practice alongside private markets and digital asset capabilities.

Chloe Crist is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. Her prior experience includes roles at Bank of America, Merrill, Henssler Financial, and Ameris Bank. OpenArc Corporate Advisory serves individual and institutional clients with a range of wealth management, financial planning, and retirement plan services, employing both discretionary and non-discretionary engagement models and utilizing diverse investment strategies including private markets and digital assets.

Roberto Arteaga Ascencio is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Merrill, Fidelity Investments, and J.P. Morgan Securities LLC. 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 retirement plan services, with a focus on customized portfolios that utilize a range of investment tools such as individual equities, bonds, alternative investments, and digital assets.

Kris Joslyn is a financial advisor at OpenArc Corporate Advisory, LLC with 16 years of industry experience and holds a Series 66 designation. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill for a combined 13 years. Outside of his advisory role, he serves as the music director for Beach United Methodist Church and is involved with Wilbur Ministries, a charitable organization, where he writes, arranges, and records music and performs both domestically and internationally. OpenArc Corporate Advisory serves a diverse client base, including individuals, trusts, nonprofit endowments, and retirement plans, offering tailored wealth management and consulting services. The firm combines institutional retirement solutions with private markets and digital asset capabilities, operating through both discretionary and non-discretionary models.

Sydney Wiggins is a financial advisor at OpenArc Corporate Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill for eleven years. Located in Atlanta, GA, Wiggins has been with OpenArc since 2025. OpenArc serves individual and institutional clients across a range of segments including trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services utilizing various investment vehicles including private markets and digital assets, with a notable institutional retirement practice and integrated operational platforms.

Mark Adkins is a financial advisor at OpenArc Corporate Advisory, LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OpenArc in 2025, he worked at Merrill for a total of 10 years, with a two-year period as a self-employed advisor in between. 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 options and emphasizing institutional research and fiduciary governance.