OpenArc Corporate Advisory, LLC

Matthew Prediletto is a CFP® with 18 years of industry experience. He is currently with OpenArc Corporate Advisory, LLC and previously worked at Bank of America, Merrill, and The AYCO Company, L.P./Mercer Allied. He holds a Series 66 license. OpenArc Corporate Advisory, LLC provides investment management and retirement-plan services to both institutional and individual clients. The firm employs a diverse investment approach that includes in-house asset allocation, alternatives, direct indexing, and oversight of third-party managers, serving a mix of high-net-worth and non-high-net-worth clients.

Paul Covington is a financial advisor at OpenArc Corporate Advisory, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Based in Atlanta, GA, he joined OpenArc in 2025. OpenArc Corporate Advisory provides investment management and retirement-plan services to pooled and institutional clients, along with wealth management and financial planning for individuals. The firm serves both ERISA and non-ERISA plans and combines in-house asset allocation with a broad range of strategies, including alternatives and digital assets, while also overseeing third-party money managers.

Daniel Lewis is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He previously worked at Bank of America and Merrill for 12 years. OpenArc Corporate Advisory, LLC provides investment management and retirement-plan services to pooled and institutional clients, as well as wealth management and financial planning for individual investors. The firm serves both ERISA and non-ERISA retirement plans, managing portfolios across public and private securities, and employs a mix of in-house asset allocation, third-party managers, and technology platforms to serve a diverse client base including non-high-net-worth and high-net-worth individuals.

Joseph Templeton is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Bank of America, Merrill, and E*TRADE Securities. OpenArc Corporate Advisory provides investment management and retirement-plan services to pooled and institutional clients, as well as wealth management and financial planning for individuals. The firm serves ERISA and non-ERISA retirement plans and employs a diverse investment approach that includes alternatives, direct indexing, digital assets, and third-party manager oversight.

Courtney Murphy Mesa is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill and Fidelity in various advisory roles. OpenArc Corporate Advisory, LLC provides investment management and retirement-plan services to pooled and institutional clients, as well as wealth management and financial planning for individual investors. The firm serves both ERISA and non-ERISA plans and manages portfolios across public and private securities using a combination of in-house asset allocation, third-party managers, and technology platforms.

Franklin Sullivan is a financial advisor at OpenArc Corporate Advisory, LLC with two years of industry experience. He holds the Series 66 designation and has prior experience at Voya Investment Management and several other firms. OpenArc Corporate Advisory, LLC provides investment management and retirement-plan services to pooled and institutional clients, as well as wealth management, financial planning, and consulting to individual investors. The firm serves ERISA and non-ERISA retirement plans and manages portfolios across public and private securities, combining in-house asset allocation with a broad range of strategies and third-party manager oversight.

Joseph Sacco is a financial advisor at OpenArc Corporate Advisory, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory, LLC provides investment management and retirement-plan services to pooled and institutional clients, as well as wealth management and financial planning to individual investors. The firm serves both ERISA and non-ERISA retirement plans and utilizes a diverse investment approach that includes alternatives, direct indexing, digital assets, ETFs, and fixed income, combining in-house asset allocation with third-party manager oversight.

Daphne Gentile is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and 26 years of industry experience. Her prior roles include positions at Merrill, Wells Fargo Advisors, Cambridge Investment Research, and Morgan Stanley. OpenArc Corporate Advisory, LLC provides investment management and retirement-plan services to pooled and institutional clients, as well as wealth management and financial planning to individual investors. The firm serves ERISA and non-ERISA retirement plans and manages portfolios across public and private securities, combining in-house asset allocation with a broad range of strategies and third-party money manager oversight.

Randall Roman is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill. OpenArc Corporate Advisory provides investment management and retirement-plan services to pooled and institutional clients, alongside wealth management and financial planning for individuals. The firm’s approach integrates in-house asset allocation with a broad range of strategies and oversight of third-party managers, serving both high-net-worth and non-high-net-worth clients.

Jamall Little is a financial advisor at OpenArc Corporate Advisory, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill, Equitable Advisors LLC, and Fidelity Brokerage Services LLC. Outside of his advisory role, he owns a vending machine business called The Little Family Vending Company. OpenArc Corporate Advisory provides investment management and retirement-plan services to pooled and institutional clients while offering wealth management, financial planning, and consulting to individual investors. The firm serves both ERISA and non-ERISA retirement plans and manages portfolios across public and private securities, combining in-house asset allocation with a broad range of strategies and third-party manager oversight.

Najee Sanders is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, David Lerner Associates, and HSBC Bank USA. OpenArc Corporate Advisory provides investment management and retirement-plan services to both pooled and institutional clients, as well as wealth management and financial planning to individual investors. The firm manages portfolios across public and private securities and employs a diverse range of strategies, including alternatives, direct indexing, digital assets, ETFs, and fixed income, while utilizing third-party money managers and advanced order management systems.

Emily Fletcher is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at Bank of America, N.A. for 14 years and Merrill Lynch, Pierce, Fenner & Smith Incorporated for 19 years. Outside of advising, she serves as the general partner and managing member of Brownlow Enterprises LLC, a limited liability company. OpenArc Corporate Advisory provides investment management and retirement-plan services to pooled and institutional clients, as well as wealth management and financial planning for individual investors. The firm serves ERISA and non-ERISA retirement plans and manages portfolios across public and private securities using a combination of in-house asset allocation, third-party managers, and innovative technologies.

Ryan Cox is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Merrill and Fidelity Brokerage Services LLC, as well as a long tenure at The Cheesecake Factory. OpenArc Corporate Advisory provides investment management and retirement-plan services to pooled and institutional clients while also offering wealth management, financial planning, and consulting to individual investors. The firm serves both ERISA and non‑ERISA retirement plans and manages portfolios across public and private securities using a combination of in-house asset allocation, third-party money managers, and advanced technology platforms.

Timothy Moscato 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 Lynch. OpenArc Corporate Advisory provides investment management and retirement-plan services to both institutional and individual clients. The firm combines in-house asset allocation with a broad range of strategies and third-party managers, serving a diverse client base that includes ERISA and non‑ERISA retirement plans as well as high-net-worth individuals.

David Cramer 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 from 2015 to 2025. OpenArc Corporate Advisory, LLC provides investment management and retirement-plan services to pooled and institutional clients while also offering wealth management, financial planning, and consulting to individual investors. The firm serves ERISA and non-ERISA retirement plans in both discretionary and non-discretionary roles and manages portfolios across public and private securities using a combination of in-house asset allocation, third-party money managers, and a diverse range of investment strategies.