Dotham, AL Office

Lee Forehand is a financial advisor with Arkadios Wealth Advisors in Dothan, Alabama, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. Prior to joining Arkadios in 2025, he spent a decade at Morgan Stanley in various capacities including Morgan Stanley Private Bank. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party managers, and financial planning. The firm utilises an integrated operating model supported by an internal portfolio team that provides investment strategies and trade execution across multiple asset classes.

Christy Coskrey is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. She previously worked at Morgan Stanley for six years and at Dothan City Schools for four years. Coskrey also operates a separate investment-related business under the name Longleaf Capital Group. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports discretionary account management through an internal portfolio team and offers a range of analysis techniques and fiduciary consulting for retirement plans.

Cory Singletary is a CFP® with 15 years of industry experience, currently serving at Arkadios Wealth Advisors in Dothan, AL. He previously worked at Bank of America and Merrill Lynch for 15 years. Outside of his advisory role, he is an advisory board member of the Kiwanis Club of Dothan. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team and offers a range of investment strategies while operating through a large network of affiliated advisory entities and an in-house broker-dealer.

George Liddon is a financial advisor at Arkadios Wealth Advisors with 20 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team and employs multiple analytical approaches while offering discretionary management and retirement plan consulting.

Charles Lee is a Series 66-licensed financial advisor at Arkadios Wealth Advisors with 26 years of industry experience. He worked for Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2010 to 2025 before joining Arkadios in 2025. Outside of advisory work, he is involved with Red Top Farm, LLC, a recreational hunting property, and serves on the finance committee of The Dothan Country Club in Alabama. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment management and financial planning. The firm employs a mix of advisor-managed accounts, wrap programs, third-party money managers, and an internal portfolio team to provide diversified strategies incorporating fundamental, technical, and cyclical analysis.

Todd Thornell is a financial advisor at Arkadios Wealth Advisors with 28 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he co-manages a family timber farm through Thornell Land and Timber LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans supported by an internal portfolio team and a range of advisory programs including discretionary account management and 401(k) consulting.

Jonathan Lee is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Morgan Stanley in various roles from 2010 to 2025 before joining Arkadios Wealth Advisors and Arkadios Capital in 2025. Outside of his advisory work, he is the sole proprietor of ADJ Real Estate Group, LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm combines advisor-managed accounts, third-party money managers, and an internal portfolio team to offer customized investment solutions across multiple asset classes.

Catherine Knowles is a financial consultant with Arkadios Wealth Advisors in Dothan, Alabama, holding Series 65 and Series 63 registrations with one year of industry experience. Prior to joining Arkadios, she was associated with Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Outside of financial services, she has experience working with The Wine Market and Sea Dragon Pirate Cruise. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves a broad client base including individuals, trusts, businesses, and retirement plans. The firm offers customized investment solutions combining fundamental, technical, and cyclical analysis, deployed through various portfolio management platforms and incorporating alternative assets and consolidated reporting.

Joseph Johnson III is a financial advisor with Arkadios Wealth Advisors in Dothan, Alabama, holding a Series 66 designation and five years of industry experience. Prior to joining Arkadios, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2021 to 2025 and held positions at Northwestern Mutual and Raymond James. He serves as a board member for Mitchell's Place, a nonprofit focused on children and youth education, and also plays piano and guitar occasionally. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans with customized investment plans implemented via several proprietary and third-party managed accounts. The firm combines fundamental, technical, and cyclical analysis in its investment approach and offers comprehensive financial planning and reporting services.

Dawn Johnson is a financial advisor with Arkadios Wealth Advisors in Dothan, Alabama, holding a Series 66 designation and two years of industry experience. She previously worked at Morgan Stanley for 15 years before joining Arkadios in 2025. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering customized investment plans through advisor-managed accounts and access to third-party money managers. The firm integrates an internal portfolio team and a large network of affiliated entities to support and execute comprehensive wealth management strategies.