Aprio Wealth Management, LLC

Eric Flynn is a CFA® charterholder with five years of experience in financial advising. He is currently with Aprio Wealth Management, LLC in Bozeman, MT. Prior to this, he held positions at Compound Planning, Inc., Wipfli LLP, Creative Planning, LLC, and Bitterroot Capital Advisors, LLC. Outside of his advisory work, Flynn serves as Treasurer of Flynn Ranch, Inc., and owns Flynn Ranch Hunting, LLC and Flynn Farms, LLC. He also chairs the advisory council for the College of Business at Montana State University and represents CFA Institute’s President’s Council. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, and business entities. The firm uses asset allocation combined with techniques such as dollar-cost averaging, technical analysis, and various trading strategies, and it maintains continuous account monitoring with at least annual client reviews.

Ryan Van Blarcom is a CFP® and holds a Series 65 license with four years of experience in financial advisory roles. He is currently with Aprio Wealth Management, LLC and previously worked at Annex Wealth Management and U.S. Bank. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, dollar-cost averaging, technical analysis, and trading strategies, while coordinating with an affiliated CPA firm for accounting and tax referrals.

Warren Nash Jr. is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Aprio Wealth Management, LLC and previously worked at The Commonwealth Group, Cherry Bekaert, LLP, and Frasier, Dean & Howard, PLLC. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation strategies alongside techniques such as dollar-cost averaging and technical analysis, and it maintains continuous account monitoring with at least annual reviews.

Matthew Miller Jr. is a financial advisor at Aprio Wealth Management, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 12 years of industry experience. His prior roles include positions at Invesco, Rollins Financial, Mercer Global Advisors, Empower Advisory Group, and Nestwise LLC. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation and techniques such as dollar-cost averaging, technical analysis, and active trading, while coordinating referrals with an affiliated CPA firm and maintaining a distinctive role as a 3(21) adviser with approximately $1.57 billion in assets under advisement.

Keith Greenwald is a financial advisor with Aprio Wealth Management, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Aprio since 2014 and previously worked at Purshe Kaplan Sterling Investments for 11 years. Outside of his advisory role, he serves as vice president and secretary of Bullseye Training Club, LLC, a firearms safety and training company. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, dollar-cost averaging, technical analysis, and various trading strategies, offering continuous portfolio monitoring and coordinating referrals with an affiliated CPA firm.

Raine Ayers is a financial advisor at Aprio Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms including Morgan Stanley, Bank of America, and Ameriprise Financial Services. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation with strategies such as dollar-cost averaging and technical analysis and is notable for its affiliation with a third-party administrator and pension consulting business, managing approximately $1.57 billion in assets under advisement.

Adam Venokur is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. He is currently with Aprio Wealth Management, LLC and its affiliated entities, where he has worked since 2021. Prior to that, he held roles at Tarlow & Co., CPA, and Equitable Advisors. He is also a partner at Aprio Advisory Group, a CPA advisory services firm. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation alongside various portfolio management techniques and coordinates tax and accounting referrals with an affiliated CPA firm.

Randy Schaller is a CFP® professional with 16 years of experience in financial advising. He currently works at Aprio Wealth Management, LLC, where he has been since 2025. His prior experience includes roles at Cambridge Investment Research, Inc., Prism Financial Group, L.L.C., SMART401K, LLC, and Searcy Financial Services, Inc. Aprio Wealth Management offers discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a range of investment techniques such as asset allocation, dollar-cost averaging, and technical analysis, and maintains ongoing account monitoring with at least annual reviews.

James Loving is a CFA® charterholder with 10 years of industry experience. He currently works at Aprio Wealth Management, LLC and previously spent a decade at A. Montag & Associates, Inc. He is based in Atlanta, GA. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs diversified portfolio management techniques and offers access to sub-advised strategies, options-based portfolios, and private investments.

Daniel Wilson is a CFP® with 29 years of industry experience, currently serving as an advisor at Aprio Wealth Management, LLC. His prior roles include positions at Johnson Bank, Raymond James Financial Services, Cedarpoint Investment Advisors, and J.P. Morgan Securities. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation along with techniques such as dollar-cost averaging, technical analysis, and trading strategies, and is notable for its affiliation with a third-party administrator/pension consulting business and its role as a 3(21) adviser.

John Bly is a financial advisor with Aprio Wealth Management, LLC in Matthews, NC. He holds a Series 66 designation and has 16 years of industry experience. Prior to joining Aprio in 2019, Bly worked at HK Financial Services, Proequities Inc, and L B & A, CPA, PLLC. He is also a partner at a local CPA firm and has experience in insurance sales. Aprio Wealth Management provides advisory services to individuals, retirement plans, trusts, and business entities, offering portfolio management, financial planning, and plan sponsor consulting. The firm employs asset allocation strategies combined with techniques like dollar-cost averaging and options-based portfolios, and it is notable for its affiliation with a third-party pension consulting business and its role as a 3(21) adviser with approximately $1.57 billion in assets under advisement.

John Bohan is a CFP® with 12 years of industry experience, currently serving as an advisor at Aprio Wealth Management, LLC in Littleton, CO. His prior work includes roles at Prism Financial Group, Investment Trust Company, and LPL Financial LLC. Outside of advising, he owns Finbits Media LLC, a financial education blog and speaking platform, and is the author of a book titled *NOT ANOTHER LECTURE 20 finbits of unsolicited Dad wisdom about money*. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs asset allocation and techniques such as dollar-cost averaging and options-based portfolios, offering continuous monitoring and coordinating with affiliated tax professionals and CPAs.

Phillipe Toupin is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Aprio Wealth Management, LLC. He has worked with Aprio entities since 2020 and previously held roles at Jones Gregg Financial, LLC, and Business Acquisition & Merger Associates. Toupin also holds a role as an insurance agent with Aprio Risk Management, LLC. Aprio Wealth Management provides investment advisory services to individuals, qualified plans, trusts, estates, charitable organizations, and businesses. The firm employs asset allocation combined with various trading strategies and offers both discretionary and non-discretionary portfolio management, along with financial planning and plan sponsor consulting.

Erin O'Connor Bell is a CFP® certificant with 13 years of industry experience, currently advising at Aprio Wealth Management, LLC since 2025. Her prior roles include positions at The Mather Group, Facet Wealth, Inc., Incite Financial Planning, LLC, and The Bank of New York Mellon. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a variety of portfolio construction techniques, including asset allocation, dollar-cost averaging, and options-based strategies, while coordinating with tax professionals through an affiliated CPA firm.

Hayden Mcconnell is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently with Aprio Wealth Management, LLC and has previously worked at Wealth With No Regrets, Wells Fargo Advisors, Morgan Stanley, and Crown Capital Investments. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses asset allocation combined with techniques such as dollar-cost averaging and technical analysis, and it maintains continuous account monitoring with at least annual client reviews.